Microsoft 365 Email, Teamgate CRM, Bidsketch Integrations

Bidsketch
Microsoft 365 Email
Teamgate CRM
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Triggers

Microsoft 365 Email

Watch Messages

Triggers when a new message is sent or received.

Teamgate CRM

Watch New Companies

Triggers when a new companies is created

Teamgate CRM

Watch New Deals

Triggers when a new deals is created.

Teamgate CRM

Watch New Events

Triggers when a new event is created

Teamgate CRM

Watch New Files

Triggers when a new file is uploaded

Teamgate CRM

Watch New Leads

Triggers when a new leads is created

Teamgate CRM

Watch New People

Triggers when a new persons is created

Teamgate CRM

Watch New Products

Triggers when a new product is create

Bidsketch

Watch a Proposal Accepted or Declined INSTANT

Triggers when a proposal is either accepted or declined.

Bidsketch

Watch a Proposal Sent to Client INSTANT

Triggers when a proposal is sent to a client.

Bidsketch

Watch a Proposal Viewed INSTANT

Triggers when a proposal is viewed by a client.

Bidsketch

Watch New Clients INSTANT

Triggers when a client is created.

Bidsketch

Watch New Proposals INSTANT

Triggers when a proposal is saved for the first time.

Actions

Microsoft 365 Email

Add an Attachment

Adds an large attachement to a message.

Microsoft 365 Email

Create a Draft Message

Creates a new draft message.

Microsoft 365 Email

Create and Send a Message

Creates and sends a new message immediately.

Microsoft 365 Email

Delete a Message

Deletes a message.

Microsoft 365 Email

Download an Attachment

Downloads an attachment to a message.

Microsoft 365 Email

Get a Message

Gets the metadata of a specified message.

Microsoft 365 Email

Make an API Call

Performs an arbitrary authorized API call.

Microsoft 365 Email

Move a Message

Moves a message to a selected folder in the mailbox.

Microsoft 365 Email

Send a Draft Message

Sends a draft message.

Microsoft 365 Email

Update a Message

Updates an existing message.

Teamgate CRM

Create Company

Create a new company

Teamgate CRM

Create Deal

Creates a new deal

Teamgate CRM

Create Event

Creates a new event of a selected type (task, call, appointment or note)

Teamgate CRM

Create Lead

Create a new lead

Teamgate CRM

Create Person

Create a new person

Teamgate CRM

Create Product

Create a new product

Teamgate CRM

Create Team

Create a new user team

Teamgate CRM

Delete Company

Deletes specified company

Teamgate CRM

Delete Deal

Deletes specified deal

Teamgate CRM

Delete Event

Deletes specified event

Teamgate CRM

Delete File

Deletes specified File

Teamgate CRM

Delete Lead

Deletes specified lead

Teamgate CRM

Delete Person

Deletes specified person

Teamgate CRM

Delete Product

Deletes specified product

Teamgate CRM

Delete Team

Deletes specified team

Bidsketch

Create a Client

Create a new client.

Bidsketch

Create a Fee

Creates a new fee.

Bidsketch

Create a Proposal

Create a proposal on a specific client.

Bidsketch

Create a Proposal From a Template

Creates a proposal from a selected template.

Bidsketch

Delete a Client

Delete a specific client.

Bidsketch

Delete a Fee

Deletes a fee specified by ID.

Bidsketch

Delete a Proposal

Deletes a proposal specified by ID.

Bidsketch

Get a Client

Get a specific client.

Bidsketch

Get a Fee

Gets a fee specified by ID.

Bidsketch

Get a Proposal

Gets a proposal by ID.

Bidsketch

Make an API Call

Performs an arbitrary authorized API call.

Bidsketch

Update a Client

Update a client specified by ID.

Bidsketch

Update a Fee

Updates a fee specified by ID.

Bidsketch

Update a Proposal

Updates a proposal specified by ID.

Searches

Microsoft 365 Email

List Attachments

Retrieves a list of attachment to a message.

Microsoft 365 Email

Search Messages

Searches for the messages.

Teamgate CRM

Global Search

Return all values by given string

Teamgate CRM

Search Companies

List all companies by entered parameters

Teamgate CRM

Search Deals

List all deals by entered parameters

Teamgate CRM

Search Events

List all events by entered parameters

Teamgate CRM

Search Files

List all files by entered parameters

Teamgate CRM

Search Leads

List all leads by entered parameters

Teamgate CRM

Search People

List all people by entered parameters

Teamgate CRM

Search Products

List all products by entered parameters

Teamgate CRM

Search Teams

List all teams by entered parameters

Teamgate CRM

Search Users

List all users by entered parameters