CRM

CRM

Change responsible on related

Changes the responsible person on entities related to the current one (company/contact/deal): its deals, contacts, or companies.

CRM

Clean duplicate activities on current entity

Finds same-titled activities in the timeline of the lead, deal, contact or company the business process runs on, keeps one of each and completes or deletes the rest. No ID needed. Useful after merging records, when the donor timeline is moved into the master.

CRM

Clean duplicate activities on entity by ID

Finds same-titled activities in the timeline of the given lead, deal, contact or company, keeps one of each and completes or deletes the rest. The entity is set by type and ID, so the robot can run from another entity's process. Useful after merging records, when the donor timeline is moved into the master.

CRM

Clear a field

Sets any field of any CRM entity (deal, contact, company, lead) to an empty value.

CRM

Customer LTV

Calculates customer LTV: total, count, and average check of won deals or paid invoices, plus the last purchase date and days since it. The invoice payment date is the moment it moves to the paid stage; amounts in other currencies are converted to the portal base currency at the current rate. Only records currently in a won/paid stage are counted: items moved out of it drop from the total. Up to 2000 records per customer.

CRM

Copy timeline to another entity

Moves history (activities and comments) from one CRM or SPA item to another. Activities are attached (one record visible in both timelines) or copied; comments are copied together with files and an author line in the text.

CRM

Assign responsible: queue / workload

Picks the next responsible person round-robin (repeat in the list = bigger share) or the least busy one, and assigns them to the current item.

CRM

Find contact by phone or email

Searches for a contact in the CRM by phone number or email. Returns the ID and name of the first match.

CRM

Find deal by condition

Searches for deals by filter: stage, assigned user, contact, company, or a custom JSON filter.

CRM

Find lead by condition

Searches for leads by filter: stage, assigned user, phone, email, or a custom JSON filter.

CRM

Find smart process item

Searches for smart process items by filter: stage, assigned user, or a custom JSON filter.

CRM

Format entity phone numbers by ID: custom prefix

Normalizes all phone numbers of a chosen entity (lead, contact or company) by its ID to "prefix + digits" — from any business process. The prefix is typed in.

CRM

Format entity phone numbers: custom prefix

Reads all phone numbers of the lead / contact / company the workflow is running on and normalizes them to "prefix + digits". The prefix is typed in.

CRM

Get company/contact address

Reads the actual or legal address of a CRM company or contact, returning it as a single string and as individual parts.

CRM

Get field value from a related entity

Reads the value of any field from a CRM entity (deal, contact, company, lead) by its ID.

CRM

Manage observers

Adds, removes, or replaces observers on the current CRM entity (deal, lead, contact, company, smart process).

CRM

Link Open Channel conversation

Links Open Channel (Open Lines) conversations from one CRM entity to another (e.g. from a lead to a deal): the dialog appears in the target entity's timeline. Link all dialogs, the last one, or only unfinished ones.

CRM

Remove phone from current entity

Removes the given numbers from the phones of the lead, contact or company the business process runs on. No ID needed. Other phones and contact data are kept.

CRM

Remove phone from entity by ID

Removes the given numbers from the phones of a chosen entity (lead, contact or company) by its ID — from any business process. Other phones and contact data are kept.

CRM

Set field value on a related entity

Sets the value of any field in a CRM entity (deal, contact, company, lead) by its ID.

CRM

Update company by ID

Updates any company by ID from any workflow context. Fields are passed as JSON.

CRM

Update contact by ID

Updates any contact by ID from any workflow context. Fields are passed as JSON.

CRM

Update deal by ID

Updates any deal by ID from any workflow context. Fields are passed as JSON.

CRM

Update lead by ID

Updates any lead by ID from any workflow context. Fields are passed as JSON.