Add account
Adds a new account.
Add contact
Adds a contact
Add deal via mappings
Adds a new deal via mapped pipeline and stage names.
Add option to contact custom field
Creates a new option for the specified contact custom field. Nothing happens if the option already exists. An error occurs if zero or multiple fields are found for the specified field name.
Add option to deal custom field
Creates a new option for the specified deal custom field. Nothing happens if the option already exists. An error occurs if zero or multiple fields are found for the specified field name.
Add or update contact by email
Adds a new contact if the email does not exist in the specified list, otherwise updates the existing contact.
Add tags to contact
Adds provided tags to a contact.
Create a contact custom field group
Creates a new contact custom field group. An error will occur if a group with the same name already exists.
Create a deal custom field group
Creates a new deal custom field group. An error will occur if a group with the same name already exists.
Create a deal stage
Creates a new deal stage in the specified pipeline.
Create a deal stage by mapped pipeline
Creates a new deal stage in the mapped pipeline.
Create a pipeline
Creates a new pipeline.
Create account association
Creates an account association with a contact ID.
Create contact custom field
Creates a new contact custom field. The field's title must be unique.
Create deal custom field
Creates a new deal custom field. The field's title must be unique.
Delete deal
Deletes an existing deal.
Delete deal stage
Deletes an existing deal stage.
Find account by name
Finds an existing account by name. An error occurs if a matching account is not found.
Find contact by custom field
Finds an existing contact by the selected custom field. An error occurs if a matching contact is not found.
Find contact by email
Finds an existing contact by email. An error occurs if a matching contact is not found.
Find contacts by custom field
Finds up to 20 contacts matching the value of the specified custom field. Zero, one, or multiple contact ids may be emitted.
Find deal by title
Finds an existing deal by title. An error occurs if a single exact match is not found.
Find user by email
Finds an existing user by email. An error occurs if a matching user is not found.
Get account contact IDs
Returns all contact IDs associated with the account.
Get account custom fields
Returns custom field values for the specified account ID.
Get all deal stages from specified pipeline
Get all deal stages from specified pipeline
Get contact
Get contact by ID. An error occurs if a matching contact is not found.
Move contact custom field to group
Moves the specified contact custom field to the specified group. An error will occur if the group is not found. Nothing happens if the field is already in the group.
Move deal custom field to group
Moves the specified deal custom field to the specified group. An error will occur if the group is not found. Nothing happens if the field is already in the group.
Relate contact custom field to list
Relates the specified contact custom field to either the specified contact list or to all contact lists.
Remove tags from contact
Removes provided tags from a contact.
Set deal currency custom field value
Set the value for a deal's custom field of the "currency" type
Two-way sync add or update a contact
An action for two-way syncing new and updated contacts, with enhanced on-the-fly mapping using contact email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Update account
Updates the specified account.
Update contact
Updates an existing contact having the specified ID.
Update deal by ID via mappings
Updates an existing deal, using optional data-mapped pipeline and stage.
