Share via


Maximizer CRM (Preview)

Maximizer CRM empowers businesses to streamline processes, build stronger customer relationships, and close deals faster. The Maximizer Connector allows you to create powerful workflows that reduce manual work and increase productivity. Automatically trigger follow-ups when new leads are added, sync data across platforms, or schedule appointments in Maximizer from Microsoft Bookings. Keep your team aligned and focused on growing customer value without missing a beat.

This connector is available in the following products and regions:

Service Class Regions
Copilot Studio 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)
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   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)
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)
Contact
Name Maximizer Software Inc.
URL https://www.maximizer.com/support
Email 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 CRM empowers businesses to streamline processes, build stronger customer relationships, and close deals faster. The Maximizer Connector allows you to create powerful workflows that reduce manual work and increase productivity. Automatically trigger follow-ups when new leads are added, sync data across platforms, or schedule appointments in Maximizer from Microsoft Bookings. Keep your team aligned and focused on growing customer value without missing a beat.

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.

Known issues and limitations

  • 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

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

Convert Lead

Convert Lead

Create Address Book Entry

Create Address Book Entry

Create Appointment

Create Appointment

Create Case

Create Case

Create Interaction

Create Interaction

Create Lead Entry

Create Lead Entry

Create Note

Create Note

Create Opportunity

Create Opportunity

Create Task

Create Task

Delete Appointment

Delete Appointment

Find Address Book Entry

Find Address Book Entry

Find Appointment

Find Appointment

Find Lead

Find Lead

Find Maximizer User

Find Maximizer User

Find Opportunity

Find Opportunity

Find or Create Address Book Entry

Find or Create Address Book Entry when not found

Find or Create Case

Create Case when it is not found

Find or Create Lead

Create Lead when it is not found

Find or Create Opportunity

Create Opportunity when it is not found

New Personal Task

New Personal Task

Update Address Book Entry

Update Address Book Entry

Update Appointment

Update Appointment

Update Case

Update Case

Update Lead

Update Lead

Update Opportunity

Update Opportunity

Convert Lead

Convert Lead

Parameters

Name Key Required Type Description
Convert Option
convertOption string

Select option to convert by

Do not create a Contact
doNotCreateAContact string

Do not create a Contact for New or Existing Individual

Do not create an Opportunity
doNotCreateAnOpportunity string

Do not create an Opportunity

body
body dynamic

Returns

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

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 Case

Create Case

Parameters

Name Key Required Type Description
body
body dynamic

Returns

Body
PACaseView

Create Interaction

Create Interaction

Parameters

Name Key Required Type Description
body
body dynamic

Returns

Create Lead Entry

Create Lead Entry

Parameters

Name Key Required Type Description
body
body dynamic

Returns

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

Create Opportunity

Create Opportunity

Parameters

Name Key Required Type Description
body
body dynamic

Returns

Create Task

Create 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

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

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

Find Maximizer User

Find Maximizer User

Parameters

Name Key Required Type Description
body
body dynamic

Returns

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

Find or Create Case

Create Case 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 Case.

Search By: User Defined Fields #2
udf2 string

Select User Defined Field to find Case.

Search By: User Defined Fields #3
udf3 string

Select User Defined Field to find Case.

Search By: User Defined Fields #4
udf4 string

Select User Defined Field to find Case.

Search By: User Defined Fields #5
udf5 string

Select User Defined Field to find Case.

body
body dynamic

Returns

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

New Personal Task

New Personal Task

Parameters

Name Key Required Type Description
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

Update Appointment

Update Appointment

Parameters

Name Key Required Type Description
body
body dynamic

Returns

Update Case

Update Case

Parameters

Name Key Required Type Description
body
body dynamic

Returns

Body
PACaseView

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

Update Opportunity

Update Opportunity

Parameters

Name Key Required Type Description
body
body dynamic

Returns

Triggers

Date Notification for Address Book Entry

Triggers when Address Book Entry reaches notification date. Please run it once a date. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

