CRM (Customer Relationship Management) > Magentrix
Magentrix provides advanced API connections to Salesforce CRM & Microsoft Dynamics which allow you to easily build custom, self-service webpages for customers or partners to access or change account or contact related data.
CRM (Customer Relationship Management)
Magentrix
Magentrix provides advanced API connections to Salesforce CRM & Microsoft Dynamics which allow you to easily build custom, self-service webpages for customers or partners to access or change account or contact related data.
Forms & Surveys
DataScope
DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage
field teams and share business insights.
Integrations
List of Entities
Get List of Entities in the Portal
Entity Records Updated
Triggers when a record in the entity of your choice has been updated.
List of Entities in the Portal
Lists all entities in the portal
List of Entity Fields
Get the list of field names for an entity
List of Entity Records
Get the list of records for an Entity
New Document Added
Triggers when a new document is created in Magentrix.
New Entity Records Added
Triggers when a new record is added to the entity of your choice.
Upload a New File
Upload a new file (document, attachment, or Salesforce file) into Magentrix
Create Entity Record
Create a new record of your chosen Entity Type in Magentrix.
Delete Entity Record
Delete a record of your chosen Entity Type in Magentrix
Update an Existing File
Update an existing file (document, attachment, or Salesforce file) in Magentrix
Update Entity Record
Update a record of your chosen Entity Type in Magentrix
Find Entity Record
Searches for an entity record
Create the entity record
Searches for an entity record
Export results to different platforms
Get the results in Excel, PDF or integrating with our API
