Maximizer CRM (Preview)
Boost sales productivity by automating tasks and keeping CRM data up-to-date.
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | Maximizer Software Inc. |
| URL | https://www.maximizer.com/support |
| support@maximizer.com |
| Connector Metadata | |
|---|---|
| Publisher | Maximizer |
| Website | https://www.maximizer.com |
| Privacy policy | https://www.maximizer.com/about-us/privacy-policy |
| Categories | Sales and CRM |
Maximizer's integration with Microsoft Power Automate transforms how your organization handles repetitive tasks, driving efficiency and productivity. Create custom workflows that sync leads and contacts between Maximizer and other apps, automate notifications for new and updated CRM records, and much more. By automating time-consuming processes, this integration enables your sales team to focus on what truly matters: fostering meaningful customer interactions and enhancing deal closure rates.
Prerequisites
You will need the following to proceed:
- Maximizer account
- Microsoft Power Apps or Power Automate plan
How to get credentials
In order to get access to Maximizer, please visit maximizer.com and sign up.
Triggers
| Lead Updated or created | Triggers when a lead record is changed or created |
| Address Book Entry Updated or created | Triggers when a address book record is changed or created |
| Opportunity Updated or created | Triggers when an opportunity record is changed or created |
| Appointment Updated or created | Triggers when an appointment record is changed or created |
| Task Updated or created | Triggers when a task record is changed or created |
Actions
| Update or Create Lead | Update or create a lead record from a trigger event |
| Update or Create Address Book Entry | Update or create an address book entry from a trigger event |
| Update or Create Opportunity | Update or create an opportunity record from a trigger event |
| Update or Create Appointment | Update or create an appointment record from a trigger event |
| Update or Create Task | Update or create a task record from a trigger event |
- To access the UDF values from the previous steps, please click "Add dynamic content", go to "Expression" tab and enter "item()?['UdfName']". (Replace UdfName with the name of the desired UDF.)" Expression Reference
Known issues and limitations
Common errors and remedies
- If the trigger or action fails, you can find some details about the error in the response body. Have a look at the "code" and "message" keys.
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| Create Address Book Entry |
Create Address Book Entry |
| Create Appointment |
Create Appointment |
| Create Hotlist Task |
Create Hotlist Task |
| Create Lead Entry |
Create Lead Entry |
| Create Note |
Create Note |
| Create Opportunity |
Create Opportunity |
| Create Personal Task |
Create Personal Task |
| Delete Appointment |
Delete Appointment |
| Find Address Book Entry |
Find Address Book Entry |
| Find Appointment |
Find Appointment |
| Find Lead |
Find Lead |
| Find Opportunity |
Find Opportunity |
| Find Or Create Address Book Entry |
Find Or Create Address Book Entry when not found |
| Find or Create Lead |
Create Lead when it is not found |
| Find or Create Opportunity |
Create Opportunity when it is not found |
| Update Address Book Entry |
Update Address Book Entry |
| Update Appointment |
Update Appointment |
| Update Lead |
Update Lead |
Create Address Book Entry
Create Address Book Entry
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Apply Action To
|
applyActionTo | True | string |
Default as Individual. Leaving this field blank will create the entry as Individual. |
|
body
|
body | dynamic |
Returns
- Body
- AbEntryCreateSchema
Create Appointment
Create Appointment
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Link Appointment to Case or Opportunity
|
linkWithType | string |
Default as Individual. Leaving this field blank will create the entry as Individual. |
|
|
body
|
body | dynamic |
Returns
Create Hotlist Task
Create Hotlist Task
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Parent Type
|
parentType | True | string |
Default as Address Book Entry. The note created will be applied to the corresponding parent type. |
|
body
|
body | dynamic |
Returns
Create Lead Entry
Create Lead Entry
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
body
|
body | dynamic |
Returns
- Body
- LeadCreateSchema
Create Note
Create Note
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Parent Type
|
parentType | True | string |
Default as Address Book Entry. The note created will be applied to the corresponding parent type. |
|
body
|
body | dynamic |
Returns
- Body
- NoteCreateSchema
Create Opportunity
Create Opportunity
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
body
|
body | dynamic |
Returns
Create Personal Task
Create Personal Task
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
body
|
body | dynamic |
Returns
Delete Appointment
Delete Appointment
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
body
|
body | dynamic |
Returns
Find Address Book Entry
Find Address Book Entry
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Search by User Defined Fields #1
|
udf1 | string |
Select User Defined Field to find AbEntry. |
|
|
Search by User Defined Fields #2
|
udf2 | string |
Select User Defined Field to find AbEntry. |
|
|
Search by User Defined Fields #3
|
udf3 | string |
Select User Defined Field to find AbEntry. |
|
|
Search by User Defined Fields #4
|
udf4 | string |
Select User Defined Field to find AbEntry. |
|
|
Search by User Defined Fields #5
|
udf5 | string |
Select User Defined Field to find AbEntry. |
|
|
body
|
body | dynamic |
Returns
- Body
- AbEntryFindSchema
Find Appointment
Find Appointment
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
body
|
body | dynamic |
Returns
Find Lead
Find Lead
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Search by User Defined Fields #1
|
udf1 | string |
Select User Defined Field to find Lead. |
|
|
Search by User Defined Fields #2
|
udf2 | string |
Select User Defined Field to find Lead. |
|
|
Search by User Defined Fields #3
|
udf3 | string |
Select User Defined Field to find Lead. |
|
|
Search by User Defined Fields #4
|
udf4 | string |
Select User Defined Field to find Lead. |
|
|
Search by User Defined Fields #5
|
udf5 | string |
Select User Defined Field to find Lead. |
|
|
body
|
body | dynamic |
Returns
- Body
- LeadFindSchema
Find Opportunity
Find Opportunity
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Search by User Defined Fields #1
|
udf1 | string |
Select User Defined Field to find Opportunity. |
|
|
Search by User Defined Fields #2
|
udf2 | string |
Select User Defined Field to find Opportunity. |
|
|
Search by User Defined Fields #3
|
udf3 | string |
Select User Defined Field to find Opportunity. |
|
|
Search by User Defined Fields #4
|
udf4 | string |
Select User Defined Field to find Opportunity. |
|
|
Search by User Defined Fields #5
|
udf5 | string |
Select User Defined Field to find Opportunity. |
|
|
body
|
body | dynamic |
Returns
Find Or Create Address Book Entry
Find Or Create Address Book Entry when not found
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Apply Action To
|
applyActionTo | True | string |
Default as Individual. Leaving this field blank will create the entry as Individual. |
|
Search by User Defined Fields #1
|
udf1 | string |
Select User Defined Field to find AbEntry. |
|
|
Search by User Defined Fields #2
|
udf2 | string |
Select User Defined Field to find AbEntry. |
|
|
Search by User Defined Fields #3
|
udf3 | string |
Select User Defined Field to find AbEntry. |
|
|
Search by User Defined Fields #4
|
udf4 | string |
Select User Defined Field to find AbEntry. |
|
|
Search by User Defined Fields #5
|
udf5 | string |
Select User Defined Field to find AbEntry. |
|
|
body
|
body | dynamic |
Returns
- Body
- AbEntryFindSchema
Find or Create Lead
Create Lead when it is not found
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Search By: User Defined Fields #1
|
udf1 | string |
Select User Defined Field to find Lead. |
|
|
Search By: User Defined Fields #2
|
udf2 | string |
Select User Defined Field to find Lead. |
|
|
Search By: User Defined Fields #3
|
udf3 | string |
Select User Defined Field to find Lead. |
|
|
Search By: User Defined Fields #4
|
udf4 | string |
Select User Defined Field to find Lead. |
|
|
Search By: User Defined Fields #5
|
udf5 | string |
Select User Defined Field to find Lead. |
|
|
body
|
body | dynamic |
Returns
Find or Create Opportunity
Create Opportunity when it is not found
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Search By: User Defined Fields #1
|
udf1 | string |
Select User Defined Field to find Opportunity. |
|
|
Search By: User Defined Fields #2
|
udf2 | string |
Select User Defined Field to find Opportunity. |
|
|
Search By: User Defined Fields #3
|
udf3 | string |
Select User Defined Field to find Opportunity. |
|
|
Search By: User Defined Fields #4
|
udf4 | string |
Select User Defined Field to find Opportunity. |
|
|
Search By: User Defined Fields #5
|
udf5 | string |
Select User Defined Field to find Opportunity. |
|
|
body
|
body | dynamic |
Returns
Update Address Book Entry
Update Address Book Entry
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Apply Action To
|
applyActionTo | True | string |
Default as Individual. Leaving this field blank will create the entry as Individual. |
|
Search by User Defined Fields #1
|
udf1 | string |
Select User Defined Field to find AbEntry. |
|
|
Search by User Defined Fields #2
|
udf2 | string |
Select User Defined Field to find AbEntry. |
|
|
Search by User Defined Fields #3
|
udf3 | string |
Select User Defined Field to find AbEntry. |
|
|
Search by User Defined Fields #4
|
udf4 | string |
Select User Defined Field to find AbEntry. |
|
|
Search by User Defined Fields #5
|
udf5 | string |
Select User Defined Field to find AbEntry. |
|
|
body
|
body | dynamic |
Returns
- Body
- AbEntryUpdateSchema
Update Appointment
Update Appointment
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
body
|
