Triggers when a lead has been updated.

Triggers when an opportunity has been updated.

Creates a new account.

Creates a new contact.

Creates a new case/incident.

Creates a new invoice.

Creates a new opportunity.

Updates an account.

Updates a contact.

Updates a Case/Incident.

Updates a lead.

Updates a order.

Finds an account by name.

Finds a custom entity give.

Finds a campaign response.

Finds a invoice by email address or other searchable field.

Finds an opportunity by subject or other searchable field.

Finds an account by name.

Finds a custom entity give.

Finds a lead by email address or other searchable field.

Finds an order by email address or other searchable field.

Creates a new Company in BuyerAssist

Creates a new Milestone in Mutual Success Plan

Creates a new Opportunity in BuyerAssist

Creates a new User in BuyerAssist

Update a contact by Id

Updates an existing Task

Update an existing Contact in BuyerAssist

Find an existing Contact or Create a new Contact if not found

Find an existing Opportunity or Create a new Opportunity if not found

Get an existing Company from External Company ID

Gets Methodology Details by MSP ID

Gets existing Milestone details by Milestone ID

Gets existing Mutual Success Plan details from the MSP ID

Get an existing Opportunity from External Opportunity ID

Gets an existing task

Find an existing Contact or Create a new Contact if not found

Find an existing Opportunity or Create a new Opportunity if not found

Creates a new campaign.

Creates a new campaign response.

Creates a new custom entity.

Creates a new lead.

Creates a new order.

Updates an existing campaign response.

Updates a custom entity.

Updates an invoice.

Updates an opportunity.

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

Finds a contact by email address or other searchable field.

Finds a campaign by name.

Finds all leads that match the search criteria.

Finds a lead by email address or other searchable field.

Finds an order by email address or other searchable field.

Finds a contact by email address or other searchable field.

Finds a invoice by email address or other searchable field.

Finds an opportunity by subject or other searchable field.

Add a new Comment to Mutual Success Plan Task

Creates a new contact

Creates a Mutual Success Plan (MSP) in BuyerAssist with the ability to create with template

Adds a new task in Milestone

Update an existing Company in BuyerAssist

Update an existing Opportunity in BuyerAssist

Updates Status of an existing Task

Find an existing Company or Create a new Company if not found

Find an existing Milestone or Create a new Milestone if not found

Gets existing Company details by Company ID

Gets existing Contact details by ID

Gets all existing Milestones details from MSP ID

Get Associated Mutual Success Plans from the Email ID (You must link your BuyerAssist admin account to use this action)

Get Mutual Success Plan By Opportunity ID

Get Opportunity By Opportunity ID

Find an existing Company or Create a new Company if not found

Find an existing Milestone or Create a new Milestone if not found