Connect HubSpot to RAYNET CRM

Both apps 318HubSpot 166RAYNET CRM 152

• Trigger
  Company deleted

  Triggered on deletion of existing company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Contact deleted

  Triggered on deletion of existing contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Deal deleted

  Triggered on deletion of existing deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Deal stage changed

  Triggers when a deal moves to a new stage in a pipeline.

• Trigger
  Form submitted

  Triggers when a contact submits the chosen HubSpot form. Turning the automation on creates a HubSpot workflow that forwards each submission; turning it off deletes that workflow. Requires a HubSpot plan whose workflows can send webhooks.

• Trigger
  New associated object

  Triggers when a new record of one CRM object type becomes associated with a record of another object type (for example, a deal linked to a company).

• Trigger
  New blog post

  Triggers on a new blog post added to the selected blog.

• Trigger
  New calendar task +30d

  Triggered when a new calendar task is created in the next 30 days. Note: this applies to HubSpot (Marketing), and not HubSpot CRM's tasks. Note: only supports up to 499 tasks in the next 30 days, an error will occur if more than 499 tasks exist.

• Trigger
  New company

  Triggered when a new company is added.

• Trigger
  New company (instant)

  Triggered on creation of new company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  New contact

  Triggered on creation of new contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  New deal

  Triggered on creation of new deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  New note added to contact

  Triggers when a note linked to a contact is added in HubSpot.

• Trigger
  New or changed engagements

  Triggers on new or changed engagements.

• Trigger
  New or updated company

  Triggered when a company is created or modified

• Trigger
  New or updated contact

  Triggers on new or updated contacts.

• Trigger
  New or updated contact (Custom Fields Included)

  Triggered when a contact is created or updated.

• Trigger
  New or updated deal

  Triggered when a deal is created or updated.

• Trigger
  New or updated ticket

  Triggered when a ticket is created or updated.

• Trigger
  New social media message

  Triggered when a new social media message is added.

• Trigger
  New ticket

  Triggers when new ticket is available.

• Trigger
  Ticket property changed

  Triggered when the chosen property changes on a ticket

• Trigger
  Two-way sync new or updated companies

  A trigger for two-way syncing new and updated companies, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Two-way sync new or updated contacts

  A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Updated company custom property

  Triggered when the selected custom property is updated on a company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Updated contact

  Triggered when a contact is updated.

• Trigger
  Updated contact custom property

  Triggered when the selected custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Updated contact custom property by name

  Triggered when the specified custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Updated deal custom property

  Triggered when the selected custom property is updated on a deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Action
  Add company

  Adds a new company.

• Action
  Add contact

  Adds a new contact. An error occurs if the email already exists. If a company name is found, the contact is associated with the company. Emits the contact ID if added.

• Action
  Add contact to list

  Adds a contact to the specified contact list.

• Action
  Add contact to workflow

  Enrolls a contact to a workflow provided the workflow ID and the contact email.

• Action
  Add custom object record

  Adds a record to the specified custom object.

• Action
  Add deal

  Creates a new deal and optionally associates it with a contact and/or company.

• Action
  Add meeting

  Creates a meeting engagement.

• Action
  Add or update company

  Adds a new company if the name does not already exist, otherwise updates the existing company. Only non-empty properties are updated.

• Action
  Add or update contact

  Adds or updates a contact. If a company name is found, the contact is associated with the company. The ID of the added/updated contact is emitted as output.

• Action
  Add or update deal

  Searches for a deal by name. If found it updates it, if not it adds it. If a contact email or company name is provided, the deal is associated with them if found.

• Action
  Add ticket

  Adds a new ticket.

• Action
  Append company dropdown property values

  Appends one or more values to a company dropdown property. An error occurs if the named property is not found.

• Action
  Append company multi-select property dropdown values

  Appends one or more dropdown values to a company multi-select property. An error occurs if the named property is not found.

• Action
  Append contact dropdown property values

  Appends one or more values to a contact dropdown property. An error occurs if the named property is not found.

• Action
  Append contact multi-select property dropdown values

  Appends one or more dropdown values to a contact multi-select property. An error occurs if the named property is not found.

• Action
  Append deal dropdown property values

  Appends one or more values to a deal dropdown property. An error occurs if the named property is not found.

