Select Trigger and Action

Supported Triggers & Actions

New Approval


Trigger

New Customer


Trigger

New Customer Request


Trigger

New Organization


Trigger

New Request Comment


Trigger

New User


Trigger

CRM Contact Created


Trigger

CRM Contact Updated


Trigger

Document Completed


Trigger

Document Created


Trigger

Document Updated


Trigger

Add Customers To Organization


Action

Add Customers To Servicedesk


Action

Add Request Participants


Action

Create Customer


Action

Create Customer Request


Action

Create Organization


Action

Create Request Comment


Action

Delete Organization


Action

Get Approvals


Action

Get Attachments For Request


Action

Get Customer Request


Action

Get Customer Transitions


Action

Get Customers In Organization


Action

Get Organization


Action

Get Queue


Action

Get Queue Issues


Action

Get Request Comments


Action

Get Request Particpants


Action

Get SLA Information


Action

Perform Customer Transitions


Action

Remove Customers From Organization


Action

Remove Request Participants


Action

Cancel Invite to Sign


Action

Create CRM Contact


Action

Create Folder


Action

Create User


Action

Delete CRM Contact


Action

Delete Document


Action

Download Document


Action

Download Document Attachment


Action

Edit Document


Action

Get All Folders


Action

Get CRM Contact


Action

Get Document


Action

Get Document Download Link


Action

Get Document History


Action

Get Fields Data from Completed Document


Action

Get List of CRM Contacts


Action

Get User


Action

Invite to Sign


Action

Invite to Sign via SMS


Action

Move Document


Action

Resend Invite to Sign Email


Action

Send Invite with Payment Request


Action

Update CRM Contact


Action

Update User


Action

Upload Document


Action

New Approval


Trigger

New Customer


Trigger

New Customer Request


Trigger

New Organization


Trigger

New Request Comment


Trigger

New User


Trigger

CRM Contact Created


Trigger

CRM Contact Updated


Trigger

Document Completed


Trigger

Document Created


Trigger

Document Updated


Trigger

Add Customers To Organization


Action

Add Customers To Servicedesk


Action

Add Request Participants


Action

Create Customer


Action

Create Customer Request


Action

Create Organization


Action

Create Request Comment


Action

Delete Organization


Action

Get Approvals


Action

Get Attachments For Request


Action

Get Customer Request


Action

Get Customer Transitions


Action

Get Customers In Organization


Action

Get Organization


Action

Get Queue


Action

Get Queue Issues


Action

Get Request Comments


Action

Get Request Particpants


Action

Get SLA Information


Action

Perform Customer Transitions


Action

Remove Customers From Organization


Action

Remove Request Participants


Action

Cancel Invite to Sign


Action

Create CRM Contact


Action

Create Folder


Action

Create User


Action

Delete CRM Contact


Action

Delete Document


Action

Download Document


Action

Download Document Attachment


Action

Edit Document


Action

Get All Folders


Action

Get CRM Contact


Action

Get Document


Action

Get Document Download Link


Action

Get Document History


Action

Get Fields Data from Completed Document


Action

Get List of CRM Contacts


Action

Get User


Action

Invite to Sign


Action

Invite to Sign via SMS


Action

Move Document


Action

Resend Invite to Sign Email


Action

Send Invite with Payment Request


Action

Update CRM Contact


Action

Update User


Action

Upload Document


Action

Request An Integration