Date Notification for Appointment

Triggers when Appointment reaches notification date. Please run it once a date. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

Date Notification for Case

Triggers when Case Entry reaches notification date. Please run it once a date. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

Date Notification for Lead

Triggers when Lead reaches notification date. Please run it once a date. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

Date Notification for Opportunity

Triggers when Opportunities reaches notification date. Please run it once a date. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

New Address Book Entry

New Address Book Entry

New Appointment

New Appointment

New Case

New Case. Please run it once a date. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

New Lead

Triggers when a Lead is added

New Opportunity

New Opportunity. Please run it once a date. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

New Or Updated Address Book Entry

New Or Updated Address Book Entry

New Or Updated Appointment

New Or Updated Appointment

New Or Updated Case

New or Updated Case. Please run it once a date. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

New Or Updated Opportunity

New or Updated Opportunity. Please run it once a date. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

New Task

New Task

Opportunity Stage Changed

Triggers when the opportunity stage is changed. Please run it once a date. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

Updated Lead

Triggers when a Lead is updated. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

Date Notification for Address Book Entry

Triggers when Address Book Entry reaches notification date. Please run it once a date. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

Parameters

Name Key Required Type Description
object

Returns

Date Notification for Appointment

Triggers when Appointment reaches notification date. Please run it once a date. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

Parameters

Name Key Required Type Description
object

Returns

Date Notification for Case

Triggers when Case Entry reaches notification date. Please run it once a date. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

Parameters

Name Key Required Type Description
object

Returns

Date Notification for Lead

Triggers when Lead reaches notification date. Please run it once a date. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

Parameters

Name Key Required Type Description
object

Returns

Date Notification for Opportunity

Triggers when Opportunities reaches notification date. Please run it once a date. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

Parameters

Name Key Required Type Description
object

Returns

New Address Book Entry

New Address Book Entry

Parameters

Name Key Required Type Description
object

Returns

New Appointment

New Appointment

Parameters

Name Key Required Type Description
object

Returns

New Case

New Case. Please run it once a date. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

Parameters

Name Key Required Type Description
object

Returns

New Lead

Triggers when a Lead is added

Parameters

Name Key Required Type Description
object

Returns

New Opportunity

New Opportunity. Please run it once a date. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

Parameters

Name Key Required Type Description
object

Returns

New Or Updated Address Book Entry

New Or Updated Address Book Entry

Parameters

Name Key Required Type Description
object

Returns

New Or Updated Appointment

New Or Updated Appointment

Parameters

Name Key Required Type Description
object

Returns

New Or Updated Case

New or Updated Case. Please run it once a date. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

Parameters

Name Key Required Type Description
object

Returns

New Or Updated Opportunity

New or Updated Opportunity. Please run it once a date. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

Parameters

Name Key Required Type Description
object

Returns

New Task

New Task

Parameters

Name Key Required Type Description
object

Returns

Opportunity Stage Changed

Triggers when the opportunity stage is changed. Please run it once a date. For UDFs, Use Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

Parameters

Name Key Required Type Description
body
body dynamic

Returns

Updated Lead

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

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

AbEntryTriggerSchema

Name Path Type Description
triggerState
triggerState string
Address Book Entries
abEntries array of AbEntryTriggerView

The list of Trigger Address Book Entries result

AbEntryTriggerView

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 Defined Fields of AbEntry
userDefinedFields object

Selected User Defined Fields of the Address Book, Using Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

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

AppointmentTriggerSchema

Name Path Type Description
triggerState
triggerState string
Appointments
appointments array of AppointmentTriggerView

The list of Trigger Appointments result

AppointmentTriggerView

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

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

CaseCategoryItem

Name Path Type Description
Case Category Item Key
caseCategoryItemKey string

Category Item Key of the Case

Case Category Item Value
caseCategoryItemValue string

Category Item Value of the Case

CaseFindOrCreateSchema

Name Path Type Description
Case Entries
cases array of PACaseView

The list of Find or Created Case entries result

CaseProductItem

Name Path Type Description
Case Product Item Key
caseProductItemKey string

Product Item Key of the Case

Case Product Item Value
caseProductItemValue string

Product Item Value of the Case

CaseTriggerSchema

Name Path Type Description
triggerState
triggerState string
Cases
cases array of CaseTriggerView

