Select Trigger and Action

Supported Triggers & Actions

Agreement Created


Trigger

Agreement Status Updated


Trigger

Company Updated


Trigger

Contact Updated


Trigger

Custom Object Record Updated


Trigger

Deal Updated


Trigger

Lead Updated


Trigger

New Company Created


Trigger

New Contact Created


Trigger

New Deal Created


Trigger

New Lead Created


Trigger

New Ticket Created


Trigger

Ticket Updated


Trigger

Activate/Deactivate User


Action

Add User


Action

Bulk Send Agreement


Action

Create & Send Agreement


Action

Create Agreement Reminder


Action

Get Agreement Audit Trail


Action

Get Agreement Events


Action

Get Agreement PDF


Action

Get Agreement Status


Action

Get Agreements


Action

Get Library Document


Action

Get Library Documents


Action

Get Users


Action

Search Agreements


Action

Share Agreement


Action

Update Agreement Participants


Action

Update Agreement Reminder


Action

Update Agreement Status


Action

Update Library Document


Action

Update User


Action

Upload Transient Document


Action

Vault Agreement


Action

Associate CRM Objects


Action

Create Company


Action

Create Contact


Action

Create Deal


Action

Create Lead


Action

Create Ticket


Action

Get Company


Action

Get Custom Objects


Action

Search Contacts


Action

Search Deals


Action

Search Leads


Action

Search Tickets


Action

Update Company


Action

Update Contact


Action

Update Custom Object Record


Action

Update Deal


Action

Update Lead


Action

Update Ticket


Action

Agreement Created


Trigger

Agreement Status Updated


Trigger

Company Updated


Trigger

Contact Updated


Trigger

Custom Object Record Updated


Trigger

Deal Updated


Trigger

Lead Updated


Trigger

New Company Created


Trigger

New Contact Created


Trigger

New Deal Created


Trigger

New Lead Created


Trigger

New Ticket Created


Trigger

Ticket Updated


Trigger

Activate/Deactivate User


Action

Add User


Action

Bulk Send Agreement


Action

Create & Send Agreement


Action

Create Agreement Reminder


Action

Get Agreement Audit Trail


Action

Get Agreement Events


Action

Get Agreement PDF


Action

Get Agreement Status


Action

Get Agreements


Action

Get Library Document


Action

Get Library Documents


Action

Get Users


Action

Search Agreements


Action

Share Agreement


Action

Update Agreement Participants


Action

Update Agreement Reminder


Action

Update Agreement Status


Action

Update Library Document


Action

Update User


Action

Upload Transient Document


Action

Vault Agreement


Action

Associate CRM Objects


Action

Create Company


Action

Create Contact


Action

Create Deal


Action

Create Lead


Action

Create Ticket


Action

Get Company


Action

Get Custom Objects


Action

Search Contacts


Action

Search Deals


Action

Search Leads


Action

Search Tickets


Action

Update Company


Action

Update Contact


Action

Update Custom Object Record


Action

Update Deal


Action

Update Lead


Action

Update Ticket


Action

Request An Integration