CompanyHub is a highly customizable CRM that you can customize, write custom logic, and create automated alerts for and more without a single line of code.
Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.Plaid Integrations
It's easy to connect Company Hub + Plaid without coding knowledge. Start creating your own business flow.
Triggers when a new company is created.
Triggers when a contact is created.
Triggers when a new deal is created
Triggers when a new quote is created
Triggers when a new record is created.
Triggers when a new salesorder is created
Triggers when a new task is created.
Triggers when a existing record is updated.
Triggers when a new item is created.
Creates a new Company.
Creates a new contact.
Creates a new deal.
Creates a new record in custom table.
Updates an existing record.
Create a new payment recipient