body | dynamic |
Returns
Update Lead
Update Lead
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Search by User Defined Fields #1
|
udf1 | string |
Select User Defined Field to find Lead. |
|
|
Search by User Defined Fields #2
|
udf2 | string |
Select User Defined Field to find Lead. |
|
|
Search by User Defined Fields #3
|
udf3 | string |
Select User Defined Field to find Lead. |
|
|
Search by User Defined Fields #4
|
udf4 | string |
Select User Defined Field to find Lead. |
|
|
Search by User Defined Fields #5
|
udf5 | string |
Select User Defined Field to find Lead. |
|
|
body
|
body | dynamic |
Returns
- Body
- LeadUpdateSchema
Triggers
| Triggers when a Lead is added |
Triggers when a Lead is added |
| Triggers when a Lead is updated |
Triggers when a Lead is updated. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value |
Triggers when a Lead is added
Triggers when a Lead is added
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
|
object |
Returns
- Body
- LeadTriggerSchema
Triggers when a Lead is updated
Triggers when a Lead is updated. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
|
object |
Returns
- Body
- LeadTriggerSchema
Definitions
AbEntryCreateSchema
| Name | Path | Type | Description |
|---|---|---|---|
|
Created Address Book Entries
|
abEntries | array of PAAbEntryView |
The list of Created Address Book Entries |
AbEntryFindSchema
| Name | Path | Type | Description |
|---|---|---|---|
|
Address Book Entries
|
abEntries | array of PAAbEntryView |
The list of Find Address Book Entries result |
AbEntryUpdateSchema
| Name | Path | Type | Description |
|---|---|---|---|
|
Updated Address Book Entries
|
abEntries | array of PAAbEntryView |
The list of Updated Address Book Entries |
AppointmentAbEntry
| Name | Path | Type | Description |
|---|---|---|---|
|
AbEntry Key
|
abEntryKey | string |
The Key Value of the Appointment AbEntry |
|
AbEntry Email
|
abEntryEmail | string |
The Email of the Appointment AbEntry |
|
AbEntry Type
|
abEntryType | string |
The Type of the Appointment AbEntry |
|
AbEntry CompanyName
|
abEntryCompanyName | string |
The CompanyName of the Appointment AbEntry |
|
AbEntry MrMs
|
abEntryMrMs | string |
The MrMs of the Appointment AbEntry |
|
AbEntry FirstName
|
abEntryFirstName | string |
The FirstName of the Appointment AbEntry |
|
AbEntry MiddleName
|
abEntryMiddleName | string |
The MiddleName of the Appointment AbEntry |
|
AbEntry LastName
|
abEntryLastName | string |
The LastName of the Appointment AbEntry |
|
AbEntry FullName
|
abEntryFullName | string |
The FullName of the Appointment AbEntry |
AppointmentCaseCategoryItem
| Name | Path | Type | Description |
|---|---|---|---|
|
With Case Category Item Key
|
caseCategoryItemKey | string |
Category Item Key of the With Case Entry of the Appointment |
|
With Case Category Item Value
|
caseCategoryItemValue | string |
Category Item Value of the With Case Entry of the Appointment |
AppointmentCaseProductItem
| Name | Path | Type | Description |
|---|---|---|---|
|
With Case Product Item Key
|
caseProductItemKey | string |
Product Item Key of the With Case Entry of the Appointment |
|
With Case Product Item Value
|
caseProductItemValue | string |
Product Item Value of the With Case Entry of the Appointment |
AppointmentCategoryItem
| Name | Path | Type | Description |
|---|---|---|---|
|
Category Item Key
|
categoryItemKey | string |
The Key Value of the Appointment Category |
|
Category Item DisplayValue
|
categoryItemDisplayValue | string |
The DisplayValue of the Appointment Category |
AppointmentCreateSchema
| Name | Path | Type | Description |
|---|---|---|---|
|
Created Appointments
|
appointments | array of PAAppointmentView |
The list of Created Appointments |
AppointmentInteractionCategoryItem
| Name | Path | Type | Description |
|---|---|---|---|
|
Interaction Category Item Key
|
interactionCategoryItemKey | string |
The Key Value of the Appointment InteractionCategory |
|
Interaction Category Item DisplayValue
|
interactionCategoryItemDisplayValue | string |
The DisplayValue of the Appointment InteractionCategory |
AppointmentLeadItem
| Name | Path | Type | Description |
|---|---|---|---|
|
Lead Key Value
|
leadKey | string |
The Key Value of the Appointment assigned Lead |
AppointmentOpportunityCategoryItem
| Name | Path | Type | Description |
|---|---|---|---|
|
With Opportunity Category Item Key
|
opportunityCategoryItemKey | string |
Category Item Key of the With Opportunity Entry of the Appointment |
|
With Opportunity Category Item Value
|
opportunityCategoryItemValue | string |
Category Item Value of the With Opportunity Entry of the Appointment |
AppointmentOpportunityProductItem
| Name | Path | Type | Description |
|---|---|---|---|
|
With Opportunity Product Item Key
|
opportunityProductItemKey | string |
Product Item Key of the With Opportunity Entry of the Appointment |
|
With Opportunity Product Item Value
|
opportunityProductItemValue | string |
Product Item Value of the With Opportunity Entry of the Appointment |
AppointmentOpportunityRatingItem
| Name | Path | Type | Description |
|---|---|---|---|
|
With Opportunity Rating Item Key
|
opportunityRatingItemKey | string |
Rating Item Key of the With Opportunity Entry of the Appointment |
|
With Opportunity Rating Item Value
|
opportunityRatingItemValue | string |
Rating Item Value of the With Opportunity Entry of the Appointment |
AppointmentProductItem
| Name | Path | Type | Description |
|---|---|---|---|
|
Product Item Key
|
productItemKey | string |
The Key Value of the Appointment Product |
|
Product Item DisplayValue
|
productItemDisplayValue | string |
The DisplayValue of the Appointment Product |
AppointmentResourcesItem
| Name | Path | Type | Description |
|---|---|---|---|
|
Resources Item Key
|
resourcesItemKey | string |
The Key Value of the Appointment Resources Item |
|
Resources Item DisplayValue
|
resourcesItemDisplayValue | string |
The DisplayValue of the Appointment Resources Item |
AppointmentResultItem
| Name | Path | Type | Description |
|---|---|---|---|
|
Result Item Key
|
resultItemKey | string |
The Key Value of the Appointment Result |
|
Result Item DisplayValue
|
resultItemDisplayValue | string |
The DisplayValue of the Appointment Result |
AppointmentUpdateSchema
| Name | Path | Type | Description |
|---|---|---|---|
|
Updated Appointments
|
appointments | array of PAAppointmentView |
The list of Updated Appointments |
AppointmentUser
| Name | Path | Type | Description |
|---|---|---|---|
|
User UID
|
userUid | string |
The UID of the Appointment User |
|
User RSVP
|
userRsvp | integer |
The RSVP of the Appointment User |
|
User Alarm Flags
|
userAlarmFlags | integer |
The Flags of the Alarm of the Appointment User |
|
User Alarm Lead
|
userAlarmLead | date-time |
The Lead time of the Alarm of the Appointment User |
|
User Reminder Flags
|
userReminderFlags | integer |
The Flags of the Reminder of the Appointment User |
|
User Reminder Lead
|
userReminderLead | date-time |
The Lead time of the Reminder of the Appointment User |
|
User Completed
|
userCompleted | boolean |
If the Appointment User completed |
|
User Icon
|
userIcon | integer |
The Icon of the Appointment User |
HotlistTaskCreateSchema
| Name | Path | Type | Description |
|---|---|---|---|
|
Craeted Tasks
|
hotlistTasks | array of PAHotlistTaskView |
The list of Created Tasks |
LeadCreateSchema
| Name | Path | Type | Description |
|---|---|---|---|
|
Created Leads
|
leads | array of PALeadView |
The list of Created Leads |
LeadFindOrCreateSchema
| Name | Path | Type | Description |
|---|---|---|---|
|
Leads
|
leads | array of PALeadView |
The list of Find or Create Leads result |
LeadFindSchema
| Name | Path | Type | Description |
|---|---|---|---|
|
Leads
|
leads | array of PALeadView |
The list of Find Leads result |
LeadTriggerSchema
| Name | Path | Type | Description |
|---|---|---|---|
|
triggerState
|
triggerState | string | |
|
Leads
|
leads | array of LeadTriggerView |
The list of Trigger Leads result |
LeadTriggerView
| Name | Path | Type | Description |
|---|---|---|---|
|
Lead Status Value
|
leadStatusValue | string |
Lead status value indicates the current status of the lead, i.e. if the lead is converted or archived (code:0, code:-1) |
|
Lead Status Key
|
leadStatusKey | string |
Key value of the lead status |
|
Lead Key
|
leadKey | string |
Lead's key value |
|
Lead ID
|
leadId | string |
ID of the lead |
|
Lead Company
|
leadCompany | string |
Name of the company associated with the lead |
|
Lead Mr/Ms
|
leadMrMs | string |
Title 'Mr/Ms' of the lead |
|
Lead First Name
|
leadFirstName | string |
First name of the lead |
|
Lead Middle Name
|
leadMiddleName | string |
Middle name of the lead |
|
Lead Last Name
|
leadLastName | string |
Last name of the lead |
|
Lead Name
|
leadName | string |
Name of the lead |
|
Lead Full Name
|
leadFullName | string |
Full name of the lead |
|
Lead Salutation
|
leadSalutation | string |
Lead's saluitation |
|
Lead Position
|
leadPosition | string |
Lead's position |
|
Lead Email Description
|
leadEmailDescription | string |
Email description of the lead |
|
Lead Email
|
leadEmail | string |
Email address of the lead |
|
Lead Email Default Status
|
leadEmailDefaultStatus | boolean |
Indicates if the email is used by default. Can be 'true' or 'false' |
|
Lead Phone 1 Description
|
leadPhone1Description | string |
Description of the phone 1 of the lead |
|
Lead Phone 1 Number
|
leadPhone1Number | string |
Phone 1 number of the lead |
|
Lead Phone 1 Extension
|
leadPhone1Extension | string |
Extension for the phone 1 of the lead |
|
Lead Phone 1 Display Value
|
leadPhone1DisplayValue | string |
Display value of the phone 1 of the lead |
|
Lead Phone 1 Default Status
|
leadPhone1DefaultStatus | boolean |
Indicates if phone 1 is the number used by default. Can be 'true' or 'false' |
|
Lead Phone 2 Description
|
leadPhone2Description | string |
Description of the phone 2 of the lead |
|
Lead Phone 2 Number
|
leadPhone2Number | string |
Phone 2 number of the lead |
|
Lead Phone 2 Extension
|
leadPhone2Extension | string |
Extension for the phone 2 of the lead |
|
