Swipe One Action Automation For Workflows Documentation

Action: Create Task

1. Name

  • Description: Please provide the task name.

2. Assigned To

  •  Description: Please provide the user to whom the task is assigned.

3. Due Date

  • Input required: Please select the due date for the task.

4. Reminder

  • Input required: Please select the date and time for the task reminder.

5. Contact Id

  • Input required: Please provide the contact ID associated with the task

   NB: Get the ID by using the action "Search Contact by Email".

Action: Search Contact By Email

1. Contact Email

  • Input required: Please provide the contact's email.

Action: Update Contact

1. Contact Id

  • Input required: Please provide the contact ID

   NB: Get the ID by using the action "Search Contact by Email".

2. First Name

  • Input required: Please provide the contact's first name

3. Last Name

  • Input required: Please provide the contact's last name

4. Email

  • Input required: Please provide the contact's email.

5. Phone

  • Input required: Please provide the contact's phone number.

6. Address Line 1

  • Input required: Please provide the address line 1.

7. Address Line 2

  • Input required: Please provide the address line 2.

8. City

  • Input required: Please provide the contact's city.

9. State

  • Input required: Please provide the contact's state.

10. Country

  • Input required: Please provide the contact's country.

11. Zip Code

  • Input required: Please provide the contact's zip code

12. Birth Day

  • Input required: Please select the contact's birth date.

13. Occupation

  • Input required: Please provide the contact's occupation.

14. Gender

  • Input required: Please select the contact's gender.

15. Time Zone

  • Input required: Please provide the contact's time zone.

16. Department

  • Input required: Please provide the contact's department.

17. Team Size

  • Input required: Please provide the contact's team size.

18. Annual Revenue

  • Input required: Please provide the contact's team size.

19. Website (EX: HTTPS://TEST-WEBSITE.COM)

  • Input required: Please provide the contact's website URL.

Action: Create Contact

1. First Name

  • Input required: Please provide the contact's first name.

2. Last Name

  • Input required: Please provide the contact's last name

3. Email

  • Input required: Please provide the contact's email address.

4. Phone

  • Input required: Please provide the contact's phone number.

5 . Address Line 1

  • Input required: Please provide address line 1.

6. Address Line 2

  • Input required: Please provide the address line 2.

7. City

  • Input required: Please provide the city name.

8. State

  • Input required: Please provide the state.

9. Country

  • Input required: Please provide the country.

10. Zip Code

  • Input required: Please provide the ZIP/postal code

11. Birth Day

  • Input required: Select the birth date.

12. Occupation

  • Input required: Please provide the occupation

13. Gender

  • Input required: Please select the gender.

14. Time Zone

  • Input required: Please provide the time zone.

15. Department

  • Input required: Please provide the contact's department.

16. Team Size

  • Input required: Please provide the team size

17. Annual Revenue

  • Input required: Please provide the annual revenue.

18. Website (EX: HTTPS://TEST-WEBSITE.COM)

  • Input required: Please provide the website URL.

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