SuiteCRM

• New leadRuns when a lead is added to SuiteCRM, with their email, phone, status and source. Leads already there when the workflow is turned on don't start it.
• New contactRuns when a contact is added to SuiteCRM, including one a converted lead became, with their email, phone and account. Contacts already there when the workflow is turned on don't start it.
• New opportunityRuns when an opportunity (a deal) is added to SuiteCRM, with its amount, sales stage, close date and account. Opportunities already there when the workflow is turned on don't start it.
• New caseRuns when a support case is opened in SuiteCRM, with its number, status, priority and account. Cases already there when the workflow is turned on don't start it.
• Opportunity stage changedRuns when an opportunity moves to another sales stage in SuiteCRM, or only when it moves to the stage you choose, such as Closed Won, with the stage it left. Moves made before the workflow was turned on don't start it, nor does a deal added straight into a stage.

• Create leadAdd a lead to SuiteCRM, even if one with the same email exists; use 'Create or update lead' for forms and sign-ups.
• Create or update leadUpdate the lead with this email, or add one if none has it, such as for a form or sign-up. Fields left blank keep what they have.
• Update leadChange a lead, such as its status. Fields left blank keep what they have.
• Get leadGet a lead's details.
• Find leadsFind leads by email, name, status or source, newest first. Leave every field blank to list the newest.
• Create contactAdd a contact to SuiteCRM, even if one with the same email exists; use 'Create or update contact' to avoid that.
• Create or update contactUpdate the contact with this email, or add one if none has it. Fields left blank keep what they have.
• Update contactChange a contact's details. Fields left blank keep what they have.
• Get contactGet a contact's details, with their account's name.
• Find contactsFind contacts by email, name or account, newest first. Leave every field blank to list the newest.
• Create accountAdd an account: a company or organisation you work with.
• Update accountChange an account's details. Fields left blank keep what it has.
• Get accountGet an account's details.
• Find accountsFind accounts by name, email, website or type, newest first. Leave every field blank to list the newest.
• Create opportunityAdd an opportunity (a deal) to the pipeline, with its amount, close date, sales stage, account and contact.
• Update opportunityChange an opportunity, such as moving it to another sales stage or marking it Closed Won. Fields left blank keep what it has.
• Get opportunityGet an opportunity's details, with its sales stage and account.
• Find opportunitiesFind opportunities by name, sales stage or account, newest first. Leave every field blank to list the newest.
• Create caseOpen a support case for an account or contact, such as from a form or an email.
• Update caseChange a case, such as its status, priority or who it's assigned to; a Closed, Rejected or Duplicate status closes it. Fields left blank keep what it has.
• Get caseGet a case's details, with its number, status and account.
• Find casesFind cases by subject, number, status or account, newest first. Leave every field blank to list the newest.
• Add noteAdd a note to an account, contact, lead, opportunity or case, shown in its History.
• Create taskAdd a task, with a due date, about an account, contact, lead, opportunity or case.
• Log callRecord a call someone made or took, about an account, contact, lead, opportunity or case.
• Search recordsFind records of any kind (module) with a filter on their fields, such as cases with priority P1 or accounts in one city.
• Link recordsLink two related records, such as a contact to an account or an opportunity, so each shows under the other in SuiteCRM.
• List usersList the active users records can be assigned to, with their emails.
• Delete recordDelete a lead, contact, account, opportunity, case, task, call or note.

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