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Salesforce

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Microsoft Dynamics 365

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Asana

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Google Sheets

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Monday

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ConnectWise

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Airtable

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Pipedrive

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Copper

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Streak

Smartsheet

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Mindbody

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SugarCRM

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Workfront

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Zoho CRM

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Trello

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Freshsales

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Pipeliner

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Virtuous CRM

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Agile CRM

Delete contact

Get order

Create a new contact. A contact may represent a single individual or an organization.

Create contact

Delete deal

Delete lead

Delete product

List deal associated contacts

Create call

Create deal

Returns all deals available to the user according to the parameters provided.

Create lead

Create a new note and associate it with a Lead, Contact or Deals resource

Create note

Create order

Create product

Delete call

Returns a stream of events for a specific resource

Firehose

Get call

Get contact

Returns a single deal available to the user, according to the unique deal ID provided. If the specified deal does not exist, the request will return an error.

Get deal

Get lead

Get user

List call outcomes

List call outcomes DDL

List calls

Return all static and custom fields for the Contact resource.

List contact fields

List contact fields DDL

Returns all contacts available to the user according to the parameters provided.

List contacts

List deals

Return all static and custom fields for the Lead resource.

List lead fields

List lead fields DDL

Returns all leads available to the user, according to the parameters provided.

List leads

Returns all line items associated to order.

List line items

List orders

Returns all pipelines available to the user, according to the parameters provided.

List pipelines

Returns all products from the catalog according to the parameters provided.

List products

List users

List users DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Search resources

Update call

Update contact

Update deal

Update lead

Update product

Create a new contact or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple contacts match a set of filters, the request will return an error - 409. If a single contact matches, then the existing contact is updated. If none matches the query, a new contact is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert contact

Create a new deal or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple deals match a set of filters, the request will return an error - 409. If a single deal matches, then the existing deal is updated If none matches the query, a new deal is created. Notice - Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert deal

Create a new lead or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple leads match a set of filters, the request will return an error - 409. If a single lead matches, then the existing lead is updated. If none matches the query, a new lead is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert lead

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Zendesk Sell

Project Management

Customer Relationship Management (CRM)

Create project

Get project

List projects

List projects DDL

Get message

List questions answers

Deletes a document from a project's vault.

Delete document

Update vault

Delete project

Get document

Returns the profile for the user with the given ID.

Get person

Get question answer

Returns a list of the questions inside a questionnaire.

List questions

Creates a message inside a project's message board.

Create message

Publishes a document in the project's vault.

Create document

Returns a list of all the message types in a project.

List message type DDL

Create vault

Update to-do

Uncomplete to-do

Delete to-do

Complete to-do

Returns a list of the schedules inside a project.

List schedules

Returns a lists of the vaults in a project.

List vaults

Returns a list of the inbox for a project.

List inbox

Returns a list of the messages for a project.

List messages

Update message

Deletes a message from a project's message board.

Delete message

Returns all people visible to the current user.

List people

Returns a list with all active people on the project.

List people on a project

List people DDL

Returns the To-do sets inside of a project.

List to-do sets

Allows granting new and existing people access to a project and revoking access from existing people.

Update project access

Update project

Returns a list of the to-dos inside of a to-do set.

List to-dos

Get to-do

Get vault

will return a list of active documents in a project.

List documents

Updates the title and content of the document.

Update Document

Create a to-do

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Basecamp

Basecamp 2

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Capabilities

Foundation - Merlin AI and Enterprise Core

CTA - Universal Automation Cloud LP - "Learn more" - Secondary

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CTA - Cvent case study - "Show me how" - Primary 

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Zendesk Sell and Basecamp 2 integration + automation

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