The list of Trigger Cases result

CaseTriggerView

Name Path Type Description
Key
key string

Key value of the Case

Case Number
caseNumber string

Case Number of the Case

Subject
subject string

Subject of the Case

Description
description string

Description of the Case

Case AbEntry ID
caseAbEntryID string

The ID of the Case AbEntry

Case AbEntry Key
caseAbEntryKey string

The Key Value of the Case AbEntry

Case AbEntry Email
caseAbEntryEmail string

The Email of the Case AbEntry

Case AbEntry Type
caseAbEntryType string

The Type of the Case AbEntry

Case AbEntry CompanyName
caseAbEntryCompanyName string

The CompanyName of the Case AbEntry

Case AbEntry MrMs
caseAbEntryMrMs string

The MrMs of the Case AbEntry

Case AbEntry FirstName
caseAbEntryFirstName string

The FirstName of the Case AbEntry

Case AbEntry MiddleName
caseAbEntryMiddleName string

The MiddleName of the Case AbEntry

Case AbEntry LastName
caseAbEntryLastName string

The LastName of the Case AbEntry

Case AbEntry FullName
caseAbEntryFullName string

The FullName of the Case AbEntry

Case Contact ID
caseContactID string

The ID of the Case Contact

Case Contact Key
caseContactKey string

The Key Value of the Case Contact

Case Contact Email
caseContactEmail string

The Email of the Case Contact

Case Contact Type
caseContactType string

The Type of the Case Contact

Case Contact CompanyName
caseContactCompanyName string

The CompanyName of the Case Contact

Case Contact MrMs
caseContactMrMs string

The MrMs of the Case Contact

Case Contact FirstName
caseContactFirstName string

The FirstName of the Case Contact

Case Contact MiddleName
caseContactMiddleName string

The MiddleName of the Case Contact

Case Contact LastName
caseContactLastName string

The LastName of the Case Contact

Case Contact FullName
caseContactFullName string

The FullName of the Case Contact

Assigned To User ID
assignedToUserID string

ID of the user that the Case assigned to

Assigned To User Key
assignedToUserKey string

Key of the user that the Case assigned to

Assigned To Display Value
assignedToUserDisplayValue string

Display Value of the user that the Case assigned to

Priority Key
priorityKey string

Key of Priority of the Case

Priority Display Value
priorityDisplayValue string

Display Value of Priority of the Case

Severity Key
severityKey string

Key of Severity of the Case

Severity Display Value
severityDisplayValue string

Display Value of Severity of the Case

Resolved Date
resolvedDate date-time

Resolved Date of the Case

Resolved By User ID
resolvedByUserID string

ID of user that resolve the Case

Resolved By User Key
resolvedByUserKey string

Key of user that resolve the Case

Resolved By Display Value
resolvedByUserDisplayValue string

Display Value of user that resolve the Case

Owner User ID
ownerUserID string

ID of user that own the Case

Owner User Key
ownerUserKey string

Key of user that own the Case

Owner Display Value
ownerUserDisplayValue string

Display Value of user that own the Case

Follow Up Date
followUpDate date-time

Follow Up Date of the Case

Last Modify Date
lastModifyDate date-time

Last Modify Date of the Case

Creation Date