Lead Phone 2 Display Value
|
leadPhone2DisplayValue | string |
Display value of the phone 2 of the lead |
|
Lead Phone 2 Default Status
|
leadPhone2DefaultStatus | boolean |
Indicates if phone 2 is the number used by default. Can be 'true' or 'false' |
|
Lead Website
|
leadWebsite | string |
Website address of the lead |
|
Lead Owner Key
|
leadOwnerKey | string |
Key value of the lead owner |
|
Lead Owner User ID
|
leadOwnerUserID | string |
Key value of the lead owner |
|
Lead Owner
|
leadOwner | string |
Name of the owner the lead is assigned to |
|
Lead Address Line 1
|
leadAddressLine1 | string |
Address Line 1 of the lead |
|
Lead Address Line 2
|
leadAddressLine2 | string |
Address Line 2 of the lead |
|
Lead City/Town
|
leadCityTown | string |
City/Town of the lead |
|
Lead State/Province
|
leadStateProvince | string |
State/Province of the lead |
|
Lead Zip/Postal Code
|
leadZipPostalCode | string |
Zip/Postal code of the lead |
|
Lead Country
|
leadCountry | string |
Country of the lead |
|
Lead Creation Date
|
leadCreationDate | date-time |
Date the lead was created |
|
Lead Last Modified Date
|
leadLastModifiedDate | date-time |
Date the lead was last modified |
|
Lead Partner Key
|
leadPartnerKey | string |
Key value of the lead's partner field |
|
Lead Partner
|
leadPartner | string |
Name of the partner generated the lead |
|
Lead Process Setup Key
|
leadProcessSetupKey | string |
Key value of the lead's process setup field |
|
Lead Process Setup
|
leadProcessSetup | string |
Name of the process setup the lead belongs to |
|
Lead Process Stage Setup Key
|
leadProcessStageSetupKey | string |
Key value of the lead's process stage setup field |
|
Lead Process Stage
|
leadProcessStage | string |
Current process stage of the lead |
|
Lead's AB Entry ID
|
leadsAbEntryId | string |
ID of Address Book entry related to the lead |
|
Lead's AB Entry Key
|
leadsAbEntryKey | string |
Key value of Address Book entry related to the lead |
|
Lead's AB Entry Type
|
leadsAbEntryType | string |
Type of the Address Book entry, i.e. individual, company related to the lead |
|
Lead's AB Entry Company
|
leadsAbEntryCompany | string |
Name of the company related to the lead's Address Book entry |
|
Lead's AB Entry Mr/Ms
|
leadsAbEntryMrMs | string |
Title 'Mr/Ms' of the Address Book entry related to the lead |
|
Lead's AB Entry First Name
|
leadsAbEntryFirstName | string |
Fist name of the Address Book entry related to the lead |
|
Lead's AB Entry Middle Name
|
leadsAbEntryMiddleName | string |
Middle name of the Address Book entry related to the lead |
|
Lead's AB Entry Last Name
|
leadsAbEntryLastName | string |
Last name of the Address Book entry related to the lead |
|
Lead's AB Entry Full Name
|
leadsAbEntryFullName | string |
Full name of the Address Book entry related to the lead |
|
Lead's AB Entry Email
|
leadsAbEntrEmail | string |
Email address of the Address Book entry related to the lead |
|
Lead's AB Entry Phone 1 Description
|
leadsAbEntryPhone1Description | string |
Description of the phone 1 of the Address Book entry linked to the lead |
|
Lead's AB Entry Phone 1 Number
|
leadsAbEntryPhone1Number | string |
Phone 1 number of the Address Book entry linked to the lead |
|
Lead's AB Entry Phone 1 Extension
|
leadsAbEntryPhone1Extension | string |
Extension for the phone 1 of the Address Book entry linked to the lead |
|
Lead's AB Entry Phone 1 Display Value
|
leadsAbEntryPhone1DisplayValue | string |
Display value of the phone 1 of the Address Book entry linked to the lead |
|
Lead's AB Entry Phone 2 Description
|
leadsAbEntryPhone2Description | string |
Description of the phone 2 of the Address Book entry linked to the lead |
|
Lead's AB Entry Phone 2 Number
|
leadsAbEntryPhone2Number | string |
Phone 2 number of the Address Book entry linked to the lead |
|
Lead's AB Entry Phone 2 Extension
|
leadsAbEntryPhone2Extension | string |
Extension for the phone 2 of the Address Book entry linked to the lead |
|
Lead's AB Entry Phone 2 Display Value
|
leadsAbEntryPhone2DisplayValue | string |
Display value of the phone 2 of the Address Book entry linked to the lead |
|
Opportunity Completion Reason
|
opportunityCompletionReason | string |
Reason the related opportunity is won, lost, suspended, etc |
|
Opportunity Key
|
opportunityKey | string |
Key value of the opportunity |
|
Opportunity ID
|
opportunityId | string |
ID of the opportunity |
|
Opportunity's AB Entry Key
|
opportunitysAbEntryKey | string |
Key value of the Address Book entry the opportunity belongs to |
|
Opportunity's AB Entry Email
|
opportunitysAbEntryEmail | string |
Email of the Address Book entry the opportunity belongs to |
|
Opportunity's AB Entry Type
|
opportunitysAbEntryType | string |
Type of the Address Book entry the opportunity belongs to |
|
Opportunity's AB Entry Company
|
opportunitysAbEntryCompany | string |
Name of the company of the Address Book entry the opportunity belongs to |
|
Opportunity's Contact Key
|
opportunitysContactKey | string |
Key value of the contact related to the opportunity |
|
Opportunity's Contact Email
|
opportunitysContactEmail | string |
Email address of the contact related to the opportunity |
|
Opportunity's Contact Type
|
opportunitysContactType | string |
Type of the contact the opportunity is linked to, i.e. Individual, Contact |
|
Opportunity's Contact Company Name
|
opportunitysContactCompanyName | string |
Name of the company of the contact associated with the opportunity |
|
Opportunity's Contact Mr/Ms
|
opportunitysContactMrMs | string |
Title 'Mr/Ms' of the contact associated with the opportunity |
|
Opportunity's Contact First Name
|
opportunitysContactFirstName | string |
First name of the contact linked to the opportunity |
|
Opportunity's Contact Middle Name
|
opportunitysContactMiddleName | string |
Middle name of the contact linked to the opportunity |
|
Opportunity's Contact Last Name
|
opportunitysContactLastName | string |
Last name of the contact linked to the opportunity |
|
Opportunity's Contact Full Name
|
opportunitysContactFullName | string |
Full name of the contact linked to the opportunity |
|
Opportunity Objective
|
opportunityObjective | string |
Objective of the opportunity |
|
Opportunity Description
|
opportunityDescription | string |
Description of the opportunity |
|
Opportunity Status Key
|
opportunityStatusKey | string |
Key value of the opportunity's status |
|
Opportunity Status
|
opportunityStatus | string |
Status of the opportunity |
|
Opportunity Start Date
|
opportunityStartDate | date-time |
Start date of the opportunity |
|
Opportunity Close Date
|
opportunityCloseDate | date-time |
Close date of the opportunity |
|
Opportunity Creation Date
|
opportunityCreationDate | date-time |
Creation date of the opportunity |
|
Opportunity Last Modified Date
|
opportunityLastModifiedDate | date-time |
Date the opportunity was last modified |
|
Opportunity Owner Key
|
opportunityOwnerKey | string |
Key value of the opportunity owner |
|
Opportunity Owner User ID
|
opportunityOwnerUserId | string |
User ID of the opportunity owner |
|
Opportunity Owner
|
opportunityOwner | string |
Opportunity owner name |
|
Opportunity Sales Team ID
|
opportunitySalesTeamID | integer |
ID of the opportunity's sales team |
|
Opportunity Sales Team Key
|
opportunitySalesTeamKey | string |
Key value of the opportunity's sales team |
|
Opportunity Sales Team
|
opportunitySalesTeam | string |
Sales team assigned to the opportunity |
|
Opportunity Next Action
|
opportunityNextAction | string |
Next action for the opportunity |
|
Opportunity Sales Process
|
opportunitySalesProcess | string |
Name of the sales process the opportunity belongs to |
|
Opportunity Sales Process Key
|
opportunitySalesProcessKey | string |
Key value of the sales process associated with the opportunity |
|
Opportunity Sales Stage
|
opportunitySalesStage | string |
Name of the sales stage of the opportunity |
|
Opportunity Sales Stage Key
|
opportunitySalesStageKey | string |
Key value of the current sales stage of the opportunity |
|
Opportunity Partner Keys
|
opportunityPartnerKeys | array of string |
Opportunity partner keys |
|
Opportunity Partners
|
opportunityPartners | array of string |
Partners assigned to the opportunity |
|
Opportunity Competitors
|
opportunityCompetitors | array of string |
Competitors assigned to the opportunity |
|
Opportunity Name
|
opportunityName | string |
Name of the opportunity |
|
Opportunity Campaign Key
|
opportunityCampaignKey | string |
Key value of the campaign the opportunity is part of |
|
Opportunity Campaign
|
opportunityCampaign | string |
Name of the campaign the opportunity is part of |
|
Opportunity Categories
|
opportunityCategories | array of string |
Categories the opportunity belongs to |
|
Opportunity Products
|
opportunityProducts | array of string |
Products related to the opportunity |
|
Opportunity Confidence Rating
|
opportunityConfidenceRating | array of string |
Confidence rating about the opportunity, i.e. confident, doubtful, etc |
|
Opportunity Cost
|
opportunityCost | double |
Cost of the opportunity |
|
Opportunity Actual Revenue
|
opportunityActualRevenue | double |
Actual revenue of the opportunity |
|
Opportunity Forcast Value
|
opportunityForecastRevenue | double |
Forcast value of the opportunity |
|
User Definded Fiels of Lead
|
userDefinedFields | object |
Selected User Definded Fields of the Lead, Using Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value |
LeadUpdateSchema
| Name | Path | Type | Description |
|---|---|---|---|
|
Updated Leads
|
leads | array of PALeadView |
The list of Updated Leads |
NoteCreateSchema
| Name | Path | Type | Description |
|---|---|---|---|
|
Created Notes
|
notes | array of PANoteView |
The list of Created Notes |
OpportunityCategoryItem
| Name | Path | Type | Description |
|---|---|---|---|
|
Category Item Key
|
categoryItemKey | string |
The Key Value of the Opportunity Category |
|
Category Item DisplayValue
|
categoryItemDisplayValue | string |
The DisplayValue of the Opportunity Category |
OpportunityCompetitor
| Name | Path | Type | Description |
|---|---|---|---|
|
Competitor Key
