essensys Operate

essensys Operate Help & Support

What essensys Operate Triggers and Actions are Supported?

Supported Triggers#

  • New Charge Sheet - Triggers when a new charge sheet is created.
  • Update Charge Sheet - Triggers when a new charge sheet is updated.
  • Updated Lead - Triggers when new lead is updated.
  • New Contact - Triggers when a new contact is created.
  • New Opportunity - Triggers when new opportunity is created.
  • New Licence - Triggers when a new licence is created.
  • New Product - Triggers when a new product is created.
  • Delete Charge Sheet - Triggers when a new charge sheet is deleted.
  • Updated Contact - Triggers when a contact is updated.
  • Deleted Contact - Triggers when a contact is deleted.
  • New Calendar Event - Triggers when a new calendar event is created.
  • Deleted Calendar Event - Triggers when a Calendar Event is deleted.
  • New Lead - Triggers when new lead is created.
  • Updated Account - Triggers when an account is updated.
  • New Account - Triggers when a new account is created.

Supported Searches#

  • Find Opportunity - Find Opportunity.
  • Find Contact - Find Contact.

Supported Actions#

  • Create Tour - Creates a new tour.
  • Create Lead - Creates a new lead.
  • Create Opportunity - Creates a new opportunity.
  • Create Charge Sheet - Creates a new charge sheet.
  • Update Opportunity - Updates an opportunity.
  • Create Product - Creates a new product.
  • Create Contact - Creates a new contact.
  • Create Account - Creates a new account.
  • Update Contact - Updates a contact.
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How to Get Started with essensys Operate on Zapier

To get started with Essensys on Zapier, first you will need to click to connect your Essensys account to use with your Zap

Click to connect Essensys

You’ll now be asked to log into your Essensys account (unless you are already logged in)

Essensys login page

If all steps were successful your Essensys account will now be successfully connected.

Essensys connection successfull

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Common Problems with essensys Operate on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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Need More Help? - Our support team is happy to help -- send us a message

essensys Operate is a workspace management platform that helps space-as-a-service operators run their workspace from lead to cash and everything in between.

Getting Started with Zapier

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