Customer Relationship Management (CRM)

Copper

Copper is a CRM tool designed for Google Apps users. This tool can be easily used to manage opportunities and leads. It helps you to track the past activity of each contact while managing their future activity as well.

Availability: Workflows only

Triggers

• New Person Added: Triggers when a new person is added

• Person Details Updated: Triggers when the details of a person is updated

• New Lead created: Triggers when a new lead is added

• New Task Added: Triggers when a new task is added

• Task Updated: Triggers when a task is updated

• New Opportunity Created: Triggers when a new opportunity is created

• Opportunity Status Updated: Triggers when the status of an existing opportunity is updated

• Lead Status Updated: Triggers when the status of an existing lead is updated

• New Company Added: Triggers when a new company is added

• Company Details Updated: Triggers when the details of a specific company is updated

• New Project Added: Triggers when a new project is added

• Project Details Updated: Triggers when the details of a specific project is updated

• New Activity Added: Triggers when a new activity is added

• Contact Type Updated: Triggers when a contact type is updated

Actions

• Create Lead: Create a new lead

• Create Opportunity: Create a new opportunity

• Create Person: Create a new person

• Create Task: Create a new task for the specified resource Type

• Create Company: Create a new company

• Create Project: Create a new project

• Update Company: Update the details of an existing company

• Update Lead: Update the details of an existing lead

• Update Opportunity: Update the details of an existing opportunity

• Update Person: Update the details of an existing person

• Update Project: Update the details of an existing project

Gainsight

Gainsight integrates with Salesforce and uses the sales data, surveys, support tickets, usage logs, and other sources of customer intelligence to turn customer retention into an automated, data-driven process.

Availability: Workflows and FlowServices

Actions

• deleteCompany: Delete API deletes a specific record in the Company object

• readCompany: Read API allows you to read one or more records that match a specific criteria from the Company object

• upsertMultiplePersonApi: This Upsert API is used to insert or update multiple records into the Person object that are not associated with any Company or Relationship

• deletePersonsRecords: Person Delete API can be used to delete Person record(s) from Gainsight

• updateCompany: Update API is used to update one or more existing records in the Company object

• insertCustomObject: Insert API is used to insert one or more records into the Gainsight custom object

• upsertPersonWithCompanyRelationship: This Upsert API is used to insert multiple records per API call into the Company Person and Relationship Person objects that are tied to a unique record in the Person object

• personRecordGsid: Get API allows you to get one record per API call from the Person

• upsertSinglePerson: This Upsert API is used to insert or upsert a record into the Person object which is not associated with any Company or Relationship

• insertCompany: Insert API is used to insert one or more records into the Gainsight’s Company object

• personRecordEmail: Get API allows you to get one record per API call from the Person

Custom Actions

Gainsight connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other predefined actions do.

To know more about how to create custom actions, see Creating Custom Actions.

Freshsales

Freshsales is a leading CRM platform that lets you create and manage your customer communications with ease.

Availability: Workflows only

Triggers

• New Contact: Triggers when a new contact is created

• Contact Updated: Triggers when an existing contact is updated

• New Deal: Triggers when a new deal is created

• Deal Updated: Triggers when a deal is updated

  Note: This trigger won’t be executed if you add/update a contact or a tag in an existing deal.

• New Lead: Triggers when a lead is updated

• Lead Updated: Triggers when a lead is updated

• New Appointment: Triggers when a new appointment is created

• New Sales Activity: Triggers when a new sales activity is created

Actions

• Create Account: Create a new account

• Create Contact: Create a new contact

• Create Deal: Create a new deal

• Create Lead: Create a new lead

• Delete Accounts: Delete one or more accounts

• Delete Contacts: Delete one or more contacts

• Delete Deals: Delete one or more deals

• Delete Leads: Delete one or more leads

• Get Account Details: Retrieve the details of the specified account

• Get Accounts: Retrieve the list pf some or all accounts

• Get Contact Details: Retrieve the details of the specified contact

• Get Contacts: Retrieve the list of some or all contacts

• Get Deal Details: Retrieve the details of the specified deal

• Get Deals: Get the list of some or all deals

• Get Fields: Retrieve the fields of the specified entity

• Get Lead Details: Retrieve the details of the specified lead

• Get Leads: Retrieve the list of some or all leads

• Update Account: Modify the details of the specified account

• Update Contact: Modify the details of the specified contact

• Update Deal: Modify the details of the specified deal

• Update Lead: Modify the details of the specified lead

• Create Appointment: Create a new appointment

• Update Appointment: Update a specific appointment<

• Create Sales Activity: Create a new sales activity

• Update Sales Activity: Update a specific sales activity

• Get Sales Activities: Retrieve some or all of sales activities

• Get Appointments: Retrieve some or all of appointments

• Get Appointment Details: Retrieve the details of a specific appointment

• Get Sales Activity Details: Retrieve the details of a specific sales activity

• Search Records: Search and retrieve the required records

Help Scout

Help Scout is a CRM platform that enables you to easily send targeted messages to customers, keep track of customer data, and make informed decisions with help of built-in reports feature.

