Create activity

Creates a new activity

Create contact person

Creates a new contact person for the selected organization

Create deal

Creates a new deal

Create organization

Creates a new organization

Update deal

Updates the details of an existing deal

Create notes

Creates notes for the selected deal

Create product

Creates a new product

Update product

Updates the details of an existing product

Update organization

Updates the details of an existing organization

Update notes

Updates existing notes

Update contact person

Updates the details of an existing contact person

Update activity

Updates the details of an existing activity

Fetch product by name

Fetches the details of an existing product by name

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch organization by name

Fetches the details of an existing organization by name

Fetch person by name

Fetches the details of an existing person record by name

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch user by name

Fetches the details of an existing user by name

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch person by phone

Fetches the details of an existing person record by phone number

Fetch person by email address

Fetches the details of an existing person by email address

Fetch deal by title

Fetches the details of an existing deal by title

Create customer

Creates a new customer

Create appointment

Creates a new appointment. Appointments can be created starting tomorrow.

Block off time

Blocks off a time range on your schedule

Reschedule appointment

Reschedules an existing appointment using appointment ID

Fetch appointment

Fetches an appointment by ID. If the appointment does not exist, you can choose to create a new one.