Premium Triggers & Actions for Workflows

Modified on Mon, 23 Oct, 2023 at 12:56 PM

What are Premium Triggers & Actions?

Premium Triggers & Actions are advanced options available in the Workflow builder that allow you to connect to an external system or software and execute complex actions within a workflow that were not possible before.

It also reduces your dependency on external tools like Zapier, Integromat, PabblyConnect, etc. to some degree.

How can you get access to Premium Triggers & Actions?

Please contact your support or administrator to enable this feature in your account.

Please note that once Premium Actions are enabled on your account, they can not be disabled again. However, you may stop using them any time you wish to.

Pricing

All Premium Triggers & Actions are charged with a usage-based pricing per Trigger/Action execution. The first 100 executions are FREE for each account.


New Premium Triggers

We have added an Inbound Webhook  trigger, which allows you to receive data (like contacts, appointments, opportunities, etc.) from other systems.


New Premium Actions

These premium actions allow you to send data out from your CRM to other systems (like your billing system, Google Sheets, or any 3rd party software that you may use).

Google Sheets

This is similar to the Google Sheets action in Zapier. It allows you to send data from your CRM to Google Sheets.









You have options to create

  • New Spreadsheet row

  • Update a Spreadsheet row

  • Lookup a spreadsheet row

  • Delete spreadsheet row


Slack Notifications

Slack Notification  action allows you to notify your internal teams on slack when certain events happen inside your CRM.



You have options to

  • Send a private message to a slack user

  • Send a message to a private channel

  • Send a message to a public channel


Custom Webhook

Custom Webhook  allows you to make API calls from your workflow to any other system. This allows you greater control over sending data out from your CRM to any other platform.


This fairly advanced feature requires the user to have experience working with RESTful APIs.

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