• Action
  Append deal multi-select property dropdown values

  Appends one or more dropdown values to a deal multi-select property. An error occurs if the named property is not found.

• Action
  Append ticket dropdown property values

  Appends one or more values to a ticket dropdown property. An error occurs if the named property is not found.

• Action
  Append ticket multi-select property values

  Appends one or more values to a ticket multi-select property. An error occurs if the named property is not found.

• Action
  Clear contact property value

  Erases the value of specified property for the specified contact.

• Action
  Clear deal property value

  Erases the value of specified property for the specified deal.

• Action
  Clear ticket property value

  Erases the value of specified property for the specified ticket.

• Action
  Convert to valid property name

  Converts a string value into a valid property name. Property names must begin with a letter and contain only up to 100 lowercase letters, numbers, or underscores, without any spaces, commas, or special characters.

• Action
  Copy workflow

  Copies the specified workflow. The new workflow will have "COPY" appended to its name.

• Action
  Create a blog post

  Creates a new blog post

• Action
  Create a company property: boolean checkbox

  Creates a boolean checkbox company property. No error occurs if the property already exists.

• Action
  Create a company property: dropdown select

  Creates a dropdown select list company property. No error occurs if the property already exists.

• Action
  Create a company property group

  Creates a company property group. No error occurs if the group already exists.

• Action
  Create a company property: multi-select

  Creates a multi-select list company property. No error occurs if the property already exists.

• Action
  Create a company property: single value

  Creates a company property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.

• Action
  Create a contact list

  Creates a contact list. An error occurs if the list already exists.

• Action
  Create a contact property: boolean checkbox

  Creates a boolean checkbox contact property. No error occurs if the property already exists.

• Action
  Create a contact property: dropdown select

  Creates a dropdown select list contact property. No error occurs if the property already exists.

• Action
  Create a contact property group

  Creates a contact property group. No error occurs if the group already exists.

• Action
  Create a contact property: multi-select

  Creates a multi-select list contact property. No error occurs if the property already exists.

• Action
  Create a contact property: single value

  Creates a contact property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.

• Action
  Create a deal pipeline and stages

  Creates a new deal pipeline and up to 10 stages.

• Action
  Create a deal property

  Creates a deal property. No error occurs if the property already exists.

• Action
  Create a deal property: boolean checkbox

  Creates a boolean checkbox deal property. No error occurs if the property already exists.

• Action
  Create a deal property: dropdown select

  Creates a dropdown select list deal property. No error occurs if the property already exists.

• Action
  Create a deal property group

  Creates a deal property group. No error occurs if the group already exists.

• Action
  Create a deal property: multi-select

  Creates a multi-select list deal property. No error occurs if the property already exists.

• Action
  Create a deal property: single value

  Creates a deal property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.

• Action
  Create an email engagement

  Logs an incoming email in HubSpot and links it to the given contacts, companies and deals.

• Action
  Create a note engagement

  Creates a note in HubSpot and links it to the given contacts, companies, deals and tickets.

• Action
  Create association

  Creates an association between two objects

• Action
  Create association: contact to contact

  Creates an association between two contacts

• Action
  Create association type

  Creates an association type between two objects. An error occurs if the association already exists.

• Action
  Create a task engagement

  Creates a new task engagement.

• Action
  Create a ticket property: boolean checkbox

  Creates a boolean checkbox ticket property. No error occurs if the property already exists.

• Action
  Create a ticket property: dropdown select

  Creates a dropdown select list ticket property. No error occurs if the property already exists.

• Action
  Create a ticket property group

  Creates a ticket property group. No error occurs if the group already exists.

• Action
  Create a ticket property: multi-select

  Creates a multi-select list ticket property. No error occurs if the property already exists.

• Action
  Create a ticket property: single value

  Creates a ticket property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.

• Action
  Create custom association

  Creates an association between two objects using a custom association type. Use the "get association types" action to obtain the custom association type.

• Action
  Create record

  Creates a record of the selected CRM object type with the supplied properties.

• Action
  CRM card: set display values

  Builds the results payload a HubSpot CRM card data-fetch request expects: one card entry carrying the record id it describes, its title, an optional link, and the property rows to display.

