ENUM

EntityNameEnum

Name of an entity (record type) of the space, used wherever an operation, filter or setting has to identify which entity it works with.

link GraphQL Schema definition

  • enum EntityNameEnum {
  • # AI agent offered in the Automation Hub, such as an AI assistant integration,
  • # whose use is recorded as AI events.
  • AiAgent
  • # AI credit balance of a subscription for a period, with the free credits
  • # remaining and spent and the overage credits used.
  • AiBalance
  • # Use of an AI agent by a user in a space, with its outcome, response time and the
  • # AI credits it consumed.
  • AiEvent
  • # Single AI model call made while handling an AI event, with the model used, its
  • # response time and cost.
  • AiEventJournal
  • # Entry of the space audit log recording an administrative action, such as a data
  • # export, a user invitation or a sales unit change, and who performed it.
  • AuditLog
  • # Company or organization the sales team works with; contacts, leads,
  • # opportunities and activities are linked to it.
  • Account
  • # Recorded KPI event of an account, such as its creation, archiving or the first
  • # and last email sent, used in KPI reports.
  • AccountKPI
  • # Role a contact can hold at an account, configurable per space and assigned on
  • # the link between the contact and the account.
  • AccountRole
  • # Sharing of an account with a user, as a watcher or an editor.
  • AccountSharingClientRelation
  • # Sharing of an account with a sales unit, as a watcher or an editor.
  • AccountSharingSalesUnitRelation
  • # Social network profiles of an account, such as its LinkedIn, Twitter or Facebook
  • # pages.
  • AccountSocialRelation
  • # Special price of a product for one account, used instead of the regular price
  • # when the product is sold to that account.
  • AccountProductPricing
  • # Configurable category of accounts that defines the form layout and settings used
  • # for accounts of that type.
  • AccountType
  • # Task or appointment: the common view of the to-dos and meetings of the sales
  • # team, linked to the records they concern.
  • Activity
  • # Comment written by a user on a task or an appointment.
  • ActivityComment
  • # Recorded KPI event of a task or an appointment, such as its creation or
  • # completion, used in KPI reports.
  • ActivityKPI
  • # Link of a task or an appointment to a record it concerns, such as an account,
  • # contact, lead, opportunity, project or quote.
  • ActivityRelation
  • # Task type or appointment type, with the settings both kinds of activity types
  • # share.
  • ActivityType
  • # Lead type that a user role is allowed to use.
  • AllowedLeadType
  • # Pipeline that a user role is allowed to use, optionally with access to the
  • # documents of its steps.
  • AllowedPipeline
  • # API credentials that an integration uses to access the space, with the parts of
  • # the API they may read or write.
  • ApiAccess
  • # Application that works with the space, such as the web or mobile app, an
  • # Automation Hub integration or an API access; changes and events are attributed
  • # to it.
  • Application
  • # Meeting or call scheduled in the calendar, with its invited users and contacts,
  • # linked to the records it concerns.
  • Appointment
  • # Invitation of a user of the space to an appointment, with their response.
  • AppointmentClientInviteesRelation
  • # Invitation of an external person to an appointment, identified by email and
  • # matched to a contact when one exists, with their response.
  • AppointmentContactInviteesRelation
  • # Invitation email for an appointment that is waiting to be sent to an invitee's
  • # email address.
  • AppointmentInviteeNotifyQueue
  • # Reminder a user has set for an appointment, notifying them a given time before
  • # it starts.
  • AppointmentReminder
  • # Online booking link through which people book appointments with a user in the
  • # time slots the user has available.
  • AppointmentSchedule
  • # Configurable category of appointments, such as a meeting or a call, that defines
  • # their form layout and icon.
  • AppointmentType
  • # Account type that a user role is allowed to use.
  • AllowedAccountType
  • # Appointment type that a user role is allowed to use.
  • AllowedAppointmentType
  • # Contact type that a user role is allowed to use.
  • AllowedContactType
  • # Company phone number that a user role is allowed to use for calls and text
  • # messages.
