Creates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.

Creates a Process in one of your Process Types. You'll need to specify a Process Type and a Stage.

Tags a Conversation.

Updates a Conversation.

Updates a Process. You'll need to specify a Process Type and a Stage.

Updates a Unit.

Searches a Lead in your account by name, contact email address or phone number, property address etc. You can specify a Pipeline to search within, otherwise it searches all Pipelines in your account.

Searches a Property in your account by name or address.

Searches a user in your account by name or email address.

Gets a Process in your account by ID.

Triggers when a new event is created in your calendar.

Triggers when a new email arrives in your personal mailbox inbox, or in a specific folder if selected.

Triggers when a new email arrives in a shared mailbox inbox, or in a specific folder if selected.

Triggers when a new message is created in a folder.

Triggers when a contact is updated.

Sets the categories applied to an email.

Create a duplicate of an email in a different folder.

Creates a new contact.

Creates a draft reply for an email.

Deletes an existing contact.

Deletes an existing event.

Forward an email to specific recipients based on rules or conditions.

Move an email to a specific folder.

Creates a new reply to a specified email message.

Send an email from your Outlook account.

Updates a calendar event information.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Search for contacts.

Searches for emails within a specific folder rather than across all mailboxes.

Retrieves a specific email attachment using its ID.

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Creates a Call in your account

Creates a note on a lead. You'll need to find a lead first using the 'Find Lead' search action.

Creates a note on a process. You'll need to find a process first using the 'Find Process' search action.

Updates a Contact in your account.

Updates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.

Updates a Property.

Searches a contact in your account by name, phone number or email address.

Searches a Process in your account by name, contact email address or phone number, property address etc. You can specify a Process Type to search within, otherwise it searches all Process Types in your account.

Searches the units on the property by the Unit Number

Gets a Lead in your account by ID.

Triggers at a specified time before an event in your calendar starts.

Triggers when there is a new attachment.

Triggers when a new contact is added to your account

Triggers when a new e-mail is received in your inbox that matches a search.

Triggers when an event is updated.

Adds attendees to a calendar event.

Adds a user to a distribution list or group. Only available in Microsoft 365 Business accounts that have organizational directories.

Create an event in the calendar of your choice.

Creates a draft of an email that can then be reviewed and sent out.

Create a new mail folder.

Delete an email from a shared or own mailbox.

Update the follow-up flag on an email.

Update the read status of an email.

Remove one or more categories from an email.

Send a draft email that was previously created.

Update an email's importance level.

Updates a contact.

Finds Calendar Events in your calendar.

Finds emails based on name.

Finds calendar events in a Microsoft 365 group calendar.

Retrieves calendar events within a specific date range for reporting and automation (maximum of 500 events returned).