Automate Twenty CRM for free on Stepper
Open-source CRM for managing people, companies, opportunities, notes, and tasks.
Triggers available for Twenty CRM on Stepper
New Person
Triggers when a new person (contact) is created in Twenty.
Updated Person
Triggers when an existing person record is updated.
New Company
Triggers when a new company is created in Twenty.
Updated Company
Triggers when an existing company record is updated.
New Opportunity
Triggers when a new opportunity (deal) is created.
Updated Opportunity
Triggers when an existing opportunity is updated.
- 1 parameters
- Stage
New Task
Triggers when a new task is created in Twenty.
Actions available for Twenty CRM on Stepper
Create Person
Creates a new person (contact) in Twenty.
- 7 parameters
- First Name
- Last Name
- Phone
- Job Title
- City
- Company
Update Person
Updates an existing person record in Twenty.
- 8 parameters
- Person
- First Name
- Last Name
- Phone
- Job Title
- City
- Company
Find Person
Finds a person record by ID.
- 1 parameters
- Person
Create Company
Creates a new company in Twenty.
- 8 parameters
- Name
- Domain
- Street Address
- City
- State
- Country
- Employees
- Ideal Customer Profile
Update Company
Updates an existing company record in Twenty.
- 9 parameters
- Company
- Name
- Domain
- Street Address
- City
- State
- Country
- Employees
- Ideal Customer Profile
Find Company
Finds a company record by ID.
- 1 parameters
- Company
Create Opportunity
Creates a new opportunity (deal) in Twenty.
- 7 parameters
- Name
- Stage
- Close Date
- Amount (Micros)
- Currency Code
- Company
- Point of Contact
Update Opportunity
Updates an existing opportunity in Twenty.
- 8 parameters
- Opportunity
- Name
- Stage
- Close Date
- Amount (Micros)
- Currency Code
- Company
- Point of Contact
Find Opportunity
Finds an opportunity record by ID.
- 1 parameters
- Opportunity
Create Note
Creates a new note in Twenty, optionally linked to a person, company, or opportunity.
- 5 parameters
- Title
- Body
- Person
- Company
- Opportunity
Create Task
Creates a new task in Twenty, optionally linked to a person, company, or opportunity.
- 7 parameters
- Title
- Body
- Due Date
- Status
- Person
- Company
- Opportunity
Update Task
Updates an existing task in Twenty.
- 5 parameters
- Task
- Title
- Body
- Due Date
- Status
Make HTTP Request
Make an HTTP request to any URL with full control over method, headers, and body.