Triggers when a lead has been updated.

Triggers when an opportunity has been updated.

Creates a new account.

Creates a new contact.

Creates a new case/incident.

Creates a new invoice.

Creates a new opportunity.

Updates an account.

Updates a contact.

Updates a Case/Incident.

Updates a lead.

Updates a order.

Finds an account by name.

Finds a custom entity give.

Finds a campaign response.

Finds a invoice by email address or other searchable field.

Finds an opportunity by subject or other searchable field.

Finds an account by name.

Finds a custom entity give.

Finds a lead by email address or other searchable field.

Finds an order by email address or other searchable field.

Triggers when a new contact is created.

Triggers when a new customer is created.

Triggers when a new employee is created.

Triggers when a new project is created.

Create a New CRM Sale record

Creates a new Customer.

Creates an Employee

Create a New Timetracking record in your Yoobi Timesheet (attn: overwrites current records)

Generate Invoices for specific period

send generated invoices directly

Update Existing Project

Finds a Contact by Email or Phone.

Finds a Customer by (part of the) name or ID.

Find Customer (using VAT number)

Creates an Employee

Find Order Information in Yoobi. An Order in Yoobi consists of one or several projects or products and can be invoiced.

Get all dossier document types from your Yoobi organisation.

Finds a Customer by (part of the) name or ID.

Find Customer (using VAT number)

Finds a Project

Creates a new campaign.

Creates a new campaign response.

Creates a new custom entity.

Creates a new lead.

Creates a new order.

Updates an existing campaign response.

Updates a custom entity.

Updates an invoice.

Updates an opportunity.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a contact by email address or other searchable field.

Finds a campaign by name.

Finds all leads that match the search criteria.

Finds a lead by email address or other searchable field.

Finds an order by email address or other searchable field.

Finds a contact by email address or other searchable field.

Finds a invoice by email address or other searchable field.

Finds an opportunity by subject or other searchable field.

Triggers when a Contact(s) record is recently changed

Triggers when a new invoice is created. This trigger only triggers for invoices for the current year. So if triggered on 1 Feb 2023, the invoices of 2023 will be reviewed. Month is optional.

Creates a CRM Task

Creates a dossier file in Yoobi

Creates a Project

Find all registrations in Yoobi for a user

Get a list op projects

Updates the status of an invoice

Finds a Contact

Find a CRM Sale record

Find Customer (Using CoC)

Finds a customer or contact by email.

Finds an Invoice

Finds a Project

Find a CRM Sale record

Find Customer (Using CoC)

Finds a customer or contact person by email.