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- Created or Updated App RecordTriggers when an App Record is created or updatedTrigger
- Create App RecordCreates a new App RecordAction
- Add NotesCreates a new noteAction
- Update App RecordUpdates an App RecordAction
- Upsert App Record With LinesUpserts an App Record with LinesAction
- Find App RecordFinds an App Record by any matching field and value.Action
- Find or create a EntityFind a Entity by selected field, if it doesn't exist, create it.Action
- Find Or Create App RecordFinds an App Record by any matching field and value, creates it when not foundAction
- FreeAgent CRM
Find a lead for a given email, if it doesn't exist, create it.