creationDate date-time

Creation Date of the Case

Creator User ID
creatorUserID string

ID of user that create the Case

Creator User Key
creatorUserKey string

Key of user that create the Case

Creator Display Value
creatorUserDisplayValue string

Display Value of user that create the Case

Display Value
displayValue string

Display Value of the Case

Type Key
typeKey string

Key of theType of the Case

Type Display Value
typeDisplayValue string

Display Value of the Type of the Case

Reason Key
reasonKey string

Key of Reason of the Case

Reason Display Value
reasonDisplayValue string

Display Value of Reason of the Case

Origin Key
originKey string

Key of Origin of the Case

Origin Display Value
originDisplayValue string

Display Value of Origin of the Case

Category
category array of CaseCategoryItem

Category of the Case

Product
product array of CaseProductItem

Product of the Case

Queue Key
queueKey string

Key of Queue of the Case

Queue Display Value
queueDisplayValue string

Display Value of Queue of the Case

Status Key
statusKey string

Key of Status of the Case

Status Display Value
statusDisplayValue string

Display Value of Status of the Case

User Defined Fields of Case
userDefinedFields object

Selected User Defined Fields of the Case, Using Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

HotlistTaskCreateSchema

Name Path Type Description
Created Tasks
hotlistTasks array of PAHotlistTaskView

The list of Created Tasks

HotlistTaskTriggerSchema

Name Path Type Description
triggerState
triggerState string
Tasks
hotlistTasks array of HotlistTaskTriggerView

The list of Trigger Appointments result

HotlistTaskTriggerView

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

InteractionLogCategory

Name Path Type Description
Result Key
categoryKey string

Key of the Result of the Interaction

Result Display Value
categoryDisplayValue string

Display Value of the Result of the Interaction

InteractionLogCreateSchema

Name Path Type Description
Created Interaction
interactionLogs array of PAInteractionLogView

The list of Interaction

InteractionLogResult

Name Path Type Description
Result Key
resultKey string

Key of the Result of the Interaction

Result Display Value
resultDisplayValue string

Display Value of the Result of the Interaction

LeadConvertSchema

Name Path Type Description
Entries converted from Leads
entries array of PALeadConvertView

The list of entries converted from Leads

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 Defined Fields of Lead
userDefinedFields object

Selected User Defined 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

OpportunityTriggerSchema

Name Path Type Description
triggerState
triggerState string
Opportunities
opportunities array of OpportunityTriggerView

The list of Trigger Opportunities result

OpportunityTriggerView

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 Defined Fields of Opportunity
userDefinedFields object

Selected User Defined Fields of the Opportunity, Using Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

OpportunityUpdateSchema

Name Path Type Description
Updated Opportunity
opportunities array of PAOpportunityView

