BoldTrail Front Office / New Contact

Create or Update Account Create Or Update Contact

Active Campaign

Actions

Acumatica

Aircall

Triggers

Call Ended

New Record Record Updated

Airtable

Actions

Create or Update Record

Triggers

Algolia

Actions

Create Objects

Amazon Connect

Triggers

Amazon S3

Actions

Upload File

Amplitude

Actions

Send Event Data

Anthropic

Actions

Chat

apollo.io

Actions

Create Account

Create Task Delete Task Update Task

Asana

Actions

Triggers

Task Updated

AskNicely

Actions

Send Survey

BoldTrail

BoldTrail BackOffice

Actions

Create Transaction

Triggers

New Transaction

BoldTrail Front Office

Actions

Triggers

New Contact

BombBomb

Actions

Create Contact

Attach Note to Prospect Create or update Prospect Send Email to Prospect Send SMS to Prospect

Bonzo

Actions

Triggers

New Conversation New Prospect New Task

Meeting Booked Meeting Canceled

Booqable

Actions

Create Customer

Calendly

Triggers

CINC

Actions

Create Lead

Get Domain Mx Verify Email

Clearout

Actions

ClickUp

Actions

Create Task

Create Lead Update Lead Update or Create Lead

Close

Actions

Cloudflare

Actions

Create Dns Record

Cloudinary

Actions

Upload Media Asset

Cloze

Actions

Create Or Update Person

Coda

Actions

Insert Table Row

ConnexAI

ConvertKit

Actions

Add Subscriber To Form

Dealmachine

Actions

Add Lead

Distru

Actions

New Order New Product New Account New Inventory Order Updated Product Updated Inventory Updated Account Updated

Triggers

Docusign

Actions

Send Envelope

Triggers

Envelope Status Updated

Dotloop

Actions

Create Or Update Loop

Triggers

New Loop

Dropbox

Actions

Upload file

Triggers

New File

Dubber

Triggers

Create or Update Contact Create or Update Sales Order Line Create or Update Sales Order Delete Contact Delete Sales Order Line Delete Sales Order

Dynamics 365 Business Central

Actions

Triggers

Contact Updated Customer Updated Item Updated Item Variant Updated New Contact New Customer New Item Variant New Item Sales Order Updated

Create or Update Contact Create or Update Account Create or Update Opportunity

Dynamics 365 CRM

Actions

Triggers

New Contact New Account New Opportunity

eSignatures.io

Actions

Create Contract

Add User to Customer List Custom Audience

Facebook

Actions

Triggers

New Lead

Create or Update Destination Contacts Create or Update Destinations Create or Update Order

Five9

Flourish

Actions

Triggers

Contact Updated Destination Updated Inventory Updated Inventory Summary Updated New Contact New Destination New Inventory New Inventory Summary New Order New Item Order Updated Item Updated

Follow Up Boss

Actions

Create or Update Contact

Triggers

Person Created

Freshdesk

Actions

Create Ticket

Freshmarketer

Actions

Freshsales

Actions

Create Contact

Create Requester Create Ticket

Freshservice

Actions

Genesys

Triggers

Ghost Admin Api

Actions

Create Post

Gist

Actions

Gmail

Actions

Send Email

Triggers

New Email

Google Analytics 4

Actions

Run Report

Google Calendar

Actions

Create Event

Google Cloud Storage

Actions

Upload Object

Create Document Edit Document

Google Docs

Actions

Google Drive

Actions

Upload file

Google Forms

Triggers

New Form Submission

Add or Update Row Export to Sheet

Google Sheets

Actions

Highlevel

Actions

Create or Update Contact

Triggers

New Contact

Hostaway

Actions

Send Message To Guest

Create Engagement Create or Update Contact Create or Update Deal Create Contact Update Contact Create Deal Update Deal

