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- New or Updated ClientTriggers when a client is created or updated.Trigger
- New Diary EventTriggers when a new event is added to your diary. Only triggers for events in the next 2 months.Trigger
- Add/Update AdviserLogic Diary Event From Microsoft Outlook Ca...Triggers, when a new event is added in outlook calendar or existing event, is updated on outlook calendar.Action
- Add/Update AdviserLogic Diary Event From Microsoft Google Cal...Triggers, when a new event is added in the Google calendar or an existing event, is updated on Google calendar.Action
- Create or Update ClientCreates a new client, or updates to existing by Client ID or External ID.Action
- Create or Update EntityUpdates the existing entity, otherwise creates a new entity.Action