• Action
  Delete contact

  Deletes a contact provided its contact ID.

• Action
  Delete contact list

  Deletes a contact list specified by ID.

• Action
  Delete contact secondary email

  Deletes the specified secondary email for the specified contact. An error will occur if either the contact or secondary email is not found.

• Action
  Delete deal

  Deletes a deal provided its deal ID.

• Action
  Delete record

  Deletes a record of the selected CRM object type by ID.

• Action
  Delete ticket

  Deletes a ticket provided a ticket ID.

• Action
  Find companies associated to contact

  Returns up to 500 company IDs associated with the specified contact

• Action
  Find company by name

  Searches for a company by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted.

• Action
  Find company by property

  Searches for a company by property (case-insensitive) and emits the company's information. Only the first matching company is emitted. If no matches are found, an error occurs.

• Action
  Find contact by email

  Finds a contact by email. If the contact is not found, no information is emitted and no error occurs.

• Action
  Find contact by property

  Search HubSpot contacts by any property name/value pair (EQ filter). Returns the first matching contact's standard fields.

• Action
  Find contact list by name

  Look up a contact list by its name and return its v3 list id. Use this instead of 'Get all contact lists' whenever the id will be passed to a v3 endpoint such as 'Add contact to list': the v1 lists endpoint returns ids from a different id space, and feeding a v1 id to a v3 endpoint silently targets a different list.

• Action
  Find contacts by property

  Returns contact IDs for all contacts matching the specified property value.

• Action
  Find custom object records associated to contact

  Given a HubSpot contact ID and a custom object type, returns the IDs of all custom object records associated to that contact. Paginated via the v4 associations API. Used by the CRMConnect v3.8 membership reconciliation pass.

• Action
  Find custom object records by property

  Returns record IDs for all records of the specified custom object matching the specified property value.

• Action
  Find deal by name

  Searches for a deal by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted.

• Action
  Find deal by property

  Searches for a deal by property (case-insensitive) and emits its information. Only the first matching deal is emitted. If no matches are found, an error occurs.

• Action
  Find deals associated to company

  Returns up to 500 deal IDs associated with the specified company

• Action
  Find deals associated to contact

  Returns up to 500 deal IDs associated with the specified contact

• Action
  Find owner by email

  Fetches owner details for an owner with the specified email address.

• Action
  Find pipeline by name

  Finds a pipeline provided its name and its type.

• Action
  Find recently modified deals

  Returns recently modified deals.

• Action
  Get associated records with labels

  List the records associated to a record, including the label and type of each association.

• Action
  Get association types

  Returns all association types between the specified two object types.

• Action
  Get calls for contact

  Returns all calls with the specified contact, optionally within a specified datetime range.

• Action
  Get calls for deal

  Returns all calls with the specified deal, optionally within a specified datetime range.

• Action
  Get company

  Returns company details for the specified ID.

• Action
  Get contact

  Returns contact details for the specified ID.

• Action
  Get contact list

  Read a single contact list by its ID.

• Action
  Get contact secondary emails

  Returns all secondary emails for the specified contact.

• Action
  Get custom object records batch by IDs

  Given a custom object type, a comma-separated list of record IDs, and a comma-separated list of property API names, returns one record per ID with the requested properties, one batch per call. Used by the CRMConnect v3.8 membership reconciliation pass.

• Action
  Get deal

  Returns details for the deal with the specified ID.

• Action
  Get emails for contact

  Returns all emails with the specified contact, optionally within a specified datetime range.

• Action
  Get emails for deal

  Returns all emails with the specified deal, optionally within a specified datetime range.

• Action
  Get meetings for contact

  Returns all meetings with the specified contact, optionally within a specified datetime range.

• Action
  Get meetings for deal

  Returns all meetings with the specified deal, optionally within a specified datetime range.

• Action
  Get notes for contact

  Returns all notes with the specified contact, optionally within a specified datetime range.

• Action
  Get notes for deal

  Returns all notes with the specified deal, optionally within a specified datetime range.

• Action
  Get Object by Field Value

  Looks up a record of the selected HubSpot CRM object type by an exact match on a single property (the Object, Field, and Value settings), returning the first matching record ID.

