Triggers when a new note is created.

New Relationship.

Creates a contact.

Creates a call log.

Creates an event.

Creates an expense category.

Creates a matter.

Creates a task.

Searches for a contact by email address, name, contact number or phone number, and can create one if not found.

Searches for a user by email address.

Find or Create Matter

Triggers when a subscriber completed a selected workflow.

Triggers when a subscriber has been removed from a group.

Add existing subscriber to a specific group by email address.

Create a Draft Campaign

Create a new subscriber or Update an existing subscriber based on their email.

Send a campaign to a subscriber group or segment.

Search for a group by name

Triggers when a new payment is created.

Triggers when a new task is created.

Creates a bank account.

Creates an email.

Creates an expense.

Creates an item.

Creates a note.

Creates a time entry.

Searches for a matter by name or number, or create one if not found.

Find or Create Contact

Triggers when a subscriber is added to a group.

Triggers when a subscriber triggers a selected workflow.

Change subscriber email to another.

Create a new subscribers group.

Remove subscriber from a specific group by email address.

Sets the contact's status to "Unsubscribed".

Search for a subscriber by email or name