Availability: Workflows only

Actions

• Conversation Details: Retrieve details of a specific conversation

• Create Customer: Create a new customer

• Customer Details: Retrieve details of a specific customer

• Get Conversations: Retrieve details of some or all conversations

• Get Customers: Retrieve details of some or all customers

• Get Mailboxes: Retrieve details of some or all mailboxes

• Get Users: Retrieve details of some or all users

• Mailbox Details: Retrieve details of a specific mailbox

• Update Customer: Update details of a specific customer

• User Details: Update details of a specific user

Intercom

Intercom offers an innovative CRM application that lets business owners interact with customers. It lets you create and manage contacts, leads, tasks,and accounts and tracks status of each lead.

Availability: Workflows only

Triggers

• New Message from a User: Triggers when a new message is added by a user

• Lead Added Email: Triggers when a lead email ID is added

• Reply from a User: Triggers when a user replies

• Reply from a Teammate: Triggers when a teammate replies

• Note Added to Conversation: Triggers when a note is added to a conversation

• Conversation Assigned to Teammate: Triggers when a new conversation is assigned to teammate

• User Created: Triggers when a new user is created

• User Email Updated: Triggers when the email ID of an existing user is updated

• User Unsubscribed from Email: Triggers when an user is unsubscribed from email

• User Tagged: Triggers when a user is tagged

• User Untagged: Triggers when a user is untagged

• Company Created: Triggers when a new company is created

Actions

• List Users: Get a list of users

• Update Lead: Update a specific lead

• List Notes: Get a list of notes

• List Leads: Get a list of leads

• ist Conversations: Get list of conversations

• List Companies: This activity lets you list companies

• Get Note: This activity lets you get note

• Get Count: This activity lets you get count

• Delete User: This activity lets you delete user

• Delete Lead: This activity lets you delete contact

• Create or Update User: This activity lets you create or update user

• Create or Update Company: This activity lets you create or update company

• Create Note: This activity lets you create note

• Create Lead: Create a new contact

• Submit Event: Submit the specified event

• Reply to Conversation as Admin: Reply to a conversation as an admin

• Reply to Conversation as User: Reply to a conversation as a user

• Get Conversation Details: Retrieve the details of the specific conversation

• User or Lead Initiated Conversation: Initiate a conversation with a user or a lead

• Admin Initiated Conversation: Initiate a conversation on behalf of an admin

Common Questions

• How to retrieve the relevant IDs from your account?

  Intercom action fields fetch these IDs with the help of API calls so that you can directly select them from the lookup. In order to enter these IDs manually, you need to search for the appropriate ID in your Intercom UI.

  There are four types of IDs that we get in our Intercom account.

  • Intercom ID

  • User ID

  • Intercom User ID

  • Lead User ID

  The first two IDs are associated with a user and last two IDs are associated with a lead.

  To retrieve the user associated IDs, go to your Intercom account, and under select the All users option. Now, select a user whose ID you want to view, say Sam. A user activity window will open highlighting the details of the user. Scroll down the window and look for the Details section where you can see the User ID of Sam. At the same time, take a look at the URL of the account. The URL highlights the Intercom ID of the user which is a hexadecimal number as shown in the screenshot.

  

  Follow the same procedure to retrieve the leas associated IDs, i.e. Intercom User ID and Lead User ID.

  Go to the All leads option and select a lead user whose ID you want to view, say Jon. A user activity window will open highlighting the details of the user. Scroll down the window and look for the Details section where you can see the Lead User ID of Jon. At the same time, take a look at the URL of the account. The URL highlights the Lead User ID of the user which is a hexadecimal number as shown in the screenshot.

  

Nexmo SMS

Nexmo is a Communications Platform as a Service (CPaaS) that lets you communicate with other users through cloud-hosted voice, SMS, and chat services.