• Action
  Get object property info

  Returns information for the specified property for the specified company, contact, or deal object type.

• Action
  Get owner

  Returns details for the owner with the specified ID.

• Action
  Get record

  Returns a single record of the selected CRM object type by ID.

• Action
  Get tasks for contact

  Returns all tasks with the specified contact, optionally within a specified datetime range.

• Action
  Get tasks for deal

  Returns all tasks with the specified deal, optionally within a specified datetime range.

• Action
  Get ticket

  Returns details for the ticket with the specified ID.

• Action
  Get total number of contacts having property

  Returns the total number of contacts having the specified property.

• Action
  Import records from CSV into object

  Imports records from a CSV file into a specified object.

• Action
  List all workflows

  Returns the name and id of all workflows visible in the portal.

• Action
  List contact IDs of a company

  Given a company ID, finds all contacts in that company.

• Action
  List contact list memberships (v3)

  Returns the contacts that are currently members of a HubSpot contact list, identified by the list's v3 (ILS) id.

• Action
  List owners

  Returns a list of HubSpot account owners, supporting pagination and optional filtering by email.

• Action
  List pipelines

  Returns the pipelines for deals or tickets, depending on which object type you select.

• Action
  List pipeline stages

  Returns the stages in a specific deal or ticket pipeline.

• Action
  List records

  Lists records of the selected CRM object type.

• Action
  Log call

  Logs a completed call in HubSpot and links it to the given contacts.

• Action
  Merge contacts

  Merge two contact records. The contact ID will be treated as the primary contact, and the contact ID to merge will be treated as the secondary contact. Most recent property values such as email and name will overwrite older values.

• Action
  Parse property option errors

  Emits arrays of property and option names parsed from the input error message. Empty arrays are emitted if the input error message is empty.

• Action
  Remove contact from list (v3)

  Removes a contact from a HubSpot contact list, using the list's v3 (ILS) id. Only MANUAL and SNAPSHOT lists accept membership changes.

• Action
  Search contact lists (v3)

  Returns the contact lists in the connected HubSpot account, optionally narrowed by a name search, processing type, or object type. Each list comes back with its ILS (v3) list id, name and processing type.

• Action
  Search records

  Searches records of the selected CRM object type by filter criteria.

• Action
  Submit a form

  Submits a form to the Forms API

• Action
  Two-way sync add or update a company

  An action for two-way syncing new and updated companies, with enhanced on-the-fly mapping using company names for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.

• Action
  Unsubscribe contact from all lists

  Unsubscribes a contact from all lists.

• Action
  Update company

  Updates an existing company specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update company multi-select property - check value

  Updates the specified multi-select property for the specified company such that the specified value is checked if not already checked.

• Action
  Update company multi-select property - uncheck value

  Updates the specified multi-select property for the specified company such that the specified value is unchecked (removed).

• Action
  Update contact

  Updates an existing contact specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update contact multi-select property - check value

  Updates the specified multi-select property for the specified contact such that the specified value is checked if not already checked.

• Action
  Update contact multi-select property - uncheck value

  Updates the specified multi-select property for the specified contact such that the specified value is unchecked (removed).

• Action
  Update contact properties

  Updates the values of up to 6 specified properties for the specified contact. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update custom object multi-select property - check value

  Updates the specified multi-select property for the specified custom object record such that the specified value is checked if not already checked.

• Action
  Update custom object record

  Updates a specified record in the specified custom object.

• Action
  Update custom object record pipeline and stage

  Updates the specified custom object record to place it in the specified pipeline and stage.

• Action
  Update deal

  Updates an existing deal specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased, and the related calculated amounts (amount in home currency, forecast amount) are left intact. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update deal multi-select property - check value

  Updates the specified multi-select property for the specified deal such that the specified value is checked if not already checked.

• Action
  Update deal multi-select property - uncheck value

  Updates the specified multi-select property for the specified deal such that the specified value is unchecked (removed).

• Action
  Update record

  Updates properties on a record of the selected CRM object type by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update ticket multi-select property - check value

  Updates the specified multi-select property for the specified ticket such that the specified value is checked if not already checked.

• Action
  Update ticket multi-select property - uncheck value

  Updates the specified multi-select property for the specified ticket such that the specified value is unchecked.

