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Customize your BIM 360 and Freshsales integration with the following
triggers and actions.
Triggers
When this happens…
BIM 360
- New or updated document in a project folderNew or updated document in a project folder in BIM 360
- New or updated document in a project folder and subfoldersNew or updated document in a project folder and subfolders in BIM 360
- New or updated issue (V2) in a projectNew or updated issue (V2) in a project in BIM 360
- New or updated object in a projectNew or updated object in a project in BIM 360
Any other trigger you can think up
Freshsales
- New recordNew record in Freshsales
- New/updated recordNew/updated record in Freshsales
Any other trigger you can think up
Actions
Do this…
BIM 360
- Custom actionCustom action in BIM 360 (Custom)
- Create issue in a project (V2)Create issue in a project (V2) in BIM 360
- Create object in a projectCreate object in a project in BIM 360
- Download cost document in a projectDownload generated cost document in a project in BIM 360
- Download document in a projectDownload document in a project in BIM 360
- Download drawing export in a projectDownload drawing export in a project in BIM 360
- Export drawing in a projectExport drawing in a project in BIM 360
- Get document in a projectGet document in a project in BIM 360
- Get drawing export status in a projectGet drawing export status in a project in BIM 360
- Get folder contents BatchGet folder contents in BIM 360
- Get folder info in a projectGet folder info in a project in BIM 360
- Get issue in a project (V2)Get issue in a project (V2) in BIM 360
- Get object in a projectGet object in a project in BIM 360
- Get project detailsGet project details in BIM 360
- Search issues in a project (V2) BatchSearch issues in a project (V2) in BIM 360
- Search objects in a projectSearch objects in a project in BIM 360
- Update issue in a project (V2)Update issue in a project (V2) in BIM 360
- Update object in a projectUpdate object in a project in BIM 360
- Upload document to a projectUpload document to a project in BIM 360
Any other action you can think up
Freshsales
- Custom actionCustom action in Freshsales (Custom)
- Add contacts to marketing listAdd contacts to marketing list in Freshsales
- Create recordCreate record in Freshsales
- Delete recordDelete record in Freshsales
- Get record details by IDGet details of specific record in Freshsales
- Retrieve scheduled reportRetrieve for scheduled report in Freshsales
- List recordsList records in Freshsales
- Lookup searchLookup search in Freshsales
- Move contacts to marketing listMove contacts to marketing list in Freshsales
- Remove contacts to marketing listRemove contacts to marketing list in Freshsales
- Search recordsSearch for records in Freshsales
- Search records by querySearch for records by query in Freshsales
- Update recordUpdate record in Freshsales
- Upsert recordUpsert record in Freshsales
Any other action you can think up
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