Availability: Workflows only

Triggers

• Call Status Changed: Triggers when the status of any call associated with the specified application is changed

• New Incoming SMS: Triggers when a new message is received on the specified inbound virtual number (recipient) of your Nexmo account

Actions

• Buy Number: Buy the specified Inbound Virtual Number

• Cancel Number: Cancel the subscription for the specified number

• Create Application: Create a new application

• Delete Application: Delete the specified application

• Get Balance: Retrieve the total credit balance of your Nexmo account

• Get Applications: Retrieve some or all applications

• Get Messages: Retrieve some or all messages

• Get Owned Numbers: Retrieve some or all numbers owned by you

• Search Available Numbers: Search for available numbers

• Send an SMS: Send an SMS to the specified number

• Update Application: Update the details of the specified application

• Update Number: Update the details of the specified number

• Number Insight: Get insights on the specified Inbound Virtual Number

Common Questions

• How to retrieve the API Key and API Secret key for Nexmo account

  In order to create a Nexmo SMS connection, you would need to provide your Nexmo API key and API Secret key to webMethods.io Integration. Follow the steps given below to retrieve these keys:

  1. Login to your Nexmo account.

     

  2. Navigate to the ‘Getting Started’ tab given on the dashboard.

     

     Here, the value of the ‘key’ field is the ‘API Key’.

  3. Next, click on the ‘Show Password’ (or eye) icon to see the ‘API Secret Key’.

Nexmo Voice

Nexmo is a Communications Platform as a Service (CPaaS) that lets you communicate with other users through cloud-hosted voice, SMS, and chat services.

Availability: Workflows only

Actions

• Get Calls: Retrieve some or all calls associated with your application

• Make an Outbound Call: Make an outbound call to the specified number

• Download Recording: Download a recording

Common Questions

• How to retrieve the Application ID and Application Private Key

  In order to create a Nexmo Voice connection, you are required to provide the ‘Application ID’ and ‘Private Key’ of the application for which you want to create the connection. Given below are the steps to retrieve the ‘Application ID’ and ‘Private Key:

  Application ID

  1. Login to your Nexmo account.

     

  2. Navigate to the ‘Voice’ tab. Here you can see the list of all existing apps of your Nexmo account.

     

  3. Locate the application for which you want to create a connection and copy the application ID listed against it.

     Private Key

     The application private key is generated and displayed when the app is created. Hence it is recommended that you note it for future use.

     If you have created the application through Nexmo UI, its private key will be automatically downloaded on your local system. If you have create the application using the ‘Create Application’ action through webMethods.io Integration, you will get its private key in the output of the action.

Nimble

Nimble offers sales force automation and social CRM solution for small and mid-sized enterprises.

Availability: Workflows only

Actions

• List Contact Notes: Retrieve list of all the notes attached to a particular contact in your Nimble account

• List Contacts: Retrieve list of contacts saved in your Nimble account

• Get Contacts: Retrieve more details on specified contacts

• Delete Contacts: Delete existing contacts

• Delete Contact Note: Delete a note that has been attached to contacts in your Nimble account

• Create Task: Create a new task

• Create Contact Note: Create note for your saved contacts

OrangeHRM

OrangeHRM is an open-source resource management tool for SMBs as well as enterprises.

Availability: Workflows only

Actions

• Get Jobs: Retrieve the details of all jobs

Quickbooks Online

QuickBooks Online is an online accounting software that manages accounts, payments, and payroll functions.

Availability: Workflows only

Triggers

• New Customer: Triggers when a new customer is added
• New Purchase Order: Triggers when a new purchase order is created
• New Invoice: Triggers when a new invoice is generated
• New Supplier/Vendor: Triggers when a new supplier/vendor is added
• New Estimate: Triggers when a new estimate is created
• New Payment: Triggers when a new payment is made
• New Sales Receipt: Triggers when a new sales receipt is generated

Actions

Common Questions

How to enable and view departments in Quickbooks?

To enable departments feature for your Quickbooks Online account, follow the steps given below:

1. After you have signed in to your Quickbooks Online account, click on Settings (Gear) icon located at the top right side of the window and select Company Settings option from the list of options that appear.

   

   This will redirect you to the Settings window.

2. Click on the Edit icon given against Categories field and select the checkbox for Track Locations option. A drop-down list for Location Label will appear. Select Department from the list and click on Save.

   

   This will enable the departments feature for your Quickbooks Online account.

To view the departments, follow the steps given below:

1. After you have signed in to your Quickbooks Online account, click on Settings (Gear) icon located at the top right side of the window and select All Lists option from the list of options that appear.

   

   This will redirect you to a new window.

2. Click on Departments option to see the list of all departments of your Quickbooks Online account

   

Salesforce CRM - SOAP

Salesforce CRM provides cloud computing as well as social enterprise Software-as-a-Service (SaaS).