|
competitorKey | string |
The Key Value of the Opportunity Competitor |
|
Competitor Email
|
competitorEmail | string |
The Email of the Opportunity Competitor |
|
Competitor Type
|
competitorType | string |
The Type of the Opportunity Competitor |
|
Competitor CompanyName
|
competitorCompanyName | string |
The CompanyName of the Opportunity Competitor |
|
Competitor MrMs
|
competitorMrMs | string |
The MrMs of the Opportunity Competitor |
|
Competitor FirstName
|
competitorFirstName | string |
The FirstName of the Opportunity Competitor |
|
Competitor MiddleName
|
competitorMiddleName | string |
The MiddleName of the Opportunity Competitor |
|
Competitor LastName
|
competitorLastName | string |
The LastName of the Opportunity Competitor |
|
Competitor FullName
|
competitorFullName | string |
The FullName of the Opportunity Competitor |
OpportunityCreateSchema
| Name | Path | Type | Description |
|---|---|---|---|
|
Created Opportunities
|
opportunities | array of PAOpportunityView |
The list of Created Opportunities |
OpportunityFindOrCreateSchema
| Name | Path | Type | Description |
|---|---|---|---|
|
Opportunity
|
opportunities | array of PAOpportunityView |
The list of Find or Created Opportunities result |
OpportunityFindSchema
| Name | Path | Type | Description |
|---|---|---|---|
|
Opportunities
|
opportunities | array of PAOpportunityView |
The list of Find Opportunities result |
OpportunityPartner
| Name | Path | Type | Description |
|---|---|---|---|
|
Partner Key
|
partnerKey | string |
The Key Value of the Opportunity Partner |
|
Partner Email
|
partnerEmail | string |
The Email of the Opportunity Partner |
|
Partner Type
|
partnerType | string |
The Type of the Opportunity Partner |
|
Partner CompanyName
|
partnerCompanyName | string |
The CompanyName of the Opportunity Partner |
|
Partner MrMs
|
partnerMrMs | string |
The MrMs of the Opportunity Partner |
|
Partner FirstName
|
partnerFirstName | string |
The FirstName of the Opportunity Partner |
|
Partner MiddleName
|
partnerMiddleName | string |
The MiddleName of the Opportunity Partner |
|
Partner LastName
|
partnerLastName | string |
The LastName of the Opportunity Partner |
|
Partner FullName
|
partnerFullName | string |
The FullName of the Opportunity Partner |
OpportunityProductItem
| Name | Path | Type | Description |
|---|---|---|---|
|
Product Item Key
|
productItemKey | string |
The Key Value of the Opportunity Product |
|
Product Item DisplayValue
|
productItemDisplayValue | string |
The DisplayValue of the Opportunity Product |
OpportunityRatingItem
| Name | Path | Type | Description |
|---|---|---|---|
|
Rating Item Key
|
ratingItemKey | string |
The Key Value of the Opportunity Rating |
|
Rating Item DisplayValue
|
ratingItemDisplayValue | string |
The DisplayValue of the Opportunity Rating |
PAAbEntryView
| Name | Path | Type | Description |
|---|---|---|---|
|
Key
|
key | string |
Key value of the Address Book entry |
|
ID
|
id | string |
ID of the Address Book entry |
|
Type
|
type | string |
Type of the Address Book entry |
|
Company
|
company | string |
Name of the company associated with the Address Book entry |
|
Mr/Ms
|
mrMs | string |
Title 'Mr/Ms' of the Address Book entry |
|
First Name
|
firstName | string |
First name of the Address Book entry |
|
Middle Name
|
middleName | string |
Middle name of the Address Book entry |
|
Last Name
|
lastName | string |
Last name of the Address Book entry |
|
Full Name
|
fullName | string |
Full name of the Address Book entry |
|
Position
|
position | string |
Position of the Address Book entry |
|
Salutation
|
salutation | string |
Salutation of the Address Book entry |
|
Department
|
department | string |
Department of the Address Book entry |
|
Division
|
division | string |
Division of the Address Book entry |
|
Phone 1 Description
|
phone1Description | string |
Description of the phone 1 of the Address Book entry |
|
Phone 1 Number
|
phone1Number | string |
Phone 1 number of the Address Book entry |
|
Phone 1 Extension
|
phone1Extension | string |
Extension for the phone 1 of the Address Book entry |
|
Phone 2 Description
|
phone2Description | string |
Description of the phone 2 of the Address Book entry |
|
Phone 2 Number
|
phone2Number | string |
Phone 2 number of the Address Book entry |
|
Phone 2 Extension
|
phone2Extension | string |
Extension for the phone 2 of the Address Book entry |
|
Phone 3 Description
|
phone3Description | string |
Description of the phone 3 of the Address Book entry |
|
Phone 3 Number
|
phone3Number | string |
Phone 3 number of the Address Book entry |
|
Phone 3 Extension
|
phone3Extension | string |
Extension for the phone 3 of the Address Book entry |
|
Phone 4 Description
|
phone4Description | string |
Description of the phone 4 of the Address Book entry |
|
Phone 4 Number
|
phone4Number | string |
Phone 4 number of the Address Book entry |
|
Phone 4 Extension
|
phone4Extension | string |
Extension for the phone 4 of the Address Book entry |
|
Address Line 1
|
addressLine1 | string |
Address Line 1 of the Address Book entry |
|
Address Line 2
|
addressLine2 | string |
Address Line 2 of the Address Book entry |
|
City/Town
|
cityTown | string |
City/Town of the Address Book entry |
|
State/Province
|
stateProvince | string |
State/Province of the Address Book entry |
|
Zip/Postal Code
|
zipCode | string |
Zip/Postal code of the Address Book entry |
|
Country
|
country | string |
Country of the Address Book entry |
|
Territory Key
|
territoryKey | string |
Key of the territory field of the Address Book entry |
|
Territory
|
territory | string |
Name of the territory of the Address Book entry |
|
Territory Status Key
|
territoryStatusKey | integer |
Key of the territory status |
|
Territory Status Value
|
territoryStatusValue | string |
Value of the territory status |
|
Partner's Key
|
partnersKey | string | |
|
Partner's Email
|
partnersEmail | string | |
|
Partner's Type
|
partnersType | string | |
|
Partner's Company
|
partnersCompany | string | |
|
Partner's Mr/Ms
|
partnersMrMs | string | |
|
Partner's First Name
|
partnersFirstName | string | |
|
Partner's Middle Name
|
partnersMiddleName | string | |
|
Partner's Last Name
|
partnersLastName | string | |
|
Partner's Full Name
|
partnersFullName | string | |
|
Creation Date
|
creationDate | date-time |
Creation date of the Address Book entry |
|
Last Modified Date
|
lastModifiedDate | date-time |
Date the Address Book entry was last modified |
|
Email 1 Description
|
email1Description | string |
Email 1 description of the Address Book entry |
|
Email 1
|
email1 | string |
Email 1 address of the Address Book entry |
|
Website
|
website | string |
Website address of the Address Book entry |
|
Email 2 Description
|
email2Description | string |
Email 2 description of the Address Book entry |
|
Email 2
|
email2 | string |
Email 2 address of the Address Book entry |
|
Email 3 Description
|
email3Description | string |
Email 3 description of the Address Book entry |
|
Email 3
|
email3 | string |
Email 3 address of the Address Book entry |
|
Last Contacted Date
|
lastContactedDate | date-time |
Date the Address Book entry was last contacted |
|
Phone 1 Default Status
|
phone1DefaultStatus | boolean |
Indicates if phone 1 is the number used by default. Can be 'true' or 'false' |
|
Phone 2 Default Status
|
phone2DefaultStatus | boolean |
Indicates if phone 2 is the number used by default. Can be 'true' or 'false' |
|
Phone 3 Default Status
|
phone3DefaultStatus | boolean |
Indicates if phone 3 is the number used by default. Can be 'true' or 'false' |
|
Phone 4 Default Status
|
phone4DefaultStatus | boolean |
Indicates if phone 4 is the number used by default. Can be 'true' or 'false' |
|
Email 1 Default Status
|
email1DefaultStatus | boolean |
Indicates if email 1 is used by default. Can be 'true' or 'false' |
|
Email 2 Default Status
|
email2DefaultStatus | boolean |
Indicates if email 2 is used by default. Can be 'true' or 'false' |
|
Email 3 Default Status
|
email3DefaultStatus | boolean |
Indicates if email 3 is used by default. Can be 'true' or 'false' |
|
User Definded Fiels of AbEntry
|
userDefinedFields | object |
Selected User Definded Fields of the Address Book, Using Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value |
PAAppointmentView
| Name | Path | Type | Description |
|---|---|---|---|
|
Key
|
key | string |
Key value of the Appointment |
|
Subject
|
subject | string |
Subject of the Appointment |
|
Start Date
|
startDate | date-time |
Start Date of the Appointment |
|
End Date
|
endDate | date-time |
End Date of the Appointment |
|
Organizer's UID
|
organizerUid | string |
UID of the Organizer of the Appointment |
|
Organizer's Key Value
|
organizerValue | string |
Key Value of the Organizer of the Appointment |
|
Private
|
private | boolean |
Is the Appointment Private? |
|
Users
|
users | array of AppointmentUser |
Users assigned to the Appointment |
|
AbEntries
|
abEntries | array of AppointmentAbEntry |
AbEntries assigned to the Appointment |
|
Location's Key Value
|
locationKey | string |
Key Value of the Location of the Appointment |
|
Location's Name
|
locationName | string |
Name of the Location of the Appointment |
|
Resources Items
|
resourcesItems | array of AppointmentResourcesItem |
Resources Items of the Appointment |
|
Recurring Pattern Key
|
recurringPatternKey | string |
Key Value of the Recurring Pattern of the Appointment |
|
Recurring Pattern Start Date
|
recurringPatternStartDate | date-time |
Start Date of the Recurring Pattern of the Appointment |
|
Recurring Pattern End Date
|
recurringPatternEndDate | date-time |
End Date of the Recurring Pattern of the Appointment |
|
Recurring Pattern Frequency
|
recurringPatternFrequency | integer |
Frequency of the Recurring Pattern of the Appointment |
|
Recurring Pattern Occurence
|
recurringPatternOccurence | integer |
Occurence of the Recurring Pattern of the Appointment |
|
Recurring Pattern Day Of Week
|
recurringPatternDayOfWeek | integer |
Day Of Week of the Recurring Pattern of the Appointment |
|
Recurring Pattern Skip Weekend
|
recurringPatternSkipWeekend | boolean |
