Actions
convertLead
Converts a lead into a person (optionally with company/opportunity).
createActivity
Logs an activity related to CRM entities.
createCompany
Adds a new company.
createLead
Adds a new lead.
createOpportunity
Adds a new opportunity.
createPerson
Adds a new person/contact.
createProject
Adds a new project.
createTask
Adds a new task under a person, lead, or opportunity.
custom_api_call
Make a custom API call to a specific endpoint
searchForACompany
Lookup a company.
searchForALead
Lookup a lead using match criteria.
searchForAnActivity
Find an existing activity by type/criteria.
searchForAnOpportunity
Lookup an opportunity.
searchForAPerson
Lookup a person using match criteria.
searchForAProject
Lookup a project.
updateCompany
Updates a company record.
updateLead
Updates an existing lead.
updateOpportunity
Updates an opportunity using match criteria.
updatePerson
Updates a person based on matching criteria.
updateProject
Updates a project record.
Triggers
newActivity
Triggers when a new activity is logged
newPerson
Triggers when a new person/contact is created.
newLead
Triggers when a new lead is created.
newTask
Triggers when a new task is created.
updatedLead
Triggers when a lead is modified.
updatedTask
Triggers when a task is updated.
updatedOpportunity
Triggers when an opportunity changes.
updatedOpportunityStage
Triggers when an opportunity stage changes
updatedOpportunityStatus
Triggers when an opportunity's status changes.
updatedProject
Triggers when a project is updated.
updatedLeadStatus
Triggers when the status of a lead changes.
