Connect Raiser's Edge to RAYNET CRM

Both apps 248Raiser's Edge 96RAYNET CRM 152

• Trigger
  New Action

  Triggers when a new action is added to any constituent in Raiser's Edge NXT.

• Trigger
  New Constituent

  Fires when a new constituent is added. Polls constituents sorted by date_added; dedups on constituent id.

• Trigger
  New Event

  Triggers when a new event is created in Raiser's Edge NXT.

• Trigger
  New Event Participant

  Triggers when a new participant is added to the selected Raiser's Edge NXT event.

• Trigger
  New Fund

  Triggers when a new fund is created in Raiser's Edge NXT.

• Trigger
  New Gift

  Fires when a new gift is recorded. Polls gifts sorted by date_added; dedups on gift id.

• Trigger
  New Gift Batch

  Triggers when a new gift batch is created in Raiser's Edge NXT.

• Trigger
  New Membership

  Triggers when a new membership is added to a constituent in Raiser's Edge NXT.

• Trigger
  New Note

  Triggers when a new note is added to a constituent record in Raiser's Edge NXT.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Raiser's Edge NXT.

• Trigger
  New or Updated Gift

  Triggers when a gift is created or updated in Raiser's Edge NXT. Changes can take about 30 minutes to appear.

• Trigger
  New or Updated Opportunity

  Triggers when an opportunity is created or updated in Raiser's Edge NXT.

• Trigger
  Updated Constituent

  Fires when a constituent is modified. Polls constituents sorted by date_modified; dedups on a composite of id + date_modified.

• Action
  Add Constituent Code

  Assigns a constituent code (classification) to a constituent.

• Action
  Create Constituent

  Creates a new constituent (individual or organization) in The Raiser's Edge.

• Action
  Create Constituent Action

  Creates an action (interaction/task) on a constituent record.

• Action
  Create Constituent Address

  Adds an address to a constituent record.

• Action
  Create Constituent Custom Field

  Adds a custom field value to a constituent record in Raiser's Edge NXT, under one of your constituent custom field categories.

• Action
  Create Constituent Email Address

  Adds a new email address to a constituent record in Raiser's Edge NXT.

• Action
  Create Constituent Note

  Adds a note to a constituent record.

• Action
  Create Constituent Phone

  Adds a phone number to a constituent in Raiser's Edge NXT and returns the new phone's ID.

• Action
  Create Event

  Creates a new event in Raiser's Edge NXT, such as a gala, walk-a-thon or reception, and returns the new event's ID.

• Action
  Create Event Participant

  Adds a participant to a Raiser's Edge NXT event, either as a host (a constituent) or as a guest of an existing host participant.

• Action
  Create Gift

  Creates a new gift (donation) for a constituent.

• Action
  Create Gift Batch

  Creates a new gift batch in Raiser's Edge NXT, optionally with a description, batch number and expected gift count and total, and returns the new batch's ID.

• Action
  Create Gift Custom Field

  Adds a custom field value to a gift in Raiser's Edge NXT, using one of your gift custom field categories.

• Action
  Create Membership

  Adds a membership to a constituent in Raiser's Edge NXT.

• Action
  Create Opportunity

  Creates an opportunity in Raiser's Edge NXT to plan and track a major-gift solicitation for a constituent.

• Action
  Create Opportunity Note

  Creates a note on an opportunity in Raiser's Edge NXT and returns the new note's ID.

• Action
  Create Participant Fee

  Adds a fee to an event participant in Raiser's Edge NXT, recording the quantity purchased, the fee amount and the portion that is a donation.

• Action
  Delete Action

  Deletes a constituent action (a call, meeting, task or other interaction logged on a constituent) from Raiser's Edge NXT.

• Action
  Delete Constituent Address

  Deletes an address from a constituent record in Raiser's Edge NXT.

• Action
  Delete Constituent Email Address

  Deletes an email address from a constituent record in Raiser's Edge NXT.

• Action
  Delete Constituent Phone

  Deletes a phone number from a constituent's record in Raiser's Edge NXT.

• Action
  Delete Event

  Deletes an event from Raiser's Edge NXT.