• Action
  Upload Files

  Imports a file into the HubSpot File Manager from a public URL (asynchronous import). Set the source URL plus optional name, public/indexable access, and hidden flag; emits the created file reference.

• Action
  Add Activity - Call

  Creates a new phone call activity in RAYNET CRM, optionally linked to a contact, account, deal, quote, order, project or lead.

• Action
  Add Activity - Email

  Creates a new email activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.

• Action
  Add Activity - Event

  Creates a new event activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.

• Action
  Add Activity - Letter

  Creates a new letter activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.

• Action
  Add Activity - Mass Email

  Creates a mass email activity in RAYNET CRM recording a campaign sent through an external mailing service.

• Action
  Add Activity - Meeting

  Creates a new meeting activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.

• Action
  Add Activity - Task

  Creates a new task in RAYNET CRM, optionally linked to a contact, account, deal, quote, sales order, project or lead.

• Action
  Add Address to Contact - Account

  Adds a new (non-primary) address with contact details to an existing account in RAYNET CRM.

• Action
  Add Attachment

  Adds an attachment to a RAYNET CRM record: a web link, a previously uploaded file, or a Documents library folder.

• Action
  Add Business - Deal

  Creates a new deal in RAYNET CRM for an account and returns the new deal's ID.

• Action
  Add Business - Price List

  Creates a new price list in RAYNET CRM and returns its id.

• Action
  Add Business - Product

  Creates a new product in the RAYNET CRM product catalog.

• Action
  Add Business - Project

  Creates a new project for an account in RAYNET CRM and returns its ID.

• Action
  Add Business - Quote

  Creates a new quote (offer) for an account and deal in RAYNET CRM.

• Action
  Add Business - Sales Order

  Creates a new sales order in RAYNET CRM for an account and deal, and returns the new sales order's ID.

• Action
  Add Contact - Account

  Creates a new account (company or individual) in RAYNET CRM, optionally with addresses, tags and custom field values.

• Action
  Add Contact - Contact

  Creates a new contact (person) in RAYNET CRM and returns its ID.

• Action
  Add Contact - Lead

  Creates a new lead in RAYNET CRM, optionally emailing a notification about it to chosen addresses.

• Action
  Add DMS - Document

  Creates a new document in a RAYNET CRM Documents folder, either from a previously uploaded file or as a link.

• Action
  Add DMS - Folder

  Creates a new folder in RAYNET Documents, optionally inside a parent folder.

• Action
  Add Invoice

  Creates a new invoice in RAYNET CRM for an account, with optional line items and payments.

• Action
  Add Item to Business - Deal

  Adds a line item to a deal, either linked to an existing product or as an uncategorized item with its own name and price.

• Action
  Add Item to Business - Quote

  Adds a line item to a quote (offer), either linked to an existing product or as an uncategorized item.

• Action
  Add Item to Business - Sales Order

  Adds an item (a linked product or a free-text line) to an existing sales order in RAYNET CRM.

• Action
  Add Participant to Business - Deal

  Adds an account or a contact as a participant on a deal.

• Action
  Add Participant to Business - Project

  Adds an account or contact as a participant on a RAYNET project.

• Action
  Add Tag to Contact - Account

  Adds one or more tags to an account in RAYNET CRM.

• Action
  Add Tag to Contact - Contact

  Adds one or more tags to a contact in RAYNET CRM.

• Action
  Delete Activity - Call

  Deletes a call activity from RAYNET CRM.

• Action
  Delete Activity - Email

  Deletes an email activity from RAYNET CRM.

• Action
  Delete Activity - Letter

  Deletes a letter activity from RAYNET CRM.

• Action
  Delete Activity - Mass Email

  Deletes a mass email activity from RAYNET CRM.

• Action
  Delete Activity - Meeting

  Deletes a meeting activity from RAYNET CRM.

• Action
  Delete Activity - Task

  Deletes a task activity from RAYNET CRM.

• Action
  Delete Address From Contact - Account

  Deletes an address from an account. The account's primary address cannot be deleted.

• Action
  Delete Business - Deal

  Deletes a deal from RAYNET CRM.

• Action
  Delete Business - Price List

  Deletes a price list from RAYNET CRM.

