Updated Lead

Triggers when a lead has been updated.

Updated Opportunity

Triggers when an opportunity has been updated.

Create Account

Creates a new account.

Create Contact

Creates a new contact.

Create Case/Incident

Creates a new case/incident.

Create Invoice

Creates a new invoice.

Create Opportunity

Creates a new opportunity.

Update Account

Updates an account.

Update Contact

Updates a contact.

Update Case/Incident

Updates a Case/Incident.

Update Lead

Updates a lead.

Update Order

Updates a order.

Find Account

Finds an account by name.

Find Custom Entity

Finds a custom entity give.

Find Campaign Response

Finds a campaign response.

Find Lead

Finds a lead by email address or other searchable field.

Find Order

Finds an order by email address or other searchable field.

Find or Create Contact

Finds a contact by email address or other searchable field.

Find or Create Invoice

Finds a invoice by email address or other searchable field.

Find or Create Opportunity

Finds an opportunity by subject or other searchable field.

Any Column Value Changed in Board

Triggers when any column's value is changed in the selected board

Specific Columns Values Changed in Board

Triggers when one of the specified columns' value is changed in the selected board

New Update in Board

Triggers when a new update is posted on a board.

Archive Board

Archives a board

Archive Item

Archives an item

Update Item

Change multiple column values of an item

Create Column

Create a new column in board.

Create Item

Create a new Item in a board

Create Update

Create a new update.

Delete Item

Delete an item from a board

Update Subitem

Updates a update subitem on your board.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find User by Name

Search for a user by name using exact matching

Get Column Values

Returns the data for a specific column in the board

Get Group Details

Returns the group name for a specific board

Get User Details

Returns the details for a specific user

Create Campaign

Create a new Campaign in SharpSpring.

Create/Update Opportunity

Create Campaign

Creates a new campaign.

Create Campaign Response

Creates a new campaign response.

Create Custom Entity

Creates a new custom entity.

Create Lead

Creates a new lead.

Create Order

Creates a new order.

Update Campaign Response

Updates an existing campaign response.

Update Custom Entity

Updates a custom entity.

Update Invoice

Updates an invoice.

Update Opportunity

Updates an opportunity.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find Contact

Finds a contact by email address or other searchable field.

Find Campaign

Finds a campaign by name.

Find Invoice

Finds a invoice by email address or other searchable field.

Find Opportunity

Finds an opportunity by subject or other searchable field.

Find or Create Account

Finds an account by name.

Find or Create Custom Entity

Finds a custom entity give.

Find or Create Lead

Finds a lead by email address or other searchable field.

Find or Create Order

Finds an order by email address or other searchable field.

New Item in Board

Triggers when an item is created in a specific board.

New Subitem on Board

Triggers when a new subitem on a specific board is created.

Specific Column Value Changed in Board

Triggers when a specific column's value changes in the selected board

Archive Group

Archives a specific group in a board

Update Item Name

Update an item's name

Create Board

Creates a new board

Create Group

Creates a new group in a board

Create Subitem

Create a new subitem in a item

Delete Group

Delete a specific group from a board

Group Position

Duplicate a group with its items

Upload File to Specific Column

Upload File To Specific Column

Get Item by Column Value

The column that you want to search for a specific value

Get Board Values

Returns the data for a all columns in the specific board

Get File Column Values

Returns the data for a specific file column in the board

Get Subitem Values

Returns the subitems for a specific item in the board

Create Account

Create an Account in SharpSpring.

Create/Update Lead

Create a Lead in SharpSpring or update by email address.