EngageBay CRM + Placid Integration

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EngageBay CRM + Placid Integration
1.
  • EngageBay CRM
    Contact is created in EngageBay CRM

    Triggers the automation when a new contact is created

  • EngageBay CRM
    Contact is updated in EngageBay CRM

    Triggers the automation when a contact is updated

  • EngageBay CRM
    Owner is created in EngageBay CRM

    Triggers the automation when a new owner is created

  • EngageBay CRM
    Deal is created in EngageBay CRM

    Triggers the automation when a deal is created

  • EngageBay CRM
    Deal is updated in EngageBay CRM

    Triggers the automation when a deal is updated

  • EngageBay CRM
    Form is submitted in EngageBay CRM

    Triggers the automation when a form is filled

  • EngageBay CRM
    List is created in EngageBay CRM

    Triggers the automation when a new list is created

  • EngageBay CRM
    Company is created in EngageBay CRM

    Triggers the automation when a new company is created

  • EngageBay CRM
    Company is updated in EngageBay CRM

    Triggers the automation when a company is updated

2.
  • EngageBay CRM
    Create a contact in EngageBay CRM

    Adds a new contact to the contact list

  • EngageBay CRM
    Update contact in EngageBay CRM

    Updates contact information with new details

  • EngageBay CRM
    Search contact by email in EngageBay CRM

    Finds and retrieves contact information using their email address

  • EngageBay CRM
    Add tag to a contact in EngageBay CRM

    Adds a tag to a contact

  • EngageBay CRM
    Remove tag from contact in EngageBay CRM

    Untag the contact

  • EngageBay CRM
    Search contact in EngageBay CRM

    Finds and retrieves contact information

  • EngageBay CRM
    Add contact to a form in EngageBay CRM

    Adds a new contact to a form

  • EngageBay CRM
    Create a company in EngageBay CRM

    Creates a new company record

  • EngageBay CRM
    Search company in EngageBay CRM

    Finds information about a company

  • Placid
    Create image in Placid

    Generates images based on predefined parameters

  • Placid
    Get image by ID in Placid

    Retrieves an image by its id

  • Placid
    Create PDF in Placid

    Generates a pdf document from input data

  • Placid
    Get PDF by ID in Placid

    Retrieves a pdf file by its id

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