Triggers when a paused subscription is resumed.

Triggers 3 days earlier when Subscription is about to expire

Triggers when a new subscription is created.

Triggers when a subscription is renewed.

Triggers when a subscription is cancelled.

Triggers when an invoice is updated.

Triggers when invoice is voided

Associates coupon to the subscription

Cancels the Subscription

Creates a new credit note for a customer

Used to fetch Specific Customer Details

Used to fetch Specific Subscription Details

Marks the Invoice as Sent

Create a New Quote for a Customer

Create New Item for One time Invoices

Subscription renewal date (billing date) can be postponed thereby extending the subscription term. Also, subscription renewal can only be postponed and not preponed.

Disassociates the coupon applied to the subscription.

Update an existing customer.

Update an existing invoice

Marks the Invoice as Void

Lookup an existing invoice.

Triggers when a field is updated on the object specified. It will output the old and new field values.

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

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 attachment (max 25MB).

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 retainer invoice is created.

Triggers 5 days earlier to Subscription renewal

Triggers when Subscription is reactivated

Triggers when a payment is received successfully.

Triggers when a customer is updated

Triggers when a subscription is upgraded.

Charges a one-time amount for the Subscription.

Cancel the write off amount of an invoice.

Make payment to an Invoice.

Sends an invoice to the associated contact persons via email.

Used to fetch Specific Invoice Details

Write off the invoice balance amount of an invoice.

Creates a new customer.

Create New One Time Invoice

Creates a new subscription.

Reactivates the non renewing subscription

Creates a new Retainer Invoice.

Updates a customer’s status to either Active or Inactive.

Updates the existing subscription

Search an existing customer.

Searches an existing Subscription. Enter the subscription number or reference number to search the existing Subscription.

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Adds an existing contact to an existing campaign.

Adds an existing lead to an existing campaign.

Adds an existing contact to an existing campaign.

Creates records from line items and sets the parent-child relationship.

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.