Raynet CRM × AmbactiBring Raynet CRM into
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A little less busywork with Raynet CRM.
Account11 capabilities+
- Add tag to an account
Add a tag to an account
- Create an account
Create a new account
- Delete an account
- Get an account
Get an account by ID
- Get many accounts
List accounts with filters
- Invalidate an account
Mark an account as invalid
- Lock an account
Lock an account to prevent changes
- Remove tag from an account
Remove a tag from an account
- Renew validity of an account
Renew validity of an invalidated account
- Unlock an account
Unlock a locked account
- Update an account
Update an existing account
Deal14 capabilities+
- Add item to a deal
Add an item to a deal
- Add tag to a deal
Add a tag to a deal
- Create a deal
Create a new deal
- Delete a deal
- Delete item from a deal
Remove an item from a deal
- Get a deal
Get a deal by ID
- Get many deals
List deals with filters
- Invalidate a deal
Mark a deal as invalid
- Lock a deal
Lock a deal to prevent changes
- Modify item in a deal
Update an item in a deal
- Remove tag from a deal
Remove a tag from a deal
- Renew validity of a deal
Renew validity of an invalidated deal
- Unlock a deal
Unlock a locked deal
- Update a deal
Update an existing deal
Contact11 capabilities+
- Add tag to a person
Add a tag to a contact
- Create a person
Create a new contact person
- Delete a person
Delete a contact person
- Get a person
Get a contact person by ID
- Get a list of people
List contact persons with filters
- Invalidate a person
Mark a contact as invalid
- Lock a person
Lock a contact to prevent changes
- Remove tag from a person
Remove a tag from a contact
- Renew validity of a person
Renew validity of an invalidated contact
- Unlock a person
Unlock a locked contact
- Update a person
Update an existing contact person
Quote14 capabilities+
- Add item a quote
Add an item to a quote
- Add tag a quote
Add a tag to a quote
- Create a quote
Create a new quote
- Delete a quote
- Delete item a quote
Remove an item from a quote
- Get a quote
Get a quote by ID
- Get many a quote
List quotes with filters
- Invalidate a quote
Mark a quote as invalid
- Lock a quote
Lock a quote to prevent changes
- Modify item a quote
Update an item in a quote
- Remove tag a quote
Remove a tag from a quote
- Renew validity a quote
Renew validity of an invalidated quote
- Unlock a quote
Unlock a locked quote
- Update a quote
Update an existing quote
Lead7 capabilities+
- Create a lead
Create a new lead
- Delete a lead
- Get a lead
Get a lead by ID
- Get a list of leads
List leads with filters
- Lock a lead
Lock a lead to prevent changes
- Unlock a lead
Unlock a locked lead
- Update a lead
Update an existing lead
Price List7 capabilities+
- Create a price list
Create a new price list
- Delete a price list
- Get a price list
Get a price list by ID
- Get a list of price lists
List price lists with filters
- Lock a price list
Lock a price list to prevent changes
- Unlock a price list
Unlock a locked price list
- Update a price list
Update an existing price list
Project12 capabilities+
- Add participant a project
Add a participant to a project
- Create a project
Create a new project
- Delete a project
- Delete participant a project
Remove a participant from a project
- Get a project
Get a project by ID
- Get many a project
List projects with filters
- Invalidate a project
Mark a project as invalid
- List participants a project
List participants of a project
- Lock a project
Lock a project to prevent changes
- Renew validity a project
Renew validity of an invalidated project
- Unlock a project
Unlock a locked project
- Update a project
Update an existing project
Sales Order14 capabilities+
- Add item to a sales order
Add an item to a sales order
- Add tag to a sales order
Add a tag to a sales order
- Create a sales order
Create a new sales order
- Delete a sales order
- Delete item from a sales order
Remove an item from a sales order
- Get a sales order
Get a sales order by ID
- Get a list of sales orders
List sales orders with filters
- Invalidate a sales order
Mark a sales order as invalid
- Lock a sales order
Lock a sales order to prevent changes
- Modify item in a sales order
Update an item in a sales order
- Remove tag from a sales order
Remove a tag from a sales order
- Renew validity of a sales order
Renew validity of an invalidated sales order
- Unlock a sales order
Unlock a locked sales order
- Update a sales order
Update an existing sales order
Product7 capabilities+
- Create a product
Create a new product
- Delete a product
- Get a product
Get a product by ID
- Get a list of products
List products with filters
- Invalidate a product
Mark a product as invalid
- Renew validity of a product
Restore a previously invalidated product
- Update a product
Update an existing product
Invoice7 capabilities+
- Create an invoice
Create a new invoice
- Delete an invoice
- Get an invoice
Get an invoice by ID
- Get a list of invoices
List invoices with filters
- Lock an invoice
Lock an invoice record
- Unlock an invoice
Unlock an invoice record
- Update an invoice
Update an existing invoice
Document8 capabilities+
- Create a document
Create a new document (link or file reference)
- Delete a document
- Get a document
Get a document by ID
- Invalidate a document
Mark a document as invalid
- Lock a document
Lock a document record
- Renew validity of a document
Restore a previously invalidated document
- Unlock a document
Unlock a document record
- Update a document
Update an existing document
Folder2 capabilities+
- Create a folder
Create a new DMS folder
- Delete a folder
Delete a DMS folder
Task7 capabilities+
- Create a task
- Delete a task
- Get a task by ID
- List tasks with filters
- Lock a task record
- Unlock a task record
- Update a task
Call7 capabilities+
- Create a call
- Delete a call
- Get a call by ID
- List calls with filters
- Lock a call record
- Unlock a call record
- Update a call
Meeting7 capabilities+
- Create a meeting
- Delete a meeting
- Get a meeting by ID
- List meetings with filters
- Lock a meeting record
- Unlock a meeting record
- Update a meeting
Email7 capabilities+
- Create a email
- Delete a email
- Get a email by ID
- List emails with filters
- Lock a email record
- Unlock a email record
- Update a email
Event7 capabilities+
- Create a event
- Delete a event
- Get a event by ID
- List events with filters
- Lock a event record
- Unlock a event record
- Update a event
Letter7 capabilities+
- Create a letter
- Delete a letter
- Get a letter by ID
- List letters with filters
- Lock a letter record
- Unlock a letter record
- Update a letter
Mass Email5 capabilities+
- Create a mass email campaign record
- Delete a mass email record
- Get a mass email record by ID
- List mass email records with filters
- Update a mass email record
Frequently asked
questions.
What could an Ambacti integration do with Raynet CRM?
The documented operations include Account: Add tag to an account; Account: Create an account; Account: Delete an account; Account: Get an account.
Could I keep a workflow read-only?
For a read-only workflow, limit account permissions to reading data and exclude actions that create, update, or delete records.
Will every action run automatically?
Choose which steps could run on their own and which should pause for review. Changes should follow the permissions and approval rules you set.
Do I need to review actions in Raynet CRM?
Decide which work could run on its own and which steps need your review.