Actions
add_household_member
Adds a member to an existing household. Link multiple contacts under one family unit.
create_contact
Adds a new contact with rich details (name, address, email, tags, etc.)
create_event
Creates a calendar event linked to contact. Schedule advisory meetings on behalf of clients.
create_household
Creates a household record with emails, tags. Group family member contacts into one household.
create_note
Adds a note linked to a contact. Log call summaries against client records.
create_opportunity
Logs an opportunity including stage, close date, amount. Automate opportunity tracking after meetings.
create_project
Starts a new project with description and organizer. Launch project-based onboarding when new clients sign up.
create_task
Creates tasks tied to contacts with due dates and assignment types. Assign follow-up actions when opportunities are created.
find_contact
Locate a contact by name, email, phone, or advanced filters. Comprehensive contact search with dynamic filtering options.
find_task
Finds existing tasks using comprehensive search filters. Search by assignment, resource, completion status, and date ranges.
start_workflow
Triggers a workflow template on a contact/project/opportunity. Automate multi-step sequences based on CRM events.
Triggers
new_task
Fires when a new task is created
new_contact
Fires when a new contact is created
new_event
Fires when a new event is created
new_opportunity
Fires when a new opportunity is created
