CRM · CONNECTIONConsult, search, create and update efficy Enterprise CRM records, run saved queries, manage links and send efficy notifications.
Explore 17 workflow actions for efficy Enterprise CRM, 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.
Link two records without an edit context.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get all fields of one record, including the text of lookup and multi-value fields (R_ fields). Blob content is not included.
Create a record linked to an existing record, like a new contact in a company. Set relation fields (like JOBTITLE) afterwards with Update relation fields.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a record with its field values, committed at once.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove the link between two records.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete one or more records of an entity.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Find the records whose fields exactly match the given values.
Get the full name, user code and key of the user the API key belongs to.
Get the fields of an entity table, or of its relation table with a detail.
List the values of a lookup field, each with its text and key.
Get the related records of one kind (a detail, like Comp or Cont) of a record.
List the required fields of an entity.
Run a saved efficy query by its key (or master and detail keys) with its parameters.
Search an entity with one of its search methods (like CONTACTS.EMAIL1) and a value.
Add a notification about a record to the efficy notification feed of users or groups.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change field values of a record, committed at once.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set relation fields (like JOBTITLE) on the relation between a record and a related record, creating the relation when it is missing.
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 efficy Enterprise CRM. A saved workflow is not a completed provider action.