  • AllowedCompanyPhone
  • # Task type that a user role is allowed to use.
  • AllowedTaskType
  • # Approval request that an approval process raised for a record, such as a quote
  • # or an opportunity, waiting for the decision of its approvers.
  • Approval
  • # User asked to decide an approval request, with their response and comment.
  • ApprovalApprover
  • # Approval rule that raises approval requests for records of an entity when its
  • # trigger conditions are met, and defines who approves them.
  • ApprovalProcess
  • # Entry in the activity log of an approval, recording one step of the approval and
  • # its result.
  • ApprovalProcessActivityLogLine
  • # Conversation of a user with the AI assistant, either general or about a specific
  • # record.
  • ChatConversation
  • # User of the space; owns records, belongs to sales units and has a user role that
  • # determines what they can do.
  • Client
  • # Choice of a user to exclude an opportunity from their forecast and quota
  • # calculations, or to include it again.
  • ClientExcludedOppty
  • # Record or screen profile that a user has marked as a favorite.
  • ClientFavorite
  • # Personal setting of a user, stored as a named value.
  • ClientSetting
  • # Mark that a user has read an activity, email or memo in their feed, and whether
  • # they chose not to follow up on it.
  • ClientStoryRead
  • # File stored in the space, such as a document, image or recording, that can be
  • # attached to records.
  • CloudObject
  • # Folder that organizes files, either in the company documents or within a record.
  • CloudObjectFolder
  • # Attachment of a file to a record, such as an account, contact, opportunity,
  • # activity or email template, optionally in a folder of that record.
  • CloudObjectRelation
  • # File attached to a pipeline step, such as a document the sales team uses in that
  • # step.
  • CloudObjectStepRelation
  • # Document template, such as a Word or Excel file with placeholders, used to
  • # generate documents filled with record data.
  • CloudObjectTemplate
  • # Shared company mailbox connected to the space that users can send emails from,
  • # such as a sales or support address.
  • CompanyEmail
  • # Person the sales team works with, usually linked to one or more accounts, leads
  • # and opportunities.
  • Contact
  • # Link between a contact and an account they work for, with their position and
  • # their place in the account org chart.
  • ContactAccountRelation
  • # Role assigned to a contact at an account, on the link between the contact and
  • # the account.
  • ContactAccountAccountRoleRelation
  • # Link between two related contacts, such as colleagues or family members; its
  • # labels give the kind of relationship.
  • ContactRelation
  • # Kind of relationship that can be assigned to a link between two contacts, such
  • # as Spouse or Colleague, with its display color.
  • ContactRelationType
  • # Recorded KPI event of a contact, such as its creation, archiving or the first
  • # and last email sent, used in KPI reports.
  • ContactKPI
  • # Sharing of a contact with a user, as a watcher or an editor.
  • ContactSharingClientRelation
  • # Sharing of a contact with a sales unit, as a watcher or an editor.
  • ContactSharingSalesUnitRelation
  • # Social network profiles of a contact, such as their LinkedIn, Twitter or
  • # Facebook profiles.
  • ContactSocialRelation
  • # Configurable category of contacts that defines the form layout and settings used
  • # for contacts of that type.
  • ContactType
  • # Country offered in address fields; a new country value on a record must match
  • # one of these countries.
  • CountryCrm
  • # Currency used for monetary values in the space, converted from the base currency
  • # by exchange rates.
  • Currency
  • # Exchange rate of a currency against the base currency within an exchange rate
  • # list.
  • CurrencyExchangeRate
  • # Set of exchange rates, one per currency, that applies from a given date until
  • # the next list takes effect.
  • CurrencyExchangeRatesList
  • # Custom relation that links records of two entities through a pair of relation
  • # fields, one on each side.
  • CustomEntityRelation
  • # Link between two records made through a custom relation, such as an account
  • # linked to a custom entity record.
  • CustomEntityRelationData
  • # Record of a custom entity, a kind of record the space defines (such as Vehicle
  • # or Contract) in addition to the built-in entities.
