Triggers when a document is updated.

Triggers when a file is created.

Triggers when a task is created.

Triggers when a contact is created for a vendor.

Triggers when a vendor is updated.

Give a user direct access to a JobTread record.

Create a new customer including optional contacts, locations, and jobs.

Create a new Daily Log.

Create a new location.

Create a new vendor including optional contacts, locations, and jobs.

Import a task template to a JobTread item.

Update an existing customer.

Update an existing location.

Update an existing vendor.

Search for a customer by name or custom field value

Search for a location by name or custom field value

Search for a vendor by name or custom field value

Triggers when a custom object record is deleted in ActiveCampaign

Triggers when a contact email address bounces from a sent campaign.

Triggers when a contact opens a campaign (will trigger once per contact per campaign).

Triggers when a contact unsubscribes as a result of a campaign email sent to them.

Triggers when a new contact task is created.

Triggers when a new contact is created.

Triggers when an existing contact details are updated.

Triggers when a a Tag is added or removed from a Contact

Updates an account.

Creates a new contact, or updates an existing contact.

Adds an existing contact into any automation.

Creates and sends a new campaign.

Adds new contact note.

Creates or updates a contact task

With a deal ID and a contact ID set the corresponding contact as a secondary on the deal. Optionally set the role. If the Deal has no Primary contact set, this contact will be set as Primary if you DO NOT select a role.

Adds a note to a deal.

Updates an existing deal.

Subscribes a Contact to a List it is not currently associated with, or Unsubscribes a Contact from a list is currently associated with.

Send a Whatsapp approved template to any number

Finds account by name.

Finds a contact task.

Looks for a Deal and if found, returns the User that owns the Deal

Finds a user by email address.

Triggers when one of the selected events occurs.

Triggers when a file is updated.

Triggers when a task is updated.

Triggers when a vendor is created.

Advanced users only. Run JobTread queries with custom JavaScript. Can handle multiple async calls. Return desired output as an object.

Create a comment on a JobTread item.

Create a new contact for a customer.

Create a new job.

Create a new task.

Create a new contact for a vendor.

Advanced users only. Run a custom API query.

Update an existing job.

Update an existing task.

Upload files to a JobTread item.

Search for a job by number or custom field value

Search for a membership by user name or email address.

Triggers when a Custom Object record is created or updated.

Triggers when a deal task has been completed.

Triggers when a contact clicks a link in a campaign message (will only run once for each unique link).

Triggers when a new campaign starts sending.

Triggers when a new contact note is added.

Triggers whenever a contact is added to a list.

Triggers when a new contact is created or an existing contact's details are updated.

Creates a new account.

Creates a new account or updates an existing account.

Creates a new deal.

The contact will be removed from this active automation

Adds a contact to an ActiveCampaign account

Add or remove a tag from a Contact

Creates a new custom object record or update an existing record

Creates a new deal.

Creates or updates a deal task

Start an outbound WhatsApp messaging flow for a phone number.

Creates a custom website or application event.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a contact by email address, ID, or phone.

Finds an existing deal by title or email.

Finds a deal task.

Search for a WhatsApp Template to use.