Sales ยท CONNECTIONManage persons, organizations, customers, leads, contacts, sales opportunities, appointments, tasks and invoice phases in Tribe CRM.
Explore 29 workflow actions for Tribe 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.
Moves an invoice to another phase (status).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Links a person to an organization as a contact person.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a customer relationship with an existing organization, or with a new one from its name.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a lead relationship with an existing organization, or with a new one from its name.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a person (last name required).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a sales opportunity for a lead or customer.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a task, optionally assigned and linked to a relationship.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates an appointment, optionally for a relationship and contact.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates an organization.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes a person.
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.
Shows the employee that the API application's service account acts as, with the person.
Shows your own organization's name, ID and Relation ID (needed to create relationships).
Lists appointments.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Lists contact person relationships (a person at an organization).
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Lists customer relationships.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Lists employee relationships.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Lists invoices, for example with $filter=Phase/Code eq 'Concept'.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Lists lead relationships.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Lists organizations.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Lists persons.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Lists the phases (statuses) of an activity type, with IDs to set on appointments, invoices or sales opportunities.
Lists products, for example sorted with $orderby=Name.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Lists sales opportunities.
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Changes a customer relationship's status.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Changes a person's name or phone numbers.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Changes a sales opportunity's subject, phase, representative, dates or amount.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Changes an organization's name, website or size.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Turns a lead relationship into a customer relationship; its activities and notes stay with it.
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 Tribe CRM. A saved workflow is not a completed provider action.
