Productivity ยท CONNECTIONManage Monica contacts, activities, calls, conversations, journal entries, notes, reminders, tags and tasks.
Explore 52 workflow actions for Monica 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.
Add a message to a conversation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add tags to a contact by name; missing tags are created.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a activity.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a call.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a contact field.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a conversation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a journal entry.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a note.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a reminder.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a tag.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a task.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a activity.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a call.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a contact field.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a conversation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a journal entry.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a note.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a reminder.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a tag.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a task.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read one activity by its ID.
Read one call by its ID.
Read one contact by its ID.
Read one contact field by its ID.
Read one conversation by its ID.
Read one journal entry by its ID.
Read one note by its ID.
Read one reminder by its ID.
Read one tag by its ID.
Read one task by its ID.
Read one page of activity records.
Pagination: page. Check the result for additional pages; a single action may not return every record.
Read one page of call records.
Pagination: page. Check the result for additional pages; a single action may not return every record.
Read one page of contact records.
Pagination: page. Check the result for additional pages; a single action may not return every record.
Read one page of journal entry records.
Pagination: page. Check the result for additional pages; a single action may not return every record.
Read one page of note records.
Pagination: page. Check the result for additional pages; a single action may not return every record.
Read one page of reminder records.
Pagination: page. Check the result for additional pages; a single action may not return every record.
Read one page of tag records.
Pagination: page. Check the result for additional pages; a single action may not return every record.
Read one page of task records.
Pagination: page. Check the result for additional pages; a single action may not return every record.
Remove tags from a contact by tag ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a activity's fields; Monica checks the same required fields as on create.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a call's fields; Monica checks the same required fields as on create.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a contact's fields; Monica checks the same required fields as on create.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a contact field's fields; Monica checks the same required fields as on create.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a conversation's fields; Monica checks the same required fields as on create.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a journal entry's fields; Monica checks the same required fields as on create.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a message in a conversation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a note's fields; Monica checks the same required fields as on create.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a reminder's fields; Monica checks the same required fields as on create.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a tag's fields; Monica checks the same required fields as on create.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace a task's fields; Monica checks the same required fields as on create.
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 Monica CRM. A saved workflow is not a completed provider action.
