Relavate Integrations

CRM (Customer Relationship Management)

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Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Google Calendar

Calendar, Google

Google Drive

File Management & Storage, Google

Mailchimp

Email Newsletters

HubSpot

Marketing Automation

Facebook Lead Ads

Ads & Conversion

Google Forms

Forms & Surveys, Google

Calendly

Scheduling & Booking

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Google Calendar

Calendar, Google

Google Drive

File Management & Storage, Google

Mailchimp

Email Newsletters

HubSpot

Marketing Automation

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Google Calendar

Calendar, Google

Google Drive

File Management & Storage, Google

Mailchimp

Email Newsletters

HubSpot

Marketing Automation

Facebook Lead Ads

Ads & Conversion

Google Forms

Forms & Surveys, Google

Calendly

Scheduling & Booking

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Supported triggers and actions

What does this mean?

New Affiliate Campaign
Triggers when a new affiliate campaign is created.
Trigger
Scheduled
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New Client
Triggers when a new client is created.
Trigger
Scheduled
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New Deal Attachment
Triggers when a new deal attachment is added in any deal.
Trigger
Scheduled
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New Implementation
Triggers when a new implementation is created.
Trigger
Scheduled
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New Implementation Attachment
Triggers when a new implementation attachment is created.
Trigger
Scheduled
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New Partner
Triggers when a new partner is created. Available for Vendors only.
Trigger
Scheduled
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New Referral Activity
Triggers when a new referral activity is created on any referral.
Trigger
Scheduled
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Updated Affiliate Campaign
Triggers when an affiliate campaign is updated.
Trigger
Scheduled
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Updated Client
Triggers when a client is updated.
Trigger
Scheduled
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Updated Implementation
Triggers when an implementation is updated.
Trigger
Scheduled
Try It
Updated Referral
Triggers when a referral is updated.
Trigger
Scheduled
Try It
- Client IDRequired
- Vendor IDRequired
Action
Write
- Partner IDRequired
- Vendor IDRequired
- Campaign IDRequired
- Lead StatusRequired
- Annual Revenue
- Client NameRequired
- IP Address
- Browser
- Device
Action
Write
- Partner IDRequired
- Vendor IDRequired
- Status IDRequired
- Product IDRequired
- Client IDRequired
- CompanyRequired
- Deal RevenueRequired
- Billing FrequencyRequired
- Date Added
- Expected Close
- Comments
Action
Write
- Implementation IDRequired
- ActivityRequired
- Activity Date Time
Action
Write
- Partner IDRequired
- Vendor IDRequired
- Client IDRequired
- CompanyRequired
- Revenue
- Billing Frequency
- Date Added
- Comments
Action
Write
- Partner CompanyRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Invite to Resell?
- Invite to Refer?
- Invite to Affiliate?
- Invite to Implement?
Action
Write
- Client IDRequired
- First Name
- Last Name
- Email
- Client Phone Number
- Client Company Name
Action
Write
- Task IDRequired
- Deal Stage
- Task Complete?
- Task
- Due Date
Action
Write
- Task IDRequired
- Task Complete?
- Task
- Due Date
Action
Write

New Affiliate Lead
Triggers when a new affiliate lead is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Scheduled
Try It
New Deal Task
Triggers when a new deal task is created in any deal.
Trigger
Scheduled
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New Implementation Activity
Triggers when a new implementation activity is created.
Trigger
Scheduled
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New Implementation Task
Triggers when a new implementation task is created.
Trigger
Scheduled
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New Referral
Triggers when a new referral is created.
Trigger
Scheduled
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New Vendor
Triggers when a new vendor partner is created. Available for Partners only.
Trigger
Scheduled
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Updated Affiliate Lead
Triggers when an affiliate lead is updated.
Trigger
Scheduled
Try It
Updated Deal
Triggers when a deal is updated.
Trigger
Scheduled
Try It
Updated Partner
Triggers when a partner is updated.
Trigger
Scheduled
Try It
Updated Vendor
Triggers when a vendor is updated.
Trigger
Scheduled
Try It
- Deal IDRequired
- Deal StageRequired
- Task Complete?Required
- TaskRequired
- Due Date
Action
Write
- First Name
- Last NameRequired
- Client EmailRequired
- Client Phone Number
- Client Company Name
- Vendor IDRequired
Action
Write
- Partner IDRequired
- Client IDRequired
- Deal ID
- CompanyRequired
- Fee
- Target Date
- Comments
Action
Write
- Implementation IDRequired
- Task Complete?
- TaskRequired
- Due Date
Action
Write
- Referral IDRequired
- Activity DetailRequired
- Date Time of Activity
Action
Write
- Lead IDRequired
- Lead Status
- Annual Revenue
- Client
- IP Address
- Browser
- Device
- Lost ID
Action
Write
- Deal IDRequired
- Status ID
- Product ID
- Client ID
- Company
- Deal Revenue
- Billing Frequency
- Date Added
- Expected Close
- Comments
- Lost Deal Reason ID
Action
Write
- Implementation IDRequired
- Status
- Client ID
- Company
- Fee
- Target Date
- Actual Completion
- Comments
- Declined Reason ID
Action
Write
- Referral IDRequired
- Client ID
- Company
- Revenue
- Billing Frequency
- Date Added
- Comments
- Referral Status
- Lost ID
Action
Write

About Relavate

Relavate is a Partner Relationship Management (PRM) platform designed to streamline how you manage your resell, referral, affiliate, and implementation partners

Related categories

CRM (Customer Relationship Management)