Adds an existing file to an existing Record.

Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.

Creates a new File (max 25MB).

Creates a new note and links it to a parent record

Creates a new record of a specified Salesforce object. Dates use the UTC format.

Launch a Salesforce flow with optional input parameters. The flow will execute and return any output values.

Sends an email using Salesforce Simple Email Actions.

Updates an existing lead in Salesforce.

Updates an existing record of a specified Salesforce object. Dates use the UTC format.

Execute custom SOQL SELECT queries with support for full query control and guided aggregate functions (COUNT, SUM, AVG, MAX, MIN).

Finds Child Records for a given Parent ID.

Finds records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find a record. Optionally create a record if not found.

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.

Adds an existing lead to an existing campaign.

Adds an existing contact to an existing campaign.

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Creates a new lead in Salesforce.

Creates a new record of a specified Salesforce object.

Deletes an existing record of a specified Salesforce object.

Execute a Salesforce Analytics report and retrieve the results with optional custom filters and groupings.

Updates an existing contact in Salesforce.

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

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

Execute custom SOSL (Salesforce Object Search Language) queries for text-based searches across multiple objects and fields. Useful for searching Salesforce Knowledge Base articles and other cross-object text searches.

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Finds records of a specified Salesforce object by a field and value you choose (with line-item support).

Gets all notes and attachments for a record.

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

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