• Action
  Delete Business - Product

  Deletes a product from the RAYNET CRM product catalog.

• Action
  Delete Business - Project

  Deletes a project from RAYNET CRM.

• Action
  Delete Business - Quote

  Deletes a quote (offer) from RAYNET CRM.

• Action
  Delete Business - Sales Order

  Deletes a sales order in RAYNET CRM.

• Action
  Delete Contact - Account

  Deletes an account (company) from RAYNET CRM.

• Action
  Delete Contact - Contact

  Deletes a contact (person) from RAYNET CRM.

• Action
  Delete Contact - Lead

  Deletes a lead from RAYNET CRM.

• Action
  Delete DMS - Document

  Deletes a document from the RAYNET CRM document management system.

• Action
  Delete Invoice

  Deletes an invoice from RAYNET CRM.

• Action
  Delete Item of Business - Deal

  Deletes a product line item from a deal.

• Action
  Delete Item of Business - Quote

  Deletes an item (product line) from a quote in RAYNET CRM.

• Action
  Delete Item of Business - Sales Order

  Deletes an item (product line) from a sales order in RAYNET CRM.

• Action
  Delete Participant From Business - Deal

  Removes a participant from a deal in RAYNET CRM.

• Action
  Delete Participant From Business - Project

  Removes a participant from a project in RAYNET CRM.

• Action
  Delete Tag From Contact - Account

  Removes one or more tags from an account in RAYNET CRM.

• Action
  Delete Tag From Contact - Contact

  Removes one or more tags from a contact in RAYNET CRM.

• Action
  Detail of Activity - Call

  Returns the full details of a call activity in RAYNET CRM, including its participants and custom fields.

• Action
  Detail of Activity - Email

  Returns the details of an email activity in RAYNET CRM, including its custom fields.

• Action
  Detail of Activity - Event

  Returns the full details of an event activity, including its participants and custom fields.

• Action
  Detail of Activity - Letter

  Returns the details of a letter activity in RAYNET CRM, including its custom fields.

• Action
  Detail of Activity - Mass Email

  Returns the details of a mass email campaign in RAYNET CRM, including its delivery statistics.

• Action
  Detail of Activity - Meeting

  Returns the details of a meeting activity in RAYNET CRM, including its custom fields.

• Action
  Detail of Activity - Task

  Returns the full details of a task activity in RAYNET CRM, including its custom fields.

• Action
  Detail of Business - Deal

  Returns the full details of a deal, including its items and custom fields.

• Action
  Detail of Business - Price List

  Returns the details of a price list, including its items and product prices.

• Action
  Detail of Business - Product

  Returns the full details of a product in RAYNET CRM, including its price, category, product line and custom fields.

• Action
  Detail of Business - Project

  Returns the full details of a RAYNET project, including its custom fields.

• Action
  Detail of Business - Quote

  Returns the full details of a quote (offer), including its items and custom fields.

• Action
  Detail of Business - Sales Order

  Returns the full details of a sales order, including its items, addresses, tags and custom fields.

• Action
  Detail of Contacts - Account

  Returns the full details of a RAYNET CRM account, including its addresses, tags and custom fields.

• Action
  Detail of Contacts - Contact

  Returns the full details of a RAYNET CRM contact (person), including its account relationships and custom fields.

• Action
  Detail of Contacts - Lead

  Returns the full details of a lead, including its custom fields.

• Action
  Detail of DMS - Document

  Returns the details of a DMS document, including its folder, category, status, validity dates and attachments.

• Action
  Detail of Invoice

  Returns the full details of an invoice, including its items, payments and custom fields.

• Action
  Invalidate Business - Deal

  Marks a deal in RAYNET CRM as invalid.

• Action
  Invalidate Business - Product

  Marks a product in RAYNET CRM as invalid so it no longer appears as an active product.

• Action
  Invalidate Business - Project

  Marks a project as invalid in RAYNET CRM.

• Action
  Invalidate Business - Quote

  Marks a quote (offer) in RAYNET CRM as invalid.

• Action
  Invalidate Business - Sales Order

  Marks an existing sales order as invalid in RAYNET CRM.

• Action
  Invalidate Contact - Account

  Marks a RAYNET CRM account as invalid.

