Automation

Automation allows an application to execute code when an event occurs inside the client. Automation code can perform just about any task imaginable, but generally involve validating, transforming, and/or moving data.

CRMScript

overview

What is CRMScript What can I do with CRMScript?

get-started

How do I create and run CRMScripts? Syntax Basic data types

reference

CRMScript API reference

Webhooks

overview

Introduction Event details

how-to-guide

Subscribing to a webhook Receiving a webhook CRMScript webhook handlers Security Troubleshooting

reference

Webhook event reference

Chatbot

overview

Introduction

how-to-guide

Registration Chat sessions Messages

reference

Script reference

Trigger scripts

overview

Introduction

how-to-guide

Create trigger script Create trigger macro Set validation rules

reference

Trigger script reference

Event model

overview

Introduction

reference

Email filter Mailbox after save Mailbox before save Saving a request

NetServer script engine (onsite)

overview

Introduction Configuration

how-to-guide

Events Deployment options

reference

Scripting API reference

Other automation

overview

Windows client script event system Zapier