Contacts for Workflows

Effortless Contact and Task Management

Contacts for Workflows streamlines the way you manage your contacts, tasks, and notes. Whether you're keeping track of important relationships, organizing tasks, or documenting critical information, this app offers powerful tools to optimize your workflow.

Add/update contacts

Manage tasks easily

Track notes quickly

Get real-time alerts

Detailed Information

Actions

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Create Contact

Add new contacts to your system effortlessly

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Get Contact

Retrieve detailed information about specific contacts instantly

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Update Contact

Keep your contact information current with easy updates.

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Delete Contact

Remove outdated or irrelevant contacts with ease

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Create Task

Plan and organize your activities by creating tasks.

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Get Task

Access details about tasks and ensure nothing is overlooked.

Detailed Information

Triggers

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Contact Create

Automatically respond when a new contact is added.

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Contact Update

Keep track of changes made to existing contacts.

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Contact Delete

Act on contact removals to maintain a clean database

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Task Create

Trigger workflows when new tasks are added.

Detailed Information

Use Cases

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Centralized Contact Management

With seamless actions like create, update, and delete, you can keep your contact list accurate and organized without switching tools.

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Task Tracking and Automation

Whether it's a follow-up call or a scheduled meeting, manage all your tasks efficiently and trigger workflows based on task events.

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Notes for Every Interaction

Whether it's a follow-up call or a scheduled meeting, manage all your tasks efficiently and trigger workflows based on task events.

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Real-Time Workflow Triggers

Use built-in triggers like "Contact Updated" or "Task Completed" to keep your workflows responsive and timely.

Contacts for Workflows

Why Choose Contacts for Workflows?

  • Organized Data: Centralize your contacts, tasks, and notes for efficiency.

  • Automated Updates: Leverage triggers to stay informed in real time.

  • Customizable Fields: Adapt the app to meet your unique needs.

  • Comprehensive Resources: Learn quickly with our training videos and support.

Apps Installation and Integration

Custom Actions

Add Contact To Camp

Remove Contact From

Remove Contact From

Get Duplicate Contact

Get Contact By Busine

Add / Remove Contact

Delete Contact

Create Task

Get Task

Update Task

Get Note

Delete Task

Create Note

Update Note

Delete Note

Update Custom Field

Add Follower To Conta

Remove Follower From

Create Contact

Get Contact

Update Contact

upsert contact

Update Task Complete

Add Tag to a Contact

Remove Tag to Contac

Get Workflow By Nam

Add Contact To Workfl

Remove Contact to Wo

Add Bulk Tags To Cont

Remove Bulk Tags Fro

Custom Triggers

Contact Create

Contact Update

Contact Delete

Task Create

Task Complete

Task Delete

Note Create

Note Update

Note Delete

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