• Action
  Invalidate Contact - Contact

  Marks a contact as invalid in RAYNET CRM.

• Action
  Invalidate DMS - Document

  Marks a document in the RAYNET CRM document store as invalid.

• Action
  List of Activities - Events

  Returns the events in RAYNET CRM, optionally filtered by subject, dates, status, owner, related account, lead, deal or tags.

• Action
  List of Activities - Letters

  Returns letters recorded in RAYNET CRM, optionally filtered by subject, status, dates, owner, related account, lead, deal or tags.

• Action
  List of Activities - Mass Email

  Returns the mass emails in RAYNET CRM, optionally filtered by name, tags, campaign, source, dates or recipient.

• Action
  List of Activities - Meetings

  Returns the meetings in RAYNET CRM that match the filters you set, with their full details including custom fields.

• Action
  List of Activities - Tasks

  Returns the tasks in RAYNET CRM that match your filters, with their details and custom fields.

• Action
  List of Business - Deals

  Returns the deals in your RAYNET CRM, optionally filtered by name, code, account, owner, stage, status, dates and more.

• Action
  List of Business - Price Lists

  Returns the price lists in RAYNET CRM, optionally filtered by code, currency, validity dates or full-text search.

• Action
  List of Contacts - Accounts

  Returns the accounts (companies and individuals) in RAYNET CRM that match the filters you set, up to 1000 at a time.

• Action
  List of Contacts - Contacts

  Returns the contacts (people) in RAYNET CRM that match your filters, with all their details including custom fields.

• Action
  List of DMS - Folders and Files

  Returns the folders, files and links in the RAYNET document storage, filtered by folder path, name or ID.

• Action
  List of Participants of Business - Deal

  Returns the participants (accounts and contacts) attached to a deal, with their participation category and note.

• Action
  List of Participants of Business - Project

  Returns the participants (accounts and contacts) of a project, with their category and note.

• Action
  Lock Activity - Call

  Locks a call activity in RAYNET CRM so it can no longer be edited.

• Action
  Lock Activity - Email

  Locks an email activity in RAYNET CRM so it can no longer be edited.

• Action
  Lock Activity - Event

  Locks a RAYNET CRM event so it can no longer be edited.

• Action
  Lock Activity - Letter

  Locks a letter activity in RAYNET CRM so it can no longer be edited.

• Action
  Lock Activity - Meeting

  Locks a meeting in RAYNET CRM so it can no longer be edited.

• Action
  Lock Activity - Task

  Locks a task in RAYNET CRM so it can no longer be edited.

• Action
  Lock Business - Deal

  Locks a deal in RAYNET CRM so it can no longer be edited.

• Action
  Lock Business - Price List

  Locks a price list in RAYNET CRM so it can no longer be edited.

• Action
  Lock Business - Project

  Locks a RAYNET CRM project so its record can no longer be edited.

• Action
  Lock Business - Quote

  Locks a quote in RAYNET CRM so it can no longer be edited.

• Action
  Lock Contact - Account

  Locks an account in RAYNET CRM so its record cannot be edited.

• Action
  Lock Contact - Contact

  Locks a contact record in RAYNET CRM so it cannot be edited.

• Action
  Lock Contact - Lead

  Locks a lead in RAYNET CRM so it cannot be edited.

• Action
  Lock Contact - Sales Order

  Locks a sales order in RAYNET CRM so it can no longer be edited.

• Action
  Lock DMS - Document

  Locks a DMS document in RAYNET CRM so it cannot be edited.

• Action
  Lock Invoice

  Locks an invoice in RAYNET CRM so it can no longer be edited.

• Action
  Modifying Activity - Call

  Updates an existing call activity in RAYNET CRM — its subject, status, schedule, outcome, related records, tags and participants.

• Action
  Modifying Activity - Email

  Updates an existing email activity in RAYNET CRM, such as its subject, status, content, related records or participants.

• Action
  Modifying Activity - Event

  Updates an existing event activity in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Activity - Letter

  Updates an existing letter activity in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Activity - Mass Email

  Updates an existing mass email activity in RAYNET CRM, such as its name, campaign details, tags or statistics.

• Action
  Modifying Activity - Meeting

  Updates an existing meeting in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Activity - Task

  Updates an existing task in RAYNET CRM, changing only the details you fill in.

