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Contacts & CRM

People, contact folders, lead scouting, and drafted outreach to a contact.

58 verbs in this family.

• addChannelProperty write Add a property (a column) to one channel: a delivery date, an order total, a priority select, a checkbox.
• addContactsToFolder write Add hand-picked contacts to a manual folder (drag-in).
• addInteractionNote write Write a note on an entry.
• addProductionStage write Add a production step to a channel, at the end of its axis.
• attachFormToClients write Attach a form to Clients.
• createChannel write Create an interaction channel: a new tab in the shop's Interactions, with its own stages and properties.
• createClient write Create a client in the shop owner's client book.
• createContact write Create a new personal contact for the caller.
• createContactFolder write Create a contact folder: the campaign audience primitive (Campaign Execution Studio).
• createEntry write Create an entry in a channel: a phone order, a walk-in, an enquiry, anything the shop wants written down.
• createInteractionChannel write Create an interaction channel: a new tab in the shop's Interactions, with its own stages and properties.
• deleteContact writedestructive Delete (archive) one of the caller's personal contacts by id.
• deleteEntry writedestructive Delete an entry: take it off every board, list, calendar and money total.
• detachFormFromClients write Detach a form from Clients.
• findDuplicateClients read Find possible duplicates of one client.
• getContact read Get one of the caller's personal contacts in full by its id.
• getEntryMoney read The whole money picture of one entry: what it is expected to come to, what has been collected, what has been refunded, what is still due, and every payment link, order and invoice attached to it.
• getScoutFunnel read Read tenant-isolated outreach funnel counters for a scout run and optional tier: scanned, cards, verified, consented, send-ready, sent, and replied.
• importContacts write Import contacts either from supplied rows or from a TripleSeat contacts export in Cloud Files.
• importGoogleContacts writeexternal Import the owner's Google address book straight into their contacts.
• importInteractions write Import a shop's existing book of events from an export file already in their Cloud Files, landing every row as an entry in a channel so the shop calendar shows the same weeks the old system showed.
• listChannels read List a shop's interaction channels: the tabs its CRM is organised into (orders, leads, clients, whatever the owner made): with each channel's stages in board order, its properties, and how many live…
• listClients read List clients for a personal or Space shop.
• listContactFolders read List the caller's contact folders: the audience primitive for campaigns: each with its live contact count.
• listContactImports read List the owner's contact imports, newest first: what each one was, where it came from, what it did, and whether it has been withdrawn.
• listContacts read List the caller's personal contacts: the people layer of their CRM.
• listContactSources read List the places contacts can be imported from and say which are authenticated right now.
• listDeletedEntries read What was deleted from a channel and can still be taken back, newest deletion first: with who deleted it and why.
• listEntries read List entries with the customer, the stage each sits in, and every property value.
• listFolderContacts read List the contacts a folder currently resolves to: its hand-picked members or its live rule matches.
• listInteractionChannels read List a shop's interaction channels: the tabs its CRM is organised into (orders, leads, clients, whatever the owner made): with each channel's stages in board order, its properties, and how many live…
• listInteractionNotes read Every note written on an entry, newest first, each with its author, when it was written, and whether it was a team note or a note to the customer.
• listInteractions read List entries with the customer, the stage each sits in, and every property value.
• listProductionQueue read Everything sitting at one production step, optionally for one day or date window: the read a shop makes every morning ("what has to be baked today").
• listProductionStages read The production steps a channel runs its work through, in order: the shop's own words for them (empty, counted, baked, crumbed, finished; or plates, proofs, press).
• logContactTouch write Record a reply the human already posted onto a contact's touch timeline, stamped with its channel and a link to the artifact (the posted comment's URL).
• logInteraction write Create an entry in a channel: a phone order, a walk-in, an enquiry, anything the shop wants written down.
• mergeClients writedestructive Merge duplicate clients only when the user asks.
• previewContactImport read Show what an import would do before anything is written: how many people are new, how many match a contact already in the book, and which existing contact each duplicate would merge into.
• queueOutreachDraft writeexternal Queue ONE tailored outreach draft for one of the caller's personal contacts, into their reviewed approve-each queue.
• reachOutToContact writedestructiveexternal Reach out to ONE of the caller's personal contacts by email: sends a single real email from the caller's connected Gmail (it appears in their Sent and reads as from them).
• reachOutViaForm writeexternal Enqueue an outreach to a scouted lead through the contact form on THEIR website: a fleet browser-worker fills and submits the form later, and NOTHING sends until you approve the job in-app first.
• removeContactsFromFolder write Remove contacts from a manual folder (drag-out).
• resolveContact read Resolve a person against the caller's existing personal contacts by ANY handle they carry: identity lookup and dedup, NOT messaging.
• restageContactImport write Re-file a whole import under a new category: move every contact in it to a different stage, swap the tags it applied, and rewrite its consent posture.
• restoreEntry write Put a deleted entry back exactly as it was: its stage, its dates, its history, its money, and its place on the calendar.
• scoutLeads writeexternal Scout net-new business leads via the Google Places API and land them as pending lead cards in the caller's CRM.
• scoutWebLeads writeexternal Verify live job postings, startup/lab feed entries, and storefront websites, then land deduplicated CRM cards in a pending verification queue.
• searchContacts read Search the caller's personal contacts by a single query string, matched across name, email, phone, job title, and notes.
• setEntryProduction write Move one entry along the production axis: where the WORK has got to.
• setEntryTotal write Correct what an entry is expected to come to, in MINOR units of its currency (75000 = €750.00).
• undoContactImport writedestructive Withdraw a whole contact import in one action.
• updateChannel write Rename an interaction channel, change its description, archive it, take it on or off the shop calendar, or rename and hide its BUILTIN columns.
• updateChannelProperty write Rename a channel property, CHANGE ITS TYPE, change its choices, reorder it, or make it required.
• updateClient write Update a client by id.
• updateContact write Update one of the caller's personal contacts by id.
• updateEntry write Edit an entry: rename it, set any property, move it to another stage, or archive it.
• verifyScoutLeads writeexternal Verify up to 25 pending scouted cards from a run or explicit contact list.