The list of Updated Opportunities

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

PACaseView

Name Path Type Description
Key
key string

Key value of the Case

Case Number
caseNumber string

Case Number of the Case

Subject
subject string

Subject of the Case

Description
description string

Description of the Case

Case AbEntry ID
caseAbEntryID string

The ID of the Case AbEntry

Case AbEntry Key
caseAbEntryKey string

The Key Value of the Case AbEntry

Case AbEntry Email
caseAbEntryEmail string

The Email of the Case AbEntry

Case AbEntry Type
caseAbEntryType string

The Type of the Case AbEntry

Case AbEntry CompanyName
caseAbEntryCompanyName string

The CompanyName of the Case AbEntry

Case AbEntry MrMs
caseAbEntryMrMs string

The MrMs of the Case AbEntry

Case AbEntry FirstName
caseAbEntryFirstName string

The FirstName of the Case AbEntry

Case AbEntry MiddleName
caseAbEntryMiddleName string

The MiddleName of the Case AbEntry

Case AbEntry LastName
caseAbEntryLastName string

The LastName of the Case AbEntry

Case AbEntry FullName
caseAbEntryFullName string

The FullName of the Case AbEntry

Case Contact ID
caseContactID string

The ID of the Case Contact

Case Contact Key
caseContactKey string

The Key Value of the Case Contact

Case Contact Email
caseContactEmail string

The Email of the Case Contact

Case Contact Type
caseContactType string

The Type of the Case Contact

Case Contact CompanyName
caseContactCompanyName string

The CompanyName of the Case Contact

Case Contact MrMs
caseContactMrMs string

The MrMs of the Case Contact

Case Contact FirstName
caseContactFirstName string

The FirstName of the Case Contact

Case Contact MiddleName
caseContactMiddleName string

The MiddleName of the Case Contact

Case Contact LastName
caseContactLastName string

The LastName of the Case Contact

Case Contact FullName
caseContactFullName string

The FullName of the Case Contact

Assigned To User ID
assignedToUserID string

ID of the user that the Case assigned to

Assigned To User Key
assignedToUserKey string

Key of the user that the Case assigned to

Assigned To Display Value
assignedToUserDisplayValue string

Display Value of the user that the Case assigned to

Priority Key
priorityKey string

Key of Priority of the Case

Priority Display Value
priorityDisplayValue string

Display Value of Priority of the Case

Severity Key
severityKey string

Key of Severity of the Case

Severity Display Value
severityDisplayValue string

Display Value of Severity of the Case

Resolved Date
resolvedDate date-time

Resolved Date of the Case

Resolved By User ID
resolvedByUserID string

ID of user that resolve the Case

Resolved By User Key
resolvedByUserKey string

Key of user that resolve the Case

Resolved By Display Value
resolvedByUserDisplayValue string

Display Value of user that resolve the Case

Owner User ID
ownerUserID string

ID of user that own the Case

Owner User Key
ownerUserKey string

Key of user that own the Case

Owner Display Value
ownerUserDisplayValue string

Display Value of user that own the Case

Follow Up Date
followUpDate date-time

Follow Up Date of the Case

Last Modify Date
lastModifyDate date-time

Last Modify Date of the Case

Creation Date
creationDate date-time

Creation Date of the Case

Creator User ID
creatorUserID string

ID of user that create the Case

Creator User Key
creatorUserKey string

Key of user that create the Case

Creator Display Value
creatorUserDisplayValue string

Display Value of user that create the Case

Display Value
displayValue string

Display Value of the Case

Type Key
typeKey string

Key of theType of the Case

Type Display Value
typeDisplayValue string

Display Value of the Type of the Case

Reason Key
reasonKey string

Key of Reason of the Case

Reason Display Value
reasonDisplayValue string

Display Value of Reason of the Case

Origin Key
originKey string

Key of Origin of the Case

Origin Display Value
originDisplayValue string

Display Value of Origin of the Case

Category
category array of CaseCategoryItem

Category of the Case

Product
product array of CaseProductItem

Product of the Case

Queue Key
queueKey string

Key of Queue of the Case

Queue Display Value
queueDisplayValue string

Display Value of Queue of the Case

Status Key
statusKey string

Key of Status of the Case

Status Display Value
statusDisplayValue string

Display Value of Status of the Case

User Defined Fields of Case
userDefinedFields object

Selected User Defined Fields of the Case, Using Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

