Triggers:
  • Record creation (e.g., new lead, contact, deal)
  • Record update (e.g., changes to deal stage, contact information)
  • Workflow rule completion
  • Email sent or received
  • Meeting scheduled or completed
  • Task creation or completion
  • Custom function execution
Actions:
  • Update CRM fields
  • Create new records (e.g., deals, tasks, events)
  • Send emails
  • Make phone calls
  • Send SMS messages
  • Integrate with other apps (e.g., Google Calendar, Slack)
  • Execute custom functions (e.g., scripts, webhooks)
  • Generate documents (e.g., PDFs, Word documents)
Created by Narek Zograbian
·