20 docs tagged with "advanced"

Learn how to use the Add a note to the company action to log a note on a company record in an automation.

Learn how to use the Add a note to the contact action to log a note on a contact record in an automation.

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

Learn how to use the Call an endpoint action to call an internal or external API endpoint and use the response in later steps.

Learn how to use the Create a CRM sales task for the company action to create a task on a company record.

Learn how to use the Create a CRM sales task for the contact action to create a task on a contact record.

Learn how to use the Format text action to transform a text value using formatting rules before passing it to another step.

Learn how to use the Get an opportunity action to retrieve an opportunity and bring it into scope for downstream steps.

Learn how to use the Log a call activity to the company action to record a call on a company's activity timeline.

Learn how to use the Log a call activity to the contact action to record a call on a contact's activity timeline.

Learn how to use the Modify a call activity for the company action to update an existing call activity on a company.

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 Modify custom product data action to write or update custom product data fields.

Learn how to use the Modify custom sales order data action to write or update custom data fields on a sales order.

Learn how to use the Modify custom user data action to write or update custom data fields on a user.

Learn how to use the Send a webhook action to send an HTTP POST request with custom data to an external URL.

Start an automation when an HTTP POST request arrives at the trigger's unique webhook URL.

Start an automation when an API call invokes the trigger for a specific account.

Start an automation when an API call invokes the trigger for a specific order.

Learn how to use the Update opportunity stage action to move an opportunity to a different pipeline stage.