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Supported triggers and actions

New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Contact
Triggers when a new contact is added.
Trigger
Instant
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Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
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- First name
- Last nameRequired
- Salutation
- Primary
- Telephone
- Mobile
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Language
- Gender
- Birthdate
- Iban
- Bic
- Remarks
- Tags
- Custom Fields
- Marketing mails consent
Action
Write
- ContactRequired
- CompanyRequired
- Position
- Decision maker
Action
Write

- IdRequired
Action
Search
New Expense
Triggers when a new expense is added.
Trigger
Instant
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New Lead
Triggers when a new lead is added.
Trigger
Instant
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- Salutation
- FirstnameRequired
- Lastname
- Company
- Client Type
- Leadid
- Website
- Is Client Tax Exempt
- Tax Exemption Number
- Billing Street
- Billing Street 2
- Billing Country
- Billing State Id
- Billing City
- Billing Zip
- Pa Same As Ba
- Property Tenant Email
- Property Tenant Phone
- Property Tenant Phone Code
- Property Tenant Name
- Property Street
- Property Street 2
- Property Country
- Property State Id
- Property City
- Property Zip
- Gate Code
- Lockbox Code
- Pcode
- Pvalue
- Ptype
- Pis Primary
- Evalue
- Etype
- Eis Primary
Action
Write
- Salutation
- First NameRequired
- Last Name
- Title
- Description
- Source
- Company
- Website
- Address
- Address 2
- Country
- State
- City
- Zip
- Tags
- Assigned
- Is Public
- Pvalue
- Pis Primary
- Pcode
- Evalue
- Eis Primary
Action
Write
- Title
- Work Order DateRequired
- Client IdRequired
- Property IdRequired
- Client Note
- Admin Note
- Terms Condition
- Schedule Date
- Schedule Type
- Is Any Time
- Start Time
- End Time
- Il Item Id
- Il Title
- Il Description
- Il Quantity
Action
Write

New Company
Triggers when a new Company is added.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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- Company nameRequired
- Business Type
- VAT number
- Local business number
- Primary
- Invoicing
- Telephone
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Iban
- Bic
- Language
- Responsible user
- Remarks
- Tags
- Custom Fields
- Marketing Mails Consent
Action
Write
- TitleRequired
- Summary
- Customer TypeRequired
- Customer IdRequired
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated Closing Date
- Custom Fields
Action
Write
- IdRequired
Action
Search
New Client
Triggers when a new client is added.
Trigger
Instant
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New Invoice
Triggers when a new invoice is added.
Trigger
Instant
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New Work Order
Triggers when a new work order is added.
Trigger
Instant
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- Expense TitleRequired
- Expense Category IdRequired
- Expense DateRequired
- Expense AmountRequired
- Description
- Reimburse Id
- Payment Mode Id
- Reference No
- Job Or Client
- Is Tax Included
- Tax Id
Action
Write
- Client IdRequired
- Property StreetRequired
- Property Tenant Name
- Property Tenant Email
- Property Tenant Phone
- Property Tenant Phone Code
- Property CountryRequired
- Property State IdRequired
- Property CityRequired
- Property Street 2
- Property ZipRequired
- Lockbox Code
- Gate Code
Action
Write