  • CustomEntity
  • # Option selected in a multi-select checkbox field of a custom entity record;
  • # there is one link per selected option.
  • CustomEntityDataExRelation
  • # Recorded KPI event of a custom entity record, such as its creation or last
  • # modification, used in KPI reports.
  • CustomEntityKPI
  • # Sharing of a custom entity record with a user, as a watcher or an editor.
  • CustomEntitySharingClientRelation
  • # Sharing of a custom entity record with a sales unit, as a watcher or an editor.
  • CustomEntitySharingSalesUnitRelation
  • # Configurable category of records of a custom entity that defines their form
  • # layout and settings; entityApiName names the custom entity.
  • CustomEntityType
  • # Option of a dropdown or multi-select field, one of the values users can choose
  • # from.
  • Data
  • # E-book offered to users in the in-app learning content, with view statistics.
  • Ebook
  • # Email message sent or received by users of the space, linked to the contacts,
  • # accounts and other records it concerns.
  • Email
  • # Personal label a user applies to email conversations to organize their mailbox;
  • # labels can be nested.
  • EmailLabel
  • # Email label applied to a conversation in a mailbox.
  • EmailLabelRelation
  • # Link between an email and a mailbox the email belongs to.
  • EmailMailboxRelation
  • # Automated series of emails sent step by step to the records enrolled in it, with
  • # rules for when to send and when to stop.
  • EmailSequence
  • # Log of one run of an email sequence, with when it started and finished and who
  • # triggered it.
  • EmailSequenceActivityLog
  • # Entry in the log of an email sequence run, recording one step and its outcome.
  • EmailSequenceActivityLogLine
  • # Record enrolled in an email sequence, such as a contact, lead or opportunity,
  • # with the run that enrolled it.
  • EmailSequenceEnrolled
  • # Progress of an enrolled record through one step of an email sequence, with the
  • # email, text message or task the step produced.
  • EmailSequenceEnrolledStatus
  • # Copy of an email sequence's steps and rules taken when records are enrolled, so
  • # later edits to the sequence do not affect runs already in progress.
  • EmailSequenceSettings
  • # Reusable email whose body can contain placeholders filled with record values;
  • # templates are organized in folders and can be shared.
  • EmailTemplate
  • # Folder that organizes email templates; folders can be nested.
  • EmailTemplateFolder
  • # Sharing of an email template with a user, as a watcher or an editor.
  • EmailTemplateSharingClientRelation
  • # Sharing of an email template with a sales unit, as a watcher or an editor.
  • EmailTemplateSharingSalesUnitRelation
  • # Sharing of the body of an email with a user, letting them read its content.
  • EmailContentSharingClientRelation
  • # Sharing of the body of an email with a sales unit, letting its members read its
  • # content.
  • EmailContentSharingSalesUnitRelation
  • # Time a user last read an email conversation in a mailbox, telling which
  • # conversations have unread emails.
  • EmailThreadMailboxClientReadState
  • # Kind of record in the space, such as Account, Lead or a custom entity, with its
  • # display names and behavior.
  • Entity
  • # Health configuration of an account type, defining when accounts of that type are
  • # healthy or in critical health.
  • EntityHealth
  • # Lead scoring configuration: rules that give leads a score, so that the most
  • # promising ones stand out.
  • EntityScoring
  • # Version of the health configuration of an account type, recorded each time the
  • # configuration changes.
  • EntityHealthSettingsHistory
  • # Fitness configuration of a lead or opportunity type: the indicators that flag
  • # records of that type needing attention.
  • EntityFitness
  • # Indicator of a fitness configuration: a rule that flags lead or opportunity
  • # records needing attention and suggests how to fix them.
  • EntityFitnessIndicator
  • # Record type of an entity, such as an account, lead or task type, that classifies
  • # records and defines their form.
  • EntityType
  • # Space-wide settings of an entity, such as the default columns of its lists.
