ambacti
Explore workflows
Tribe CRM × Ambacti

Bring Tribe CRM into
the flow of work.

A little less busywork with Tribe CRM.

Start with Ambacti Browse capabilities
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Appointment2 capabilities
  • Create an appointment

    Create a new appointment in Tribe CRM

  • Get many appointments

    Retrieve a list of appointments

Contact2 capabilities
  • Create a contact

    Create a contact person relationship between a person and an organization

  • Get many contacts

    Retrieve a list of contact person relationships

Customer3 capabilities
  • Create a customer

    Create a new customer relationship

  • Get many customers

    Retrieve a list of customer relationships

  • Update a customer

    Update an existing customer relationship by ID

Employee2 capabilities
  • Get the current employee

    Retrieve the employee that corresponds to the authenticated service account

  • Get many employees

    Retrieve a list of many employees

Invoice2 capabilities
  • Get many invoices

    Retrieve a list of invoices

  • Update the phase of an invoice

    Change the phase (status) of an invoice

Lead3 capabilities
  • Create a lead

    Create a new lead relationship

  • Get many leads

    Retrieve a list of lead relationships

  • Upgrade a lead to customer

    Convert an existing lead into a customer relationship

Organization4 capabilities
  • Create an organization

    Create a new organization in Tribe CRM

  • Delete an organization

    Delete an organization by ID

  • Get many organizations

    Retrieve a list of organizations

  • Update an organization

    Update an existing organization by ID

Person4 capabilities
  • Create a person

    Create a new person in Tribe CRM

  • Delete a person

    Delete a person by ID

  • Get many persons

    Retrieve a list of persons

  • Update a person

    Update an existing person by ID

Product1 capabilities
  • Get many products

    Retrieve a list of products

Sales Opportunity3 capabilities
  • Create a sales opportunity

    Create a new sales opportunity

  • Get many sales opportunities

    Retrieve a list of sales opportunities

  • Update a sales opportunity

    Update an existing sales opportunity by ID

Task1 capabilities
  • Create a task

    Create a new task in Tribe CRM

Frequently asked
questions.

What could an Ambacti integration do with Tribe CRM?

The documented operations include Appointment: Create an appointment; Appointment: Get many appointments; Contact: Create a contact; Contact: Get many contacts.

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 Tribe CRM?

Decide which work could run on its own and which steps need your review.