Adds a new contact to your chosen address book or contact list.

Creates a brand new deal in your selected system, allowing you to track and manage potential sales opportunities from the very beginning.

Generates a brand new document for you to start working on.

Adds a brand new product to your store, allowing you to specify details such as name, description, price, and other product information.

Generates a brand new sales quote, allowing you to provide pricing details and terms to your customers.

Creates a new review within a specific quote, allowing you to add feedback or comments directly to that quote.

Creates a brand new task, allowing you to add details such as the task name, description, due date, and other relevant information.

Adds a new user to your account, allowing them to access and use your services or platform.

Creates a brand new order in your system, allowing you to add customer details, products, and other relevant information.

Permanently removes a selected contact from your account in the service.

Permanently removes a specific deal from your system, ensuring it is no longer available or accessible.

Removes a specific document from the service, permanently deleting it from your records.

Removes a specific product from your inventory or catalog.

Removes a specific quote from your account, permanently deleting it from your records.

Permanently removes a selected task from your project, helping you keep your task list organized and up to date.

Permanently removes a specific user from your account, ensuring they no longer have access to its features or data.

Permanently removes a specific order from your system.

Completes a specific task from start to finish.

Allows you to make a custom, authorized API request to the connected service, giving you flexibility to access features or endpoints that may not be available in the standard modules.

This module updates the status of a deal to indicate that it has been lost, helping you keep your sales pipeline accurate and up to date.

Updates the status of a selected deal to "won" in the system, indicating that the deal has been successfully closed.

This module allows you to reopen a deal that was previously marked as closed or lost, making it active again so you can continue working on it.

Finds and retrieves contact information based on your specified search criteria.

Searches for available deals based on your specified criteria, helping you find offers that match your needs.

Searches your account for documents that match specific criteria you set, helping you quickly find the files you need.

Finds and retrieves orders from the system based on your specified search criteria.

Searches for products based on your specified criteria, helping you quickly find items that match your needs.

Searches for existing quotes in your system based on specified criteria, helping you quickly find the quotes you need.

Finds and retrieves tasks that match your specified search criteria.

Finds and retrieves user profiles based on your specified search criteria.

Updates the details of an existing contact, allowing you to modify information such as name, email address, phone number, or other contact fields.

Updates the details of an existing deal, allowing you to modify information such as the deal's stage, value, or other related fields.

Modifies the content of an existing document with new or updated information.

Updates the details of an existing product, allowing you to modify information such as the product’s name, description, price, or other attributes.

Updates the details of an existing quote, allowing you to modify information such as pricing, items, or customer details as needed.

Allows you to modify the details of an existing task, such as its title, description, due date, or other properties.

Updates the details of an existing user, allowing you to modify information such as their name, email address, or other profile settings.

Updates the details of a specific order, allowing you to modify information such as customer data, order status, or item quantities.

Triggers whenever a new contact is added or when details of an existing contact are changed.

This module activates whenever a new deal is added or when details of an existing deal are changed, helping you stay updated on all deal activities.

Triggers whenever a new document is added or an existing document is modified, allowing you to automatically respond to changes in your documents.

Triggers when a particular event you choose takes place, allowing you to kick off your automated workflow right when it happens.

Triggers whenever a new order is placed or when an existing order’s details are updated, so you can stay informed about all order activity.

Triggers whenever a new product is added or an existing product’s details are updated in your system.

This module activates whenever a new quote is created or when an existing quote is updated, allowing you to automatically respond to changes in your quoting process.

This module activates whenever a new task is created or when an existing task is updated, allowing you to automatically respond to changes or additions in your task list.