Marketing · CONNECTIONIdentify CrowdPower customers and record their events, charges and tags for lifecycle automations.
Explore 4 workflow actions for CrowdPower, including account permissions and operation limits.
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 or update a customer with their name, email, phone, sign-up time and traits.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Record a charge that already happened, in the smallest currency unit, on a customer's revenue summary. Moves no money.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Record an action on a customer's timeline.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Apply a tag to a customer, creating the tag if needed.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in CrowdPower. A saved workflow is not a completed provider action.
