Teamgate CRM, Wild Apricot, Email Integrations

Email
Teamgate CRM
Wild Apricot
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Triggers

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

Wild Apricot

Contact created or modified INSTANT

Fires almost immediately after contact was created or modified. This is a recommended replacement for 'Contact modified (obsolete)' module.

Wild Apricot

Contact modified (obsolete)

WARNING: This trigger is obsolete, we recommend to use "Contact modified - instant" module. This trigger fires when a contact data was modified. You could select a date, from which to monitor contact modifications. If you choose some date in the past, you will get all contacts modified since that date.

Wild Apricot

Event created or modified INSTANT

Fires when an event was either created, updated or deleted.

Wild Apricot

Event registration created or modified INSTANT

Fires when event registration is created, updated, canceled or deleted. Also fires on RSVP response.

Wild Apricot

Invoice created (obsolete)

Warning: this module is obsolete. Use "Invoice created or modified" instead. This trigger fires when a new invoice is created in your Wild Apricot account

Wild Apricot

Invoice created or modified INSTANT

Fires when invoice is created, modified, voided or deleted.

Wild Apricot

New audit log item created

This trigger fires when a new audit log item created. Records does not contain detailed information about related documents. If you need more details, please use 'Get audit log item details' module.

Wild Apricot

Payment created or modified INSTANT

Fires when payment is created, updated, canceled or deleted.

Email

Watch Emails

Triggers when a new email is received for processing according to specified criteria.

Actions

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

Wild Apricot

Clone event

Clone existing event.

Wild Apricot

Create contact

This module creates new contact record in your Wild Apricot account.

Wild Apricot

Create event

Create new event in your organization account.

Wild Apricot

Create event registration

Create new event registration (register existing contact)

Wild Apricot

Create event registration type

Create event registration type.

Wild Apricot

Create invoice

Create new invoice

Wild Apricot

Delete contact

Delete existing contact in your Wild Apricot account.

Wild Apricot

Delete event

Delete event and all related objects: reg types, registrations.

Wild Apricot

Delete event registration

Delete event registration.

Wild Apricot

Delete event registration type

Delete event registration type.

Wild Apricot

Get account details

Returns your account information and some of account settings. This module does not modify data.

Wild Apricot

Get audit log item details

Get audit log item details. Provides more information when 'new audit log items' trigger.

Wild Apricot

Get contact details

Retrieve information about specific member or contact.

Wild Apricot

Get event details

Retrieve event details.

Wild Apricot

Get event registration details

Retrieve information about specific event registration.

Wild Apricot

Get invoice details

Retrieve invoice details, including order lines.

Wild Apricot

Check-in event attendee

Mark event attendee as checked-in, or remove check-in flag.

Wild Apricot

Make an API Call

Performs an arbitrary authorized API call.

Wild Apricot

Update contact

Update existing contact record in your Wild Apricot account.

Wild Apricot

Update event

Update existing event.

Wild Apricot

Update event registration

Update existing event registration.

Wild Apricot

Update event registration type

Update event registration type.

Email

Copy an Email

Copies an email or a draft into a selected folder.

Email

Create a Draft

Creates and adds a new draft to a selected folder.

Email

Delete an Email

Removes an email or a draft from a selected folder.

Email

Get Emails

Returns emails that match the specified criteria.

Email

Mark an Email as Read

Marks an email or a draft in a selected folder as read by setting the "Read" flag.

Email

Mark an Email as Unread

Marks an email or a draft in a selected folder as unread by setting the "Unread" flag.

Email

Move an Email

Moves a chosen email or a draft to a selected folder.

Email

Send an Email

Sends a new email.

Email

Send me an Email

Sends a new email to your email address.

Iterators

Email

Iterate Attachments

Iterates received attachments one by one.

Searches

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

Wild Apricot

Get contacts list

Retrieve contacts list.

Wild Apricot

Get event registrations

Get list of all attendees for specific event.

Wild Apricot

Get event registration types

Retrieve registration types for specific event.

Wild Apricot

Get events list

Get events list

Wild Apricot

Get invoices list

Get list of invoices by criteria.

Wild Apricot

Get payment allocations

Retrieve information about payment allocations - special objects that connect payments and invoices

Wild Apricot

Get payments list

Get list of payments by criteria.