Flowlu integration

New Task

Triggers when a new task is created.

2 fields

New Opportunity

Triggers when a new opportunity (deal) is created.

1 field

New CRM Account

Triggers when a new CRM contact or organization is created.

1 field

New Project

Triggers when a new project is created.

Create CRM Account(Contact)

Creates a new contact in CRM.

33 fields

Update CRM Account(Contact)

Updates an existing contact in CRM.

34 fields

Delete CRM Account(Contact)

Deletes an existing contact in CRM.

1 field

Create CRM Account(Organization)

Creates a new organization in CRM.

31 fields

Update CRM Account(Organization)

Updates an existing organization in CRM.

32 fields

Get CRM Account

Gets a CRM contact or organization by ID.

1 field

Find CRM Accounts

Searches CRM contacts and organizations.

7 fields

Create Opportunity

Creates a new opportunity.

11 fields

Update Opportunity

Updates an existing opportunity.

15 fields

Delete Opportunity

Deletes an existing opportunity.

1 field

Get Opportunity

Gets a CRM opportunity by ID.

1 field

Find Opportunities

Searches CRM opportunities (deals).

8 fields

Link Account to Opportunity

Links a CRM contact or organization to an opportunity.

3 fields

Create Task

Creates a new task.

14 fields

Update Task

Updates an existing task.

16 fields

Get Task

Retrieves an existing task.

1 field

Delete Task

Deletes an existing task.

1 field

Find Tasks

Searches tasks.

7 fields

Create Project

Creates a new project.

14 fields

Update Project

Updates an existing project.

15 fields

Get Project

Gets a project by ID.

1 field

Find Projects

Searches projects.

7 fields

List Users

Lists the users in your Flowlu portal.

4 fields

List Reference Values

Lists pipelines, stages, sources, categories, workflows and other reference values with their IDs.

2 fields