Availability: Workflows and FlowServices

Triggers

• Account Deleted: Triggers when an existing account is deleted

• Account Updated: Triggers when an existing account is updated

• Campaign Deleted: Triggers when an existing campaign is deleted

• Campaign Updated: Triggers when an existing campaign is updated

• Case Deleted: Triggers when an existing case is deleted

• Case Updated: Triggers when an existing case is updated

• Contact Deleted: Triggers when an existing contact is deleted

• Contact Updated: Triggers when an existing contact is updated

• Lead Deleted: Triggers when an existing lead is deleted

• Lead Updated: Triggers when an existing lead is updated

• New Account: Triggers when a new account is created

• New Campaign: Triggers when a new campaign is created

• New Case: Triggers when a new case is created

• New Contact: Triggers when a new contact is created

• New Lead: Triggers when a new lead is created

• New Object Record: Triggers when a new record is created in any object

• New Opportunity: Triggers when a new opportunity is created

• Object Record Deleted: Triggers when an existing record from an object is deleted

• Object Record Updated: Triggers when an existing record is updated in an object

• Opportunity Deleted: Triggers when an existing opportunity is deleted

• Opportunity Updated: Triggers when an existing opportunity is updated

Actions

• createAccounts: Creates a new account

• createCampaign: Creates a new campaign

• createContact: Creates a new contact

• createEmailTemplate: Creates a new email template

• createExternalData: Creates an external data

• createExternalDataPart: Uploads a part of the data for the specified external data ID

• createLeads: Creates a new lead

• createOpportunities: Creates a new opportunity

• createTask: Creates a new task

• createUser: Creates a new user

• deleteBusinessObjects: Deletes business objects with the specified ID

• getDeletedBusinessObjectIDs: Returns IDs of all business objects deleted within a specified period

• getUpdatedBusinessObjectIDs: Returns IDs of all business objects updated within a specified period

• queryAccounts: Search accounts based on a criteria

• queryAccountsByID: Search accounts by ID

• queryCampaigns: Search campaigns based on a criteria

• queryContacts: Search contacts based on a criteria

• queryEmailTemplates: Search email templates based on a criteria

• queryLeads: Search leads based on a criteria

• queryLeadsByID: Search leads by ID

• queryOpportunities: Search opportunities based on a criteria

• queryOpportunitiesByID: Search opportunities by ID

• queryTasks: Search tasks based on a criteria

• queryUsers: Search users based on a criteria

• updateAccounts: Updates the details of the specified ID account

• updateExternalData: Updates external data of the specified ID

• updateLeads: Updates the details of an existing lead with new data for the specified ID

• updateOpportunities: Updates the details of an existing opportunity with new data for the specified ID

• uploadDataToWave: Uploads data and initiates the data process for Insight

Custom Actions

Salesforce CRM connector lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

To know more about how to create custom actions, click here.

Salesforce CRM - REST

Salesforce CRM is a leading CRM platform that lets you easily create and manage your customer records.

Availability: Workflows and FlowServices

API Versions: 45, 48, 51

API Types: REST

Authentication and Authorization: OAuth flows (Code Authorization flow, OAuth + JWT Token support and so on)

Key Capabilities: $expand, $filter, Custom Fields Support, Salesforce Multi-Object

Prerequisites:

• Salesforce web service login and password information.


• Salesforce account you are using has privileges to connect to the Salesforce API. If you are unsure of your privileges, your Salesforce representative can provide you with a Sender ID and password specific to the Salesforce API.


• You are familiar with Salesforce objects and the Salesforce APIs. For this, try the following steps:
  