  • EntitySettings
  • # Field of an entity, built-in or custom, with its name, type and configuration.
  • Field
  • # Rules for copying field values from a source record to a new target record, for
  • # example when a lead is qualified into an opportunity.
  • FieldMapping
  • # Numbering pattern of an auto-number field, used to generate its values for
  • # records that match the filter of the sequence.
  • FieldSequence
  • # Access a user role has to a custom field: full access, read-only or hidden.
  • FieldPermission
  • # Sales forecast that sums an amount over the opportunities of a pipeline for a
  • # period, broken down by levels such as sales units and users.
  • Forecast
  • # Share of a forecast with an individual user.
  • ForecastSharingClientRelation
  • # Share of a forecast with a sales unit.
  • ForecastSharingSalesUnitRelation
  • # Placeholder person on an org chart for someone who is not a contact in the space
  • # yet, such as an unknown decision maker.
  • GhostContact
  • # Placement of a ghost contact on the org chart of a lead or an opportunity.
  • GhostLeadOpptyContactRelation
  • # Placement of a ghost contact on the org chart of an account, with its position
  • # and comment.
  • GhostContactAccountRelation
  • # Sales role assigned to a placeholder (ghost) contact on the org chart of a lead
  • # or opportunity.
  • GhostLeadOpptyContactSalesRoleRelation
  • # Role assigned to a ghost contact on the org chart of an account.
  • GhostContactAccountAccountRoleRelation
  • # Saved mapping of import file columns to fields, reused when importing records of
  • # the same entity.
  • ImportMappingMask
  • # Potential sale in its early stage that moves through a lead process until it is
  • # qualified into an opportunity or lost.
  • Lead
  • # Lead or opportunity, with the fields both kinds of sales records share.
  • LeadOppty
  • # Link between a lead or opportunity and an account, marking the primary account.
  • LeadOpptyAccountRelation
  • # Group of contacts on the org chart of a lead or opportunity.
  • LeadOpptyContactGroupRelation
  • # Link between a lead or opportunity and a contact, with the contact's sales roles
  • # and org-chart position.
  • LeadOpptyContactRelation
  • # Sales role assigned to a contact on a lead or opportunity.
  • LeadOpptyContactSalesRoleRelation
  • # KPI event of a lead or opportunity (e.g. created, qualified, won, lost or moved
  • # to another step), used in activity reporting.
  • LeadOpptyKPI
  • # Link between a lead or opportunity and a project it is part of.
  • LeadOpptyProjectRelation
  • # Share of a lead or opportunity with an individual user, with the access level
  • # granted.
  • LeadOpptySharingClientRelation
  • # Share of a lead or opportunity with a sales unit, with the access level granted.
  • LeadOpptySharingSalesUnitRelation
  • # Completion of a step checklist item on a lead, opportunity or quote, with the
  • # activity, email, note or document that fulfils it.
  • LeadOpptyStepCheckListRelation
  • # Lead type or opportunity type, with the settings both kinds of sales record
  • # types share.
  • LeadOpptyType
  • # Lead process: the ordered steps that leads of its lead types move through.
  • LeadProcess
  • # Lead type that classifies leads and defines their forms and the lead process
  • # they follow.
  • LeadType
  • # User role in the space that defines which features, records and pipelines its
  • # users can access.
  • MasterRight
  • # Recording of a call or meeting with its transcription and AI summary, attached
  • # to a call, task or appointment.
  • Media
  • # Internal message written by a user and linked to records, which other users can
  • # comment on.
  • Memo
  • # Comment a user wrote on a memo.
  • MemoComment
  • # Email or memo, with the fields both kinds of messages share.
  • Message
  • # Link between a message (email or memo) and a record such as an account, contact,
  • # lead or opportunity.
  • MessageRelation
  • # Share of a message (email or memo) with an individual user.
  • MessageSharingClientRelation
  • # Share of a message (email or memo) with a sales unit.
  • MessageSharingSalesUnitRelation
  • # Note a user wrote on a record such as an account, contact, lead, opportunity,
  • # project or quote.
