Create Expense Entry

Create a new expense entry.

Create Lead (Company)

Creates a new lead.

Create Person

Creates a new Person.

Find Contact

Finds an existing contact.

Find Matter

Finds an existing matter.

Find User

Finds a team member.

Call Someone (Outreach Campaign Only)

Create Lead (Person)

Creates a new lead.

Add Note to Matter

Creates a new comment for an existing matter.

Create Time Entry

Creates a new time entry.

Find Lead

Finds an existing lead.

Find Stage on a Workflow

Finds a stage on a particular workflow by name.

Find Workflow

Finds a workflow in your Team by name.

Call Someone (Virtual Receptionist)

Queues an outbound call request. Once triggered, this action will add a recipient with name, number, email address, and timing to the outbound call queue, and we'll give them a call!