• Action
  Delete Event Participant

  Deletes a participant from a Raiser's Edge NXT event.

• Action
  Delete Note

  Deletes a constituent note in Raiser's Edge NXT.

• Action
  Delete Opportunity

  Deletes an opportunity from Raiser's Edge NXT.

• Action
  Downgrade Membership

  Downgrades a Raiser's Edge NXT membership to a lower category during its current cycle. Only active or lapsed memberships can be downgraded.

• Action
  Drop Membership

  Drops an active or lapsed membership in Raiser's Edge NXT.

• Action
  Find Duplicate Constituents

  Returns individual, organization or relationship contact records that may be duplicates of the name and contact details you supply, ranked by how closely they match.

• Action
  Get Action

  Returns a constituent action (a call, meeting, mailing, email or task) by its ID, including its status, dates, fundraisers and linked opportunity, campaign, fund and appeal.

• Action
  Get Appeal

  Returns an appeal by its ID, including its category, dates, goal and custom field values.

• Action
  Get Campaign

  Returns a campaign by its ID, including its category, dates, goal and custom field values.

• Action
  Get Constituent

  Retrieves a constituent by system record id.

• Action
  Get Constituent Latest Gift

  Returns the most recent gift recorded for a constituent in Raiser's Edge NXT, including its amount, date, type, and the funds, campaigns and appeals it was credited to.

• Action
  Get Constituent Lifetime Giving

  Returns a constituent's lifetime giving summary: total given, total received, pledge balance, soft credits, matching gifts and years of giving.

• Action
  Get Event

  Returns an event from Raiser's Edge NXT by its ID, including its category, group, location, dates, capacity and fundraising goal.

• Action
  Get Event Participant

  Returns one event participant record, including the participant's constituent, event, RSVP and invitation status, attendance and participation level.

• Action
  Get Gift

  Retrieves a gift by system record id.

• Action
  Get Membership

  Returns the details of one member's membership in Raiser's Edge NXT: its program, category, dues, join date, membership type, years of membership and times renewed.

• Action
  Get Note

  Returns a constituent note from Raiser's Edge NXT, including its summary, text, type, date and the constituent it belongs to.

• Action
  Get Opportunity

  Returns an opportunity's details, including ask, expected and funded amounts, status, fundraisers, linked gifts and its custom field values.

• Action
  Get Package

  Returns a fundraising package by its ID, including its appeal, description, dates, goal, default gift amount and recipient count.

• Action
  List Actions

  Returns actions (calls, meetings, emails, tasks) across all constituents, optionally filtered by status, date added, date modified or a saved action list.

• Action
  List Appeals

  Returns the appeals in Raiser's Edge NXT, optionally filtered by date added, date modified, specific appeal IDs, or including inactive appeals.

• Action
  List Campaigns

  Returns the fundraising campaigns in Raiser's Edge NXT, optionally filtered by date added, date modified, specific campaign IDs, and whether to include inactive campaigns.

• Action
  List Constituent Actions

  Returns every action (calls, meetings, mailings, emails and tasks) recorded for a constituent, newest first.

• Action
  List Constituent Addresses

  Returns all addresses on file for a constituent, including where and whether to send mail. Optionally includes inactive addresses.

• Action
  List Constituent Codes

  Returns the constituent codes (such as Board Member, Volunteer or Alumnus) assigned to one constituent, with their start and end dates and active status.

• Action
  List Constituent Custom Fields

  Returns every custom field recorded on a constituent, including each field's category, type, value, comment and date.

• Action
  List Constituent Email Addresses

  Returns all email addresses on file for a constituent, optionally including inactive ones.

• Action
  List Constituent Memberships

  Returns every membership held by a constituent, including program, category, dues, dates, standing and members.

• Action
  List Constituent Notes

  Returns the notes recorded on a constituent, such as interests and special instructions, excluding RE NXT summary notes.

• Action
  List Constituent Phones

  Returns the phone numbers on a constituent's record, including type, primary and do-not-call flags.

• Action
  List Constituents

  Lists constituents with paging (limit/offset).

• Action
  List Constituents in List

  Returns constituents that belong to a saved list (by list id).

