Select Trigger and Action

Supported Triggers & Actions

New Account


Action

New Activity


Action

New Comment


Action

New Document


Action

New Message


Action

New Person


Action

New Project


Action

New Schedule Entry


Action

New To-Do


Action

New To-Do List


Action

New Upload


Action

Add Person to a Project


Action

Create Campfire Message


Action

Create Comment On Message


Action

Create Document


Action

Create Message


Action

Create Project


Action

Create Project From Template


Action

Create Schedule Entry


Action

Create To-Do


Action

Create To-Do List


Action

Find Document


Action

Find or Create Document


Action

Find or Create Project


Action

Find or Create To-Do List


Action

Find Person


Action

Find Project


Action

Find To-Do List


Action

Upload File


Action

Conversation Customer Replied


Action

Conversation Note Added


Action

Conversation Status Updated


Action

Conversation Tag Updated


Action

Customer Updated


Action

New Conversation Added


Action

New Conversation Assigned


Action

New Customer Created


Action

New Satisfaction Rating Recieved (Use Sample Data)


Action

New Survey Response Recieved (Use Sample Data)


Action

Add Customer


Action

Create Conversation


Action

Delete Conversation


Action

Delete Customer


Action

Delete User


Action

Get Attachment


Action

Get Conversation


Action

Get Customer


Action

Get Satisfaction Rating


Action

Get User


Action

List Conversations


Action

List Customer


Action

List Tags


Action

List Users


Action

Update Conversation


Action

Update Conversation


Action

Update Customer


Action

Upload Attachment


Action

No triggers

New Account


Action

New Activity


Action

New Comment


Action

New Document


Action

New Message


Action

New Person


Action

New Project


Action

New Schedule Entry


Action

New To-Do


Action

New To-Do List


Action

New Upload


Action

Add Person to a Project


Action

Create Campfire Message


Action

Create Comment On Message


Action

Create Document


Action

Create Message


Action

Create Project


Action

Create Project From Template


Action

Create Schedule Entry


Action

Create To-Do


Action

Create To-Do List


Action

Find Document


Action

Find or Create Document


Action

Find or Create Project


Action

Find or Create To-Do List


Action

Find Person


Action

Find Project


Action

Find To-Do List


Action

Upload File


Action

Conversation Customer Replied


Action

Conversation Note Added


Action

Conversation Status Updated


Action

Conversation Tag Updated


Action

Customer Updated


Action

New Conversation Added


Action

New Conversation Assigned


Action

New Customer Created


Action

New Satisfaction Rating Recieved (Use Sample Data)


Action

New Survey Response Recieved (Use Sample Data)


Action

Add Customer


Action

Create Conversation


Action

Delete Conversation


Action

Delete Customer


Action

Delete User


Action

Get Attachment


Action

Get Conversation


Action

Get Customer


Action

Get Satisfaction Rating


Action

Get User


Action

List Conversations


Action

List Customer


Action

List Tags


Action

List Users


Action

Update Conversation


Action

Update Conversation


Action

Update Customer


Action

Upload Attachment


Action

Request An Integration