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Create Activity

Logs a new Activity on a Person, Company, Opportunity, or Lead.

Associate to Project

This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.

Update Company

Updates a Company depending on the match criteria.

Create/Update Company

Creates or Updates a Company depending on the match criteria.

Create Company

Creates a new Company.

Update Person

Updates a Person depending on the match criteria.

Create/Update Person

Creates or Updates a Person depending on the match criteria.

Create Person

Creates a new Person.