Connect SimplyPrint to RAYNET CRM

Both apps 249SimplyPrint 97RAYNET CRM 152

• Trigger
  Balance Adjusted

  Triggers when a user's balance is adjusted in SimplyPrint.

• Trigger
  Balance Charged

  Triggers when a user's SimplyPrint balance is charged, for example when a print's cost is deducted from their prepaid credit.

• Trigger
  Balance Refunded

  Triggers when a user's SimplyPrint balance is refunded.

• Trigger
  Balance Topped Up

  Triggers when a user's SimplyPrint balance is topped up.

• Trigger
  Bed Cleared

  Triggers when a printer's bed is marked as cleared after a print in SimplyPrint.

• Trigger
  Filament Assigned

  Triggers when a filament spool is assigned to a printer in SimplyPrint.

• Trigger
  Filament Created

  Triggers when a filament spool is created in SimplyPrint.

• Trigger
  Filament Deleted

  Triggers when a filament spool is deleted in SimplyPrint.

• Trigger
  Filament Unassigned

  Triggers when a filament spool is unassigned from a printer in SimplyPrint.

• Trigger
  Filament Updated

  Triggers when a filament spool is updated in SimplyPrint.

• Trigger
  Maintenance Job Cancelled

  Triggers when a maintenance job is cancelled in SimplyPrint.

• Trigger
  Maintenance Job Completed

  Triggers when a maintenance job is completed in SimplyPrint.

• Trigger
  Maintenance Job Created

  Triggers when a maintenance job is created in SimplyPrint.

• Trigger
  Maintenance Job Deleted

  Triggers when a maintenance job is deleted in SimplyPrint.

• Trigger
  Maintenance Job Overdue

  Triggers when a SimplyPrint maintenance job becomes overdue.

• Trigger
  Maintenance Job Reopened

  Triggers when a maintenance job is reopened in SimplyPrint.

• Trigger
  Maintenance Job Started

  Triggers when a maintenance job is started in SimplyPrint.

• Trigger
  Maintenance Job Updated

  Triggers when a maintenance job is updated in SimplyPrint.

• Trigger
  Maintenance Problem Reported

  Triggers when a maintenance problem is reported on a printer in SimplyPrint.

• Trigger
  Maintenance Problem Resolved

  Triggers when a maintenance problem reported on a printer is marked as resolved in SimplyPrint.

• Trigger
  Maintenance Schedule Created

  Triggers when a maintenance schedule is created in SimplyPrint.

• Trigger
  Maintenance Schedule Deleted

  Triggers when a maintenance schedule is deleted in SimplyPrint.

• Trigger
  Maintenance Schedule Updated

  Triggers when a maintenance schedule is updated in SimplyPrint.

• Trigger
  Maintenance Task Completed

  Triggers when a task on a SimplyPrint maintenance job is marked completed.

• Trigger
  Maintenance Task Skipped

  Triggers when a maintenance task on a SimplyPrint maintenance job is skipped.

• Trigger
  New Print Started

  Triggers when a print job starts on one of your SimplyPrint printers.

• Trigger
  Printer AI Failure Detected

  Triggers when SimplyPrint's AI failure detection spots a likely failed print on a printer.

• Trigger
  Printer AI Failure False Positive

  Triggers when an AI failure detection on a SimplyPrint printer is marked as a false positive.

• Trigger
  Printer AI State Changed

  Triggers when a printer's AI failure detection state changes in SimplyPrint.

• Trigger
  Printer Autoprint Max Cycles Reached

  Triggers when a printer's AutoPrint reaches its maximum number of print cycles and stops.

• Trigger
  Printer AutoPrint State Changed

  Triggers when AutoPrint is turned on or off for a printer in SimplyPrint.

• Trigger
  Printer Custom Tag Assigned

  Triggers when a custom tag is assigned to a printer in SimplyPrint.

• Trigger
  Printer Custom Tag Detached

  Triggers when a custom tag is removed from a printer in SimplyPrint.

• Trigger
  Printer Material Changed

  Triggers when the material loaded on a SimplyPrint printer changes.

• Trigger
  Printer Nozzle Size Changed

  Triggers when the nozzle size set on a SimplyPrint printer is changed.

• Trigger
  Printer Out of Order State Changed

  Triggers when a SimplyPrint printer is marked out of order or brought back into service.

• Trigger
  Print Job Cancelled

  Triggers when a print job is cancelled in SimplyPrint.

• Trigger
  Print Job Completed

  Triggers when a SimplyPrint print job finishes.

• Trigger
  Print Job Failed

  Triggers when a print job fails in SimplyPrint.

• Trigger
  Print Job Objects Skipped

  Triggers when objects are skipped in an active SimplyPrint print job.

• Trigger
  Print Job Paused

  Triggers when a print job is paused on one of your SimplyPrint printers.

• Trigger
  Queue Emptied

  Triggers when the SimplyPrint print queue (or one of its queue groups) is emptied.

• Trigger
  Queue Item Added

  Triggers when an item is added to the SimplyPrint print queue.

• Trigger
  Queue Item Deleted

  Triggers when an item is deleted from the print queue.

• Trigger
  Queue Item Denied

  Triggers when a queue item is denied.

• Trigger
  Queue Item Moved

  Triggers when an item in the SimplyPrint print queue is moved.

• Trigger
  Queue Item Revived

  Triggers when a deleted queue item is restored.

• Trigger
  Quota Adjusted

  Triggers when a user's print quota is adjusted in SimplyPrint.

• Trigger
  Quota Request Created

  Triggers when a user requests a new quota.

• Trigger
  Quota Request Resolved

  Triggers when a quota request is approved or denied.

• Trigger
  Quota Reset

  Triggers when a quota is reset (e.g. at period rollover).

