ElectroNeek + Copper

Actions · 20

• Create Person

  Adds a new person/contact.

• Update Person

  Updates a person based on matching criteria.

• Create Lead

  Adds a new lead.

• Update Lead

  Updates an existing lead.

• Convert Lead

  Converts a lead into a person (optionally with company/opportunity).

• Create Company

  Adds a new company.

• Update Company

  Updates a company record.

• Create Opportunity

  Adds a new opportunity.

• Update Opportunity

  Updates an opportunity using match criteria.

• Create Project

  Adds a new project.

• Update Project

  Updates a project record.

• Create Task

  Adds a new task under a person, lead, or opportunity.

• Create Activity

  Logs an activity related to CRM entities.

• Search for an Activity

  Find an existing activity by type/criteria.

• Search for a Person

  Lookup a person using match criteria.

• Search for a Lead

  Lookup a lead using match criteria.

• Search for a Company

  Lookup a company.

• Search for an Opportunity

  Lookup an opportunity.

• Search for a Project

  Lookup a project.

• Custom API Call

  Make a custom API call to a specific endpoint

Triggers · 11

• New Activity

  Triggers when a new activity is logged

• New Person

  Triggers when a new person/contact is created.

• New Lead

  Triggers when a new lead is created.

• New Task

  Triggers when a new task is created.

• Updated Lead

  Triggers when a lead is modified.

• Updated Task

  Triggers when a task is updated.

• Updated Opportunity

  Triggers when an opportunity changes.

• Updated Opportunity Stage

  Triggers when an opportunity stage changes

• Updated Opportunity Status

  Triggers when an opportunity's status changes.

• Updated Project

  Triggers when a project is updated.

• Updated Lead Status

  Triggers when the status of a lead changes.