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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