• Trigger
  Spare Part Created

  Triggers when a spare part is added to the SimplyPrint maintenance inventory.

• Trigger
  Spare Part Deleted

  Triggers when a spare part is deleted from the SimplyPrint maintenance inventory.

• Trigger
  Spare Part Low Stock

  Triggers when a spare part stock falls below its threshold.

• Trigger
  Spare Part Stock Adjusted

  Triggers when the stock level of a spare part in SimplyPrint's maintenance inventory is adjusted.

• Trigger
  Spare Part Updated

  Triggers when a spare part is updated.

• Action
  Add Queue Item

  Adds a file to the SimplyPrint print queue, either a file from your SimplyPrint files or one uploaded through the API, and returns the new queue item's id. Requires the Print Farm plan.

• Action
  Add Spare Part

  Adds a spare part to your SimplyPrint maintenance inventory, with its stock quantity, low-stock threshold, cost and compatible printer models. Requires the Print Farm plan.

• Action
  Assign Tag

  Assigns one or more custom tags to a printer, printer group, file or queue item in SimplyPrint, optionally detaching other custom tags in the same call.

• Action
  Create Filament

  Creates one or more filament spools in your SimplyPrint filament inventory, with their color, material, brand, size and slicing temperatures.

• Action
  Create Folder

  Creates a new folder in your SimplyPrint files, either private or shared with your organisation.

• Action
  Create Printer Group

  Creates a new printer group in your SimplyPrint account with the name you choose.

• Action
  Create Queue Group

  Creates a new print queue group in SimplyPrint, optionally limited to certain file types, printers, printer models or printer groups.

• Action
  Create Tag

  Creates a new custom tag in your SimplyPrint account, with a name and badge color, that you can then assign to printers, groups, files or queue items.

• Action
  Delete Filament

  Deletes a filament spool from your SimplyPrint account.

• Action
  Delete Folders

  Deletes one or more folders from your SimplyPrint file library.

• Action
  Delete Printer Group

  Deletes a printer group. Printers in the deleted group are moved to the next group, or to "No group" if it was the last one.

• Action
  Delete Queue Group

  Deletes a print queue group in SimplyPrint, optionally moving its queue items to another group.

• Action
  Delete Queue Item

  Deletes one or more items from the SimplyPrint print queue. Requires the Print Farm plan.

• Action
  Delete Tag

  Deletes a custom tag and detaches it from every printer, file and queue item it was attached to.

• Action
  Detach Tag

  Removes a custom tag from a printer, printer group, file or queue item.

• Action
  Download Temp File

  Download a file you uploaded to SimplyPrint's temporary storage with Upload Temp File.

• Action
  Empty Queue

  Removes every item from a SimplyPrint print queue (or a single queue group), or clears the queue's completed-items history.

• Action
  Find Filament

  Finds filament spools in your SimplyPrint account whose spool code, id, brand, colour name or material type matches the text you enter.

• Action
  Find Filament Type

  Returns the filament types (material profiles) in your SimplyPrint account whose name or material type matches the text you give, such as PLA or PETG.

• Action
  Find File

  Finds files in your SimplyPrint file library whose names match a search, across all folders or within one folder.

• Action
  Find Folder

  Finds folders in your SimplyPrint files whose name matches the search text, returning every match and the first one.

• Action
  Find Printer Group

  Finds printer groups on the SimplyPrint account whose name matches the name you give, and returns the matching groups.

• Action
  Find Queue Group

  Finds print queue groups whose name contains the text you give and returns the matches, with the first match on its own.

• Action
  Find Tag

  Finds custom tags on your SimplyPrint account by name or id. Returns every matching tag and the first match.

• Action
  Get Queue Item

  Returns one item from the SimplyPrint print queue, including its file, print count, analysis, cost estimate and custom field values.

• Action
  List API Files

  Lists the files you uploaded through the SimplyPrint API that have not expired yet.

• Action
  List Spare Parts

  Returns the spare parts in your SimplyPrint maintenance inventory, optionally filtered by category, stock status, printer brand or model, or a search term.

• Action
  Move Files

  Moves one or more files into a folder in your SimplyPrint file library.

• Action
  Move Folder

  Moves a folder in SimplyPrint into another folder, or to the top level of your files.

• Action
  Move Queue Items

  Moves one or more print queue items into a different queue group.

• Action
  Send Test Webhook

  Makes SimplyPrint send a test event to one of your webhooks, so you can check it is reachable.

• Action
  Set Queue Order

  Moves a print queue item to a new position in the SimplyPrint queue.

• Action
  Submit Custom Field Value

  Saves custom field values on one or more SimplyPrint records, such as print jobs, queue items, user files, printers, users or filament spools.

• Action
  Update Filament

  Updates an existing filament spool in your SimplyPrint account, such as its color, material, brand, slicing temperatures and remaining amount.

• Action
  Update Printer Group

  Renames an existing printer group in your SimplyPrint account.

• Action
  Update Queue Group

  Updates an existing print queue group in SimplyPrint: its name, accepted file types, and which printers, printer models or printer groups it serves.

• Action
  Update Spare Part

  Updates an existing spare part in your SimplyPrint maintenance inventory, changing only the details you fill in.

• Action
  Update Tag

  Renames a custom tag or changes its badge color in your SimplyPrint account.

• Action
  Upload API File

  Uploads a file to SimplyPrint as a temporary API file, so it can then be added to your files or started as a print.

• Action
  Upload File

  Adds a file previously uploaded through SimplyPrint API Files to your SimplyPrint files, optionally inside a chosen folder, and returns the new file's id.

• Action
  Upload Temp File

  Uploads a file to SimplyPrint's temporary file storage so it can be used by a later step, such as adding it to your files or the print queue.

• 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.