Select Trigger and Action

Supported Triggers & Actions

Conversation Updated


Trigger

New Account Added


Trigger

New Comment Added


Trigger

New Contact Added


Trigger

New Conversation Added


Trigger

New Message Added


Trigger

Employee Address Updated


Trigger

Employee Automatic Transaction Updated


Trigger

Employee Compensation Updated


Trigger

Employee Demographics Updated


Trigger

Employee Direct Deposit Updated


Trigger

Employee Federal Tax Updated


Trigger

Employee Hire or Term Date Updated


Trigger

Employee Rehired


Trigger

Employee State Tax Updated


Trigger

Employee Terminated


Trigger

New Client Added


Trigger

New Employee Added


Trigger

Time Sheet Finalized


Trigger

Time Sheet Posted


Trigger

Add Account


Action

Add Anayltics Export


Action

Add Anayltics Report


Action

Add Comment


Action

Add Contact Note


Action

Add Contact To Account


Action

Add Conversation Link


Action

Add Discussion Conversation


Action

Add Message


Action

Add Message Reply


Action

Create Company Tag


Action

Create Contact


Action

Delete Account


Action

Delete Contact


Action

Delete Contact From Account


Action

Delete Tag


Action

Get Account


Action

Get Analytics Export


Action

Get Analytics Report


Action

Get Comment


Action

Get Contact


Action

Get Conversation


Action

Get Message


Action

Get Tag


Action

Import Message


Action

List Account


Action

List Account Contacts


Action

List Assigned Conversations


Action

List Company Tags


Action

List Contact


Action

List Conversation Comments


Action

List Conversation Events


Action

List Conversation Messages


Action

List Conversations


Action

List Tags


Action

List Teammates


Action

Remove Conversation Link


Action

Trigger Application Event


Action

Update Account


Action

Update Comment


Action

Update Contact


Action

Update Conversation


Action

Update Conversation Assignee


Action

Update Tag


Action

Update Teammate


Action

Add 1099 Contractor


Action

Add New Employee


Action

Post Time Sheet


Action

Search Employee(s)


Action

Terminate Employee


Action

Update Employee Address


Action

Update Employee Demographics


Action

Conversation Updated


Trigger

New Account Added


Trigger

New Comment Added


Trigger

New Contact Added


Trigger

New Conversation Added


Trigger

New Message Added


Trigger

Employee Address Updated


Trigger

Employee Automatic Transaction Updated


Trigger

Employee Compensation Updated


Trigger

Employee Demographics Updated


Trigger

Employee Direct Deposit Updated


Trigger

Employee Federal Tax Updated


Trigger

Employee Hire or Term Date Updated


Trigger

Employee Rehired


Trigger

Employee State Tax Updated


Trigger

Employee Terminated


Trigger

New Client Added


Trigger

New Employee Added


Trigger

Time Sheet Finalized


Trigger

Time Sheet Posted


Trigger

Add Account


Action

Add Anayltics Export


Action

Add Anayltics Report


Action

Add Comment


Action

Add Contact Note


Action

Add Contact To Account


Action

Add Conversation Link


Action

Add Discussion Conversation


Action

Add Message


Action

Add Message Reply


Action

Create Company Tag


Action

Create Contact


Action

Delete Account


Action

Delete Contact


Action

Delete Contact From Account


Action

Delete Tag


Action

Get Account


Action

Get Analytics Export


Action

Get Analytics Report


Action

Get Comment


Action

Get Contact


Action

Get Conversation


Action

Get Message


Action

Get Tag


Action

Import Message


Action

List Account


Action

List Account Contacts


Action

List Assigned Conversations


Action

List Company Tags


Action

List Contact


Action

List Conversation Comments


Action

List Conversation Events


Action

List Conversation Messages


Action

List Conversations


Action

List Tags


Action

List Teammates


Action

Remove Conversation Link


Action

Trigger Application Event


Action

Update Account


Action

Update Comment


Action

Update Contact


Action

Update Conversation


Action

Update Conversation Assignee


Action

Update Tag


Action

Update Teammate


Action

Add 1099 Contractor


Action

Add New Employee


Action

Post Time Sheet


Action

Search Employee(s)


Action

Terminate Employee


Action

Update Employee Address


Action

Update Employee Demographics


Action

Request An Integration