Macanta Integrations

Beta

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Stripe

Payment Processing

Calendly

Scheduling & Booking

Google Sheets

Google, Spreadsheets

Keap Max Classic

Marketing Automation, Premium

eSign Genie

Beta, Signatures

WooCommerce

eCommerce, WordPress

Gmail

Email, Google

OpenPhone

Phone & SMS

ScoreApp

Beta, Marketing

RingCentral

Phone & SMS

Chargebee

Payment Processing

Tidio

Customer Support

Google Forms

Forms & Surveys, Google

Cognito Forms

Forms & Surveys

ThriveCart

Beta, eCommerce

Gravity Forms

Forms & Surveys, WordPress

QuickBooks Online

Accounting, Premium

Facebook Lead Ads

Ads & Conversion, Facebook, Premium

Asana

Project Management

Twilio

Phone & SMS

MailerLite

Email Newsletters

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Supported triggers and actions

What does this mean?

Create a Data Object
This will create a new Data Object in Macanta, with the supplied Contact, assigned with the specified Relationship.
Action
Write
Create DO Note
Creates a Note attached to a specific Data Object (Not a Contact Note)
Action
Write
Create Note
Create a Note with Note Tags on a Contact Record
Action
Write
Create Task
Create a Task for a contact, assigned to a specific Macanta User.
Action
Write
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

Edit Data Object
This will edit the field values specified, in the Data Object Identified
Action
Write
Get Data Object via Item ID
Returns all the fields and values for a specified Data Object - Specified using the Item ID
Action
Write

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

About Macanta

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.

Related categories

CRM (Customer Relationship Management)

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