Connect Buildin.AI and karmaCRM

Both apps 32Buildin.AI 10karmaCRM 22

• Trigger
  Database Item Created

  Triggers when a new item (row) is added to a Buildin database.

• Trigger
  Page Updated

  Triggers when a page in your Buildin workspace is created or edited.

• Action
  Add Block to Page

  Appends one or more content blocks (paragraphs, headings, to-dos, lists and more) to a Buildin page or block.

• Action
  Add Content to Page

  Adds a paragraph of text to the end of a Buildin page (or after/before a chosen block).

• Action
  Create Database

  Creates a new database in Buildin with the columns you define, optionally inside a parent page.

• Action
  Create Database Item

  Creates a new item (row) in a Buildin database, with its property values and optional page content.

• Action
  Create Page

  Creates a new page in Buildin, at the workspace root, under a parent page, or as a row in a database, with optional content.

• Action
  Find Page by Title

  Searches the workspace for pages whose title matches the text you give and returns the matching pages, with the first match broken out.

• Action
  Get Page and Children

  Returns a page's details together with the content blocks directly inside it (up to 100).

• Action
  Update Database Item

  Updates the property values, icon or cover of an existing item in a Buildin database.

• Trigger
  New Company

  Triggers when a new company is created in karmaCRM.

• Trigger
  New Contact

  Triggers when a new contact is created in karmaCRM, optionally limited to an assigned user, status, stage or tags.

• Trigger
  New deal

  Triggers when a new deal is created in karmaCRM.

• Trigger
  Updated Contact

  Triggers when a contact is updated in karmaCRM.

• Action
  Add note

  Adds a note (or logged call) to a karmaCRM contact, company or other record.

• Action
  Create Company

  Creates a company in karmaCRM with its contact details, tags and custom field values.

• Action
  Create Contact

  Creates a contact in karmaCRM with names, company, emails, phones, addresses, tags and custom field values.

• Action
  Create Deal

  Creates a deal in karmaCRM, optionally linked to a contact and company.

• Action
  Create Task

  Creates a task (activity) in karmaCRM, optionally with a due date, reminders and linked contacts.

• Action
  Delete company

  Deletes a company from karmaCRM.

• Action
  Delete contact

  Deletes a contact from karmaCRM by its ID.

• Action
  Delete deal

  Deletes a deal from karmaCRM.

• Action
  Find Company

  Finds companies in karmaCRM whose name matches the name you supply, and returns the first match plus all matches.

• Action
  Find Contact

  Finds karmaCRM contacts by email address or name, optionally narrowed by assigned user, status, stage or tags.

• Action
  Get company

  Returns a single karmaCRM company by its ID, including contact details, tags and custom field values.

• Action
  Get contact

  Returns a single karmaCRM contact by its ID, including emails, phone numbers, addresses, tags and custom field values.

• Action
  Get deal

  Returns a single karmaCRM deal by its ID, including stage, price, contact and custom field values.

• Action
  Get note

  Returns a single karmaCRM note (history entry), including its content, related record and participants.

• Action
  List deals

  Returns the deals in your karmaCRM account, optionally only those after a given date.

• Action
  Update company

  Updates an existing company in karmaCRM, changing only the fields you fill in.

• Action
  Update contact

  Updates an existing contact in karmaCRM, changing only the fields you fill in.

• Action
  Update deal

  Updates an existing deal in karmaCRM, such as its name, stage, price, contact, company or custom field values.

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