EngageBay, Clust Integrations

Clust
EngageBay
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Triggers

EngageBay

Watch Companies Updates

Triggers when some company is updated.

EngageBay

Watch Contacts Updates

Triggers when some contact is updated.

EngageBay

Watch Deals Updates

Trigger when some deal is updated.

EngageBay

Watch New Companies

Triggers when new company is created.

EngageBay

Watch New Contacts

Triggers when new contact is added.

EngageBay

Watch New Deals

Triggers when new deal is added.

EngageBay

Watch New Tasks

Triggers when new task is added.

EngageBay

Watch Tasks Updates

Triggers when some task is updated.

Clust

Watch Applications

Triggers when a new application is created.

Clust

Watch Approved Applications

Triggers when a new application is approved.

Clust

Watch Late Applications

Triggers when a new application is late.

Clust

Watch Pending Submission Applications

Triggers when a new application pending submission is detected (all mandatory documents provided but application not submitted)

Clust

Watch Submitted Applications

Triggers when a new application is submitted.

Actions

EngageBay

Add a Contact to a Form

Adds contact to a form.

EngageBay

Add a Contact to a Sequence

Adds a contact to a sequence.

EngageBay

Add Tags to Contact

Adds one or more tags to contact.

EngageBay

Create a Company

Creates a company.

EngageBay

Create a Contact

Creates a contact.

EngageBay

Create a Deal

Creates a deal.

EngageBay

Create a Task

Creates a task.

EngageBay

Create a Track

Creates new track.

EngageBay

Delete a Company

Deletes a company.

EngageBay

Delete a Contact

Deletes single contact from account.

EngageBay

Delete a Deal

Deletes a deal.

EngageBay

Delete a Task

Deletes a task.

EngageBay

Delete a Track

Deletes a track.

EngageBay

Delete Tags From a Contact

Removes one or more tags from contact.

EngageBay

Get a Company

Gets a company.

EngageBay

Get a Contact

Gets contact by ID.

EngageBay

Get a Deal

Gets single deal.

EngageBay

Get a Task

Gets a task.

EngageBay

Get a Track

Gets a track by ID.

EngageBay

Make an API Call

Performs an arbitrary authorized API call.

EngageBay

Update a Company

Updates a company.

EngageBay

Update a Contact

Updates contact info.

EngageBay

Update a Task

Updates a task.

EngageBay

Update a Track

Updates a track.

Clust

Create an Application

Creates an application.

Clust

Delete an Application

Deletes an application by ID.

Clust

Get an Application

Gets an application by ID.

Clust

Make an API Call

Performs an arbitrary authorized API call.

Clust

Update an Application

Updates an application by ID.

Searches

EngageBay

List Companies

Lists all companies.

EngageBay

List Contacts

Gets list of all contacts.

EngageBay

List Deals

Lists deals by track or from default track.

EngageBay

List Owners

Gets list of all owners.

EngageBay

List Tasks

Lists all tasks.

EngageBay

List Tracks

Gets list of all tracks.

Clust

List Applications

Lists all applications.

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