  • Note
  • # Submission (response) of an online form, with the answers and the records it
  • # created or updated.
  • OnlineForm
  • # One step logged while processing an online form submission.
  • OnlineFormActivityLogLine
  • # Option selected in a multi-select checkbox field of an online form submission.
  • OnlineFormDataExRelation
  • # Email that sent an online form link to a recipient, with the record it was sent
  • # on.
  • OnlineFormTypeEmailRelation
  • # Link between an online form submission and a record it created or updated.
  • OnlineFormRelation
  • # Online form definition: the fields and settings of a web form whose submissions
  • # create or update records.
  • OnlineFormType
  • # Visual style (colors, fonts, layout) that can be applied to online forms.
  • OnlineFormStyle
  • # Potential deal with a value and closing date that moves through the steps of a
  • # sales pipeline until it is won or lost.
  • Opportunity
  • # Opportunity type that classifies opportunities and defines their forms (edit,
  • # qualify, won and lost).
  • OpportunityType
  • # Product line item on an opportunity or quote, with its quantity, price and
  • # discount.
  • OpptyProductRelation
  • # Option selected in a multi-select checkbox field of a product line item.
  • OpptyProductRelationDataExRelation
  • # Line-item type that defines the form of product line items on opportunities and
  • # quotes; paired with a product type.
  • OpptyProductRelationType
  • # Recurrence rule that creates new copies of an opportunity on a schedule, e.g.
  • # for repeat deals once it is won or lost.
  • OpptyRecurrence
  • # Revenue schedule that splits the value of an opportunity into periods.
  • OpptyRevenueSchedule
  • # One period of an opportunity revenue schedule, with its date and amount.
  • OpptyRevenueSchedulePeriod
  • # Revenue schedule that splits the amount of a product line item into periods.
  • OpptyProductRelationRevenueSchedule
  • # One period of a product line item revenue schedule, with its date and amount.
  • OpptyProductRelationRevenueSchedulePeriod
  • # Order of a subscription (e.g. a purchase, renewal or license change) with its
  • # items, amounts, tax and payment status.
  • Order
  • # Line item of an order: a product with its quantity, price and subtotal, and the
  • # monthly recurring revenue it adds.
  • OrderItem
  • # Line item of an order that waits for online payment in checkout, with its
  • # product, quantity and price.
  • OrderTempDataItem
  • # Status change recorded in the history of an order.
  • OrderHistory
  • # Payment confirmation or credit note issued for an order.
  • OrderRelatedDocument
  • # Order started in checkout that waits for online payment; it becomes a regular
  • # order once the payment succeeds.
  • OrderTempData
  • # Payment received for an order, with the payment method, the amount paid and the
  • # transaction reference.
  • Payment
  • # Payment term of orders, such as immediate payment or payment within a number of
  • # days, in a given language.
  • PaymentTerm
  • # Instructions given at checkout that are carried out once the order is paid, such
  • # as the invoice recipients, new subscription admins and the users to invite after
  • # a space reset.
  • PaymentAdditionalData
  • # Kind of parent-child relationship between accounts (e.g. parent company and
  • # subsidiary), with a label for each side.
  • ParentAccountRelationType
  • # Phone number connected to Coevera for calls, text messages or WhatsApp, either
  • # personal to a user or shared by the company.
  • Phone
  • # Quote type that a user role is allowed to use.
  • AllowedQuoteType
  • # Price offer for a customer, usually prepared from an opportunity, with product
  • # line items; it moves through a quote process.
  • Quote
  • # Link between a quote and an account, marking the primary account.
  • QuoteAccountRelation
  • # Link between a quote and a contact, marking the primary contact.
  • QuoteContactRelation
  • # Option selected in a multi-select checkbox field of a quote.
  • QuoteDataExRelation
  • # KPI event of a quote (e.g. created, accepted, archived or moved to another
  • # step), used in activity reporting.
  • QuoteKPI
  • # Quote process: the ordered steps that quotes of its quote types move through.