Skip Weekend of the Recurring Pattern of the Appointment |
|
Recurring Pattern Move To Weekday
|
recurringPatternMoveToWeekday | boolean |
Move To Weekday of the Recurring Pattern of the Appointment |
|
Description
|
description | string |
Description of the Appointment |
|
Action Plan
|
actionPlan | string |
Action Plan of the Appointment |
|
Category Items
|
categoryItems | array of AppointmentCategoryItem |
Category Items of the Appointment |
|
Interaction Category Items
|
interactionCategoryItems | array of AppointmentInteractionCategoryItem |
Interaction Category Items of the Appointment |
|
Product Items
|
productItems | array of AppointmentProductItem |
Product Items of the Appointment |
|
Result Items
|
resultItems | array of AppointmentResultItem |
Result Items of the Appointment |
|
Leads
|
leads | array of AppointmentLeadItem |
Leads assigned to Appointment |
|
Priority
|
priority | string |
Priority of the Appointment |
|
With Key
|
withKey | string |
Key of the With Entry of the Appointment |
|
With Entity Type
|
withEntityType | string |
Entity Type of the With Entry of the Appointment |
|
With Opportunity Key Value
|
withOpportunityKeyValue | string |
Key Value of the With Opportunity Entry of the Appointment |
|
With Opportunity Key ID
|
withOpportunityKeyID | string |
Key ID of the With Opportunity Entry of the Appointment |
|
With Opportunity Address Book Entry Key
|
withOpportunityAbEntryKey | string |
Address Book Entry Key of the With Opportunity Entry of the Appointment |
|
With Opportunity Address Book Entry Email
|
withOpportunityAbEntryEmail | string |
Address Book Entry Email of the With Opportunity Entry of the Appointment |
|
With Opportunity Address Book Entry Type
|
withOpportunityAbEntryType | string |
Address Book Entry Type of the With Opportunity Entry of the Appointment |
|
With Opportunity Address Book Entry Company Name
|
withOpportunityAbEntryCompanyName | string |
Address Book Entry Company Name of the With Opportunity Entry of the Appointment |
|
With Opportunity Contact Key
|
withOpportunityContactKey | string |
Contact Key of the With Opportunity Entry of the Appointment |
|
With Opportunity Contact Email
|
withOpportunityContactEmail | string |
Contact Email of the With Opportunity Entry of the Appointment |
|
With Opportunity Contact Type
|
withOpportunityContactType | string |
Contact Type of the With Opportunity Entry of the Appointment |
|
With Opportunity Contact Company Name
|
withOpportunityContactCompanyName | string |
Contact Company Name of the With Opportunity Entry of the Appointment |
|
With Opportunity Contact MrMs
|
withOpportunityContactMrMs | string |
Contact MrMs of the With Opportunity Entry of the Appointment |
|
With Opportunity Contact First Name
|
withOpportunityContactFirstName | string |
Contact First Name of the With Opportunity Entry of the Appointment |
|
With Opportunity Contact Middle Name
|
withOpportunityContactMiddleName | string |
Contact Middle Name of the With Opportunity Entry of the Appointment |
|
With Opportunity Contact Last Name
|
withOpportunityContactLastName | string |
Contact Last Name of the With Opportunity Entry of the Appointment |
|
With Opportunity Contact Full Name
|
withOpportunityContactFullName | string |
Contact Full Name of the With Opportunity Entry of the Appointment |
|
With Opportunity Objective
|
withOpportunityObjective | string |
Objective of the With Opportunity Entry of the Appointment |
|
With Opportunity Description
|
withOpportunityDescription | string |
Description of the With Opportunity Entry of the Appointment |
|
With Opportunity Status Key
|
withOpportunityStatusKey | string |
Status Key of the With Opportunity Entry of the Appointment |
|
With Opportunity Status Display Value
|
withOpportunityStatusDisplayValue | string |
Display Value of Status of the With Opportunity Entry of the Appointment |
|
With Opportunity Cost
|
withOpportunityCost | double |
Cost of the With Opportunity Entry of the Appointment |
|
With Opportunity Actual Revenue
|
withOpportunityActualRevenue | double |
Actual Revenue of the With Opportunity Entry of the Appointment |
|
With Opportunity Forecast Revenue
|
withOpportunityForecastRevenue | double |
Forecast Revenue of the With Opportunity Entry of the Appointment |
|
With Opportunity Start Date
|
withOpportunityStartDate | date-time |
Start Date of the With Opportunity Entry of the Appointment |
|
With Opportunity Close Date
|
withOpportunityCloseDate | date-time |
Close Date of the With Opportunity Entry of the Appointment |
|
With Opportunity Creation Date
|
withOpportunityCreationDate | date-time |
Creation Date of the With Opportunity Entry of the Appointment |
|
With Opportunity Last Modify Date
|
withOpportunityLastModifyDate | date-time |
Last Modify Date of the With Opportunity Entry of the Appointment |
|
With Opportunity Leader Key Value
|
withOpportunityLeaderKeyValue | string |
Leader Key Value of the With Opportunity Entry of the Appointment |
|
With Opportunity Leader Key UID
|
withOpportunityLeaderKeyUID | string |
Leader Key UID of the With Opportunity Entry of the Appointment |
|
With Opportunity Leader Display Value
|
withOpportunityLeaderDisplayValue | string |
Display Value of Leader of the With Opportunity Entry of the Appointment |
|
With Opportunity Sales Team Key Value
|
withOpportunitySalesTeamKeyValue | string |
Sales Team Key Value of the With Opportunity Entry of the Appointment |
|
With Opportunity Sales Team Key ID
|
withOpportunitySalesTeamKeyID | integer |
Sales Team Key ID of the With Opportunity Entry of the Appointment |
|
With Opportunity Sales Team Display Value
|
withOpportunitySalesTeamDisplayValue | string |
Display Value of Sales Team of the With Opportunity Entry of the Appointment |
|
With Opportunity Next Action
|
withOpportunityNextAction | string |
Next Action of the With Opportunity Entry of the Appointment |
|
With Opportunity Sales Process Setup Key
|
withOpportunitySalesProcessSetupKey | string |
Sales Process Setup Key of the With Opportunity Entry of the Appointment |
|
With Opportunity Sales Process Setup Display Value
|
withOpportunitySalesProcessSetupDisplayValue | string |
Sales Process Setup Display Value of the With Opportunity Entry of the Appointment |
|
With Opportunity Sales Stage Setup Key
|
withOpportunitySalesStageSetupKey | string |
Sales Stage Setup Key of the With Opportunity Entry of the Appointment |
|
With Opportunity Sales Stage Setup Display Value
|
withOpportunitySalesStageSetupDisplayValue | string |
Sales Stage Setup Display Value of the With Opportunity Entry of the Appointment |
|
With Opportunity Sales Process Key
|
withOpportunitySalesProcessKey | string |
Sales Process Key of the With Opportunity Entry of the Appointment |
|
With Opportunity Sales Process Display Value
|
withOpportunitySalesProcessDisplayValue | string |
Sales Process Display Value of the With Opportunity Entry of the Appointment |
|
With Opportunity Current Sales Stage Key
|
withOpportunityCurrentSalesStageKey | string |
Current Sales Stage Key of the With Opportunity Entry of the Appointment |
|
With Opportunity Current Sales Stage Display Value
|
withOpportunityCurrentSalesStageDisplayValue | string |
Current Sales Stage Display Value of the With Opportunity Entry of the Appointment |
|
With Opportunity Partner Keys
|
withOpportunityPartnerKeys | array of string |
Partner Keys of the With Opportunity Entry of the Appointment |
|
With Opportunity Partner Informations
|
withOpportunityPartnerInfo | array of string |
Partner Informations of the With Opportunity Entry of the Appointment |
|
With Opportunity Competitor Informations
|
withOpportunityCompetitorInfo | array of string |
Competitor Informations of the With Opportunity Entry of the Appointment |
|
With Opportunity Comment
|
withOpportunityComment | string |
Comment of the With Opportunity Entry of the Appointment |
|
With Opportunity Reason
|
withOpportunityReason | string |
Reason of the With Opportunity Entry of the Appointment |
|
With Opportunity Display Value
|
withOpportunityDisplayValue | string |
Display Value of the With Opportunity Entry of the Appointment |
|
With Opportunity Campaign Key
|
withOpportunityCampaignKey | string |
Campaign Key of the With Opportunity Entry of the Appointment |
|
With Opportunity Campaign
|
withOpportunityCampaign | string |
Campaign of the With Opportunity Entry of the Appointment |
|
With Opportunity Category
|
withOpportunityCategory | array of AppointmentOpportunityCategoryItem |
Category of the With Opportunity Entry of the Appointment |
|
With Opportunity Product
|
withOpportunityProduct | array of AppointmentOpportunityProductItem |
Product of the With Opportunity Entry of the Appointment |
|
With Opportunity Rating
|
withOpportunityRating | array of AppointmentOpportunityRatingItem |
Rating of the With Opportunity Entry of the Appointment |
|
With Case Key Value
|
withCaseKeyValue | string |
Key Value of the With Case Entry of the Appointment |
|
With Case Key ID
|
withCaseKeyId | string |
Key ID of the With Case Entry of the Appointment |
|
With Case Number
|
withCaseNumber | string |
Case Number of the With Case Entry of the Appointment |
|
With Case Subject
|
withCaseSubject | string |
Subject of the With Case Entry of the Appointment |
|
With Case Description
|
withCaseDescription | string |
Description of the With Case Entry of the Appointment |
|
With Case AbEntry Key
|
withCaseAbEntryKey | string |
AbEntry Key of the With Case Entry of the Appointment |
|
With Case Address Book Entry Email
|
withCaseAbEntryEmail | string |
Address Book Entry Email of the With Case Entry of the Appointment |
|
With Case Address Book Entry Type
|
withCaseAbEntryType | string |
Address Book Entry Type of the With Case Entry of the Appointment |
|
With Case Address Book Entry Company Name
|
withCaseAbEntryCompanyName | string |
Company Name of the Address Book Entry of the With Case Entry of the Appointment |
|
With Case Contact Key
|
withCaseContactKey | string |
Key of Contact of the With Case Entry of the Appointment |
|
With Case Contact Email
|
withCaseContactEmail | string |
