HubSpot

Runs on its own 10

Looking things up, writing to Everdeck's own records and changes one step can undo. Once an agent's charter grants one of these, it runs without asking, unless you set it to Ask first in the charter or one of your approval rules covers it.

• Search CRM records Tier 0 · Read Outside content

  Search contacts, companies, deals, tickets, tasks or notes. Use query for free text (contacts match name, email, phone and company; companies match name, domain, website and phone; deals match deal name, pipeline, stage, description and type; tickets match subject, content, stage, category and ticket id; tasks match subject and body; notes match the body) and/or filter_groups for exact property filters. Returns record ids and the requested properties. Up to 200 per page, 10,000 per query; newly written records can take a few seconds to appear.

• Read a record Tier 0 · Read Outside content

  Read one contact, company, deal, ticket, task or note by id, with chosen properties and the ids of linked records (for example associations "companies,deals" on a contact).

• Create a record Tier 2 · Reversible Outside content

  Create a contact, company, deal or ticket, optionally linked to existing records. Deals need dealname, pipeline and dealstage (stage ids from list_pipelines); tickets need subject, hs_pipeline and hs_pipeline_stage. Email is a contact's unique identifier, so search for it first: creating a contact with an email that already exists fails.

• Update a record Tier 2 · Reversible Outside content

  Change properties on a contact, company, deal, ticket, task or note. Send only the properties to change; an empty string clears a value. Move a deal by setting dealstage; complete a task by setting hs_task_status to COMPLETED.

• Link two records Tier 2 · Reversible Outside content

  Link two existing records with HubSpot's default (unlabeled) association, for example a contact to a company or a deal to a contact.

• Log a note Tier 2 · Reversible

  Add a note to the timeline of one or more records (visible to the HubSpot team, not to the customer). Link it with associations; at least one is needed for it to show on a record.

• Create a task Tier 2 · Reversible Outside content

  Create a to-do for a HubSpot user (call, email or general to-do) with a due date, linked to the records it is about. The assignee sees it in their task queue.

• List pipelines and stages Tier 0 · Read Outside content

  List the deal (or ticket) pipelines with their stage ids and labels. Use the ids for pipeline and dealstage when creating or moving deals.

• List owners Tier 0 · Read Outside content

  List HubSpot users who can own records, with the owner id used in hubspot_owner_id. Filter by email to find one person.

• List properties Tier 0 · Read Outside content

  List the properties of an object (internal name, label, type and dropdown options), including custom ones. Use before creating or filtering on unfamiliar fields.