Axonaut + Plezi

Update companies and employees in Axonaut when contact status changes in Plezi

Keep track of your contacts and business relationships seamlessly with this convenient workflow. When a contact's status changes in Plezi, it triggers the creation of a new company and employee in Axonaut. This automated process eliminates the need for manual data entry, ensuring that your information is always up-to-date and allows you to focus more on building your business relationships.

When this happens...
Contact Status Changed
Triggers when the status of a contact is changed.
TriggerScheduled
automatically do this!
Create Company and Employee
Creates a new Company and its Employee
ActionWrite

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Supported triggers and actions

- ContentRequired
Trigger
Scheduled
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- Score ThresholdRequired
- Attribute Value Format
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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- Option: Keep multiple select values
- Initial Source
- Source
Action
Write
New Closed Ticket
Triggers when a ticket is closed.
Trigger
Scheduled
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New Contract
Triggers when a new contract is created.
Trigger
Scheduled
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New Expense
Triggers when a new expense is created.
Trigger
Scheduled
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- Opportunities statusRequired
Trigger
Scheduled
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New Project
Triggers when a new project is created.
Trigger
Scheduled
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New Task
Triggers when a new task is created.
Trigger
Scheduled
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- Company nameRequired
- Company description
- Company address street
- Company address zip code
- Company address city
- Company address country
- Company SIRET
- Company Intracommunity number
- Company Business Manager
- Company custom fields
- Employee firstname
- Employee lastname
- Employee Gender
- Employee emailRequired
- Employee phone number
- Employee cellphone number
- Employee Job
- Employee Custom Fields
Action
Write
- Event Date
- Event date timestamp
- Event contentRequired
- Event company ID
- Employee Email
- Event title
- Event duration
- Event nature
- Event status
- Event users
Action
Write
- Employee emailRequired
- Invoice Contract ID
- Allow Gocardless Payment
- Delivery Address Company Name
- Delivery Address Contact Name
- Delivery address Street
- Delivery address zip code
- Delivery address city
- Delivery address country
- NameRequired
- PriceRequired
- Tax rate
- QuantityRequired
- Description
- Id
- Internal Id
- Reference
- Unit job costing
- Tips
- Invoice reference
Action
Write
- Company ID
- Opportunity name
- Opportunity amountRequired
- Opportunity comment
- Opportunity pipeRequired
- Opportunity stepRequired
- Business manager emailRequired
- Opportunity probabilityRequired
- Opportunity custom fields
- Employee firstname
- Employee lastname
- Employee email
- Employee phone
- Employee cellphone
- Employee gender
Action
Write
- Company NameRequired
- Company Description
- Company Address street
- Company Address zip code
- Company Address city
- Company Address country
- Company Custom fields
- Company categories
- Company SIRET
- Company Intracommunity number
- Company Business Manager
Action
Write
- Supplier nameRequired
- Supplier Description
- Supplier Address street
- Supplier Address zip code
- Supplier Address city
- Supplier Address country
Action
Write
- Expense IDRequired
Action
Write
- Company idRequired
Action
Search
- Quotation IDRequired
Action
Search
- Company name
- Company Internal id
- Company type
- Company address city
- Company addresse zipcode
Action
Search
- Employee email
- Employee phone
- Company nameRequired
- Company description
- Company address street
- Company address zip code
- Company address city
- Company address country
- Company SIRET
- Company Intracommunity number
- Company Business Manager
- Company custom fields
- Employee firstname
- Employee lastname
- Employee Gender
- Employee emailRequired
- Employee phone number
- Employee cellphone number
- Employee Job
- Employee Custom Fields
Action
Search or write

- Attribute
Trigger
Scheduled
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- Contact StatusRequired
- All Contacts
Trigger
Scheduled
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- Contact EmailRequired
- Event DescriptionRequired
- Behaviour PointRequired
Action
Write
New Axonaut User
Triggers when a new Axonaut user is created.
Trigger
Scheduled
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New Company
Triggers when a new company is created.
Trigger
Scheduled
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New Employee
Triggers when a new employee is created.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
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New Product
Triggers when a new product is created.
Trigger
Scheduled
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- Quotation statusRequired
Trigger
Scheduled
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New Ticket
Triggers when a new support ticket is created.
Trigger
Scheduled
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- Company IDRequired
- Employee firstname
- Employee lastname
- Employee email
- Employee phone number
- Employee cellphone number
- Employee job
- Employee custom fields
Action
Write
- Expense title
- supplier id
- Supplier thirdparty code
- Expense date
- Expense amount
- Tax rate
- Tax accounting code
- Tax amountRequired
Action
Write
- Invoice IdRequired
- Invoice NatureRequired
- Payment amountRequired
- Payment DateRequired
- Payment Reference
Action
Write
- Product nameRequired
- Product price
- Product tax rate
- Product type
- Product description
- Product internal ID
- Product code
- Product weight
- Product location
- Product stock
Action
Write
- Company IdRequired
- Quotation Online Payment
- Name
- Price
- Tax rate
- Quantity
- Description
- Id
- Internal Id
- Tips
Action
Write
- Ticket titleRequired
- Ticket description
- Ticket priority
- Ticket company ID
- Ticket project ID
- Ticket custom fields
Action
Write
- Product IdRequired
Action
Write
- Contract IDRequired
Action
Search
- Supplier IdRequired
Action
Search
- Employee email
- Employee phone
Action
Search

About Axonaut

Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.

Learn more