Customer Relationship Management (CRM)

Copper

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

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 a 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

Freshsales

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

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 will not 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 of 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 sales activities

• Get Appointments: Retrieve some or all 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

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.

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: The 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 is 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 in the Gainsight custom object

• upsertPersonWithCompanyRelationship: The Upsert API is used to insert multiple records per API call in 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: The Upsert API is used to insert or upsert a record in the Person object which is not associated with any Company or Relationship

• insertCompany: Insert API is used to insert one or more records in 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 other predefined actions.

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

Gainsight® NXTCS

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.

Connector Version: 10.7

API Versions: nxt (6.34)

API Types: REST

Authentication and Authorization: Custom API-key and OAuth 2.0

Prerequisites: Gainsight credentials and a tenant

Custom Actions

Bulk REST APIs

• Submit Bulk Job - The Submit Bulk Job API is used to submit the bulk job request to download the data from Gainsight custom object.

• Bulk API Job Status - The Bulk API Job Status API is used to check the job status of the Bulk API.

• Fetch Chunk Data - The Fetch Chunk Data API is used to download large amounts of data in chunks (multiple files).

Customer Goals APIs

• Create Customer Goals - The Create Customer Goals API lets you create new goals.

• Update Customer Goals - The Update Customer Goals API lets you update the goal details such as associating or removing the association with CTAs and Success Plans.

• Fetch Customer Goals - The Fetch Customer Goals API helps you retrieve goals along with their details.

Data Management APIs

• Get Describe OMD - The Get Describe OMD API retrieves the Object details and the related Object details such as ObjectName, label, objectType, labelPlural, and keyPrefix.

• Post Describe OMD - The Post Describe OMD API is used to retrieve the specific Objects detail and related Objects detail by filtering the response.

• Get Lite API Call OMD - The Get Lite API Call OMD API is used to retrieve the list of Objects with the minimum metadata information.

• Post Lite API Call OMD - The Post Lite API Call OMD API is used to retrieve the specific list of Objects with the minimum metadata information by filtering the required Objects.

Timeline APIs

• Single Activity Save API - The Single Activity Save API helps you save an Activity to Timeline.

• Bulk Activity Save API - The Bulk Activity Save API helps you save multiple Activities to Timeline. Maximum allowed size of the payload is 80 MB.

• Get Status API - The Get Status API helps you check the status of submitted bulk records.

• Single Update API - The Single Update API updates a single activity provided in the request body. The record can either be identified by externalId or by activityId.

• Bulk Update API - The Bulk Update API updates activities listed in the request body. The records can either be identified by externalId or by activityId.

• Delete API - The Delete API deletes activities listed in the request body. The records will be identified by activityId.

• Fetch Deleted - The Fetch Deleted API helps you retrieve the list of deleted Activities in the given timestamp range.

• Read Activity - The Read Activity API lets you read the inserted activity record details.

• Abort Bulk Jobs - The Abort Bulk Jobs API helps you abort the submitted bulk insert/update records job.

User Management APIs

• Create Users: The Create Users API is used to create users in Gainsight.

• Update Users: The Update Users API is used to update user details in Gainsight.

• Update Users Status: The Update Users Status API is used to update the status (active/inactive) of the users in Gainsight.

• Fetch User Details: The Fetch User Details API is used to get the details of the users in Gainsight.

Cockpit APIs

• Call to Action

  • Create Call To Action: The Create Call To Action API creates a new Call To Action in Gainsight.

  • Update Call To Action: The Update Call To Action API updates existing Call To Action in Gainsight.

  • Fetch Call To Action: The Fetch Call To Action API is used to fetch Call To Action in Gainsight.

  • Get Call To Action Configuration: The Get Call To Action Configuration API retrieves the configuration for the Call To Action Type, Reason, Status, and Priority.

• Task and Playbook API

  • Create Task API: The Create Task API creates a new CSTask in Gainsight.

  • Update Task API: The Update Task API updates an existing CSTask in Gainsight.

  • Fetch Task List API: The Fetch Task List API is used to fetch the list of Tasks in Gainsight.

  • Get Playbook Configuration API: The Get Playbook Configuration API retrieves the list of all the Playbook configurations.

Success Plan APIs

• Create Success Plan: The Create Success Plan API allows admin to create a new Success Plan in Gainsight.

• Update Success Plan: The Update Success Plan API updates the existing Success Plan in Gainsight.

• Get Success Plan Configurations: The Get Success Plan Configurations API retrieves the configuration for the Success Plan Type, Status, and Objective Categories.

• Fetch Success Plan List: The Fetch Success Plan List API retrieves the Success Plans data available in your Gainsight org.

Additional Information

Doctype lookup is enabled for the following services:

Limitations

• Fields vary from tenant to tenant: Actual fields listed in the operation may vary from those in the Gainsight documentation, as the list of fields is populated based on a specific tenant.

• Mandatory and optional fields: There are instances where certain fields does not behave according to the specification. Behavior of the mandatory and optional fields may conflict with their schema.

• Data types support: Gainsight does not support the “string array” data type in their tenant.

• API request body reference: Sample requests in Gainsight documentation can not be considered as reference. Refer to the UI to see the actual fields and their values.

Help Scout

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

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 allows you to create and manage contacts, leads, tasks, and accounts, and also track the status of each lead.

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 a 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 a user is unsubscribed from the 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 a list of conversations

• List Companies: Allows you to list companies

• Get Note: This activity lets you get a note

• Get Count: This activity lets you get a count

• Delete User: This activity lets you delete a user

• Delete Lead: This activity lets you delete a contact

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

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

• Create Note: This activity lets you create a 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 do I retrieve the relevant IDs from my 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, 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 the last two IDs are associated with a lead.

  To retrieve the user associated IDs, go to your Intercom account, and 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 following screenshot.

