Enter the email address to use to identify the contact in Macanta.

Enter the Contact ID for the Contact you wish to have a relationship to the Data Objecy

Select the Relationship with which to associate the Contact with the Data Object

Enter the Item ID for the Data Object you wish to add a Note to.

What type of note is this? e.g. General, Alert, Update, Comment, Call Note

Rich Text Note to Save, can be the same as plain_text_notes. This is the Rich Text version of the body of the Data Object Note.

Plain Text Note to Save. This is the Plain Text version of the body of the Data Object Note.

Enter the #tags you want applied to the note, comma-separated. e.g. #tag1,#tag2

Enter the contactId of the contact you wish to add a Note for.

Enter the note type, which will also be applied as a #tag. (General, Call Note, Alert, Update, Comment)

Enter the Note Tags (#tags) you wish to apply to this note, as a comma separated list. Ex: #tag1, #tag2

Inter the contactId of the contact you wish to create a task on.

Enter the due date for the task in format: YYYY:MM:DD.

Enter the Task Priority. 1 = Critical. 2 = Essential. 3 = Non-Essential. Defaults to 1.

Enter the email address of the user you wish to assign this task to.

Enter the Contact ID of the contact you want to associate with this Data Object, via the Relationship selected.

Enter the Data Object ID, for the Object you wish to Update.

Choose the Relationship with which to associate the Contact to this Data Object.

Enter the Field Title to be used when identifying the Data Object

Enter the Value by which to identify the Data Object

Enter the Data Object Type you want to search for

Macanta allows you to create a CRM as unique as your business, without the risk, cost or need for custom development. Macanta does for CRM as WIX does for websites.

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Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

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