Create a Document in Document360 when New Contact in Close
Update a Document in Document360 when New Contact in Close
Create a Document in Document360 when New Email in Close
Update a Document in Document360 when New Email in Close
Create a Document in Document360 when New Lead in Close
Update a Document in Document360 when New Lead in Close
Create a Document in Document360 when New Task in Close
Update a Document in Document360 when New Task in Close
Create a Document in Document360 when New Note in Close
Update a Document in Document360 when New Note in Close
Triggers when a new contact is created.
Triggers when a new incoming Email is created or an outgoing Email is sent.
Triggers when a new lead is created.
Triggers when a new task is created or completed.
Triggers when a new Note is created.
Triggers when a new opportunity is added.
Creates a new document
Updates the details of the document by it's id.
create a contact.
Update an existing contact.
Creates a New Task.
delete an Email on lead.
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