Winoffice Prime

CRM (Customer Relationship Management)

Create phone calls for new sales offers in Winoffice Prime

This template creates a follow up call for a quote in Winoffice Prime.

When this happens...
Get Sales Offer
Triggers when a new sales offer is created.
TriggerPolling
automatically do this!
Create Phone Call
Creates new phone call.
ActionWrite

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Supported triggers and actions

Get Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
Get Sales Offer
Triggers when a new sales offer is created.
Trigger
Polling
Try It
Get Updated Appointment
Triggers when appointment is updated.
Trigger
Polling
Try It
- NameRequired
- Phone
- Fax
- Email
- Web
- Street
- Address line 1
- Address line 2
- ZIP code
- City
- Country
- Remarks
Action
Write
- CampaignRequired
- Address
- Contact
- Employee
- Status
Action
Write

- SubjectRequired
- From
- Phone
- Remarks
- Address
- Contact
- Project
- Project task
- Employee
- Sensitivity
- Status
Action
Write
- Campaign targetRequired
- StatusRequired
Action
Write

Get Opportunity
Triggers when a new sales opportunity is created.
Trigger
Polling
Try It
Get Service Order
Triggers when a new service order is created.
Trigger
Polling
Try It
Get Service Order With Changed Status
Triggers when a new service order status is changed.
Trigger
Polling
Try It
- SubjectRequired
- Place
- FromRequired
- ToRequired
- Notification
- Remarks
- Address
- Contact
- Project
- Project task
- Sensitivity
- Employee
- Status
- Meeting Type
Action
Write
- NameRequired
- FromRequired
- ToRequired
- StatusRequired
- Remarks
- Address
- Contact
- Manager
- Assistant
Action
Write
- SubjectRequired
- From
- To
- Remarks
- Address
- Contact
- Project
- Project task
- Sensitivity
- Employee
- Status
Action
Write

About Winoffice Prime

Winoffice Prime is a comprehensive software platform for the automation and digitalization of small and medium-sized enterprises in the fields of facility services, project services and trade.