Triggers when folder access is requested or access is approved.

Triggers when members join, pay, leave or participants complete steps.

Triggers include: Order created, Order accepted, Dilvery order ready and more.

Triggers include: Proposal template created, updated, deleted; proposal status changed.

Triggers include: Contact enters segment, contact leaves segment.

Add a guest to an event. The guest will be created as a Person if they don't exist and added to the event pipeline.

Uploads a new file to your Files. Supported file types include: PDF, Word documents, PowerPoint, images (PNG, JPG), videos (MP4, MOV), and Keynote files.

Adds Organizations to your directory (maximum 50 organizations per request)

Adds People to your directory (maximum 50 people per request)

Add or Update (by matching name) an Organization in your Directory. If the Organization does not exist, it will be created. If the Organization does exist, it will be updated with the provided data.

Add or Update (by matching email) a Person in your Directory. If the Person does not exist, they will be created. If the Person does exist, they will be updated with the provided data.

Updates an existing event. Only the provided fields will be updated.

Update multiple prospects in a pipeline at once. Stage ID can be specified at the top level, or for each prospect individually. Individually specified stage IDs will take precedence over the top level stage ID.

Triggers when CMS form submitted.

Triggers include: Donation created, donation updated, donation deleted and more.

Triggers include: Review is created, review updated, review deleted and more.

Triggers when a project is created.

Creates a new event in your account with associated pipeline and questionnaire for guest management.

Creates a new folder in your Files. You can optionally specify a parent folder. Folder names must be unique within the same parent folder.

Adds Organizations as Prospects to a Pipeline (maximum 50 per request)

Adds People as Prospects to a Pipeline (maximum 50 per request)

Add or Update an Organization Prospect to a pipeline. When creating a Prospect, the Organization will be added to the specified Stage if given a stage_id. An update will not change the Prospect's stage.

Add or Update a Person Prospect to a pipeline. When creating a Prospect, the Person will be added to the specified Stage if given a stage_id. An update will not change the Prospect's stage.

Update a guest's RSVP status for an event. This will also update the guest's pipeline stage accordingly.

Search for events by title or list all events in your account