Find contact
ReadFind a contact by phone number in any common US format.
Permissions and limits
Account permissions
- A Mav API key
CRM · CONNECTIONMav + NodeHub
Find Mav contacts by phone and record their quotes and sales as conversions, so Mav stops following up.
Explore 3 workflow actions for Mav, including account permissions and operation limits.
2 read actions1 write action
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.
List conversions
ReadList the account's conversions (Quoted, Sold and custom ones) and their IDs.
Permissions and limits
Account permissions
- A Mav API key
Record conversion
WriteRecord that a contact reached a conversion, so Mav stops following up.
Permissions and limits
Account permissions
- A Mav API key
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 Mav. A saved workflow is not a completed provider action.
EXPLORE YOUR STACK