  
  1. Create a Connected App in Salesforce.
  
  
  2. Generate an Access and Refresh tokens using the REST client.
  
  
  3. Configure a Salesforce account in the webMethods.io Integration flow editor.
  
  
  4. Configure a Salesforce account in webMethods.io Integration.

Triggers

• New Account: Triggers when a new account is created

• New Contact: Triggers when a new contact is created

• New Lead: Triggers when a new lead is created

• New Opportunity: Triggers when a new opportunity is created

• New Campaign: Triggers when a new campaign is created

• New Case: Triggers when a new case is created

• New Object Record: Triggers when a new object record is created

• Account Updated: Triggers when an account is updated

• Contact Updated: Triggers when a contact is updated

• Lead Updated: Triggers when a lead is updated

• Opportunity Updated: Triggers when an opportunity is updated

• Campaign Updated: Triggers when a campaign is updated

• Case Updated: Triggers when a case is updated

• Object Record Updated: Triggers when an object record is updated

• Comment Updated: Triggers when a comment is updated in a specific product

• Account Deleted: Triggers when an account is deleted

• Contact Deleted: Triggers when a contact is deleted

• Lead Deleted: Triggers when a lead is deleted

• Opportunity Deleted: Triggers when an opportunity is deleted

• Campaign Deleted: Triggers when a campaign is deleted

• Case Deleted: Triggers when a case is deleted

• Object Record Deleted: Triggers when an object record is deleted

Actions

• createAccount: Creates a new account

• createCampaign: Creates a new campaign

• createContact: Creates a new contact

• createEmailTemplate: Creates a new email template

• createLead: Creates a new lead

• createOpportunity: Creates a new opportunity

• createTask: Creates a new task

• createUser: Creates a new user

• deleteBusinessObjects: Deletes business objects with the specified ID

• getDeletedBusinessObjectIDs: Returns IDs of all business objects deleted within a specified period

• getUpdatedBusinessObjectIDs: Returns IDs of all business objects updated within a specified period

• queryAccounts: Search accounts based on a criteria

• queryAccountsByID: Search accounts by ID

• queryCampaigns: Search campaigns based on a criteria

• queryContacts: Search contacts based on a criteria

• queryEmailTemplates: Search email templates based on a criteria

• queryLeads: Search leads based on a criteria

• queryLeadsByID: Search leads by ID

• queryOpportunities: Search opportunities based on a criteria

• queryOpportunitiesByID: Search opportunities by ID

• queryTasks: Search tasks based on a criteria

• queryUsers: Search users based on a criteria

• updateAccount: Updates the details of the specified ID account

• updateLead: Updates the details of an existing lead with new data for the specified ID

• updateOpportunity: Updates the details of an existing opportunity with new data for the specified ID

Custom Actions

Salesforce CRM - REST connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

To know more about how to create custom actions, click here.

Salesforce CRM - REST (Deprecated)

IMPORTANT NOTES

Deprecated connectors will continue to work as before and are fully supported by Software AG.

If you are using deprecated connectors in your existing Workflows and/or FlowServices, they will work as expected.

No new feature enhancements will be made for deprecated connectors.

If you are creating new Workflows or FlowServices, it is recommended to use the provided alternative connectors instead of the deprecated connectors.

The deprecation is applicable only for Actions.

The deprecation is not applicable for Triggers, that is, Triggers are supported for both deprecated and alternative connectors. For the list of triggers, see the documentation for alternative connectors.

Salesforce CRM is a leading CRM platform that lets you easily create and manage your customer records. To use Salesforce CRM - REST actions and triggers, ensure that you are on one of the following editions:

• Enterprise Edition
• Umlimited Edition
• Developer Edition
• Performance Edition

Availability: Workflows only

Actions

• Create Account: Create a new account

• Create Campaign: Create a new campaign

• Create Contact: Create a new contact

• Create Email Template: Create a new email template

• Create Lead: Create a new lead

• Create Opportunity: Create a new opportunity

• Create Record: Create a new record

• Create Task: Create a new task

• Create User: Create a new user

• Delete Record: Delete a specific record

• Execute SOQL query: Execute the specified SOQL story

• Get Accounts: Retrieve the list of some or all accounts

• Get Campaigns: Retrieve the list of some or all campaigns

• Get Contacts: Retrieve the list of some or all contacts

• Get Email Templates: Retrieve the list of some or all email templates

• Get Leads: Retrieve the list of some or all leads

• Get Opportunities: Retrieve the list of some or all opportunities

• Get Records: Retrieve the list of some or all records

• Get Tasks: Retrieve the list of some or all tasks

• Get Users: Retrieve the list of some or all users

• Update Record: Update the details of the specified record

• Upsert Record: Modify an existing record or create a new one

Salesforce Bulk Data Loader

The Salesforce Bulk Data Loader connector provides support for Job and Batch resources. You can create, update, delete, query jobs and batches, as well as operate on large amounts of records asynchronously using batches, which are processed by Salesforce in the background.

Availability: FlowServices

API Versions: 44, 48

API Types: REST

Authentication and Authorization: Credentials, OAuth 2.0, JWT

Key Capabilities: Custom Fields Support, $filter

Prerequisites:

• Salesforce web service login and password information.


• Salesforce account you are using has privileges to connect to the Salesforce API. If you are unsure of your privileges, your Salesforce representative can provide you with a Sender ID and password specific to the Salesforce API.


