Triggers when a lead has been updated.

Triggers when an opportunity has been updated.

Creates a new account.

Creates a new contact.

Creates a new case/incident.

Creates a new invoice.

Creates a new opportunity.

Updates an account.

Updates a contact.

Updates a Case/Incident.

Updates a lead.

Updates a order.

Finds an account by name.

Finds a custom entity give.

Finds a campaign response.

Finds a invoice by email address or other searchable field.

Finds an opportunity by subject or other searchable field.

Finds an account by name.

Finds a custom entity give.

Finds a lead by email address or other searchable field.

Finds an order by email address or other searchable field.

Triggers when a QuoteCloud document comment is created, resolved or reopened.

Triggers when a customer payment against a QuoteCloud document is received, fails or is refunded.

Adds an existing QuoteCloud contact or new recipient details to an editable document.

Cancels a scheduled QuoteCloud document delivery.

Adds a new contact into the QuoteCloud contacts address book

Creates a document-level comment on a QuoteCloud document.

Records the connected pending approver’s decision for a QuoteCloud document.

Moves a scheduled QuoteCloud delivery to a new date and time.

Queues a failed or review-required QuoteCloud delivery for another attempt.

Transfer a QuoteCloud document to an active teammate you are allowed to assign.

Updates selected QuoteCloud document details, forecast values and custom fields.

Updates the exact recipient reference returned by Find Document.

Find a QuoteCloud contact by exact email address or ID.

Finds the newest QuoteCloud document matching a document number, ID, title, subtitle or custom field, with the same details as the Document Status Change trigger.

Find a QuoteCloud document and return its current status.

Finds a product by exact company-scoped SKU, or creates it when no match exists.

Returns a bounded, cursor-paginated page of QuoteCloud contacts.

Returns a bounded, cursor-paginated page of document comments.

Finds a QuoteCloud contact by exact email, or creates it when no match exists.

Creates a new campaign.

Creates a new campaign response.

Creates a new custom entity.

Creates a new lead.

Creates a new order.

Updates an existing campaign response.

Updates a custom entity.

Updates an invoice.

Updates an opportunity.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a contact by email address or other searchable field.

Finds a campaign by name.

Finds all leads that match the search criteria.

Finds a lead by email address or other searchable field.

Finds an order by email address or other searchable field.

Finds a contact by email address or other searchable field.

Finds a invoice by email address or other searchable field.

Finds an opportunity by subject or other searchable field.

Triggers when a QuoteCloud document delivery changes state, optionally filtered to one state.

Triggers when a document changes to the specified status within your account.

Triggers when a product is created, updated, activated, or deactivated.

Archives every version in a QuoteCloud document revision family.

Create an independent duplicate or a formal revision of an existing QuoteCloud document.

Creates a document with user details and proposal template and pricing information all potentially supplied.

Adds or updates a product in the QuoteCloud product catalog

Return a short-lived secure PDF link, generating the PDF when requested.

Restores every version in a QuoteCloud document revision family.

Send an existing QuoteCloud document now or schedule it.

Updates an existing QuoteCloud contact without creating a new contact.

Resolves or reopens an existing QuoteCloud document comment.

Update the status of a document

Finds a QuoteCloud document by its public document number, with summary or full detail.

Finds a scheduled QuoteCloud document delivery by its delivery reference.

Finds a QuoteCloud contact by exact email, or creates it when no match exists.

Find active QuoteCloud products by exact SKU or ID.

Find a bounded page of QuoteCloud documents using indexed filters.

Returns a bounded, cursor-paginated page of QuoteCloud products.

Finds a QuoteCloud product by exact company-scoped SKU, or creates it when no match exists.