Email of Contact of the With Case Entry of the Appointment |
|
With Case Contact Type
|
withCaseContactType | string |
Type of Contact of the With Case Entry of the Appointment |
|
With Case Contact Company Name
|
withCaseContactCompanyName | string |
Company Name of Contact of the With Case Entry of the Appointment |
|
With Case Contact MrMs
|
withCaseContactMrMs | string |
MrMs of Contact of the With Case Entry of the Appointment |
|
With Case Contact First Name
|
withCaseContactFirstName | string |
First Name of Contact of the With Case Entry of the Appointment |
|
With Case Contact Middle Name
|
withCaseContactMiddleName | string |
Middle Name of Contact of the With Case Entry of the Appointment |
|
With Case Contact LastName
|
withCaseContactLastName | string |
LastName of Contact Entry of the With Case Entry of the Appointment |
|
With Case Contact Full Name
|
withCaseContactFullName | string |
Full Name of Contact of the With Case Entry of the Appointment |
|
With Case Assigned To Key Value
|
withCaseAssignedToKeyValue | string |
Key Value of Assigned To of the With Case Entry of the Appointment |
|
With Case Assigned To Key UID
|
withCaseAssignedToKeyUid | string |
Key UID of Assigned To of the With Case Entry of the Appointment |
|
With Case Assigned To Display Value
|
withCaseAssignedToDisplayValue | string |
Display Value of Assigned To of the With Case Entry of the Appointment |
|
With Case Priority Key
|
withCasePriorityKey | string |
Key of Priority of the With Case Entry of the Appointment |
|
With Case Priority Display Value
|
withCasePriorityDisplayValue | string |
Display Value of Priority of the With Case Entry of the Appointment |
|
With Case Severity Key
|
withCaseSeverityKey | string |
Key of Severity of the With Case Entry of the Appointment |
|
With Case Severity Display Value
|
withCaseSeverityDisplayValue | string |
Display Value of Severity of the With Case Entry of the Appointment |
|
With Case Resolved Date
|
withCaseResolvedDate | date-time |
Resolved Date of the With Case Entry of the Appointment |
|
With Case Resolved By
|
withCaseResolvedBy | string |
Resolved By of Severity of the With Case Entry of the Appointment |
|
With Case Owner Key Value
|
withCaseOwnerKeyValue | string |
Key Value of Owner of the With Case Entry of the Appointment |
|
With Case Owner Key UID
|
withCaseOwnerKeyUid | string |
Key UID of Owner of the With Case Entry of the Appointment |
|
With Case Owner Display Value
|
withCaseOwnerDisplayValue | string |
Display Value ofOwner of the With Case Entry of the Appointment |
|
With Case Follow Up Date
|
withCaseFollowUpDate | date-time |
Follow Up Date of the With Case Entry of the Appointment |
|
With Case Last Modify Date
|
withCaseLastModifyDate | date-time |
Last Modify Date of the With Case Entry of the Appointment |
|
With Case Creation Date
|
withCaseCreationDate | date-time |
Creation Date of the With Case Entry of the Appointment |
|
With Case Display Value
|
withCaseDisplayValue | string |
Display Value of the With Case Entry of the Appointment |
|
With Case Type Key
|
withCaseTypeKey | string |
Key of the Type of the With Case Entry of the Appointment |
|
With Case Type Display Value
|
withCaseTypeDisplayValue | string |
Display Value of the Type of the With Case Entry of the Appointment |
|
With Case Reason Key
|
withCaseReasonKey | string |
Key of the Reason of the With Case Entry of the Appointment |
|
With Case Reason Display Value
|
withCaseReasonDisplayValue | string |
Display Value of the Reason of the With Case Entry of the Appointment |
|
With Case Origin Key
|
withCaseOriginKey | string |
Key of the Origin of the With Case Entry of the Appointment |
|
With Case Origin Display Value
|
withCaseOriginDisplayValue | string |
Display Value of the Origin of the With Case Entry of the Appointment |
|
With Case Category
|
withCaseCategory | array of AppointmentCaseCategoryItem |
Category of the With Case Entry of the Appointment |
|
With Case Product
|
withCaseProduct | array of AppointmentCaseProductItem |
Product of the With Case Entry of the Appointment |
|
With Case Queue Key
|
withCaseQueueKey | string |
Key of the Queue of the With Case Entry of the Appointment |
|
With Case Queue Display Value
|
withCaseQueueDisplayValue | string |
Display Value of the Queue of the With Case Entry of the Appointment |
|
With Case Status Key
|
withCaseStatusKey | string |
Key of the Status of the With Case Entry of the Appointment |
|
With Case Status Display Value
|
withCaseStatusDisplayValue | string |
Display Value of the Status of the With Case Entry of the Appointment |
PAHotlistTaskView
| Name | Path | Type | Description |
|---|---|---|---|
|
Key
|
key | string |
UID of Creator of the Hotlist Task |
|
Assigned To UID
|
assignedToKeyUID | string |
UID of Assigned To of the Hotlist Task |
|
Assigned To Key
|
assignedToKeyValue | string |
Key of Assigned To of the Hotlist Task |
|
Assigned To Display Value
|
assignedToDisplayValue | string |
Display Value of Assigned To of the Hotlist Task |
|
Date Time
|
dateTime | date-time |
Date Time of the Hotlist Task |
|
Snooze Until
|
snoozeUntil | date-time |
Snooze Until of the Hotlist Task |
|
Alarm
|
alarm | date-time |
Alarm of the Hotlist Task |
|
Priority
|
priority | string |
Priority of the Hotlist Task |
|
Completed
|
completed | boolean |
Completed of the Hotlist Task |
|
Icon Type
|
iconType | string |
Icon Type of the Hotlist Task |
|
Activity
|
activity | string |
Activity of the Hotlist Task |
|
Creation Date
|
creationDate | date-time |
Creation Date of the Hotlist Task |
|
Last Modify Date
|
lastModifyDate | date-time |
Last Modify Date of the Hotlist Task |
|
Creator UID
|
creatorKeyUID | string |
UID of Creator of the Hotlist Task |
|
Creator Key
|
creatorKeyValue | string |
Key of Creator of the Hotlist Task |
|
Creator Display Value
|
creatorDisplayValue | string |
Display Value of Creator of the Hotlist Task |
|
Modified By UID
|
modifiedByKeyUID | string |
UID of Modified By of the Hotlist Task |
|
Modified By Key
|
modifiedByKeyValue | string |
Key of Modified By of the Hotlist Task |
|
Modified By Display Value
|
modifiedByDisplayValue | string |
Display Value of Modified By of the Hotlist Task |
|
Address Book Entry Key
|
abEntryKey | string |
Address Book Entry Key of the Hotlist Task |
|
Display Value
|
displayValue | string |
Display Value of the Hotlist Task |
|
With Key
|
withKey | string |
With Key of the Hotlist Task |
|
Lead Key
|
leadKey | string |
Lead Key of the Hotlist Task |
|
Result
|
result | array of string |
Result of the Hotlist Task |
|
Category
|
category | array of string |
Category of the Hotlist Task |
PALeadView
| Name | Path | Type | Description |
|---|---|---|---|
|
Lead Status Value
|
leadStatusValue | string |
Lead status value indicates the current status of the lead, i.e. if the lead is converted or archived (code:0, code:-1) |
|
Lead Status Key
|
leadStatusKey | string |
Key value of the lead status |
|
Lead Key
|
leadKey | string |
Lead's key value |
|
Lead ID
|
leadId | string |
ID of the lead |
|
Lead Company
|
leadCompany | string |
Name of the company associated with the lead |
|
Lead Mr/Ms
|
leadMrMs | string |
Title 'Mr/Ms' of the lead |
|
Lead First Name
|
leadFirstName | string |
First name of the lead |
|
Lead Middle Name
|
leadMiddleName | string |
Middle name of the lead |
|
Lead Last Name
|
leadLastName | string |
Last name of the lead |
|
Lead Name
|
leadName | string |
Name of the lead |
|
Lead Full Name
|
leadFullName | string |
Full name of the lead |
|
Lead Salutation
|
leadSalutation | string |
Lead's saluitation |
|
Lead Position
|
leadPosition | string |
Lead's position |
|
Lead Email Description
|
leadEmailDescription | string |
Email description of the lead |
|
Lead Email
|
leadEmail | string |
Email address of the lead |
|
Lead Email Default Status
|
leadEmailDefaultStatus | boolean |
Indicates if the email is used by default. Can be 'true' or 'false' |
|
Lead Phone 1 Description
|
leadPhone1Description | string |
Description of the phone 1 of the lead |
|
Lead Phone 1 Number
|
leadPhone1Number | string |
Phone 1 number of the lead |
|
Lead Phone 1 Extension
|
leadPhone1Extension | string |
Extension for the phone 1 of the lead |
|
Lead Phone 1 Display Value
|
leadPhone1DisplayValue | string |
Display value of the phone 1 of the lead |
|
Lead Phone 1 Default Status
|
leadPhone1DefaultStatus | boolean |
Indicates if phone 1 is the number used by default. Can be 'true' or 'false' |
|
Lead Phone 2 Description
|
leadPhone2Description | string |
Description of the phone 2 of the lead |
|
Lead Phone 2 Number
|
leadPhone2Number | string |
Phone 2 number of the lead |
|
Lead Phone 2 Extension
|
leadPhone2Extension | string |
Extension for the phone 2 of the lead |
|
Lead Phone 2 Display Value
|
leadPhone2DisplayValue | string |
Display value of the phone 2 of the lead |
|
Lead Phone 2 Default Status
|
leadPhone2DefaultStatus | boolean |
Indicates if phone 2 is the number used by default. Can be 'true' or 'false' |
|
Lead Website
|
leadWebsite | string |
Website address of the lead |
|
Lead Owner Key
|
leadOwnerKey | string |
Key value of the lead owner |
|
Lead Owner User ID
|
leadOwnerUserID | string |
Key value of the lead owner |
|
Lead Owner
|
leadOwner | string |
Name of the owner the lead is assigned to |
|
Lead Address Line 1
|
leadAddressLine1 | string |
Address Line 1 of the lead |
|
Lead Address Line 2
|
leadAddressLine2 | string |
Address Line 2 of the lead |
|
Lead City/Town
|
leadCityTown | string |
City/Town of the lead |
|
Lead State/Province
|
leadStateProvince | string |
State/Province of the lead |
|
Lead Zip/Postal Code
|
leadZipPostalCode | string |
Zip/Postal code of the lead |
|
Lead Country
|
leadCountry | string |
Country of the lead |
|
Lead Creation Date
|
leadCreationDate | date-time |
Date the lead was created |
|
Lead Last Modified Date
|
leadLastModifiedDate | date-time |
Date the lead was last modified |
|
Lead Partner Key
|
leadPartnerKey | string |
Key value of the lead's partner field |
|
Lead Partner
|
leadPartner | string |
Name of the partner generated the lead |
|
Lead Process Setup Key
|
