BlueLink, Chase, Google Maps, ActiveCampaign, Toggl, Trello Integrations
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Triggers when a given contact is associated with an automation.
Triggers when a new contact is created.
Triggers when a new task is assigned to a deal.
Triggers when a new event is fired.
Triggers when a new client is created.
Triggers when a new project is created.
Triggers when a new task is created.
Triggers when a time entry is created or updated.
Triggers when a new user is created.
Triggers when a new workspace is created.
Triggers when a new activity occurs.
Triggers when a new activity occurs.
Triggers when a new attachment is added to a card.
Triggers when a new board is added.
Triggers when a new card is added.
Triggers when a new comment is added.
Triggers when you have a new notification.
Processes text of Account Balance emails. The output data is then available for further use.
Processes text of Daily Account Summary emails. The output data is then available for further use.
Helper function to create an address object
Helper function to create an applicant object
Create Case Note for Quote
Helper function to create an committed monthly expenditure object
Helper function to create an fund object
Helper function to create an fund object
Helper function to create an Occupant object
Get Document
Get the metadata from all documents of a quote
Request a Decision in Principle on a quote
Save Experian Open Banking Payload
Create or Update quotes in BlueLink
Submit application selecting a product
Adds a contact note.
Adds a new deal node.
Adds a new deal task.
Creates a campaign.
Creates a new contact.
Creates a new deal.
Creates a new contact or updates an existing contact. To update an existing contact, you need to provide the email or the ID of the existing contact.
Deletes an existing campaign..
Deletes an existing contact.
Deletes an existing deal.
Deletes an existing task.
Returns a campaign.
Returns a contact.
Returns a deal.
Gets information about logged-in user
Adds a contact to an automation, or removes a contact from an automation.
Adds a new tag to a contact, or removes a tag from a contact.
Moves all deals in one stage to another stage.
Updates an existing contact.
Updates an existing deal.
Returns a summary report matching specific criteria. The summary report can be organized according to the grouping and subgrouping params you specify.
Gets a detailed report for a specific time period.
Creates a time entry.
Edits an existing time entry.
Deletes a time entry.
Starts a time entry.
Stops a time entry.
Gets a currently running time entry.
Creates a new project.
Edits an existing project.
Deletes a project.
Creates a new client.
Edits a client's data.
Deletes a client.
Creates a new task.
Edits an existing task.
Deletes a task
Returns the name of the object with the given ID.
Adds an existing user to a project.
Gets a client.
Gets a project.
Creates a new card.
Edits an existing card.
Archives a card.
Unarchives a card/sends a card back to a board.
Returns cards matching the search query.
Retrieves a card by ID.
Moves a card to an existing list or board.
Creates a checklist on a given card.
Creates a checklist item.
Adds an attachment to a card.
Adds a selected member to a card.
Removes a selected member from a card.
Creates a new list.
Edits an existing list.
Archives a list.
Retrieves all lists from a given board.
Retrieves a list by ID.
Creates a new board.
Edits an existing board.
Archives a board.
Returns boards matching the search query.
Assigns a specific member to a board.
Unassigns a specific member from a board.
Creates a comment on a specified card.
Edits an existing comment.
Deletes a comment.
Retrieves a list of comments for a card.
Creates a new label.
Edits an existing label.
Deletes a label.
Adds an existing label to a card.
Removes a label from a card.
Retrieves all labels from a board.
Deletes an attachment from a card.
Can process navigation steps one at a time.
Retrieves summary report items.
Retrieves a list of automations in the system.
Retrieves a list of campaigns.
Retrieves a list of contacts.
Retrieves a list of contacts. Contacts that are not subscribed to at least one list will not be viewable via this endpoint.
Retrieves a list of deals.
Retrieves a list of organizations.