Initiative CRM, HeySpace Integrations

HeySpace
Initiative CRM
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Triggers

Initiative CRM

Watch Records

Triggers when a record is created or updated.

Actions

Initiative CRM

Create a Record

Creates a new record.

Initiative CRM

Delete a Record

Deletes a record.

Initiative CRM

Get a Record

Return the data of a specified record of selected module.

Initiative CRM

Make an API Call

Performs an arbitrary authorized API call.

Initiative CRM

Update a Record

Updates an existing record.

HeySpace

Create a Card

Creates a card in specific list and space

HeySpace

Create a Card Comment

Creates a comment in a card

HeySpace

Create a Card List

Creates a list of cards in a specific space

HeySpace

Create a Checklist Item

Creates a checklist item in a card

HeySpace

Create a Message

Creates message in a space

HeySpace

Create a Space

Creates a space in specific workspace

HeySpace

Make an API Call

Performs an arbitrary authorized API call.

Searches

Initiative CRM

Search Records

Retrieves the records of the selected module that match the specified criteria.

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