Actions allow you to perform tasks directly from your connector, such as creating, updating, or retrieving records. They provide a streamlined way to integrate and automate your workflows without leaving the platform, ensuring that your firm processes run smoothly.
A catalog of actions with their descriptions is provided below.
| Get Lists | This action retrieves all lists from InterAction+, including various types such as working lists, marketing lists, and marketing lists with sponsors. It provides the flexibility to filter lists based on their class. You can also fetch a specific list by specifying its name. Additionally, the skip and limit parameters allow you to control the number of lists retrieved, which can help optimize workflow performance. |
| Get List by ID | This action fetches a specific list from InterAction+ using the provided List ID. This action fetches associated contact details; you can also use skip and limit parameters to manage the number of associated contacts retrieved to improve workflow efficiency. |
| Get List by Name | This action fetches a specific list from InterAction+ using the provided List Name. This action fetches associated contact details; you can also use skip and limit parameters to manage the number of associated contacts retrieved to improve workflow efficiency. |
| Get Contact by ID | This action retrieves a specific contact from InterAction+ based on the provided Contact ID. If no List ID is specified, it defaults to 00000000-0000-0000-0000-000000000000. When a specific List ID is provided, the action returns both the contact and list details—but only if the contact is associated with that list. |
| Create Person Contact | This action creates Contact (Person) in InterAction+. The process requires basic details such as FirstName, LastName, EmailAddress, and more to create the contact, with LastName being mandatory. If the Field is not supplied or supplied as null variable, it is treated as a null value. If the user does not provide a middle name or supplies a null value for the MiddleName field, the newly created contact will have an empty InterAction Middle Name. |
| Update Person Contact | This action updates a person's contact information in InterAction+ using the specified Contact ID. The LastName field is mandatory, even if its value remains unchanged. It lets you clear a specific field by providing a null value as input. |
| Add Contacts to Lists | This action adds single or multiple contacts to lists in InterAction+. It accepts 32-digit List ID and Contact ID. |
| Remove Contacts from List | This action removes single or multiple contacts from the list in InterAction+. It accepts 32-digit List ID and Contact ID. |
| Get Additional Field Definitions and Values | This action retrieves the Additional Field Definitions and Values for a specified list in InterAction+. It accepts a List ID and returns basic list details along with metadata about additional fields (e.g., Field ID, Field Type, etc.). It also provides Contact details, including any additional fields linked to each contact in the list. You can also use skip and limit parameters to manage the number of associated contacts retrieved to improve your workflow efficiency. |
| Add or Update Additional Field Values for Contact | This action is used to add or update additional field values for contacts in InterAction+. To Add Additional fields, you need to provide Contact ID, Field ID, Field Type and Value. |
| Create Activity | This action creates Activity in InterAction+. It requires specific fields, such as Activity Type, Activity Date, and Subject, and then creates an Activity based on the provided information. To retrieve this information, use the Get Additional Field Definitions and Values action with the appropriate List ID. In the To add additional fields, simply supply the Contact ID, Field ID, Field Type, and Value. If you want to update an existing additional field, you must also supply the optional fields Value ID and Last Edit Date in addition to the required fields. If the Field ID and Value ID are incorrect, you might receive an error message (for example, "failureReason": "Method request failed with [-1] There is already a value defined for this object for field: {Name of additional field} for addContactAdditionalField") along with a 200 Status Code. |
| Update Activity | This action updates Activity details in InterAction+ based on Activity ID. Both Activity Type and Linked Entity IDs are required fields, even if their values remain unchanged. Other optional fields are available and can be updated according to your needs. |
| Get List Contact Membership Changes | This action retrieves contacts that have been added to or removed from specified lists within a given date range. It is designed to capture delta changes in the contact list, helping users monitor updates, synchronize data, or trigger downstream processes based on modifications. It provides flexibility to filter based on Event Types (ContactAdded, ContactRemoved), and Date Range. You can also fetch Contact membership changes corresponding to multiple lists by specifying list Ids. Additionally, the skip and limit parameters allow you to control the number of contacts retrieved, which can help optimize workflow performance. This action allows users to sort results based on EventDate EventType and ListId. |
| Get Created or Removed Lists | This action retrieves lists that have been created or removed in InterAction+ within a given date range. It is designed to capture delta changes for lists, helping users monitor updates, synchronize data, or trigger downstream processes based on modifications. It provides flexibility to filter based on Event Types (ListCreated, ListDeleted) and Date Range. Additionally, the skip and limit parameters allow you to control the number of lists retrieved, which can help optimize workflow performance. This action allows users to sort results based on EventDate, EventType and ListId. |
| Get Created or Removed Contacts | This action retrieves contacts that have been created or removed in InterAction+ within a given date range. It is designed to capture delta changes for contacts, help users monitor updates, synchronize data, or trigger downstream processes based on modifications. It provides flexibility to filter based on Event Types (ContactCreated, ContactDeleted) and Date Range. Additionally, the skip and limit parameters allow you to control the number of contacts retrieved, which can help optimize workflow performance. This action allows users to sort results based on EventDate, EventType and ContactId. |
| Get Updated Contacts | This action retrieves contacts that have been updated in InterAction+ within a given date range. It is designed to capture delta changes for contacts, help users monitor updates, synchronize data, or trigger downstream processes based on modifications. It provides flexibility to filter based on the Date Range. You can also fetch updates corresponding to specific contact Ids. Additionally, the skip and limit parameters allow you to control the number of contacts retrieved, which can help optimize workflow performance. This action allows users to sort results based on EventDate, EventType and ContactId. |
| Add Matter | This action creates a Matter in InterAction+. To create a Matter, provide the required fields. |
| Remove Matter | This action removes a Matter from InterAction+. The Matter ID is required to complete this action. |
| Add Matter Financials | This action adds/creates Matter Financials data for matters in a given period. To add Matter Financials, it requires several fields. The input parameters include two IDs, each in GUID format: |
| Remove Matter Financials | This action deletes Matter Financials data from InterAction+. To delete Matter Financials data, provide the required fields listed below. Use these rules when supplying input values:
The action deletes Matter Financials data based on the input values you provide. |
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