• You are familiar with the Salesforce objects and APIs. For this, try the following steps:
  
  
  1. Create a Connected App in Salesforce.
  
  
  2. Generate an Access and Refresh tokens using the REST client.

Actions

• abortOrCloseAJob: Ends or closes a job

• getAllBatchDetails: Returns the batch list for the specified jobID

• getBatchDetails: Returns high-level batch details for the specified batchID

• getBatchRequest:Returns the batch request details

• getJobDetails: Returns the job details

• retrieveQueryBatchResult: Returns the results of a batch query for the specified batch and job identifiers

• submitDeleteBatch: Submit multiple deletes of business objects as a batch

• submitInsertBatch: Submits multiple insert requests of business objects as a batch

• submitQueryBatch: Submits a batch of Salesforce queries for processing

• submitUpdateBatch: Submits multiple update requests of business objects as a batch

Custom Actions

Salesforce Bulk Data Loader connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

To know more about how to create custom actions, click here.

Salesforce Bulk v2 Data Loader

The Bulk API v2.0 provides a simple interface to quickly load large amount of the organization’s data into the Salesforce system and bulk query the information using the APIs provided in the connector.

Availability: FlowServices only

API Versions: 44, 48

API Types: REST

Authentication and Authorization: OAuth 2.0

Key Capabilities: $expand, $filter

Prerequisites:

• Salesforce web service login and password information.


• Salesforce account you are using has privileges to connect to the Salesforce API. If you are unsure of your privileges, your Salesforce representative can provide you with a Sender ID and password specific to the Salesforce API.


• You are familiar with Salesforce objects and the Salesforce APIs. For this, try the following steps:
  
  
  1. Create a Connected App in Salesforce.
  
  
  2. Generate an Access and Refresh tokens using the REST client.

Actions

• createAndUploadDataUsingMultipart: Creates a new job and uploads CSV data that you provide (for data sets with 100,000 characters or less).

• createAndUploadJobData: Creates a new job and uploads CSV data that you provide (up to 150 MB).

Custom Actions

Salesforce Bulk v2 Data Loader connector also lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

To know more about how to create custom actions, click here.

SAP Cloud for Customer (C4C) OData v2.0

SAP Cloud for Customer (C4C) including SAP Cloud for Sales, SAP Cloud for Service, and SAP Cloud for Social Engagement solutions allows you to do standard CRUD operations on business objects by connecting to the OData Service endpoint using the REST interface.

Availability: Workflows and FlowServices

Actions

• queryAccountAddressByID: Queries the account address specified by ID

• queryAccountAddresses: Queries the account addresses based on the query criteria

• queryAccountByID: Queries the account specified by ID

• queryAccounts: Queries the accounts based on the query criteria

• queryContactByID: Queries the contact specified by ID

• queryContacts: Queries the contacts based on the query criteria

• queryEmailByID: Queries the email specified by ID

• queryEmails: Queries the emails based on the query criteria

• queryLeadByID: Queries the lead specified by ID

• queryLeads: Queries the leads based on the query criteria

• queryOpportunities: Queries the opportunities based on the query criteria

• queryOpportunityByID: Queries the opportunity specified by ID

• queryProductByID: Queries the product specified by ID

• queryProducts: Queries the products based on the query criteria

• readAccountAddressByIds: Reads multiple account addresses identified by Ids

• readAccountByIds: Reads multiple account identified by Ids

• readContactByIds: Reads multiple contacts identified by Ids

• readEmailByIds: Reads multiple emails identified by Ids

• readLeadByIds: Reads multiple leads identified by Ids

• readOpportunityByIds: Reads multiple opportunities identified by Ids

• readProductByIds: Reads multiple products identified by Ids

• createAccount: Creates an account

• createAccountAddress: Creates an account address

• createAccountAddresses: Creates multiple new account addresses

• createAccounts: Creates multiple new accounts.

• createContact: Creates a contact.

• createContacts: Creates multiple new contacts.

• createEmail: Creates an email.

• createEmails: Creates multiple new emails.

• createLead: Creates a lead.

• createLeads: Creates multiple new leads.

• createOpportunities: Creates multiple new opportunities.

• createOpportunity: Creates an opportunity.

• createProduct: Creates a product.

• createProducts: Creates multiple new products.

• deleteAccount: Deletes an existing account specified by keyProperties.

• deleteAccountAddress: Deletes an existing account address specified by keyProperties.

• deleteAccountAddresses: Deletes multiple account addresses identified by the id field.

• deleteAccounts: Deletes multiple accounts identified by the id field.

• deleteContact: Deletes an existing contact specified by keyProperties.

