Create Contact in Close when New Client in EasyPractice
Update Contact in Close when New Client in EasyPractice
Create Task in Close when New Client in EasyPractice
Delete Email in Close when New Client in EasyPractice
Update Call in Close when New Client in EasyPractice
Create Note in Close when New Client in EasyPractice
Create Call in Close when New Client in EasyPractice
Triggers when a new client is created.
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.
create a contact.
Update an existing contact.
Creates a New Task.
delete an Email on lead.
Updates a New call.
Creates a New Note.
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