1CRM

Works on 2 automation platforms

• 1CRM on Zapier
• 1CRM on Lindy

Triggers (9)

• New or Updated Accountinstant

  Triggers when an account is created or updated.

• New or Updated Contactinstant

  Triggers when a contact is created or updated.

• New or Updated Invoiceinstant

  Triggers when an invoice is created or updated.

• New or Updated Leadinstant

  Triggers when a lead is created or updated.

• New or Updated Opportunityinstant

  Triggers when an opportunity is created or updated.

• New or Updated Paymentinstant

  Triggers when a payment is created or updated.

• New or Updated Quoteinstant

  Triggers when a quote is created or updated.

• New or Updated SalesOrderinstant

  Triggers when a salesorder is created or updated.

• New or Updated Taskinstant

  Triggers when a task is created or updated.

Actions (9)

• Create / Update Account

  Creates a new account or updates an existing account.

• Create / Update Contact

  Creates a new contact or updates an existing contact.

• Create / Update Invoice

  Creates a new invoice or updates an existing invoice.

• Create / Update Lead

  Creates a new lead or updates an existing lead.

• Create / Update Opportunity

  Creates a new opportunity or updates an existing opportunity.

• Create / Update Payment

  Creates a new payment or updates an existing payment.

• Create / Update Quote

  Creates a new quote or updates an existing quote.

• Create / Update SalesOrder

  Creates a new salesorder or updates an existing salesorder.

• Create / Update Task

  Creates a new task or updates an existing task.

Searches (9)

• Find Account

  Finds an account.

• Find Contact

  Finds a contact.

• Find Invoice

  Finds an invoice.

• Find Lead

  Finds a lead.

• Find Opportunity

  Finds an opportunity.

• Find Payment

  Finds a payment.

• Find Quote

  Finds a quote.

• Find SalesOrder

  Finds a salesorder.

• Find Task

  Finds a task.

No recent releases tracked for this tool yet.