leadProcessSetupKey | string |
Key value of the lead's process setup field |
|
Lead Process Setup
|
leadProcessSetup | string |
Name of the process setup the lead belongs to |
|
Lead Process Stage Setup Key
|
leadProcessStageSetupKey | string |
Key value of the lead's process stage setup field |
|
Lead Process Stage
|
leadProcessStage | string |
Current process stage of the lead |
|
Lead's AB Entry ID
|
leadsAbEntryId | string |
ID of Address Book entry related to the lead |
|
Lead's AB Entry Key
|
leadsAbEntryKey | string |
Key value of Address Book entry related to the lead |
|
Lead's AB Entry Type
|
leadsAbEntryType | string |
Type of the Address Book entry, i.e. individual, company related to the lead |
|
Lead's AB Entry Company
|
leadsAbEntryCompany | string |
Name of the company related to the lead's Address Book entry |
|
Lead's AB Entry Mr/Ms
|
leadsAbEntryMrMs | string |
Title 'Mr/Ms' of the Address Book entry related to the lead |
|
Lead's AB Entry First Name
|
leadsAbEntryFirstName | string |
Fist name of the Address Book entry related to the lead |
|
Lead's AB Entry Middle Name
|
leadsAbEntryMiddleName | string |
Middle name of the Address Book entry related to the lead |
|
Lead's AB Entry Last Name
|
leadsAbEntryLastName | string |
Last name of the Address Book entry related to the lead |
|
Lead's AB Entry Full Name
|
leadsAbEntryFullName | string |
Full name of the Address Book entry related to the lead |
|
Lead's AB Entry Email
|
leadsAbEntrEmail | string |
Email address of the Address Book entry related to the lead |
|
Lead's AB Entry Phone 1 Description
|
leadsAbEntryPhone1Description | string |
Description of the phone 1 of the Address Book entry linked to the lead |
|
Lead's AB Entry Phone 1 Number
|
leadsAbEntryPhone1Number | string |
Phone 1 number of the Address Book entry linked to the lead |
|
Lead's AB Entry Phone 1 Extension
|
leadsAbEntryPhone1Extension | string |
Extension for the phone 1 of the Address Book entry linked to the lead |
|
Lead's AB Entry Phone 1 Display Value
|
leadsAbEntryPhone1DisplayValue | string |
Display value of the phone 1 of the Address Book entry linked to the lead |
|
Lead's AB Entry Phone 2 Description
|
leadsAbEntryPhone2Description | string |
Description of the phone 2 of the Address Book entry linked to the lead |
|
Lead's AB Entry Phone 2 Number
|
leadsAbEntryPhone2Number | string |
Phone 2 number of the Address Book entry linked to the lead |
|
Lead's AB Entry Phone 2 Extension
|
leadsAbEntryPhone2Extension | string |
Extension for the phone 2 of the Address Book entry linked to the lead |
|
Lead's AB Entry Phone 2 Display Value
|
leadsAbEntryPhone2DisplayValue | string |
Display value of the phone 2 of the Address Book entry linked to the lead |
|
Opportunity Completion Reason
|
opportunityCompletionReason | string |
Reason the related opportunity is won, lost, suspended, etc |
|
Opportunity Key
|
opportunityKey | string |
Key value of the opportunity |
|
Opportunity ID
|
opportunityId | string |
ID of the opportunity |
|
Opportunity's AB Entry Key
|
opportunitysAbEntryKey | string |
Key value of the Address Book entry the opportunity belongs to |
|
Opportunity's AB Entry Email
|
opportunitysAbEntryEmail | string |
Email of the Address Book entry the opportunity belongs to |
|
Opportunity's AB Entry Type
|
opportunitysAbEntryType | string |
Type of the Address Book entry the opportunity belongs to |
|
Opportunity's AB Entry Company
|
opportunitysAbEntryCompany | string |
Name of the company of the Address Book entry the opportunity belongs to |
|
Opportunity's Contact Key
|
opportunitysContactKey | string |
Key value of the contact related to the opportunity |
|
Opportunity's Contact Email
|
opportunitysContactEmail | string |
Email address of the contact related to the opportunity |
|
Opportunity's Contact Type
|
opportunitysContactType | string |
Type of the contact the opportunity is linked to, i.e. Individual, Contact |
|
Opportunity's Contact Company Name
|
opportunitysContactCompanyName | string |
Name of the company of the contact associated with the opportunity |
|
Opportunity's Contact Mr/Ms
|
opportunitysContactMrMs | string |
Title 'Mr/Ms' of the contact associated with the opportunity |
|
Opportunity's Contact First Name
|
opportunitysContactFirstName | string |
First name of the contact linked to the opportunity |
|
Opportunity's Contact Middle Name
|
opportunitysContactMiddleName | string |
Middle name of the contact linked to the opportunity |
|
Opportunity's Contact Last Name
|
opportunitysContactLastName | string |
Last name of the contact linked to the opportunity |
|
Opportunity's Contact Full Name
|
opportunitysContactFullName | string |
Full name of the contact linked to the opportunity |
|
Opportunity Objective
|
opportunityObjective | string |
Objective of the opportunity |
|
Opportunity Description
|
opportunityDescription | string |
Description of the opportunity |
|
Opportunity Status Key
|
opportunityStatusKey | string |
Key value of the opportunity's status |
|
Opportunity Status
|
opportunityStatus | string |
Status of the opportunity |
|
Opportunity Start Date
|
opportunityStartDate | date-time |
Start date of the opportunity |
|
Opportunity Close Date
|
opportunityCloseDate | date-time |
Close date of the opportunity |
|
Opportunity Creation Date
|
opportunityCreationDate | date-time |
Creation date of the opportunity |
|
Opportunity Last Modified Date
|
opportunityLastModifiedDate | date-time |
Date the opportunity was last modified |
|
Opportunity Owner Key
|
opportunityOwnerKey | string |
Key value of the opportunity owner |
|
Opportunity Owner User ID
|
opportunityOwnerUserId | string |
User ID of the opportunity owner |
|
Opportunity Owner
|
opportunityOwner | string |
Opportunity owner name |
|
Opportunity Sales Team ID
|
opportunitySalesTeamID | integer |
ID of the opportunity's sales team |
|
Opportunity Sales Team Key
|
opportunitySalesTeamKey | string |
Key value of the opportunity's sales team |
|
Opportunity Sales Team
|
opportunitySalesTeam | string |
Sales team assigned to the opportunity |
|
Opportunity Next Action
|
opportunityNextAction | string |
Next action for the opportunity |
|
Opportunity Sales Process
|
opportunitySalesProcess | string |
Name of the sales process the opportunity belongs to |
|
Opportunity Sales Process Key
|
opportunitySalesProcessKey | string |
Key value of the sales process associated with the opportunity |
|
Opportunity Sales Stage
|
opportunitySalesStage | string |
Name of the sales stage of the opportunity |
|
Opportunity Sales Stage Key
|
opportunitySalesStageKey | string |
Key value of the current sales stage of the opportunity |
|
Opportunity Partner Keys
|
opportunityPartnerKeys | array of string |
Opportunity partner keys |
|
Opportunity Partners
|
opportunityPartners | array of string |
Partners assigned to the opportunity |
|
Opportunity Competitors
|
opportunityCompetitors | array of string |
Competitors assigned to the opportunity |
|
Opportunity Name
|
opportunityName | string |
Name of the opportunity |
|
Opportunity Campaign Key
|
opportunityCampaignKey | string |
Key value of the campaign the opportunity is part of |
|
Opportunity Campaign
|
opportunityCampaign | string |
Name of the campaign the opportunity is part of |
|
Opportunity Categories
|
opportunityCategories | array of string |
Categories the opportunity belongs to |
|
Opportunity Products
|
opportunityProducts | array of string |
Products related to the opportunity |
|
Opportunity Confidence Rating
|
opportunityConfidenceRating | array of string |
Confidence rating about the opportunity, i.e. confident, doubtful, etc |
|
Opportunity Cost
|
opportunityCost | double |
Cost of the opportunity |
|
Opportunity Actual Revenue
|
opportunityActualRevenue | double |
Actual revenue of the opportunity |
|
Opportunity Forcast Value
|
opportunityForecastRevenue | double |
Forcast value of the opportunity |
|
User Definded Fiels of Lead
|
userDefinedFields | object |
Selected User Definded Fields of the Lead, Using Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value |
PANoteView
| Name | Path | Type | Description |
|---|---|---|---|
|
Key
|
key | string |
Key of the Note |
|
Text
|
text | string |
Text of the Note |
|
Rich Text
|
richText | string |
Rich Text of the Note |
|
Category
|
category | string |
Category of the Note |
|
Important
|
important | boolean |
Important of the Note |
|
Type Key
|
typeKey | string |
Key of Type of the Note |
|
Type Display Value
|
typeDisplayValue | string |
Display Value of Type of the Note |
|
Date Time
|
dateTime | date-time |
Date Time of the Note |
|
Creator UID
|
creatorKeyUID | string |
UID of Creator of the Note |
|
Creator Key
|
creatorKeyValue | string |
Key of Creator of the Note |
|
Creator Display Value
|
creatorDisplayValue | string |
Display Value of Creator of the Note |
|
Display Value
|
displayValue | string |
Display Value of the Note |
|
Parent Key
|
parentKey | string |
Parent Key of the Note |
PAOpportunityView
| Name | Path | Type | Description |
|---|---|---|---|
|
Key
|
key | string |
Key value of the Opportunity |
|
ID
|
id | string |
Key ID of the Opportunity |
|
Objective
|
objective | string |
Objective of the Opportunity |
|
Description
|
description | string |
Description of the Opportunity |
|
StatusValue
|
statusValue | string |
Status Value of the Opportunity |
|
StatusKey
|
statusKey | string |
Status Key of the Opportunity |
|
Cost
|
cost | double |
Cost of the Opportunity |
|
Cost Curreny Code
|
costCurrenyCode | string |
Curreny Code of Cost of the Opportunity |
|
Actual Revenue
|
actualRevenue | double |
Actual Revenue of the Opportunity |
|
Actual Revenue Curreny Code
|
actualRevenueCurrenyCode | string |
Curreny Code of Actual Revenue of the Opportunity |
|
Forecast Revenue
|
forecastRevenue | double |
Forecast Revenue of the Opportunity |
|
Forecast Revenue Curreny Code
|
forecastRevenueCurrenyCode | string |
Curreny Code of Forecast Revenue of the Opportunity |
|
Start Date
|
startDate | date-time |
Start Date of the Opportunity |
|
Close Date
|
closeDate | date-time |
Close Date of the Opportunity |
|
Creation Date