• Action
  List Event Fees

  Returns every fee set up for an event, such as registration fees and add-ons like parking, with cost, tax-deductible amount and number sold.

• Action
  List Event Participants

  Returns the participants registered for an event in Raiser's Edge NXT, optionally filtered by name, RSVP or invitation status, attendance, fees and more.

• Action
  List Events

  Returns the events in Raiser's Edge NXT, optionally filtered by name, category, group, start date range, or when they were added or modified.

• Action
  List Funds

  Returns the funds in your Raiser's Edge NXT database, optionally filtered by date added, date modified, specific fund IDs, or including inactive funds.

• Action
  List Gift Batches

  Returns the gift batches in Raiser's Edge NXT, optionally filtered by creator, text, batch number, approval status or exceptions.

• Action
  List Gift Custom Fields

  Returns the custom fields recorded on a single gift, with each field's category, type, value, comment and date.

• Action
  List Gifts

  Lists gifts, optionally filtered by constituent, with paging.

• Action
  List Memberships

  Returns memberships across all constituents, with each membership's program, category, dues, join and expiry dates, standing and members. Optionally limited to memberships added or changed since a date.

• Action
  List Opportunities

  Returns opportunities in Raiser's Edge NXT, optionally filtered by date added or modified, constituent, list, or search text.

• Action
  List Opportunity Notes

  Returns the notes recorded on an opportunity, including each note's date, type, summary, text and author.

• Action
  List Packages

  Returns the packages used with your appeals, optionally filtered by appeal, package, date added or date last modified.

• Action
  List Participant Fees

  Returns the fees recorded for an event participant, including the quantity, amount, tax-receiptable amount, date and the event fee each one is for.

• Action
  Rejoin Membership

  Rejoins a dropped membership in Raiser's Edge NXT, restoring the member to the membership.

• Action
  Renew Membership

  Renews an existing Raiser's Edge NXT membership for a new term.

• Action
  Search Constituents

  Searches constituents by name, lookup id, email, or other text.

• Action
  Update Action

  Updates an existing constituent action in Raiser's Edge NXT, such as its category, date, status, summary or outcome. Only the fields you fill in are changed.

• Action
  Update Constituent

  Updates an existing constituent's core fields.

• Action
  Update Constituent Address

  Updates an existing constituent address in Raiser's Edge NXT, such as its street lines, city, postal code, type or mailing preferences. Only the fields you fill in are changed.

• Action
  Update Constituent Custom Field

  Updates the value, comment or date of an existing custom field on a constituent record.

• Action
  Update Constituent Email Address

  Updates an existing constituent email address in Raiser's Edge NXT, such as the address itself, its type, or whether it is primary, inactive or marked do-not-email.

• Action
  Update Constituent Phone

  Updates an existing phone number on a constituent record, such as its number, type, primary flag, or do-not-call setting.

• Action
  Update Event

  Updates the details of an existing event in Raiser's Edge NXT, such as its name, dates, location, capacity, goal and category. Only the fields you fill in are changed.

• Action
  Update Event Participant

  Updates an event participant's details in Raiser's Edge NXT, such as RSVP status, attendance, invitation status, participation level and summary note. Only the values you fill in are changed.

• Action
  Update Gift

  Updates an existing gift in Raiser's Edge NXT, such as its date, status, reference, gift code, subtype or anonymity. Posted gifts cannot be changed.

• Action
  Update Gift Acknowledgement

  Updates a gift's acknowledgement status, acknowledgement date and acknowledgement letter in Raiser's Edge NXT.

• Action
  Update Gift Receipt

  Updates the receipt on a gift in Raiser's Edge NXT — its amount, date, number or receipt status.

• Action
  Update Note

  Edits an existing constituent note in Raiser's Edge NXT, changing its date, summary, text or type. Fields left blank keep their current values.

• Action
  Update Opportunity

  Updates an existing opportunity in Raiser's Edge NXT, changing only the details you fill in such as its name, status, amounts, dates, campaign, fund and fundraisers.

• Action
  Upgrade Membership

  Upgrades a membership to a higher category during its current membership cycle.

• 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.