CRM ยท CONNECTIONManage RogerRoger people, organizations, tasks and notes.
Explore 34 workflow actions for RogerRoger, 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.
Creates a new organization with email, phone numbers, and metadata.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Adds a new note to the given organization.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a person with emails, phone numbers, and metadata.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a new note linked to a specific person.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a Task resource.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a TaskCommentResource resource.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes an organization.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Removes or archives a note.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes a person record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Removes a note from a person.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Removes the Task resource.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Removes the TaskCommentResource resource.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a Task resource.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Retrieves the details of a single organization by its ID.
Returns a single note belonging to an organization.
Get a single person by ID.
Retrieves a single note attached to a person.
Retrieves a Task resource.
Retrieves a TaskCommentResource resource.
Retrieves a TaskHistory resource.
Retrieve all notes associated with a given organization.
Returns a filtered, paginated list of CRM organizations.
Retrieve a paginated list of people.
Returns all notes attached to a given person, ordered by flag and creation date.
Retrieves the collection of TaskCommentResource resources.
Retrieves the collection of TaskHistory resources.
Retrieves the collection of Task resources.
Replaces the Task resource.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replaces all updatable fields of the organization.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Fully replaces a note record by ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replaces all fields of a person.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replaces all fields of a person note.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replaces the UpdateTaskResource resource.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replaces the TaskCommentResource resource.
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 RogerRoger. A saved workflow is not a completed provider action.
