Adds a specified cost amount to an existing deal.

Adds a specific product item to an existing deal in your account.

Creates a new company record in your system.

Creates a new sales deal record in your CRM system.

Creates a new note associated with a specific company record.

Adds a new note to a specific deal in your account.

Creates a new note linked to a specific person in your account.

Creates a new person record in your system.

Creates a new task in your selected application.

Retrieve detailed information about a specific company.

Retrieve comprehensive information about a specific deal.

Retrieves comprehensive information about a specific person.

Searches for companies based on specified criteria.

Retrieve a list of all costs recorded in your account.

Searches for available deals based on specified criteria.

Searches for people based on specified criteria.

Retrieve a list of all available products.

Creates a detailed record of a phone call made or received by a company.

Creates a detailed record of a phone call associated with a specific person.

Executes a custom API request to the connected service using your authorized credentials.

Sends a notification message directly to a specified user.

Updates the details of an existing company record.

Updates the details of an existing deal.

Updates the details of an existing person in your database.

Triggers when a deal is marked as closed in your system.

Triggers when a process action within a deal is completed and marked as done.

Triggers when a new company record is created in your system.

Triggers when a new deal is created in your account.

Triggers when a new person record is created in your system.

Triggers when any details of an existing company are updated.

Triggers when any changes are made to an existing deal.

Triggers when any details of an existing person record are updated.

Triggers when the stage of an existing deal is updated to a different stage.