Hubspot

Actions

Triggers

New Call Recording New Deal New Contact New Company

Imagicle

Triggers

Instagram

Actions

Create Post Send Message

Triggers

Message Received

Create Or Update User Create Lead

Intercom

Actions

Add Comment to Issue Create Issue

Jira Software Cloud

Actions

Add or Update Subscriber Create Event

Jobnimbus

Actions

Create Contact

Klaviyo

Actions

Create or Update Contact Create or Update Customer Create or Update Order Create or Update Product

KW Command

LeafLink

Actions

Triggers

Contact Updated Customer Updated New Contact New Customer New Order New Product Order Updated Product Updated

Issue created Issue removed Issue updated

Linear

Actions

Create Issue

Triggers

Liondesk

Actions

Create Event Create or Update a Subscriber in an Audience

Lofty

Lone Wolf Back Office

Triggers

New Transaction

Mailchimp

Actions

MailerLite

Actions

Create Subscriber

Mailgun

Actions

Send Email

Melo

Actions

Search Properties

Microsoft Excel

Actions

Add row

Send Email Create Contact

Microsoft Outlook

Actions

Triggers

New Email New Contact

Microsoft Outlook Calendar

Actions

Create Calendar Event

Create Channel Send Channel Message Send Chat Message

Microsoft Teams

Actions

Monday

Actions

Add Group Add Item

Create Page Create Database Item

MoxiEngage

Triggers

New Contact

Moxiworks

NetSuite

NICE

Notion

Actions

Numonix

Triggers

Omnisend

Actions

Update Contact

Openai

Actions

Chat

Add Deal Add Note Add Organization Add Person Update Deal Update Organization Update Person

Oracle Fusion

Perplexity

Actions

Chat Completions

Pipedrive

Actions

Productboard

Actions

Create Feature

Create Customer Create Invoice

QuickBooks Online

Actions

Realgeeks

Actions

Create Lead

Triggers

New Lead

Rentcast

Actions

Find Rental Listings

Rex

Actions

Create Lead

Sage 100

Sage 300

Sage 50

Salesflare

Actions

Create Account

Create Account Create Contact Create Event Create Lead Create Opportunity Create Object Record Create Task Attach Note Create or Update Record Create or Update Contact and Account Create or Update Contact and add to Campaign Update Account Update Contact Update Event Update Lead Update Note Update Opportunity Update Task Upload File

Salesforce

Actions

Triggers

New Account Account Updated New Campaign New Case New Contact New Event Event Updated New Lead New Note Note Updated New Opportunity New Task Task Updated

Create or update Contact Send Email

SAP S/4HANA

SendGrid

Actions

Sendinblue

Actions

Create or update Contact

Shipday

Actions

Shipstation

Actions

Create Customer Create Order

Shopify

Actions

Triggers

Abandoned Cart New Customer New Order

Sierra Interactive

Actions

Create or Update Deal

Skyslope

Actions

Create or Update Contact

Add Channel Archive Channel Send Bot Message to Channel Send Bot Message to User Send Channel Message Send Direct Message Set Channel Topic Set profile status

Slack

Actions

Add Row to Sheet Update Row

Smartsheet

Actions

Triggers

New Row Updated Row

Statuspage

Actions

Create Incident

Stripe

Actions

Create Customer

Supabase

Actions

Insert Row

Talkdesk

Triggers

New call

thanks.io

Actions

Send Letter

Tidy

Actions

Create Address

Todoist

Actions

Create Task

Top Producer

Actions

Create or Update Lead

Triggers

New Lead

Trello

Actions

Create Board Create Card

Twilio

Actions

Send SMS

Triggers

New Recording New SMS

Uplisting

Actions

Create Booking

Verint

Webflow

Actions

Add Custom Code to Page

Triggers

New Form Submission

WooCommerce

Actions

Workiz

Actions

Create Job

Create contact Create invoice

Xero

Actions

Create Ticket Create or update an user

Zendesk

Actions

Add Note Create Activity (Task, Call, Meeting)Create or Update Account Create or Update Contact Create or Update Lead

Zoho CRM

Actions

Triggers

New Lead New Contact New Account