  

  Follow the same procedure to retrieve the Intercom User ID and the 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.

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, provide your Nexmo API key and API Secret key to IBM webMethods Integration. Follow the steps given below to retrieve these keys:

  1. Log in to your Nexmo account.

     

  2. Go 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.

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 do I retrieve the Application ID and Application Private Key

  To create a Nexmo Voice connection, 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 the ‘Private Key:

  Application ID

  1. Log in to your Nexmo account.

     

  2. Go 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, the private key will be automatically downloaded on your local system. If you have created the application using the ‘Create Application’ action through IBM webMethods Integration, you will get the private key in the output of the action.

Nimble

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

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

Oracle Customer Relationship Management Cloud

Oracle Customer Relationship Management (CRM) Cloud connects to Oracle REST API and allows you to create, update, retrieve, and query resources that are available in Oracle CRM Cloud.

Custom Actions

Oracle CRM Cloud 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.

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

Oracle Finance and Supply Chain Management

Oracle Finance and Supply Chain Management (FSCM) cloud connects to Oracle REST API and allows you to create, update, retrieve, and query resources that are available in Oracle ERP Cloud, Oracle Financial Cloud, Oracle SCM Cloud, and so on.

Actions

• create: Creates a new object

• update: Updates the details of the specified object

• retrieve: Returns the details of an object

• query: Searches objects based on a criteria

Custom Actions

Oracle FSCM 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.

Oracle Human Capital Management

Oracle Human Capital Management (HCM) Cloud connects to Oracle REST API and allows you to create, update, retrieve, and query resources that are available in Oracle HCM Cloud.

Actions

• create: Creates a new object

• update: Updates the details of a specified object

• retrieve: Returns the details of an object

• query: Searches objects based on a criteria

Custom Actions

Oracle HCM 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.

OrangeHRM

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

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.

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 do I enable and view departments in Quickbooks?

To enable the departments feature for your Quickbooks Online account, do the following:

1. After you have signed in to your Quickbooks Online account, click the Settings (Gear) icon located at the upper-right side of the window and select the 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 the Categories field and select the check box for the Track Locations option. A drop-down list for Location Label appears. Select Department from the list and click Save.

   

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

To view the departments, do the following:

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

   

   This will redirect you to a new window.

2. Click on the 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). It supports all business objects (for example, Account) and operations including any customization done on the Salesforce instance. It also supports Salesforce analytics using wave.

API Versions: 44, 48, 51, 53

API Types: SOAP

Authentication and Authorization: Anonymous, Basic/Credentials, API key, OAuth, OAuth Flows (Code Authorization Flow, OAuth + JWT Token Support and so on), AWS Signature V2, v3, v4, SSL – 1 way or 2 way SSL)

Key Capabilities: SOAP, REST, ODATA and Streaming, Events

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.


• Replace your current password in the Salesforce connection with a combination of your password and a security token. This replacement is needed due to a Salesforce security change.


• If you want to use the Bulk API, verify that you have enabled the Bulk API feature in your organization.

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.

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

Salesforce CRM - REST

Salesforce CRM is a leading CRM platform that allows you to create and manage your customer records.

API Versions: 45, 48, 51, 53

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 token using the REST client.
     
  3. Configure a Salesforce account in IBM webMethods 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.

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

Salesforce CRM - REST (Deprecated)

Salesforce CRM is a leading CRM platform that lets you 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

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 query

• 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.

API Versions: 44, 48, 51, 53

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, do the following:
  
  
  1. Create a Connected App in Salesforce.
  
  
  2. Generate an Access and Refresh token 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

Salesforce Bulk v2 Data Loader

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.

API Versions: 51

API Types: REST

Authentication and Authorization: Default authorization and OAuth 2.0

Key Capabilities: Custom Fields support

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, do the following:
  
  
  1. Create a Connected App in Salesforce.
  
  
  2. Generate an Access and Refresh token 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).

• getSuccessfulRecord: Lists all successfully processed records for a completed job.

• getUnprocessedRecord: Lists unprocessed records for a completed job.

• createQueryJob: Creates a Query job.

• listJobs: Lists all jobs created in the organization.

• getJobInfo: Retrieves detailed information about a job.

• getAllQueryJobsInfo: Retrieves information about all Query jobs.

• createJob: Creates a job for the Insert, Update, Upsert, Delete, and HardDelete operations.

• uploadJobData: Uploads the CSV data you provide to run the job.

• deleteJob: Deletes a job.

• getQueryJobResult: Returns the result of a Query job.

• AbortQueryJob: Ends a Query job.

• closeOrAbortJob: Closes or ends a job.

• getFailedRecord: Lists failed records for a completed job.

• createAndUploadDataUsingMultipart: Creates a new job and uploads the CSV data you provide (up to 100,000 characters).

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

• deleteQueryJob: Deletes a Query job.

• getQueryJobInfo: Retrieves information about the Query job.

Custom Actions

The Salesforce Bulk v2 Data Loader connector allows you to create your own custom actions for performing specific tasks.

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 allow you to do standard CRUD operations on business objects by connecting to the OData Service endpoint using the REST interface.

API Versions: 2

API Types: REST

Authentication and Authorization: Basic authentication

Key Capabilities: Custom Fields support

Prerequisites:

• SAP C4C web service login and password information


• Knowledge of SAP C4C


• Working IBM webMethods Integration tenant

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 accounts 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 allows you to create your own custom actions for performing specific tasks. The actions you create look and work exactly like the other actions.

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.

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 a list of all the senders

• Get Lead: Retrieve more information about a particular lead

• Get Groups: Retrieve a 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, leads, and opportunities, and can fetch their details quickly.

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)

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.

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.

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.

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

Zoho CRM

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

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 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