Manage Quentn contacts, tags, comments, contact fields, pipelines, stages, opportunities and lost reasons, read emails and users, and trigger campaign elements.
Explore 56 workflow actions for Quentn, including account permissions and operation limits.
25 read actions31 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.
Add contact tags
Write
The body is a plain JSON array of tag ids.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Count contacts
Read
Returns how many contacts match a filter, without transferring them.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
Count opportunities
Read
Returns the number of open opportunities matching the request.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
Create contact
Write
Creates a contact.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create contact comment
Write
Creates a comment on the contact.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create contact field
Write
Creates a custom field.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create contacts
Write
Creates up to 100 contacts in a single request.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create lost reason
Write
Create a lost reason.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create opportunity
Write
Places a contact into a pipeline stage as a deal.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create pipeline
Write
The new pipeline is owned by the acting owner of the API key.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create pipeline stage
Write
The stage is appended: its weight is the current maximum plus one.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create tag
Write
Creates a tag.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete contact
Write
Permanently removes the contact.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete contact comment
Write
Permanently removes the comment (and the call-log entry attached to it, if it was one).
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete contact field
Write
Deleting a field also deletes the values stored in it.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete lost reason
Write
The reason is detached from every pipeline exit that referenced it - those deals stay lost, just without a reason.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete opportunity
Write
Removes the deal together with its versions, scheduled actions and exit records.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete pipeline
Write
Deletes the pipeline and everything it contains - stages, opportunities, their versions and exit records.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete stage
Write
A stage that still holds open opportunities cannot be deleted without saying what should happen to them: pass opportunitiesAction, and for move also opportunitiesNewStageId.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete tag
Write
A tag that is referenced by a campaign action cannot be deleted - deletion_blocked on the tag tells you in advance.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get contact
Read
Looks the contact up by numeric id or by e-mail address.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
Get contact comment
Read
A comment that belongs to a different contact is reported as 404 Comment not found.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
Get contact field
Read
A numeric identifier addresses a container, any other value a custom field by machine name (e.g.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
Get email
Read
Returns one email.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
Get email version
Read
Returns one email version.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
Get opportunity
Read
Read an opportunity.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
Get pipeline
Read
Read a pipeline.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
Get stage
Read
Read a stage.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
Get tag
Read
Read a tag by id or name.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
Get user by id
Read
This is used to get user by id.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
Get users
Read
This is used to get all users.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
List contact comments
Read
Returns a page of the comments attached to a contact, newest first by default.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
List contact fields
Read
Returns a page of the custom fields (machine names starting with field_) followed by the field containers.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
List contact pipeline statuses
Read
For every pipeline the acting owner may see, where this contact stands: active (open deal), won, lost (latest exit) or inactive (never in it, or removed).
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
List contact tags
Read
Returns a page of the tags assigned to a contact, each with the moment it was assigned (assigned_date).
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
List contacts
Read
Returns a page of contacts.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
List email versions
Read
Returns a page of email versions.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
List emails
Read
Returns a page of the account's emails.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
List lost reasons
Read
Lost reasons are tenant-global.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
List opportunities
Read
Returns open opportunities.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
List pipeline stages
Read
Ordered by weight ascending - the pipeline's own stage order - unless sort says otherwise.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
List pipelines
Read
Lists the pipelines the acting owner of the key may see.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
List tags
Read
Returns a page of the tags of the account.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
Move opportunity
Write
The one endpoint for every stage transition.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Reactivate opportunity
Write
Moves a won or lost deal back into the stage it left, deletes the exit record and appends a new version.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove contact tags
Write
Tag ids may be sent as a JSON array body or, for clients that cannot send a body with DELETE, as the pipe-separated ids query parameter.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Reorder pipeline stages
Write
Sets the weight of every stage in one call.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Trigger element
Write
Contact object must contain either a valid mail field or a full address including the following fields: *first_name*, *family_name*, *ba_street*, *ba_city*, *ba_postal_code*.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update contact
Write
Partially updates a contact.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update contact comment
Write
Replaces the text of a comment; comment is required.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update contact field
Write
The field type cannot be changed; sending a different field_type is rejected.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update lost reason
Write
Rename a lost reason.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update opportunity
Write
Changes deal fields.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update pipeline
Write
At least one of title, currency.isoCode, ownerId or access must be present - an empty body is rejected.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update stage
Write
Only the title and the colour can be changed here; use reorder for the position.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 API key)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update tag
Write
Only name and description can be changed.
Permissions and limits
Account permissions
A Quentn API v3 key with the scope the call names (v1 calls: a v1 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 Quentn. A saved workflow is not a completed provider action.