• deleteContacts: Deletes multiple contacts identified by the id field.

• deleteEmail: Deletes an existing email specified by keyProperties.

• deleteEmails: Deletes multiple emails identified by the id field.

• deleteLead: Deletes an existing lead specified by keyProperties.

• deleteLeads: Deletes multiple leads identified by the id field.

• deleteOpportunities: Deletes multiple opportunities identified by the id field.

• deleteOpportunity: Deletes an existing opportunity specified by keyProperties.

• deleteProduct: Deletes an existing product specified by keyProperties.

• deleteProducts: Deletes multiple products identified by the id field.

• patchAccount: Patches an existing account specified by ID.

• patchAccountAddress: Patches an existing account address specified by ID.

• patchAccountAddresses: Patches multiple account addresses identified by the id field.

• patchAccounts: Patches multiple accounts identified by the id field.

• patchContact: Patches an existing contact specified by ID.

• patchContacts: Patches multiple contacts identified by the id field.

• patchEmail: Patches an existing email specified by ID.

• patchEmails: Patches multiple emails identified by the id field.

• patchLead: Patches an existing lead specified by ID.

• patchLeads: Patches multiple leads identified by the id field.

• patchOpportunities: Patches multiple opportunities identified by the id field.

• patchOpportunity: Patches an existing opportunity specified by ID.

• patchProduct: Patches an existing product specified by ID.

• patchProducts: Patches multiple products identified by the id field.

• updateAccount: Updates an existing account specified by ID.

• updateAccountAddress: Updates an existing account address specified by ID.

• updateAccountAddresses: Updates multiple account addresses identified by the id field.

• updateAccounts: Updates multiple accounts identified by the id field.

• updateContact: Updates an existing contact specified by ID.

• updateContacts: Updates multiple contacts identified by the id field.

• updateEmail: Updates an existing email specified by ID.

• updateEmails: Updates multiple emails identified by the id field.

• updateLead: Updates an existing lead specified by ID.

• updateLeads: Updates multiple leads identified by the id field.

• updateOpportunities: Updates multiple opportunities identified by the id field.

• updateOpportunity: Updates an existing opportunity specified by ID.

• updateProduct: Updates an existing product specified by ID.

• updateProducts: Updates multiple products identified by the id field.

Custom Actions

SAP Cloud for Customer (C4C) OData v2.0 connector lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

To know more about how to create custom actions, click here.

SoftVu

SoftVu provides marketing automation solutions that help businesses streamline their marketing communication processes.

Availability: Workflows only

Actions

• Update Group: Update details of an existing group

• Delete Sender: Delete an existing sender

• Delete Group: Delete an existing group

• Create or Update Lead: Create a new lead or update an existing lead

• Get Optouts: Retrieve optouts database for a specific email address, or get the database of all optouts since a particular date

• Get Senders: Retrieve list of all the senders

• Get Lead: Retrieve more information about a particular lead

• Get Groups: Retrieve list of all groups

• Create New Sender: Create a new sender

• Create New Group: Create a new group

• Add Optout: Add optout to your database

• Add Optin: Optin an email address

SugarCRM

SugarCRM is the leading CRM tool that lets you create and manage your customer records efficiently. You can add and update the details of various accounts, contacts, lead, and opportunities and can fetch their details quickly.

Availability: Workflows only

Triggers

• New Account: Triggers when a new account is created

• New Contact: Triggers when a new contact is created

• New Lead: Triggers when a new lead is created

• New Task: Triggers when a new task is created

• New Opportunity: Triggers when a new opportunity is created

• New Case: Triggers when a new case is created

• New User: Triggers when a new user is created

• New Report: Triggers when a new report is created

• New Quote: Triggers when a new quote is created

• Update Account: Triggers when an existing account is updated

• Update Contact: Triggers when an existing contact is updated

• Update Lead: Triggers when an existing lead is updated

• Update Task: Triggers when an existing task is updated

• Update Opportunity: Triggers when an existing opportunity is updated

• Update Case: Triggers when an existing case is updated

• Update User: Triggers when an existing user is updated

• Update Report: Triggers when an existing report is updated

• Update Quote: Triggers when an existing quote is updated

Zendesk (Deprecated)

IMPORTANT NOTES

Deprecated connectors will continue to work as before and are fully supported by Software AG.

If you are using deprecated connectors in your existing Workflows and/or FlowServices, they will work as expected.

No new feature enhancements will be made for deprecated connectors.

If you are creating new Workflows or FlowServices, it is recommended to use the provided alternative connectors instead of the deprecated connectors.

