Hi There,
We want to group actions, like those mentioned below, based on their functionality. Is there any way to do this?
Trigger:
- New
- New contact
- New deal
- New account
- Updated
- Contact updated
- Deal updated
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Action:
- Create
- Create contact
- Create deal
- Create account
- Update
- Update contact
- Update deal
- Update account
- Search
- Find contact by unique fields
- Find account
- Find deal
- Other actions
- Add meeting to deal
- Add note to deal
- Add note to contact
Thanks in Advance!