PACompanyView

Name Path Type Description
Key
key string

Key value of the Company

ID
id string

ID of the Company

Type
type string

Type of the Company

Company
company string

Name of the company associated with the Company

Mr/Ms
mrMs string

Title 'Mr/Ms' of the Company

First Name
firstName string

First name of the Company

Middle Name
middleName string

Middle name of the Company

Last Name
lastName string

Last name of the Company

Full Name
fullName string

Full name of the Company

Position
position string

Position of the Company

Salutation
salutation string

Salutation of the Company

Department
department string

Department of the Company

Division
division string

Division of the Company

Phone 1 Description
phone1Description string

Description of the phone 1 of the Company

Phone 1 Number
phone1Number string

Phone 1 number of the Company

Phone 1 Extension
phone1Extension string

Extension for the phone 1 of the Company

Phone 2 Description
phone2Description string

Description of the phone 2 of the Company

Phone 2 Number
phone2Number string

Phone 2 number of the Company

Phone 2 Extension
phone2Extension string

Extension for the phone 2 of the Company

Phone 3 Description
phone3Description string

Description of the phone 3 of the Company

Phone 3 Number
phone3Number string

Phone 3 number of the Company

Phone 3 Extension
phone3Extension string

Extension for the phone 3 of the Company

Phone 4 Description
phone4Description string

Description of the phone 4 of the Company

Phone 4 Number
phone4Number string

Phone 4 number of the Company

Phone 4 Extension
phone4Extension string

Extension for the phone 4 of the Company

Address Line 1
addressLine1 string

Address Line 1 of the Company

Address Line 2
addressLine2 string

Address Line 2 of the Company

City/Town
cityTown string

City/Town of the Company

State/Province
stateProvince string

State/Province of the Company

Zip/Postal Code
zipCode string

Zip/Postal code of the Company

Country
country string

Country of the Company

Territory Key
territoryKey string

Key of the territory field of the Company

Territory
territory string

Name of the territory of the Company

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 Company

Last Modified Date
lastModifiedDate date-time

Date the Company was last modified

Email 1 Description
email1Description string

Email 1 description of the Company

Email 1
email1 string

Email 1 address of the Company

Website
website string

Website address of the Company

Email 2 Description
email2Description string

Email 2 description of the Company

Email 2
email2 string

Email 2 address of the Company

Email 3 Description
email3Description string

Email 3 description of the Company

Email 3
email3 string

Email 3 address of the Company

Last Contacted Date
lastContactedDate date-time

Date the Company 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 Defined Fields of AbEntry
userDefinedFields object

Selected User Defined Fields of the Address Book, Using Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

PAContactView

Name Path Type Description
Key
key string

Key value of the Contact

ID
id string

ID of the Contact

Type
type string

Type of the Contact

Company
company string

Name of the company associated with the Contact

Mr/Ms
mrMs string

Title 'Mr/Ms' of the Contact

First Name
firstName string

First name of the Contact

Middle Name
middleName string

Middle name of the Contact

Last Name
lastName string

Last name of the Contact

Full Name
fullName string

Full name of the Contact

Position
position string

Position of the Contact

Salutation
salutation string

Salutation of the Contact

Department
department string

Department of the Contact

Division
division string

Division of the Contact

Phone 1 Description
phone1Description string

Description of the phone 1 of the Contact

Phone 1 Number
phone1Number string

Phone 1 number of the Contact

Phone 1 Extension
phone1Extension string

Extension for the phone 1 of the Contact

Phone 2 Description
phone2Description string

Description of the phone 2 of the Contact

Phone 2 Number
phone2Number string

Phone 2 number of the Contact

Phone 2 Extension
phone2Extension string

Extension for the phone 2 of the Contact

Phone 3 Description
phone3Description string

Description of the phone 3 of the Contact

Phone 3 Number
phone3Number string

Phone 3 number of the Contact

Phone 3 Extension
phone3Extension string

Extension for the phone 3 of the Contact

Phone 4 Description
phone4Description string

Description of the phone 4 of the Contact

Phone 4 Number
phone4Number string

Phone 4 number of the Contact

Phone 4 Extension
phone4Extension string

Extension for the phone 4 of the Contact

Address Line 1
addressLine1 string

Address Line 1 of the Contact

Address Line 2
addressLine2 string

Address Line 2 of the Contact

City/Town
cityTown string

City/Town of the Contact

State/Province
stateProvince string

State/Province of the Contact

Zip/Postal Code
zipCode string

Zip/Postal code of the Contact

Country
country string

Country of the Contact

Territory Key
territoryKey string

Key of the territory field of the Contact

Territory
territory string

Name of the territory of the Contact

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 Contact

Last Modified Date
lastModifiedDate date-time

Date the Contact was last modified

Email 1 Description
email1Description string

Email 1 description of the Contact

Email 1
email1 string

Email 1 address of the Contact

Website
website string

Website address of the Contact

Email 2 Description
email2Description string

Email 2 description of the Contact

Email 2
email2 string

Email 2 address of the Contact

Email 3 Description
email3Description string

Email 3 description of the Contact

Email 3
email3 string

Email 3 address of the Contact

Last Contacted Date
lastContactedDate date-time

Date the Contact 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 Defined Fields of AbEntry
userDefinedFields object