|
creationDate | date-time |
Creation Date of the Opportunity |
|
Last Modify Date
|
lastModifyDate | date-time |
Last Modify Date of the Opportunity |
|
Leader Key
|
leaderKey | string |
Key of Leader of the Opportunity |
|
Owner Display Value
|
leaderDisplayValue | string |
Display Value of Owner of the Opportunity |
|
Sales Team Key
|
salesTeamKey | string |
Key of SalesTeam of the Opportunity |
|
Sales Team ID
|
salesTeamID | integer |
ID of SalesTeam of the Opportunity |
|
Sales Team Display Name
|
salesTeamDisplayName | string |
Display Name of Sales Team of the Opportunity |
|
Sales Team Display Value
|
salesTeamDisplayValue | string |
Display Value Sales Team of the Opportunity |
|
Next Action
|
nextAction | string |
Next Action of the Opportunity |
|
Sales Process Setup Key
|
salesProcessSetupKey | string |
Key value of Sales Process Setup of the Opportunity |
|
Sales Process Setup
|
salesProcessSetup | string |
Sales Process Setup of the Opportunity |
|
Sales Stage Setup Key
|
salesStageSetupKey | string |
Key value of Sales Stage Setup of the Opportunity |
|
Sales Stage Setup
|
salesStageSetup | string |
Sales Stage Setup of the Opportunity |
|
Sales Processn Key
|
salesProcessKey | string |
Key value of Sales Process of the Opportunity |
|
Sales Processn
|
salesProcess | string |
Sales Process of the Opportunity |
|
Current Sales Stage Key
|
currentSalesStageKey | string |
Key value of Current Sales Stage of the Opportunity |
|
Current Sales Stage
|
currentSalesStage | string |
Current Sales Stage of the Opportunity |
|
Partner Keys
|
partnerKeys | array of string |
Partner Keys of the Opportunity |
|
Partner IDs
|
partnerIDs | array of string |
Partner IDs of the Opportunity |
|
Partner Info
|
partnerInfo | array of OpportunityPartner |
Partner Info of the Opportunity |
|
Competitor Info
|
competitorInfo | array of OpportunityCompetitor |
Competitor Info of the Opportunity |
|
Comment
|
comment | string |
Comment of the Opportunity |
|
Reason
|
reason | string |
Reason of the Opportunity |
|
Reason Key
|
reasonKey | string |
Key value of Reason of the Opportunity |
|
Display Value
|
displayValue | string |
Display Value of the Opportunity |
|
Campaign Key
|
campaignKey | string |
Campaign Key of the Opportunity |
|
Campaign Key
|
campaign | string |
Key value of Campaign of the Opportunity |
|
Category
|
category | array of OpportunityCategoryItem |
Category of the Opportunity |
|
Product
|
product | array of OpportunityProductItem |
Product of the Opportunity |
|
Rating
|
rating | array of OpportunityRatingItem |
Rating of the Opportunity |
|
Revenue Type
|
revenueType | string |
Revenue Type of the Opportunity |
|
Opportunity's AB Entry ID
|
opportunityAbEntryId | string |
ID of Address Book entry related to the Opportunity |
|
Opportunity's AB Entry Key
|
opportunityAbEntryKey | string |
Key value of Address Book entry related to the Opportunity |
|
Opportunity's AB Entry Type
|
opportunityAbEntryType | string |
Type of the Address Book entry, i.e. individual, company related to the Opportunity |
|
Opportunity's AB Entry Company
|
opportunityAbEntryCompany | string |
Name of the company related to the Opportunity's Address Book entry |
|
Opportunity's AB Entry Mr/Ms
|
opportunityAbEntryMrMs | string |
Title 'Mr/Ms' of the Address Book entry related to the Opportunity |
|
Opportunity's AB Entry First Name
|
opportunityAbEntryFirstName | string |
Fist name of the Address Book entry related to the Opportunity |
|
Opportunity's AB Entry Middle Name
|
opportunityAbEntryMiddleName | string |
Middle name of the Address Book entry related to the Opportunity |
|
Opportunity's AB Entry Last Name
|
opportunityAbEntryLastName | string |
Last name of the Address Book entry related to the Opportunity |
|
Opportunity's AB Entry Full Name
|
opportunityAbEntryFullName | string |
Full name of the Address Book entry related to the Opportunity |
|
Opportunity's AB Entry Email
|
opportunityAbEntrEmail | string |
Email address of the Address Book entry related to the Opportunity |
|
Opportunity's AB Entry Phone 1 Description
|
opportunityAbEntryPhone1Description | string |
Description of the phone 1 of the Address Book entry linked to the Opportunity |
|
Opportunity's AB Entry Phone 1 Number
|
opportunityAbEntryPhone1Number | string |
Phone 1 number of the Address Book entry linked to the Opportunity |
|
Opportunity's AB Entry Phone 1 Extension
|
opportunityAbEntryPhone1Extension | string |
Extension for the phone 1 of the Address Book entry linked to the Opportunity |
|
Opportunity's AB Entry Phone 1 Display Value
|
opportunityAbEntryPhone1DisplayValue | string |
Display value of the phone 1 of the Address Book entry linked to the Opportunity |
|
Opportunity's AB Entry Phone 2 Description
|
opportunityAbEntryPhone2Description | string |
Description of the phone 2 of the Address Book entry linked to the Opportunity |
|
Opportunity's AB Entry Phone 2 Number
|
opportunityAbEntryPhone2Number | string |
Phone 2 number of the Address Book entry linked to the Opportunity |
|
Opportunity's AB Entry Phone 2 Extension
|
opportunityAbEntryPhone2Extension | string |
Extension for the phone 2 of the Address Book entry linked to the Opportunity |
|
Opportunity's AB Entry Phone 2 Display Value
|
opportunityAbEntryPhone2DisplayValue | string |
Display value of the phone 2 of the Address Book entry linked to the Opportunity |
|
Opportunity's Contact ID
|
opportunityContactId | string |
ID of Contact related to the Opportunity |
|
Opportunity's Contact Key
|
opportunityContactKey | string |
Key value of Contact related to the Opportunity |
|
Opportunity's Contact Type
|
opportunityContactType | string |
Type of the Address Book entry, i.e. individual, company related to the Opportunity |
|
Opportunity's Contact Company
|
opportunityContactCompany | string |
Name of the company related to the Opportunity's Contact |
|
Opportunity's Contact Mr/Ms
|
opportunityContactMrMs | string |
Title 'Mr/Ms' of the Contact related to the Opportunity |
|
Opportunity's Contact First Name
|
opportunityContactFirstName | string |
Fist name of the Contact related to the Opportunity |
|
Opportunity's Contact Middle Name
|
opportunityContactMiddleName | string |
Middle name of the Contact related to the Opportunity |
|
Opportunity's Contact Last Name
|
opportunityContactLastName | string |
Last name of the Contact related to the Opportunity |
|
Opportunity's Contact Full Name
|
opportunityContactFullName | string |
Full name of the Contact related to the Opportunity |
|
Opportunity's Contact Email
|
opportunityContactEmail | string |
Email address of the Contact related to the Opportunity |
|
Opportunity's Contact Phone 1 Description
|
opportunityContactPhone1Description | string |
Description of the phone 1 of the Contact linked to the Opportunity |
|
Opportunity's Contact Phone 1 Number
|
opportunityContactPhone1Number | string |
Phone 1 number of the Contact linked to the Opportunity |
|
Opportunity's Contact Phone 1 Extension
|
opportunityContactPhone1Extension | string |
Extension for the phone 1 of the Contact linked to the Opportunity |
|
Opportunity's Contact Phone 1 Display Value
|
opportunityContactPhone1DisplayValue | string |
Display value of the phone 1 of the Contact linked to the Opportunity |
|
Opportunity's Contact Phone 2 Description
|
opportunityContactPhone2Description | string |
Description of the phone 2 of the Contact linked to the Opportunity |
|
Opportunity's Contact Phone 2 Number
|
opportunityContactPhone2Number | string |
Phone 2 number of the Contact linked to the Opportunity |
|
Opportunity's Contact Phone 2 Extension
|
opportunityContactPhone2Extension | string |
Extension for the phone 2 of the Contact linked to the Opportunity |
|
Opportunity's Contact Phone 2 Display Value
|
opportunityContactPhone2DisplayValue | string |
Display value of the phone 2 of the Contact linked to the Opportunity |
|
User Definded Fiels of Opportunity
|
userDefinedFields | object |
Selected User Definded Fields of the Opportunity, Using Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value |
PAPersonalTaskView
| Name | Path | Type | Description |
|---|---|---|---|
|
Key
|
key | string |
UID of Creator of the Personal Task |
|
Assigned To UID
|
assignedToKeyUID | string |
UID of Assigned To of the Personal Task |
|
Assigned To Key
|
assignedToKeyValue | string |
Key of Assigned To of the Personal Task |
|
Assigned To Display Value
|
assignedToDisplayValue | string |
Display Value of Assigned To of the Personal Task |
|
Date Time
|
dateTime | date-time |
Date Time of the Personal Task |
|
Snooze Until
|
snoozeUntil | date-time |
Snooze Until of the Personal Task |
|
Alarm
|
alarm | date-time |
Alarm of the Personal Task |
|
Priority
|
priority | string |
Priority of the Personal Task |
|
Completed
|
completed | boolean |
Completed of the Personal Task |
|
Icon Type
|
iconType | string |
Icon Type of the Personal Task |
|
Activity
|
activity | string |
Activity of the Personal Task |
|
Creation Date
|
creationDate | date-time |
Creation Date of the Personal Task |
|
Last Modify Date
|
lastModifyDate | date-time |
Last Modify Date of the Personal Task |
|
Creator UID
|
creatorKeyUID | string |
UID of Creator of the Personal Task |
|
Creator Key
|
creatorKeyValue | string |
Key of Creator of the Personal Task |
|
Creator Display Value
|
creatorDisplayValue | string |
Display Value of Creator of the Personal Task |
|
Modified By UID
|
modifiedByKeyUID | string |
UID of Modified By of the Personal Task |
|
Modified By Key
|
modifiedByKeyValue | string |
Key of Modified By of the Personal Task |
|
Modified By Display Value
|
modifiedByDisplayValue | string |
Display Value of Modified By of the Personal Task |
|
Display Value
|
displayValue | string |
Display Value of the Personal Task |
|
Result
|
result | array of string |
Result of the Personal Task |
|
Category
|
category | array of string |
Category of the Personal Task |
PersonalTaskCreateSchema
| Name | Path | Type | Description |
|---|---|---|---|
|
Created Personal Tasks
|
personalTasks | array of PAPersonalTaskView |
The list of Created Personal Tasks |