Agencyjoy + HappyForms

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Supported triggers and actions

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
- In which workspace you need to add the customer?Required
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- Choose workspaceRequired
- Lead email (optional)
- Lead Id (optional)
Action
Write
- Agencyjoy WorkspaceRequired
- Client's full nameRequired
- Client's Company
- Client's email addressRequired
- Client's phone number
- Client's title or designation
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- Clientjoy Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Write

- WorkspaceRequired
- Customer IdRequired
- Name
- Email
- Title
- Phone
- Company
- VAT Number
- CurrencyRequired
- OwnerRequired
- Website
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Tags
- Note
Action
Write
- WorkspaceRequired
- Field to Search ByRequired
Action
Search

- Choose the workspaceRequired
- Team member's email or Full nameRequired
Action
Search
- Workspace in AgencyjoyRequired
- Field to Search ByRequired
- Lead's nameRequired
- Lead's Email Address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's website or Link
- Deal size
- Choose currency for Deal SizeRequired
- Conversion Probability (1-100)
- Last Contact Date
- Sales Stage in PipelineRequired
- Source
- Choose Lead OwnerRequired
- PrivacyRequired
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Search or write

- WorkspaceRequired
- StageRequired
Trigger
Instant
Try It
- In which workspace you need to add the Lead?Required
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- Choose WorkspaceRequired
- Choose Activity TypeRequired
- Activity Name
- Guests
- Starts AtRequired
- Ends AtRequired
- Color
- Link to Lead/Customer
- Internal Note
- Description
- Location
- Mark As Done
- Send Invites
Action
Write
- Workspace in AgencyjoyRequired
- Lead's nameRequired
- Lead's Email Address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's website or Link
- Deal size
- Choose currency for Deal SizeRequired
- Conversion Probability (1-100)
- Last Contact Date
- Sales Stage in PipelineRequired
- Source
- Choose Lead OwnerRequired
- PrivacyRequired
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Write
- WorkspaceRequired
- Lead IdRequired
- Name
- Email
- Phone
- Company
- Title
- StageRequired
- SourceRequired
- OwnerRequired
- CurrencyRequired
- Deal size
- Conversion Probability
- Website
- PrivacyRequired
- Last Contact
- Address
- City
- State
- Country
- Zip
- Tags
- Note
Action
Write
- Choose WorkspaceRequired
- Field to Search ByRequired
Action
Search
- Agencyjoy WorkspaceRequired
- Field to Search ByRequired
- Client's full nameRequired
- Client's Company
- Client's email addressRequired
- Client's phone number
- Client's title or designation
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- Clientjoy Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Search or write