  • QuoteProcess
  • # Share of a quote with an individual user, with the access level granted.
  • QuoteSharingClientRelation
  • # Share of a quote with a sales unit, with the access level granted.
  • QuoteSharingSalesUnitRelation
  • # Quote type that classifies quotes and defines their forms and the quote process
  • # they follow.
  • QuoteType
  • # Option selected in a multi-select checkbox field of a lead or opportunity.
  • LeadOpptyDataExRelation
  • # Option selected in a multi-select checkbox field of an account; there is one
  • # link per selected option.
  • AccountDataExRelation
  • # Option selected in a multi-select checkbox field of a contact; there is one link
  • # per selected option.
  • ContactDataExRelation
  • # Option selected in a multi-select checkbox field of a task or an appointment;
  • # there is one link per selected option.
  • ActivityDataExRelation
  • # Option selected in a multi-select checkbox field of a product.
  • ProductDataExRelation
  • # Option selected in a multi-select checkbox field of a project.
  • ProjectDataExRelation
  • # Sales pipeline: the ordered steps that opportunities of its opportunity types
  • # move through.
  • Pipeline
  • # Automatizer process: an automated workflow that runs its actions when its
  • # trigger fires (a record event, a schedule or a webhook).
  • Process
  • # One run of an Automatizer process, with its status, timing and the steps it
  • # took.
  • ProcessActivityLog
  • # One step logged in a run of an Automatizer process.
  • ProcessActivityLogLine
  • # Action of an Automatizer process that is waiting to run for a record at a
  • # scheduled time.
  • ProcessScheduledAction
  • # Ready-made Automatizer process offered in the template gallery as a starting
  • # point for new processes.
  • ProcessTemplate
  • # Canvas that groups related automation tools (Automatizer processes, email
  • # sequences, online forms) and tracks their status and activity.
  • Solution
  • # Ready-made solution offered in the template gallery as a starting point for new
  • # solutions.
  • SolutionTemplate
  • # Round-robin progress of an Automatizer change-owner action, recording which
  • # users have already been assigned a record so the next record goes to the next
  • # user.
  • ProcessChangeOwnerLog
  • # Product or service in the catalog that can be added as a line item to
  • # opportunities and quotes.
  • Product
  • # Product type that classifies products and defines their form.
  • ProductType
  • # Category in the hierarchy of the product catalog.
  • ProductCategory
  • # Pipeline in which a product can be added as a line item.
  • ProductPipelineRelation
  • # Price list with product prices per currency, applied to opportunities and quotes
  • # while it is active.
  • ProductPriceList
  • # Price of a product in one currency within a price list.
  • ProductPriceListPrice
  • # Saved view of an app screen (e.g. leads, accounts or opportunities) with its
  • # filter, layout and charts, optionally shared with others.
  • Profile
  • # Record added explicitly to a static saved view (profile).
  • ProfileRelation
  • # Unsaved changes a user made to the view of an app screen, kept until they are
  • # saved or discarded.
  • ProfileDraft
  • # Share of a saved view (profile) with an individual user.
  • ProfileSharingClientRelation
  • # Share of a saved view (profile) with a sales unit.
  • ProfileSharingSalesUnitRelation
  • # Project delivered for an account or run internally, with its objectives,
  • # activities and progress.
  • Project
  • # KPI event of a project (its completion), used in activity reporting.
  • ProjectKPI
  • # Link between a project and a contact, marking the primary contact.
  • ProjectContactRelation
  • # Objective (goal) of a project.
  • ProjectObjective
  • # Project type that classifies projects and defines their form and icon.
  • ProjectType
  • # Share of a project with an individual user, with the access level granted.
  • ProjectSharingClientRelation
  • # Share of a project with a sales unit, with the access level granted.
  • ProjectSharingSalesUnitRelation
  • # Saved report or dashboard with its settings, sharing and delivery schedule.
  • Report
  • # Folder that organizes reports; folders can be nested.
