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.
Please contact your support or administrator to enable this feature in your account.
All Premium Triggers & Actions are charged with a usage-based pricing per Trigger/Action execution.
We have added an Inbound Webhook
trigger, which allows you to receive data (like contacts, appointments, opportunities, etc.) from other systems.
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).
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 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
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.