Concord + Krozu Integration

Automatically adds a new contact to the database

Automatically finds and retrieves contact information

Automatically updates contact information with new details

Automatically removes a contact from the address book

Automatically creates a new note in the particular format

Automatically updates a note with new information

Automatically searches for a note

Automatically removes a selected note

Automatically generates a new stage for the workflow

Automatically updates the current stage in the workflow process

Automatically searches for a stage

Automatically removes a stage or step from the workflow

Automatically generates a new company profile with given details

Automatically find information about a company

Automatically updates company information

Automatically removes a company from the database

Automatically generates a new deal with

Automatically retrieves and find a deal

Automatically updates deal information based on new criteria or changes

Automatically removes a deal entry from the system

Automatically generates a new user account

Automatically searches for a user

Automatically updates user information

Automatically removes a user from the system

Automatically initiates a call to the recipient

Automatically searches for a call

Automatically updates call information

Automatically deletes a call entry from the database

Automatically generates and launch new products

Automatically searches for a product

Automatically updates product information

Automatically removes a selected product from the database

Automatically generates a new activity or task

Automatically retrieves search results based on particular criteria

Automatically updates the activity with the latest information

Automatically removes an activity or task from the system upon user command

Automatically creates a new pipeline

Automatically searches for a pipeline

Automatically refreshes the pipeline configuration to reflect any changes made

Automatically removes a particular pipeline from the automation workflow

Automatically locate and retrieve document based on search criteria

Automatically removes a particular document from the system

Automatically adds a new card to the particular board

Automatically removes a card from the board

Automatically adds a comment to a card

Automatically renames a card

Automatically relocates a particular card within a project board

Automatically move card to an archive section for future reference

Automatically unarchives a card

Automatically searches for a card on the board

Automatically adds a new checklist item to an existing checklist

Automatically creates a new list within a particular board for organizational purposes

Automatically mark a checklist item with a checkmark symbol

Automatically unchecks selected item on a particular checklist

Automatically renames an item within a checklist

Automatically removes an item from a checklist

Automatically renames a list

Automatically removes a list and all its contents

Automatically toggles time tracking for a list

Automatically sets the weighting of a list

Automatically sets the weighting range of a list

Automatically sets the card limit for a list

Automatically sets the progress of a card

Automatically recurses a card into a board

Automatically recurses a board into a card

Automatically save and store a list for reference or future use

Automatically unarchives a list

Automatically sets the estimated hours to complete a card

Automatically notifies the assigned member of a card

Automatically sets the start date and time for a card

Automatically sets the end date and time for a card

Automatically sets the start date and time for a board

Automatically sets the due date and time for a card

Automatically sets the end date and time for a board

Automatically sets the due date and time for a board

Automatically sets the estimated hours to complete a board

Automatically notifies the project manager of a board

Automatically searches for a board

Automatically searches for a list in a board

Automatically searches for a group within the board

Automatically searches for a checklist within a card

Automatically adds a message to the particular board

Automatically assigns a user to a card

Automatically adds user to particular board for collaboration

Automatically unassigns a user from a card

Automatically unassigns a user from a board

Automatically renames a group

Automatically renames a board

Automatically adds checklist to cards for easy tracking of tasks

Automatically renames a checklist

Automatically removes the entire checklist from the system

Automatically retrieves checklist item within a checklist