Flourish

Aircall

Call Ended

Select to update existing records which match incoming records - otherwise a new record is created.

Create or Update Record

Airtable

New Record

Record Updated

A formatted or 'spoken' date (e.g.: '21/10/22' or 'Two weeks from now') 

Create a task

Delete a task

Update a task

Asana

Select the fields which should trigger the action. Note: If not filtering by field, any field update will trigger the action.

Task Updated

The email of the prospect to attach the note to.

Whether to include the note in the conversation.

Attach a Note to Prospect

If an existing prospect is found with the given email, it will be updated instead of created.

A formatted or 'spoken' date (e.g.: '15/07/86' or '15th of September 1986')

Create or update Prospect

Send Email to Prospect

Send SMS to Prospect

Bonzo

New Conversation

New Prospect

New Task

Calendly

Meeting Booked

Meeting Canceled

Select to configure how to find and update a contact.

Select to associate the contact with a customer.

The customer to associate this contact with.

Create or Update Contact

Select to configure how to find and update a sales order.

Create or Update Sales Order

Select to configure how to find and update a sales order line.

Note: this will be ignored if Discount Percent is set.

Note: this will be ignored if Discount Amount is set.

Create or Update Sales Order Line

Delete Contact

Delete Sales Order

Delete Sales Order Line

Dynamics 365 Business Central

Contact Updated

Customer Updated

Item Updated

Item Variant Updated

New Contact

New Customer

New Item

New Item Variant

Sales Order Updated

Select the ad account where the custom audience exists

Select the Customer File Custom Audience to which you wish to add the user.

The email of the user you wish to add the audience.

The value that should be assigned to the user.

Add User to Customer List Custom Audience

Facebook

Select the page you want to receive leads from.

Select if you want to receive leads only from a specific form.

Select the form you want to receive leads from.

New Lead

Department the contact works in at the destination.

Is this the primary contact for the destination? Yes or No.

Create or Update Destination Contacts

The Alias or DBA name of the destination.

Create or Update Destinations

The Flourish facility ID where the outbound order will be fulfilled

The invoice date in YYYY-MM-DD format, e.g. 2021-04-20

The license number of the destination facility

The first address line for the destination facility

The second address line for the destination facility

The first address line for the distributor

The second address line for the distributor

The city where the distributor is located

Sales representative's ten-digit phone number, e.g. 5551231234

Create or Update Order

Destination Updated

Inventory Updated

New Destination

New Inventory

New Order

Order Updated

Key of issue to add comment to (E.g., DEV-123)

Add a Comment to an Issue

Loaded dynamically from your Jira account

Create an Issue

Jira Software Cloud

Select to filter issues only of a certain project.

Select to filter issues only of a certain issue type.

Select to filter issues only when certain fields are updated.

Select the fields from a selected issue type which should trigger the action. Note: If not filtering by field, any field update will trigger the action.

Issue Updated

Linear

Issue created

Issue removed

Issue updated

Loaded dynamically from a user's salesforce account. Includes both optional and custom fields.

Create Account

Create Contact

A formatted or 'spoken' date (e.g.: '21/10/22' or 'Two weeks from now')

Create Event

Create Lead

Create Opportunity

The object for which a new record will be created.

Create Object Record

Create Task

Whether the note is private or visible to all users in the organization.

The type of object the note will be attached to.

The Object that the note is associated with (e.g., an Account, Contact, Opportunity, etc.).

Attach a Note

The account to associate the contact with.

Create or Update Contact and add to Campaign

The record type of the object created or updated.

Update Account

Update Contact

Update Event

Update Lead

Update Note

Update Opportunity

Update Task

Salesforce

New Account

Account Updated

New Campaign

New Case

New Event

Event Updated

New Note

Note Updated

New Opportunity

Create Customer

Create Order

Shopify

The number of hours after which a cart is considered abandoned.

Abandoned Cart

Add a channel

Archive a channel

Optionally set the name of the bot. Defaults to the installed bot otherwise.

Optionally set the URL of the image for the bot.

Send a bot message to a channel

Send a bot message to a user

Send a channel message

Send a direct message

Set a channel topic

Set profile status

Slack

The channel(s) which should trigger the automation.

Property	Label	Type
`destinationId`	Destination Id	`string`
`facilityContactId`	Facility Contact Id	`string`
`firstName`	First Name	`string`
`lastName`	Last Name	`string`
`email`	Email	`string`
`phoneNumber`	Phone Number	`string`
`department`	Department	`string`
`notes`	Notes	`string`
`isPrimary`	Is Primary?	`string`