Integrazione RiseWith + Hipcall

RiseWith

RiseWith è uno strumento progettato per i proprietari di attività per aiutare a pianificare appuntamenti, raccogliere pagamenti e servire i tuoi clienti e molto altro.

Quando ciò accade (trigger)

Esegui questa operazione (Azioni)

Create task
Creates a new task.
Update task
Updates an existing task.
Create contact
Creates a new contact.
Update contact
Updates an existing contact.
Create company
Creates a new company.
Update company
Updates an existing company.
Create deal
Creates a new deal.
Update deal
Updates an existing deal.
Call init
When a call start.
Call hangup
When the call hangup.
Create callback
When the caller create a new callback request.
RiseWith
Added to a Campaign
Triggers when a customers or lead added to a campaign
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Appointment
Triggers when all appointment status updates.
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Birthday Reminder
Triggers on Customer's Birthday.
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Call Status
Triggers on outbound and inbound calls.
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Contact DND
Triggers when the contact's DND is updated.
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Contact Tag
Triggers when tags are added or removed.
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Custom Date Reminder
Triggers on custom Dates.
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Customer Booked Appointment
Triggers when the customer books an appointment themselves.
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Customer Replied
Trigger when a contact responds to the campaign.
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Email Events
Triggers on specific email events.
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Form Submitted
Triggers when a form is submitted.
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New Member/Contact Signup
Trigger when a member/contact signup.
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Note Added
Triggers when a note is added to a contact.
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Opportunity Status Changed
Triggers when the opportunity status gets changed.
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Pipeline Stage Changed
Triggers when the pipeline stage updates for an opportunity.
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Stale Opportunities
Triggers when opportunities are older than the given time duration.
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Survey Submitted
Triggers when a survey is submitted.
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Task Added
Triggers when a task is added to a contact.
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Task Reminder
Triggers to reminds the due tasks.
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Trigger Link Clicked
Triggers when your trigger link is clicked.
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Two Step Order
Triggers when the Two step order form is submitted.
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Add Contact to Campaign
Add a new contact to the campaign.
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Add Notes to Contact
Adds a note to a contact.
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Add Tags to Contact
Adds tags to an existing contact.
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Create Appointment
Creates a new appointment.
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Create Location
Creates a new location.
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Create Opportunity
Creates a new opportunity.
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Create or Update Contact
Creates or updates an existing contact.
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Create Task
Creates a new task.
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Create User
Creates a new user.
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Get Contact Note
Retrieves the contact note.
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Get Custom Fields
Retrieves the custom fields.
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Get Opportunity
Fetches an existing opportunity.
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Get Pipeline Stages
Retrieves the details of pipelines and their stages.
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List Agency Users
Lists all the agency users.
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List Locations
Fetches all the locations.
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List Opportunities
Fetches all the opportunities from pipeline.
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List Snapshots
Lists all the snapshots.
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List Users by Location
Lists all the users by location.
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Search Contact via Email
Search contact information by email address.
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Search Contact via Phone
Search contact information by phone number.
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Search Opportunity
Fetches the opportunity from pipeline.
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Stop All Campaigns
Stops all the Campaigns of the Lead.
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Update Contact
Updates an existing contact by ID.
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Update Location
Updates an existing location by ID.
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Update Opportunity
Updates an existing opportunity.
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Update Task
Updates an existing task.
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Update User
Updates an existing user.
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Get Custom Values
Retrieves the custom values.
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Create Custom Value
Creates custom value.
Create task (Coming soon)
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Create company (Coming soon)
Creates a new company.

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