1. Name
Input Required: Provide the name of the group.
Action: Update Group
1. Group ID
Input Required: Enter the unique identifier for the group.
NB: Get the Group ID by using the action Search For Group By Name.
2. Name
Input Required: Provide the new name of the group.
Action: Delete Group
1. Group ID
Input Required: Enter the unique identifier for the group.
NB: Get the Group ID by using the action Search For Group By Name.
Input Required: Enter the name of the group you want to search.
Input Required: Enter the unique identifier for the contact
NB: You can get the Contact ID by using the action Search For Contact By Email.
Input Required: Enter the name of the company.
Input Required: Enter the type of the contact.
Input Required: Enter the name associated with the email address.
Input Required: Enter the email address of the contact.
Input Required: Enter the first name of the contact.
Input Required: Enter the last name of the contact.
Input Required: Enter the professional title of the contact.
Input Required: Enter the personal title of the contact
Input Required: Enter the name for the address
Input Required: Enter the street address.
Input Required: Enter the province or state.
Input Required: Enter the province or state.
Input Required: Enter the postal code or zip code.
Input Required: Enter the country
Input Required: Enter the name of the company if the type is Company
Input Required: Enter the type of the contact.
Input Required: Enter the name for the email address.
Input Required: Enter the email address of the contact
Input Required: Enter the first name of the contact.
Input Required: Enter the last name of the contact
Input Required: Enter the professional title of the contact
Input Required: Enter the personal title of the contact
Input Required: Enter the name of the address
Input Required: Enter the street.
Input Required: Enter the City.
Input Required: Enter the province or state.
Input Required: Enter the postal code or zip code.
Input Required: Enter the country
Input Required: Select the custom fields you want to fill.
Input Required: Enter the values for your selected custom fields.
Input Required: Enter the unique identifier for the contact.
NB: Get the contact ID by using the action Search For Contact By Email.
Input Required: Enter the contact email.
Input Required: Enter the unique identifier for the Task.
NB: Get the contact ID by using the action Search For Task By Name.
Input Required: Enter the model type of the assignee.
Input Required: Enter the unique identifier for a single User or Contact associated with the Task.
NB: You can get the Assignee Id by using the action Search For Contact By Email.
Input Required: Enter the name of the Task.
Input Required: Enter a longer description of the Task.
Input Required: Enter the priority of the Task..
Input Required: Enter the Task status.
Input Required: Enter the model type of the assignee
Input Required: Enter the unique identifier for a single User or Contact associated with the Task.
NB: You can get the Assignee Id by using the action Search For Contact By Email.
Input Required: Enter the name of the Task..
Input Required: Enter a longer description of the Task.
Input Required: Enter the priority of the Task..
Input Required: Enter the Task status.
Input Required: Enter the unique identifier for the Task.
NB: Get the Task ID by using the action Search For Task By Name.
Input Required: Enter the name of the Task.
Input Required: Enter the name of the custom field
Input Required: Enter the type of the custom field
Input Required: Enter the object type this custom field belongs to.
Input Required: Enter the options separated by ; characters.
Input Required: Enter the unique identifier for the custom field.
NB: You can get the Custom Field Id by using the action Search For A Single Custom Field By Name.
Input Required: Enter the name of the custom field
Input Required: Enter the unique identifier for the custom field.
NB: You can get the Custom Field Id by using the action Search For A Single Custom Field By Name.
Input Required: Enter the name of the custom field you want to search for.
Input Required: Enter the name of the user.
Input Required: Enter the name of the custom fieldEnter the unique identifier of the contact associated with the note.
NB: You can get the Contact Id by using the action Search For Contact By Email.
Input Required: Enter the body of the note.
Input Required: Enter the subject of the note.
Input Required: Enter the model type of the assigneeEnter the unique identifier of the contact associated with the matter.
NB: You can get the Contact Id by using the action Search For Contact By Email.
Input Required: Enter a detailed description of the matter.
Input Required: Specify whether the matter is billable.
Input Required: Enter a client reference string for external use.
Input Required: Enter the unique IDs of custom fields associated with this matter.
NB: You can get the Custom Field Id by using the action Search For A Single Custom Field By Name.
Input Required: Enter the Task status.Enter the values of your selected custom fields, comma separated.
Input Required: Enter the values of your selected custom fields, comma separated. Enter the unique identifier of the group associated with the matter.
NB: You can get the Group Id by using the action Search For Group By Name.
Input Required: Enter the location of the matter.
Input Required: Enter the status of the matter.
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