• Action
  Modifying Business - Deal

  Updates an existing deal in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Business - Price List

  Updates an existing price list's name, code, currency, category, owner, validity dates or note. Fields left blank are not changed.

• Action
  Modifying Business - Product

  Modifies an existing product's code, name, pricing, category, tags and custom fields.

• Action
  Modifying Business - Project

  Updates an existing project in RAYNET CRM, changing only the details you fill in.

• Action
  Modifying Business - Quote

  Updates an existing quote (offer) in RAYNET CRM — its subject, account, deal, dates, amounts, status, items and custom fields.

• Action
  Modifying Business - Sales Order

  Updates an existing sales order in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Contacts - Account

  Updates an existing account in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Contacts - Contact

  Updates an existing contact person in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Contacts - Lead

  Updates an existing lead in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying DMS - Document

  Updates an existing document in the RAYNET CRM document management system (DMS), such as its file, link, status, category, validity dates or folder.

• Action
  Modifying Invoice

  Updates an existing invoice in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modify Item of Business - Deal

  Updates an item (product line) on a RAYNET CRM deal, such as its name, price, quantity, discount or tax.

• Action
  Modify Item of Business - Quote

  Updates an item (product line) on an existing quote (offer) in RAYNET CRM.

• Action
  Modify Item of Business - Sales Order

  Modifies an existing item (product line) on a sales order, such as its name, price, quantity, discount or note.

• Action
  Renew Validity of Business - Deal

  Renews the validity of an invalidated deal in RAYNET CRM, making it valid again.

• Action
  Renew Validity of Business - Product

  Renews the validity of a product that was previously marked invalid, making it usable again.

• Action
  Renew Validity of Business - Project

  Renews the validity of a previously invalidated project in RAYNET CRM.

• Action
  Renew Validity of Business - Quote

  Renews the validity of a previously invalidated quote (offer) in RAYNET CRM.

• Action
  Renew Validity of Business - Sales Order

  Renews the validity of a previously invalidated sales order in RAYNET CRM.

• Action
  Renew Validity of Contact - Account

  Renews the validity of an invalidated account in RAYNET CRM.

• Action
  Renew Validity of Contact - Contact

  Renews the validity of a previously invalidated contact in RAYNET CRM.

• Action
  Renew Validity of DMS - Document

  Renews the validity of a previously invalidated document in the RAYNET CRM document management system.

• Action
  Unlock Activity - Call

  Unlocks a locked call activity in RAYNET CRM so it can be edited again.

• Action
  Unlock Activity - Email

  Unlocks an email activity in RAYNET CRM so it can be edited again.

• Action
  Unlock Activity - Event

  Unlocks a locked event activity in RAYNET CRM so it can be edited again.

• Action
  Unlock Activity - Letter

  Unlocks a locked letter activity so it can be edited again.

• Action
  Unlock Activity - Meeting

  Unlocks a RAYNET meeting activity so it can be edited again.

• Action
  Unlock Activity - Task

  Unlocks a locked task in RAYNET CRM so it can be edited again.

• Action
  Unlock Business - Deal

  Unlocks a locked deal so it can be edited again.

• Action
  Unlock Business - Price List

  Unlocks a price list in RAYNET CRM so it can be edited again.

• Action
  Unlock Business - Project

  Unlocks a locked project in RAYNET CRM so it can be edited again.

• Action
  Unlock Business - Quote

  Unlocks a locked quote (offer) in RAYNET CRM so it can be edited again.

• Action
  Unlock Contact - Account

  Unlocks an account record in RAYNET CRM so it can be edited again.

• Action
  Unlock Contact - Contact

  Unlocks a locked contact in RAYNET CRM so it can be edited again.

• Action
  Unlock Contact - Lead

  Unlocks a locked lead in RAYNET CRM so it can be edited again.

• Action
  Unlock Contact - Sales Order

  Unlocks a sales order in RAYNET CRM so it can be edited again.

• Action
  Unlock DMS - Document

  Unlocks a DMS document in RAYNET CRM so it can be edited again.

• Action
  Unlock Invoice

  Unlocks an invoice in RAYNET CRM so it can be edited again.

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