Selected User Defined Fields of the Address Book, Using Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

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

PAIndividualView

Name Path Type Description
Key
key string

Key value of the Individual

ID
id string

ID of the Individual

Type
type string

Type of the Individual

Company
company string

Name of the company associated with the Individual

Mr/Ms
mrMs string

Title 'Mr/Ms' of the Individual

First Name
firstName string

First name of the Individual

Middle Name
middleName string

Middle name of the Individual

Last Name
lastName string

Last name of the Individual

Full Name
fullName string

Full name of the Individual

Position
position string

Position of the Individual

Salutation
salutation string

Salutation of the Individual

Department
department string

Department of the Individual

Division
division string

Division of the Individual

Phone 1 Description
phone1Description string

Description of the phone 1 of the Individual

Phone 1 Number
phone1Number string

Phone 1 number of the Individual

Phone 1 Extension
phone1Extension string

Extension for the phone 1 of the Individual

Phone 2 Description
phone2Description string

Description of the phone 2 of the Individual

Phone 2 Number
phone2Number string

Phone 2 number of the Individual

Phone 2 Extension
phone2Extension string

Extension for the phone 2 of the Individual

Phone 3 Description
phone3Description string

Description of the phone 3 of the Individual

Phone 3 Number
phone3Number string

Phone 3 number of the Individual

Phone 3 Extension
phone3Extension string

Extension for the phone 3 of the Individual

Phone 4 Description
phone4Description string

Description of the phone 4 of the Individual

Phone 4 Number
phone4Number string

Phone 4 number of the Individual

Phone 4 Extension
phone4Extension string

Extension for the phone 4 of the Individual

Address Line 1
addressLine1 string

Address Line 1 of the Individual

Address Line 2
addressLine2 string

Address Line 2 of the Individual

City/Town
cityTown string

City/Town of the Individual

State/Province
stateProvince string

State/Province of the Individual

Zip/Postal Code
zipCode string

Zip/Postal code of the Individual

Country
country string

Country of the Individual

Territory Key
territoryKey string

Key of the territory field of the Individual

Territory
territory string

Name of the territory of the Individual

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 Individual

Last Modified Date
lastModifiedDate date-time

Date the Individual was last modified

Email 1 Description
email1Description string

Email 1 description of the Individual

Email 1
email1 string

Email 1 address of the Individual

Website
website string

Website address of the Individual

Email 2 Description
email2Description string

Email 2 description of the Individual

Email 2
email2 string

Email 2 address of the Individual

Email 3 Description
email3Description string

Email 3 description of the Individual

Email 3
email3 string

Email 3 address of the Individual

Last Contacted Date
lastContactedDate date-time

Date the Individual 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 Defined Fields of AbEntry
userDefinedFields object

Selected User Defined Fields of the Address Book, Using Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

PAInteractionLogView

Name Path Type Description
Key
key string

Key value of the Interaction

Subject
subject string

Subject of the Interaction

Description
description string

Description of the Interaction

StartDate
startDate date-time

StartDate of the Interaction

EndDate
endDate date-time

EndDate of the Interaction

Creator User ID
creatorUserID string

ID of the user that create the Interaction

Creator User Key
creatorUserKey string

Key of the user that create the Interaction

Creator Display Value
creatorUserDisplayValue string

Display Value of the user that create the Interaction

Interaction Log Address Book Entry ID
interactionLogAbEntryID string

The ID of the Address Book Entry of the Interaction Log

Interaction Log Address Book Entry Key
interactionLogAbEntryKey string

The Key Value of the Address Book Entry of the Interaction Log

Interaction Log Address Book Entry Email
interactionLogAbEntryEmail string

The Email of the Address Book Entry of the Interaction Log

Interaction Log Address Book Entry Type
interactionLogAbEntryType string

The Type of the Address Book Entry of the Interaction Log

Interaction Log Address Book Entry Company Name
interactionLogAbEntryCompanyName string

