Connect eWay-CRM to intelliHR

Both apps 29eWay-CRM 16intelliHR 13

• Trigger
  New or Updated Company

  Triggers when a company is created or changed in eWay-CRM.

• Trigger
  New or Updated Contact

  Triggers when a contact is created or updated in eWay-CRM.

• Trigger
  New or Updated Deal

  Triggers when a deal is created or updated in eWay-CRM.

• Trigger
  New or Updated Journal

  Triggers when a journal entry is created or updated in eWay-CRM.

• Trigger
  New or Updated Project

  Triggers when a project is created or updated in eWay-CRM.

• Trigger
  New or Updated Task

  Triggers when a task is created or changed in eWay-CRM.

• Action
  Find a Contact

  Finds contacts in eWay-CRM matching an email, name, company or phone number.

• Action
  Find a Deal

  Finds deals in eWay-CRM matching the supplied name, customer, contact or other criteria.

• Action
  Find a Drop-Down Menu Value

  Finds drop-down menu values in eWay-CRM, filtered by the drop-down's name and the value's label.

• Action
  Find a Task

  Finds eWay-CRM tasks matching the subject, status, dates or linked records you supply.

• Action
  Save a Company

  Creates a new company in eWay-CRM, or updates an existing one when a company ID is given.

• Action
  Save a Contact

  Creates a new contact in eWay-CRM, or updates an existing one when its ID is supplied.

• Action
  Save a Deal

  Creates a new deal in eWay-CRM, or updates an existing one when a deal ID is given.

• Action
  Save a Journal

  Creates a new journal entry in eWay-CRM, or updates an existing one when its ID is given.

• Action
  Save a Project

  Creates a new project in eWay-CRM, or updates an existing project when its ID is given.

• Action
  Save a Task

  Creates a new task in eWay-CRM, or updates an existing task when its ID is supplied.

• Action
  Create Business Unit

  Creates a new business unit in intelliHR and returns the created business unit, including its custom field values.

• Action
  Create Training

  Creates a training record for a person in intelliHR, with its provider, type, status, cost, hours and completion date.

• Action
  Create User

  Creates a login user for an existing person who does not already have one, and returns the new user.

• Action
  Find Job

  Finds jobs matching the person, email, employee number, job title, status or other criteria you supply.

• Action
  Find Person

  Finds people in intelliHR matching a name, primary email address, employee number, intelliHR ID or job, and returns the matching people with their details.

• Action
  Get job

  Returns a single job by its ID, including its person, position, location, business unit, remuneration schedule and custom fields.

• Action
  Get person

  Returns a single person record from intelliHR, including contact details, jobs and custom field values.

• Action
  List jobs

  Returns jobs in intelliHR as at the current date, optionally filtered by person, job name, status, work type and more.

• Action
  List people

  Returns the people in your intelliHR account, optionally filtered by job, email, employee number, name, recent updates or extended-leave status.

• Action
  Set Job End Date

  Sets the end date on a job and, unless told not to, finalises the job's termination with a turnover type and reason.

• Action
  Update Business Unit

  Updates an existing business unit's name, code, notes, parent, enabled status and custom field values.

• Action
  Update User

  Updates an existing intelliHR user account — enable or disable sign-in, change the username, set when full access begins, or issue onboarding.

• Action
  Upload Person Document

  Uploads a file to a person's documents in intelliHR and marks the upload as successful. Returns the new document's id, filename and upload status.

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