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