Active Campaign

Actions

Create or Update Account Create Or Update Contact

Aircall

Triggers

Call Ended

Airtable

Actions

Create or Update Record

Triggers

New Record Record Updated

Amazon Connect

Triggers

New Recording

Asana

Actions

Create a task Delete a task Update a task

Triggers

Task Updated

Bonzo

Actions

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

Triggers

New Conversation New Prospect New Task

Calendly

Triggers

Meeting Booked Meeting Canceled

Clickup

Actions

Create Task

Close

Actions

Create Lead Update Lead Update or Create Lead

Coda

Actions

Insert Table Row

Distru

Actions

Create Order

Triggers

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

Dynamics 365 Business Central

Actions

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

Triggers

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

Dubber

Triggers

New Recording

8x8

Triggers

New Recording

Facebook

Actions

Add User to Customer List Custom Audience

Triggers

New Lead

Flourish

Actions

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

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

Freshsales

Actions

Create Contact

Freshservice

Actions

Create Requester Create Ticket

Gmail

Actions

Send an email

Google Calendar

Actions

Create an event

Google Docs

Actions

Create a document Edit a document

Google Drive

Actions

Upload file

Google Sheets

Actions

Add or Update Row Export to Sheet

Hubspot

Actions

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

Triggers

New Call Recording New Deal New Contact New Company

Instagram

Actions

Create Post Send Message

Triggers

Message Received

Intercom

Actions

Create Or Update User Create Lead

Jira Software Cloud

Actions

Add a Comment to an Issue Create an Issue

Klaviyo

Actions

Add or Update Subscriber Create Event

LeafLink

Actions

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

Triggers

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

Mailchimp

Actions

Create Event Create or Update a Subscriber in an Audience

Microsoft Excel

Actions

Add row

Microsoft Outlook

Actions

Send an email

Microsoft Teams

Actions

Create a channel Send a channel message Send a chat message

Monday

Actions

Add Group Add Item

Notion

Actions

Create Page Create Database Item

Pipedrive

Actions

Add a Deal Add a Note Add an organization Add a Person Update a Deal Update an Organization Update a Person

Quickbooks online

Actions

Create Customer Create Invoice

Salesforce

Actions

Create Account Create Contact Create Event Create Lead Create Opportunity Create Object Record Create Task Attach a 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

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

Sendgrid

Actions

Create or update Contact Send Email

Sendinblue

Actions

Create or update Contact

Slack

Actions

Add a channel Archive a channel Send a bot message to a channel Send a bot message to a user Send a channel message Send a direct message Set a channel topic Set profile status

Talkdesk

Triggers

New call

Todoist

Actions

Create Task

Trello

Actions

Create a board Create a card

Twilio

Actions

Send SMS

Triggers

New Recording New SMS

Webflow

Actions

Add Custom Code to Page

Triggers

New Form Submission

Xero

Actions

Create contact Create invoice

Zendesk

Actions

Create a ticket Create or update an user

Zoho CRM

Actions

Add Note Create or Update Contact Create or Update Lead

Triggers

New Lead New Contact New Account

Zoom

Actions

Create a meeting

Zoho CRM / Add Note

appKey: zoho-crm

actionKey: add-note

Action Inputs

The following parameters are available when configuring this action:

contentrequiredstring

The content of the note to be attached.

findMethodrequired"filter" | "select"

The method to use when finding a module entity. Either filter or select.

parentModulerequiredstring

Modules are dynamically loaded from a user's account. Accepts custom user modules. Common modules include:

- Leads

- Accounts

- Contacts

- Deals

- Campaigns

- Tasks

- Events

- Calls

- Cases

- Solutions

- Products

- Vendors

- Pricebooks

- Quotes

- Salesorders

- Purchaseorders

- Invoices

titlerequiredstring

The title of the note to be attached.

filterstring

The filter to be used when searching for a module entity. E.g., 'Email'. Note: filter options are dynamically loaded once a module is selected.

filterValuestring

The value used when searching for a module entity.

recordIdstring

Required if the findMethod is select.