QQCatalyst

Events

• New Contact

  Start flo when a new contact is created.

• New Note

  Start flow when a New note is created

• New Policy

  Start FLO when...

• Updated Contact

  Start Flow when a contact is Updated.

  Outputs:

  • Collection (object): Updates contact information within QQCatalyst.

• Updated Policy

Actions

• Create Customer

  Create a new customer in QQ Catalyst.

• Create Note

  Create a new note.

• Create Task

  Create a New task in QQ Catalyst.

• Download File

• HTTP Request

  Make an authenticated HTTP request to the QQCatalyst API

• Read Customer Details

  Read the details of a customer using their customer ID.

• Read Customer Notes

  Read customer notes using customer ID.

• Read Customer Policies

  Read the details of a customer policies using their contact ID.

• Read Policy Details

  Read the details of a policy using the policy ID.

• Search Customers

  Search customers in a QQ Catalyst.

• Search Employees

  Search employees in a qq catalyst.

• Update Task

  Update a Task by using Task ID.

• Upload File

  Upload a file and associate it to a contact using their contact ID