Connect CRM in Cloud to UpGuard

Both apps 27CRM in Cloud 11UpGuard 16

• Trigger
  New or Updated Company

  Triggers when a given action is performed on Company.

• Trigger
  New or Updated Contact

  Triggers when a given action is performed on Contact.

• Trigger
  New or Updated Lead

  Triggers when a given action is performed on Lead.

• Trigger
  New or Updated Opportunity

  Triggers when a given action is performed on Opportunity.

• Action
  Create or Update Activity

  Creates a new activity in CRM in Cloud, or updates an existing one when an Activity ID is supplied. Returns the id of the activity.

• Action
  Create or Update Company

  Creates a new Company, or update an exising one specifying its ID field value.

• Action
  Create or Update Contact

  Creates a new Contact, or update an exising one specifying its ID field value.

• Action
  Create or Update Lead

  Creates a new Lead, or update an exising one specifying its ID field value.

• Action
  Create or Update Opportunity

  Creates a new Opportunity, or update an exising one specifying its ID field value.

• Action
  Find Anagraphic Emails in List

  Finds the email addresses of the companies, contacts or leads that belong to a CRM in Cloud list, optionally narrowed to one email address, one record, or one email type.

• Action
  Find Company

  Returns up to 100 companies that match the specified search filter.

• Action
  Add vendor questionnaire

  Sends a security questionnaire to a monitored vendor's nominated recipients and returns the new questionnaire's id.

• Action
  Find a Data Leak

  Returns the data leak disclosures in your UpGuard account that match the specified IDs, statuses or disclosure time range.

• Action
  Find an Identity Breach

  Finds an identity breach by its ID and returns its details, including severity, exposed data classes and comments.

• Action
  Find a Vendor by Hostname

  Returns the UpGuard vendor that owns the specified hostname, including its scores, risk counts, labels, attributes and company details.

• Action
  Find a Vendor by ID

  Returns the details of a vendor by its UpGuard vendor ID, including scores, risk counts, labels and tier.

• Action
  Get organization

  Returns the UpGuard organisation linked to the connected API key, including its name, primary hostname, automated security score and category scores.

• Action
  List domains

  Returns the domains on your UpGuard account with their status, score, labels and last scan time.

• Action
  List risks

  Returns the active risks detected for your UpGuard account, with their severity, category, affected hostnames and remediation advice.

• Action
  List vendor questionnaires

  Returns the security or relationship questionnaires sent to a vendor, plus any questionnaires the vendor has shared.

• Action
  List vendor risks

  Returns the active risks detected for a monitored vendor, identified by its primary hostname, with severity, affected hostnames and remediation advice.

• Action
  List vendors

  Returns the vendors your UpGuard account monitors, with their scores, tiers and labels, optionally filtered by label.

• Action
  List vulnerabilities

  Returns the potential vulnerabilities detected on your organization's domains and IP addresses, optionally limited to websites with specific labels.

• Action
  Monitor Vendor

  Starts monitoring a vendor in UpGuard CyberRisk by vendor ID or hostname, optionally adding labels and a tier. Returns the monitored vendor.

• Action
  Stop monitoring vendor

  Stops monitoring a vendor in UpGuard, removing it from your monitored vendors list, identified by vendor ID or hostname.

• Action
  Update vendor labels

  Replaces the labels assigned to a monitored vendor. Passing an empty list removes all labels.

• Action
  Update vendor tier

  Assigns a tier to a monitored vendor, or removes its tier when the tier is 0.

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