pipedream icon indicating copy to clipboard operation
pipedream copied to clipboard

Published 20 hours ago • verified publisher icon PipedreamHQ

Workbooks CRM

Open jverce opened this issue 3 years ago • 0 comments

App

Workbooks CRM

Triggers

  • New Case
  • New Organisation
  • New Person
  • New Sales Lead
  • Posted Credit Note
  • Posted Invoice

Actions

  • Perform Dynamic Lookup
  • Create Marketing Campaign Member
  • Create Marketing Campaign Member Status
  • Create Case
  • Create Marketing Campaign
  • Create Customer Order
  • Create Customer Order and Line Items
  • Create Organisation
  • Create Person
  • Create Sales Lead
  • Create Task
  • Update Marketing Campaign Member
  • Update Customer Order
  • Update Organisation
  • Update Person
  • Update Sales Lead
  • Find a Marketing Campaign
  • Find a Marketing Campaign Member
  • Find a Marketing Campaign Member Status
  • Find a Customer Order
  • Find an Organisation
  • Find a Person
  • Find a Sales Lead
  • Find or Create a Marketing Campaign
  • Find or Create a Marketing Campaign Member
  • Find or Create a Marketing Campaign Member Status
  • Find or Create an Order
  • Find or Create an Organisation
  • Find or Create a Person
  • Find or Create a Sales Lead

jverce avatar Jul 25 '22 23:07 jverce