Triggers when a new "My Company" is added in Seamless.AI.
Lists
Company Industry
Company Size
Triggers when a new account is created.
Filter NameRequired
Triggers when a new deal is created.
Triggers when a new task is created.
Adds a note to a deal.
Update ByRequired
Enter Name / Deal IDRequired
NoteRequired
Adds a note to a sales account.
Enter Name / Account IDRequired
Creates a new contact.
First Name
Last Name
Email
Mobile Number
Creates a new lead.
Last NameRequired
Company Name
Delete an existing contact.
Delete ByRequired
Enter Email / Contact IDRequired
Updates an existing account.
Updates an existing deal.
Find an existing account by name.
Account NameRequired
Find an existing lead by email.
Find ByRequired
Email / Phone NORequired
Triggers when a new "My Contact" is researched in Seamless.AI.
Triggers when a new contact is created.
Triggers when a new lead is created.
Adds a note to a contact.
Adds a note to a lead.
Enter Email / Lead IDRequired
Creates a new account.
Name
Creates a new deal.
Value 1
Value
Updates the existing contact or creates the new contact if contact doesn't exist
Enter Contact ID / Email ID / Phone NORequired
Convert a Lead.
Lead IDRequired
Updates an existing contact; if not found, it will create a new one.
Updates an existing lead; if not found, it will create a new one.
Find an existing contact by email.
EmailRequired
Search the matching Contacts