Manage Conduyt CRM contacts, companies, deals, tasks, notes and tags, read pipelines and conversations, and send SMS or email to a contact.
Explore 30 workflow actions for Conduyt, including account permissions and operation limits.
16 read actions14 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create company
Write
Create a company.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create contact
Write
Create a contact; it needs a first name, last name, email or phone.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create deal
Write
Create a deal in a pipeline stage.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create note
Write
Add a note to a contact or deal.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create tag
Write
Create a tag; names are unique in the workspace.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create task
Write
Create a task, optionally on a contact or deal.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get company
Read
Read a company with its contact and deal counts.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
Get contact
Read
Read a contact with its tags and custom fields.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
Get deal
Read
Read a deal with its pipeline, stage, contact and company.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
Get note
Read
Read a note.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
Get tag
Read
Read a tag with its contact count.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
Get task
Read
Read a task.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
List companies
Read
List companies, or search them by name.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
List contacts
Read
List contacts, or find them by name, email or phone.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
List conversations
Read
List conversation threads with the latest message and unread count.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
List deals
Read
List deals, most recently updated first.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
List messages
Read
List SMS and email messages, newest first.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
List notes
Read
List notes, pinned first, for a contact or deal.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
List pipeline stages
Read
List a pipeline's stages in order.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
List pipelines
Read
List the workspace's pipelines with their stages.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
List tags
Read
List the workspace's tags with contact counts.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
List tasks
Read
List tasks by status, owner, contact or deal.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
Send email
Write
Send an email to a contact through the account's connected domain; to must be the contact's email.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send SMS
Write
Send an SMS to a contact through the account's line; opt-outs and do-not-contact are checked first.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update company
Write
Change the fields given; others keep their values.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update contact
Write
Change the fields given; others keep their values.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update deal
Write
Change the fields given; a new stageId moves the deal, won or lost closes it.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update note
Write
Change a note's text or pin.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update tag
Write
Rename or recolor a tag.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update task
Write
Change the fields given; status done completes the task.
Permissions and limits
Account permissions
A Conduyt API key with the scope for the resource (contacts, companies, deals, tasks, notes, messages or tags)
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Conduyt. A saved workflow is not a completed provider action.
CRM ยท CONNECTION
