Triggers when an event is updated.

Adds attendees to a calendar event.

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).

Triggers when a Client or Prospect is created.

Triggers when a Client or Prospect is moved to a Pipeline Stage.

Triggers when a client or prospect is engaged with a form template.

Triggers when a Pdf Engagement is completed

Creates a new client or prospect account.

Engages a client or co-client with the desired form template.

Finds a client or prospect account by ID.

Find or Create Account

Triggers when a contact is updated.

Sets the categories applied to an email.

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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Triggers when a Client or Prospect is deleted.

Triggers when a client or prospect completes an form engagement.

Triggers when a client or prospect opens an form engagement.

Triggers when a new PDF engagement is created.

⚠️ Warning: If you want to conduct stage transitions for both account types (client/prospect), create two separate triggers.

Finds a client or prospect account.

Find or Create Account