CRM (Customer Relationship Management) > CompanyHub
CompanyHub is a highly customizable CRM that you can customize, write custom logic, and create automated alerts for and more without a single line of code.
CRM (Customer Relationship Management)
CompanyHub
CompanyHub is a highly customizable CRM that you can customize, write custom logic, and create automated alerts for and more without a single line of code.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integrations
All Tables Without Module Tables
Triggers for a new table.
All Companies
Triggers when a new company is created.
All Contacts
Triggers when a new contact is created.
All Contacts by Company
Retrieves Contacts for a particular Company.
All Deals
Triggers when a new deal is created.
All Deals by Company
Retrieves deals when a particular company is selected.
All Custom Tables
Triggers when a new table is created.
Me
Triggers to check whether account connects.
New Company
Triggers when a new company is created.
New Contact
Triggers when a contact is created.
New Deal
Triggers when a new deal is created.
New Quote
Triggers when a new quote is created.
New Record (Custom Table)
Triggers when a new record is created in a specified custom table.
New Sales Order
Triggers when a new Sales Order is created.
New Task
Triggers when a new task is created.
All Price Lists
Triggers when a new price list is added.
All Products
Triggers when a new product is added.
All Quotes
Triggers when a new quote is created.
All Records by Table
Triggers when a new record is created in specified table. This trigger is used to populate lookups.
All Standard Tables
Triggers when a new standard table is created.
All Standard Tables Without Module Tables
Triggers when a new standard table without module is added.
All Tables
All tables.
All Taxes
Triggers when a new tax is created.
Record Updated
Triggers when an existing record is updated.
All Users
Triggers when a new user is added.
Create Company
Creates a new company.
Create Contact
Creates a new contact.
Create Deal
Creates a new deal.
Create Note
Creates a note for a record of specified table.
Create Quote
Creates a quote with line items.
Create Record
Creates a record.
Create a Record (Custom Table)
Creates a new record in custom table.
Create Sales Order
Creates a new Sales Order with line Items.
Create Task
Creates a new task.
Update Record
Updates a record in specified table.
Find Record
Finds an existing record in specified table that matches your search query.
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