Triggers

Add Members to Project

Data sent to SharpSpring, when the user adds one or more members to a specific project.

New Task

Data sent to SharpSpring, when the user creates a new task in the project.

Create Task Comment

Data sent to SharpSpring, when the user added a new comment in the task of the project.

Create Global Comment

Data sent to SharpSpring, when the user added a new comment.

New Activity

Data sent to SharpSpring, when the user performs any activity.

New Task Activity

Data sent to SharpSpring, when the user performs any activity on the particular task of the project.

Actions

Create/Update Opportunity

Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

Create Account

Create an Account in SharpSpring

Create/Update Lead

Create a Lead in SharpSpring or update by email address