Twenty

• New personRuns when a person is added to Twenty, with their email, phone and company. People already there when the workflow is turned on don't start it.
• New companyRuns when a company is added to Twenty, with its website, address and account owner. Companies already there when the workflow is turned on don't start it.
• New opportunityRuns when an opportunity (a deal) is added to Twenty, with its amount, stage, company and point of contact. Opportunities already there when the workflow is turned on don't start it.
• Opportunity stage changedRuns when an opportunity moves to another stage in Twenty, or only when it moves to the stage you choose, with the stage it left. Moves made before the workflow was turned on don't start it.

• Create personAdd a person to Twenty. Twenty refuses a second person with the same email; use 'Create or update person' for sign-ups.
• Create or update personUpdate the person with this email, or add them if nobody has it, such as for a form or sign-up. Fields left blank keep what they have.
• Update personChange a person's details. Fields left blank keep what they have.
• Get personGet a person's details, with their company's name.
• Find peopleFind people by email, name or company, newest first. Leave every field blank to list the newest.
• Create companyAdd a company to Twenty. Twenty refuses a second company with the same website; use 'Create or update company' to avoid that.
• Create or update companyUpdate the company with this website, or add it if no company has it. Fields left blank keep what it has.
• Update companyChange a company's details. Fields left blank keep what it has.
• Get companyGet a company's details, with its account owner's name.
• Find companiesFind companies by name or website, newest first. Leave both blank to list the newest.
• Create opportunityAdd an opportunity (a deal) to the pipeline, with its amount, stage, company and point of contact.
• Update opportunityChange an opportunity, such as moving it to another stage. Fields left blank keep what it has.
• Get opportunityGet an opportunity's details, with its stage and the names of its company, point of contact and owner.
• Find opportunitiesFind opportunities by name, stage or company, newest first. Leave every field blank to list the newest.
• Add noteAdd a note to a person, a company or an opportunity, shown on its timeline. Give at least one.
• Create taskAdd a task, given to a workspace member with a due date, and linked to the person, company or opportunity it's about.
• List workspace membersList everyone in the workspace, who can own records and be given tasks.
• Delete recordDelete a person, company, opportunity, note or task. It goes to Twenty's deleted records, where it can be restored.

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