The deprecation is applicable only for Actions.

The deprecation is not applicable for Triggers, that is, Triggers are supported for both deprecated and alternative connectors. For the list of triggers, see the documentation for alternative connectors.

Zendesk is a cloud-based customer service platform for enterprises. It allows you to create and manage organizations, and create and update tickets for the specified organizations.

Availability: Workflows only

Actions

• Attach File to Ticket: Attach a file to the specified ticket

• Create Organization: Create a new organization

• Create Organizations: Create one or more organizations

• Create Ticket: Create a new ticket

• Create User: Create a new user

• Create Users: Create multiple users

• Delete Organization: Delete the specified organization

• Delete Ticket: Delete the specified ticket

• Delete User: Delete the specified user

• Get Groups: Retrieve some or all groups

• Get Organization Details: Retrieve the details of the specified organization

• Get Organizations: Retrieve some or all organizations

• Get Ticket Details: Retrieve the details of the specified ticket

• Get Tickets: Retrieve the details of some or all tickets

• Get Twitter Ticket Status: Retrieve the status of the specified Twitter ticket

• Get User Details: Retrieve the details of the specified user

• Get User’s Organizations: Retrieve the organization(s) associated with the specified user

• Get Users: Retrieve the details of some or all users

• List Comments of Ticket: Retrieve the comments associated with the specified ticket

• List Ticket Audits: Retrieve the list of audits for the specified ticket

• Update Ticket: Update the details of the specified ticket

Zendesk

Zendesk is a cloud-based customer service platform for enterprises. It allows you to create and manage organizations, and create and update tickets for the specified organizations.

Availability: Workflows and FlowServices

Triggers

• Ticket Status: Triggers when a new ticket is created or an existing ticket is opened, solved, or closed

• New User: Triggers when a new user is created

• New Organization: Triggers when a new organization is created

Custom Actions

Zendesk connector lets you create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions do.

To know more about how to create custom actions, click here.

Zoho CRM

Zoho CRM is a web-based CRM application that gives you an all-round view of your sales, marketing, inventory, customer support, and more.

Availability: Workflows only

Triggers

• Lead Created: Triggers when a new lead is created

• Account Created: Triggers when a new account is created

• Contact Created: Triggers when a new contact is created

• Deal Created: Triggers when a new deal is created

• Invoice Created: Triggers when a new invoice is created

• Case Created: Triggers when a new case is created

• Vendor Created: Triggers when a new vendor is created

• Quote Created: Triggers when a new quote is created

• Product Created: Triggers when a new product is created

• Campaign Created: Triggers when a new campaign is created

• Solution Created: Triggers when a new solution is created

• Call Created: Triggers when a new call is created

• Task Created: Triggers when a new task is created

• Event Created: Triggers when a new event is created

• Note Created: Triggers when a new note is created

• Activity Created: Triggers when a new activity is created

• Account Updated: Triggers when an existing account is updated

• Lead Updated: Triggers when an existing lead is updated

• Contact Updated: Triggers when an existing contact is updated

• Deal Updated: Triggers when an existing deal is updated

• Invoice Updated: Triggers when an existing invoice is updated

• Case Updated: Triggers when an existing case is updated

• Vendor Updated: Triggers when an existing vendor is updated

• Quote Updated: Triggers when an existing quote is updated

• Product Updated: Triggers when an existing product is updated

• Campaign Updated: Triggers when an existing campaign is updated

• Solution Updated: Triggers when an existing solution is updated

• Call Updated: Triggers when an existing call is updated

• Task Updated: Triggers when an existing task is updated

• Event Updated: Triggers when an existing event is updated

• Note Updated: Triggers when an existing note is updated

• Activity Updated: Triggers when an existing activity is updated

Actions

• Create Case: Create a new case

• Create Contact: Create a new contact

• Create Task: Create a new task

• Get Account: Retrieve a specific account

• Get Accounts: Retrieve all accounts

• Get Cases: Retrieve the details of all cases

• Get Case: Retrieve the details of a specific case

• Get Contact: Retrieve the details of a specific contact

• Get Contacts: Retrieve the details of all contacts

• Get Lead: Retrieve the details of a specific lead

• Get Leads: Retrieve the details of all leads

• Get Tasks: Retrieve the details of all tasks

• Create Lead: Create a new lead

• Create Account: Create a new account

• Get Task: Retrieve the details of a specific task

• Create Record: Create a new record

• Update Record: Update an existing record

• Delete Record: Delete a specific record

• Get Records: Retrieve the details of a specific record