The CompanyName of the Address Book Entry of the Interaction Log

Interaction Log Address Book Entry MrMs
interactionLogAbEntryMrMs string

The MrMs of the Address Book Entry of the Interaction Log

Interaction Log Address Book Entry First Name
interactionLogAbEntryFirstName string

The FirstName of the Address Book Entry of the Interaction Log

Interaction Log Address Book Entry Middle Name
interactionLogAbEntryMiddleName string

The MiddleName of the Address Book Entry of the Interaction Log

Interaction Log Address Book Entry Last Name
interactionLogAbEntryLastName string

The LastName of the Address Book Entry of the Interaction Log

Interaction Log Address Book Entry Full Name
interactionLogAbEntryFullName string

The FullName of the Address Book Entry of the Interaction Log

Interaction Log Lead ID
interactionLogLeadID string

The ID of the Lead of the Interaction Log

Interaction Log Lead Key
interactionLogLeadKey string

The Key Value of the Lead of the Interaction Log

Interaction Log Lead Email
interactionLogLeadEmail string

The Email of the Lead of the Interaction Log

Interaction Log Lead Company Name
interactionLogLeadCompanyName string

The CompanyName of the Lead of the Interaction Log

Interaction Log Lead MrMs
interactionLogLeadMrMs string

The MrMs of the Lead of the Interaction Log

Interaction Log Lead First Name
interactionLogLeadFirstName string

The FirstName of the Lead of the Interaction Log

Interaction Log Lead Middle Name
interactionLogLeadMiddleName string

The MiddleName of the Lead of the Interaction Log

Interaction Log Lead Last Name
interactionLogLeadLastName string

The LastName of the Lead of the Interaction Log

Interaction Log Lead Full Name
interactionLogLeadFullName string

The FullName of the Lead of the Interaction Log

Interaction Log Users User ID
interactionLogUserID string

ID of the users that associated with the Interaction

Interaction Log Users User Key
interactionLogUserKey string

Key of the users that associated with the Interaction

Interaction Log Users Display Value
interactionLogUserDisplayName string

Display Name of the users that associated with the Interaction

WithKey
withKey string

Key of the entries that associated with the Interaction

DisplayValue
displayValue string

DisplayValue of the Interaction

Duration
duration double

Duration of the Interaction

Direction Key
directionKey integer

Key of the Direction of the Interaction

Direction Display Value
directionDisplayValue string

Display Value of the Direction of the Interaction

Result
result array of InteractionLogResult

Result of the Interaction

Type Key
typeKey string

Key of the Type of the Interaction

Result Display Value
typeDisplayValue string

Display Value of the Type of the Interaction

Category Key
category array of InteractionLogCategory

Category of the Interaction

PALeadConvertView

Name Path Type Description
opportunity
opportunity PAOpportunityView
individual
individual PAIndividualView
contact
contact PAContactView
company
company PACompanyView

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 Defined Fields of Lead
userDefinedFields object

Selected User Defined 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 Defined Fields of Opportunity
userDefinedFields object

Selected User Defined 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

PAUserView

Name Path Type Description
User ID
uid string

ID of the User

User Key
key string

Key of the User

User First Name
firstName string

First Name of the User

User Last Name
lastName string

Last Name of the User

User Display Name
displayName string

Display Name of the User

User Enabled Status
enabled boolean

Enabled Status of the User

User Email
email string

Emails of the User

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 Defined Fields of AbEntry
userDefinedFields object

Selected User Defined Fields of the Address Book, Using Expression: triggerBody()['userDefinedFields']['{your udf name}'] to get the value

PersonalTaskCreateSchema

Name Path Type Description
Created Personal Tasks
personalTasks array of PAPersonalTaskView

The list of Created Personal Tasks

UserFindSchema

Name Path Type Description
Find Maximizer User
users array of PAUserView

The list of Maximizer User