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New Box

Triggers when a new box is created in a pipeline.

• 1 parameters
• Pipeline

Updated Box

Triggers when a box is updated in a pipeline.

• 3 parameters
• Pipeline
• Stage
• Field

Box Change Stage

Triggers when a box changes stage.

• 2 parameters
• Pipeline
• Stage

Box Change Pipeline

Triggers when a box is moved between pipelines.

• 1 parameters
• Pipeline

New Comment

Triggers when a new comment is created on a box in a pipeline.

• 1 parameters
• Pipeline

New Contact

Triggers when a new contact is created.

• 1 parameters
• Team

Updated Contact

Triggers when a contact is updated.

• 1 parameters
• Team

New Task

Triggers when a new task is created on a box.

• 1 parameters
• Pipeline

Task Complete

Triggers when a task is completed.

• 1 parameters
• Pipeline

Task Due

Triggers when a task is due.

• 1 parameters
• Pipeline

Create Box

Creates a new box (deal) in a pipeline.

• 5 parameters
• Pipeline
• Name
• Stage
• Assigned To
• Notes

Update Box

Updates an existing box (deal).

• 6 parameters
• Pipeline
• Box
• Name
• Stage
• Assigned To
• Notes

Add Contact to Box

Creates a contact and adds it to a box. If the contact already exists (by email), links the existing contact.

• 12 parameters
• Pipeline
• Box
• Contact Email
• First Name
• Last Name
• Title
• Phone Number(s)
• Twitter
• Facebook
• LinkedIn
• Address
• Contact Notes

Update Contact

Updates an existing contact.

• 12 parameters
• Contact
• Contact Email
• First Name
• Last Name
• Title
• Phone Number(s)
• Twitter
• Facebook
• LinkedIn
• Photo URL
• Address
• Contact Notes

Add Organization to Box

Creates an organization and adds it to a box. If the organization already exists (by domain), links the existing one.

• 12 parameters
• Pipeline
• Box
• Organization Name
• Website(s)
• Industry
• Phone Number(s)
• Address
• Employee Count
• Logo URL
• Twitter
• Facebook
• LinkedIn

Create Task

Creates a new task on a box.

• 5 parameters
• Pipeline
• Box
• Task Text
• Due Date
• Assigned To

Edit Task

Updates an existing task.

• 6 parameters
• Task Key
• Box Key
• Task Text
• Completed
• Due Date
• Assigned To

Create Comment

Creates a comment on a box.

• 3 parameters
• Pipeline
• Box
• Message

Create Meeting / Call Log

Creates a meeting or call log entry on a box.

• 6 parameters
• Pipeline
• Box
• Meeting Type
• Start Time
• End Time
• Notes

Link Boxes

Links two or more boxes together.

• 3 parameters
• Pipeline
• Box
• Box Keys to Link

Get File by File Key

Retrieves a file by its file key.

• 1 parameters
• File Key

Get Full Thread by Key

Retrieves a full email thread by its key.

• 1 parameters
• Thread Key

Find Box

Finds a box by name, key, or search query.

• 3 parameters
• Exact Search
• Search Query
• Pipelines

Find Contact

Finds a contact by key, box key, or search query.

• 2 parameters
• Contact or Box Key
• Search Query

Find Organization

Finds an organization by key, box key, or search query.

• 2 parameters
• Organization or Box Key
• Search Query

Make HTTP Request

Make an HTTP request to any URL with full control over method, headers, and body.