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 flo when a contact is Updated.
  • 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