Get started with Macanta workflows

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  Create a Data Object

  This will create a new Data Object in Macanta, with the supplied Contact, assigned with the specified Relationship.

  Action

  Write
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  Create DO Note

  Creates a Note attached to a specific Data Object (Not a Contact Note)

  Action

  Write
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  Create Note

  Create a Note with Note Tags on a Contact Record

  Action

  Write
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  Create Task

  Create a Task for a contact, assigned to a specific Macanta User.

  Action

  Write
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  Create or Update a Contact

  Check Macanta to see if a Contact already exists, identified by Email Address. If the Contact exists, this trigger will update the details. If the contact does not exist, it will be created.

  Action

  Write
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  Edit Data Object

  This will edit the field values specified, in the Data Object Identified

  Action

  Write
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  Get Data Object via Item ID

  Returns all the fields and values for a specified Data Object - Specified using the Item ID

  Action

  Write
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  Get Data Object by Field Value ID

  Returns the field values of a Data Object as identified by a specified value in a specified field.

  Action

  Write
• Macanta

  Find a contact based on the Email Address in order to return all the Contact details.

  Scheduled

  Action