Posting to the AllClients API from a Zapier Trigger In this example, I’ll walk you through adding a contact to the system using the AllClients API from Zapier. This assumes you have some experience
Add an Uneditable System Note in Contact Notes Using a new option in AddContactNote, you can specify that a note is a “System Note”. These notes will not be bolded, will have a
Custom ClientTouch Actions & Custom Action Set Actions We’ve got two new features in beta testing: Custom ClientTouch Actions and Custom Action Set Actions Each allows you, as the developer, to create configurable