NetHunt CRM
12 actions for NetHunt CRM workflows.
Operations are the actions a workflow can take in NetHunt CRM, grouped by category. Each lists its method, parameters, and a template you can drop it into.
Verify that your NetHunt CRM connection is properly configured and active. Use this operation to test your API credentials before building out your automation workflow.
Test NetHunt CRM Authentication
NETHUNT_CRM_TEST_AUTHVerifies your NetHunt CRM API credentials are working correctly and returns your authenticated user information. Use this before setting up automations to ensure your connection is properly established.
Monitor incoming and outgoing call activities in NetHunt CRM by retrieving new call logs as they occur. This helps you automate follow-ups, log communications, and trigger actions based on call interactions.
Get New Call Logs
NETHUNT_CRM_GET_NEW_CALL_LOGSRetrieve call logs that were recently created in NetHunt CRM to stay updated on customer interactions and sales activities from your team's calls.
Capture new comments added to records in NetHunt CRM and incorporate them into your workflow. This enables you to track team collaboration and automatically route or respond to feedback without manual intervention.
Get New Comments
NETHUNT_CRM_GET_NEW_COMMENTSRetrieves comments that have been recently added to records in your NetHunt CRM folder, helping you stay updated on team conversations and customer interactions. Use this to monitor new feedback, follow-ups, and collaboration activity without manually checking each record.
Sync new Google Drive files associated with NetHunt CRM records into your automation workflow. Use this to automatically organize attachments, back them up, or trigger downstream processes when documents are linked to deals or contacts.
Get New Google Drive Files
NETHUNT_CRM_GET_NEW_GDRIVE_FILESRetrieves recently created Google Drive files that are linked to your NetHunt CRM records, allowing you to automatically monitor new document uploads and file attachments tied to your customers and deals.
Access and manage the folder structure within NetHunt CRM to understand which folders you can read from or write to. These operations help you target the correct CRM location when organizing records and retrieving field definitions for data mapping.
List Folder Fields
NETHUNT_CRM_LIST_FOLDER_FIELDSRetrieve all available field definitions and metadata for a specific folder in NetHunt CRM, helping you understand what data can be stored and managed within that folder.
List Readable Folders
NETHUNT_CRM_LIST_READABLE_FOLDERSRetrieves all folders in NetHunt CRM that you have access to, helping you see where your contacts and deals are organized. This is useful when you need to find or navigate to specific folders containing your customer data.
List Writable Folders
NETHUNT_CRM_LIST_WRITABLE_FOLDERSRetrieves a list of folders where you have permission to create and add new records in your CRM system. This helps you identify the right destination folder before saving customer information or other business data.
Create, retrieve, monitor, and modify records in NetHunt CRM to keep your data synchronized across systems. Whether you need to trigger workflows on new or updated deals and contacts, search for specific records, or clean up data, these operations form the core of CRM automation.
Find Records
NETHUNT_CRM_FIND_RECORDSSearch for and locate specific customer records, deals, or contacts in your NetHunt CRM by ID or keyword to quickly access the information you need.
Get New Records
NETHUNT_CRM_GET_NEW_RECORDSRetrieve recently created records from NetHunt CRM to stay updated on new leads, contacts, or deals added to your system. Use this to automate workflows that need to respond to new customer information in real-time.
Get Updated Records
NETHUNT_CRM_GET_UPDATED_RECORDSRetrieve records that have been recently modified in NetHunt CRM after a specified timestamp, helping you stay on top of changes without manually reviewing all contacts.
Delete Record
NETHUNT_CRM_DELETE_RECORDPermanently removes a record from your NetHunt CRM system. Use this when you need to clean up duplicate entries, remove outdated contacts, or eliminate incorrect data from your database.
Get Record Changes
NETHUNT_CRM_GET_RECORD_CHANGESMonitor and retrieve recent changes made to records in your CRM, including details about what was added, modified, or deleted. This helps you stay updated on customer data modifications and maintain accurate records.
Drop a trigger and an action into a template; approve from your phone; the workflow runs.