Actions
create_company
Add a new company record
create_contact
Create a new contact record
create_deal
Create a new deal/opportunity
custom_api_call
Make a custom API call to a specific endpoint
link_contact_to_company
Associate a contact with a company
search_companies
List or filter companies
search_contacts
List or filter contacts
search_deals
List or filter deals
search_invoices
List or filter invoices
unlink_contact_from_company
Remove the association between contact and company
update_company
Modify company information
update_contact
Modify existing contact data
update_deal
Modify deal properties
Triggers
new_contact
Triggers when a new contact is created
new_company
Triggers when a new company is created
new_deal
Triggers when a new deal is created
deal_accepted
Triggers when a deal is won/accepted
new_invoice
Triggers when a new invoice is drafted
