15 docs tagged with "account"

Learn how to use the Activate express products action to activate a specific express product for an account.

Learn how to use the Activate product trials action to activate a product trial for an account.

Learn how to use the Activate products action to activate a product for an account in an automation.

Learn how to use the Add tags to account action to label an account with one or more tags for segmentation, reporting, and downstream filtering.

Learn how to use the Apply account template action to deploy an account template to the target account.

Learn how to use the Deactivate products action to deactivate one or more products for an account.

Learn how to use the Get or create the associated account action to retrieve or create the account associated with a company.

Learn how to use the Get the associated company action to bring a company record into scope from an account-scoped trigger.

Learn how to use the Modify custom account data action to write or update custom data fields on an account.

Learn how to use the Notify all account users action to send in-app and email notifications to every user on the account.

Learn how to use the Pause a campaign for the account action to stop an ongoing email campaign for an account.

Learn how to use the Remove tags from account action to strip one or more tags from an account to keep segmentation accurate as accounts progress through stages.

Learn how to use the Send an email to users action to send a one-off email to all users on an account.

Learn how to use the Set account lifecycle stage action to change an account's lifecycle stage to Lead, Prospect, or Customer.

Learn how to use the Start a campaign for the account action to enroll all users and contacts on an account in an email campaign.