Concord + Projectplace 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 generates a new card for a task

Automatically creates a new card on an existing activity

Automatically searches for a card using its name

Automatically record reported time on the card for tracking and accountability

Automatically generates a new board

Automatically creates a new project