Connect Corymbus and ProcessPlan

Both apps 28Corymbus 11ProcessPlan 17

• Trigger
  New Activity

  Triggers when a new activity is created in Corymbus, optionally limited to activities linked to a given account, contact or opportunity, or owned by a given user.

• Trigger
  New Contact

  Triggers when a new contact is created in Corymbus, optionally limited to contacts matching a name, account, activity, opportunity, group or owner.

• Action
  Add activity

  Creates a new activity (task, call, meeting, note or email) in Corymbus and returns the created activity.

• Action
  Connect entities

  Connects two Corymbus records together, for example an opportunity to an activity or a contact to an account.

• Action
  Create Account

  Creates a new account (company) in Corymbus CRM and returns the created account.

• Action
  Create Contact

  Creates a new contact (person) in Corymbus, optionally linked to an account, and returns the created contact.

• Action
  Create Opportunity

  Creates a new opportunity (deal) in Corymbus, optionally linked to an account, with an amount, status and expected close date.

• Action
  Find Account

  Finds accounts whose name contains the given text, optionally limited to an owner or a connected activity, and returns the matches.

• Action
  Find activities

  Returns the activities whose name contains the text you give, optionally narrowed to an account, contact, opportunity, owner or late activities.

• Action
  Find contacts

  Returns the Corymbus contacts whose first or last name contains the text you give, optionally narrowed by account, activity, opportunity, group or owner.

• Action
  Find opportunities

  Returns the opportunities whose name contains the text you specify, optionally narrowed by account, contact, activity, owner or expected close period.

• Trigger
  Field Updated

  Triggers when a field value on a running process is changed.

• Trigger
  Process Instance Completed

  Triggers when a process is completed.

• Trigger
  Process Instance Started

  Triggers when a new process is started.

• Trigger
  Task Assigned

  Triggers when a task is assigned to someone.

• Trigger
  Task Canceled

  Triggers when a task is canceled.

• Trigger
  Task Completed

  Triggers when a task is completed.

• Trigger
  Task Due Date Changed

  Triggers when a pending task's due date is set or changed.

• Trigger
  Task Notes Updated

  Triggers when the notes on a pending task are updated.

• Trigger
  Task Past Due

  Triggers when a pending task becomes past due.

• Trigger
  Task Start Date Changed

  Triggers when a pending task's start date is set or changed.

• Action
  Cancel a Process

  Cancels a running process.

• Action
  Cancel a Process Task

  Cancels a pending task in a running process.

• Action
  Complete a Task

  Completes a pending task by submitting one of its responses.

• Action
  Find a Process Instance

  Finds process instances whose properties match a filter, such as the instance description.

• Action
  Start a New Process

  Starts a new process from a process template and fills in its starting fields.

• Action
  Start a Process Task

  Starts a task in a running process out of its normal order. Use with caution.

• Action
  Update Process Fields

  Saves new values into one or more fields of a running process.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.