  • ReportFolder
  • # Share of a report with an individual user, with the access level granted.
  • ReportSharingClientRelation
  • # Share of a report with a sales unit, with the access level granted.
  • ReportSharingSalesUnitRelation
  • # Schedule that emails a report to its recipients at regular intervals.
  • ReportSchedule
  • # Revenue of an opportunity product for one period of its revenue schedule, used
  • # in revenue reporting.
  • RevenueRecognition
  • # Role a contact plays in a deal (e.g. decision maker), assigned to contacts on
  • # leads and opportunities.
  • SalesRole
  • # Sales unit (team) in the organization hierarchy that users belong to.
  • SalesUnit
  • # Membership of a user in a sales unit, as a member or manager.
  • SalesUnitClientRelation
  • # Step of an opportunity pipeline, lead process or quote process that records move
  • # through.
  • Step
  • # Checklist item of a pipeline step, such as logging an activity, filling a field
  • # or attaching a document.
  • StepChecklist
  • # Sales role that a step checklist item is shown to.
  • StepChecklistSalesRoleRelation
  • # Label that users attach to records such as accounts, contacts or opportunities
  • # to categorize them.
  • Tag
  • # Assignment of a tag to a record.
  • TagRelation
  • # Sales target set for a user or a group of users for a period, measured by a
  • # chosen metric.
  • Target
  • # Link between a group target and a user target that rolls up into it.
  • TargetRelation
  • # Task (e.g. a to-do or a call) owned by a user, with an optional due date, and
  • # linked to records.
  • Task
  • # Recurrence rule that defines when the next occurrences of a recurring task are
  • # created.
  • TaskRecurrence
  • # Reminder a user set to be notified about a task at a given time.
  • TaskReminder
  • # Share of a task with an individual user, with the access level granted.
  • TaskSharingClientRelation
  • # Share of a task with a sales unit, with the access level granted.
  • TaskSharingSalesUnitRelation
  • # Task type that classifies tasks and defines their form and icon.
  • TaskType
  • # Message sent or received in a text message conversation or in an AI assistant
  • # chat.
  • TextMessage
  • # Text message conversation between a Coevera phone number and an external phone
  • # number.
  • TextMessageConversation
  • # Link between a text message conversation and a record such as an account,
  • # contact, lead or opportunity.
  • TextMessageConversationRelations
  • # Translation of a field name, dropdown option or form text into the supported
  • # languages.
  • Translation
  • # Data type of fields, defining the kind of value, its validation and whether
  • # fields of the type can be filtered, sorted or grouped.
  • Type
  • # Time a lead or opportunity has spent in a pipeline step.
  • Timeframe
  • # Phone number that opted out of receiving text messages.
  • UnsubscribedPhone
  • # Use case showing how a feature can be used, offered to users in the in-app
  • # learning content.
  • UseCase
  • # Web page embedded in the app for records of an entity, with its URL filled from
  • # the record's field values.
  • Webresource
  • # Registered webhook urls will be called when subscribed events occur with access
  • # level corresponding to the Webhook owner.
  • Webhook
  • # Event a webhook subscribes to; the webhook is called whenever the event occurs.
  • WebhookEvent
  • # Country that can be selected in billing addresses, with its states, sales region
  • # and the Coevera supplier that bills customers there.
  • Country
  • # Membership of a user profile in a space.
  • TeamSpaceClient
  • # Membership of a user in a space, as listed for subscription administrators, who
  • # can disable it.
  • CpTeamSpaceClient
  • # Call, text message or transcription made through built-in calling, with its
  • # phone numbers, status and cost.
  • CpCallLog
  • # User account that signs in to Coevera and can be a member of several spaces and
  • # subscriptions.
  • UserProfile
  • # Customer portal role that grants a user rights such as order, subscription,
  • # partner and user management.
  • UserRole
  • # Space of a subscription: a separate Coevera CRM instance with its own users,
  • # data and settings.
  • TeamSpace
  • # Hosting region where spaces run, with its address, email domain and whether new
  • # trial spaces can be created in it.
  • TeamSpaceRegion
  • # Named property of a space, such as its time zone, first day of the week or
  • # attachment size limit.
  • TeamSpaceProperty
  • # Integration settings of a user in a space, such as the connected mailbox and the
  • # contact, calendar and task sync with Google, Microsoft 365 or Exchange.
  • TeamSpaceClientSetting
  • # API user that signs in with a user name and password, as a standard or
  • # administrator API user, optionally limited to one space and to allowed source IP
  • # addresses.
  • SapiUser
  • # Calling credit of a subscription, spent on calls, recordings and AI services
  • # such as transcription.
  • CpCalling
  • # Customer subscription to Coevera: the contract that covers its spaces, licenses,
  • # billing and orders.
  • Subscription
  • # Coevera staff member who can be assigned to subscriptions as their sales
  • # representative.
  • SubscriptionRepresentative
  • # Coevera staff member who can be assigned to subscriptions as their sales
  • # development representative.
  • SubscriptionSDR
  • # Partner company (e.g. affiliate, agent or consultant) that refers customer
  • # subscriptions and earns commission on their orders.
  • Partner
  • # Company that sells subscriptions and issues orders and invoices, with its legal
  • # imprint.
  • Supplier
  • # State or province of a country that can be selected in billing addresses.
  • State
  • # App (vendor) in the Automation Hub that provides integrations, with its website
  • # and support links.
  • AutomationHubApp
  • # Category that groups items in the Automation Hub.
  • AutomationHubCategory
  • # Integration or add-on offered in the Automation Hub that can be enabled in a
  • # space.
  • AutomationHubItem
  • # Automation Hub item included in a subscription.
  • SubscriptionHubItem
  • # Automation Hub item installed in a space, with its status and configuration.
  • TeamPipelineHubItem
  • # Automation Hub item installed in a space, of any integration kind, with its
  • # status and configuration.
  • TeamPipelineHubItemBase
  • # Help resource (video, article or support link) shown in the app for a feature
  • # area, with view statistics.
  • HowTo
  • # Interactive product demo offered to users in the in-app learning content.
  • Storylane
  • # Release note announcing a product change to users, who can react to it.
  • ReleaseNote
  • # User account identified by its sign-in email, with the spaces it is a member of.
  • CpClient
  • # Saved view of a customer portal screen that belongs to a Coevera staff member,
  • # with its view settings.
  • CpProfile
  • # Product of the Coevera catalog that subscriptions can purchase, such as licenses
  • # or add-ons, with its prices in EUR, USD and GBP and its renewal terms.
  • CpProduct
  • # Product a subscription has purchased, such as licenses or an add-on, with its
  • # quantity, price, status and the period it is active.
  • PurchasedProduct
  • # Notification email sent to the recipients of a subscription under a notification
  • # setting, such as a renewal reminder or an overdue payment notice for an order.
  • SubscriptionNotification
  • # Entry of the customer portal audit trail: an action a user performed, the module
  • # it was performed in and the space it concerned.
  • CpActivity
  • # Detail of a customer portal audit trail entry: the record that was changed, the
  • # operation performed and the data before and after the change.
  • ActivityDetail
  • # Automatic email notification to customers, sent before a subscription renewal or
  • # when an order payment is overdue.
  • NotificationSetting
  • # Variant of the form of an account, contact, lead or opportunity type that hides
  • # or colors selected fields; owned by a user and can be shared.
  • FormView
  • # Sharing of a form view with a user, as a watcher or an editor.
  • FormViewSharingClientRelation
  • # Sharing of a form view with a sales unit, as a watcher or an editor.
  • FormViewSharingSalesUnitRelation
  • # Layout of how records of an entity type are previewed in the app: preview and
  • # card fields, detail tabs, widgets and charts.
  • InterfacePreview
  • # Space-wide setting stored as a named value, such as the working days, custom
  • # entity names or the revenue schedule configuration.
  • SpaceSetting
  • }

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