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.
- # AI credit balance of a subscription for a period, with the free credits
- # remaining and spent and the overage credits used.
- # Use of an AI agent by a user in a space, with its outcome, response time and the
- # AI credits it consumed.
- # Single AI model call made while handling an AI event, with the model used, its
- # response time and cost.
- # 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.
- # Company or organization the sales team works with; contacts, leads,
- # opportunities and activities are linked to it.
- # Recorded KPI event of an account, such as its creation, archiving or the first
- # and last email sent, used in KPI reports.
- # Role a contact can hold at an account, configurable per space and assigned on
- # the link between the contact and the account.
- # Sharing of an account with a user, as a watcher or an editor.
- # Sharing of an account with a sales unit, as a watcher or an editor.
- # Social network profiles of an account, such as its LinkedIn, Twitter or Facebook
- # pages.
- # Special price of a product for one account, used instead of the regular price
- # when the product is sold to that account.
- # Configurable category of accounts that defines the form layout and settings used
- # for accounts of that type.
- # Task or appointment: the common view of the to-dos and meetings of the sales
- # team, linked to the records they concern.
- # Comment written by a user on a task or an appointment.
- # Recorded KPI event of a task or an appointment, such as its creation or
- # completion, used in KPI reports.
- # Link of a task or an appointment to a record it concerns, such as an account,
- # contact, lead, opportunity, project or quote.
- # Task type or appointment type, with the settings both kinds of activity types
- # share.
- # Lead type that a user role is allowed to use.
- # Pipeline that a user role is allowed to use, optionally with access to the
- # documents of its steps.
- # API credentials that an integration uses to access the space, with the parts of
- # the API they may read or write.
- # 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.
- # Meeting or call scheduled in the calendar, with its invited users and contacts,
- # linked to the records it concerns.
- # Invitation of a user of the space to an appointment, with their response.
- # Invitation of an external person to an appointment, identified by email and
- # matched to a contact when one exists, with their response.
- # Invitation email for an appointment that is waiting to be sent to an invitee's
- # email address.
- # Reminder a user has set for an appointment, notifying them a given time before
- # it starts.
- # Online booking link through which people book appointments with a user in the
- # time slots the user has available.
- # Configurable category of appointments, such as a meeting or a call, that defines
- # their form layout and icon.
- # Account type that a user role is allowed to use.
- # Appointment type that a user role is allowed to use.
- # Contact type that a user role is allowed to use.
- # Company phone number that a user role is allowed to use for calls and text
- # messages.
- # Task type that a user role is allowed to use.
- # Approval request that an approval process raised for a record, such as a quote
- # or an opportunity, waiting for the decision of its approvers.
- # User asked to decide an approval request, with their response and comment.
- # Approval rule that raises approval requests for records of an entity when its
- # trigger conditions are met, and defines who approves them.
- # Entry in the activity log of an approval, recording one step of the approval and
- # its result.
- # Conversation of a user with the AI assistant, either general or about a specific
- # record.
- # User of the space; owns records, belongs to sales units and has a user role that
- # determines what they can do.
- # Choice of a user to exclude an opportunity from their forecast and quota
- # calculations, or to include it again.
- # Record or screen profile that a user has marked as a favorite.
- # Personal setting of a user, stored as a named value.
- # Mark that a user has read an activity, email or memo in their feed, and whether
- # they chose not to follow up on it.
- # File stored in the space, such as a document, image or recording, that can be
- # attached to records.
- # Folder that organizes files, either in the company documents or within a record.
- # Attachment of a file to a record, such as an account, contact, opportunity,
- # activity or email template, optionally in a folder of that record.
- # File attached to a pipeline step, such as a document the sales team uses in that
- # step.
- # Document template, such as a Word or Excel file with placeholders, used to
- # generate documents filled with record data.
- # Shared company mailbox connected to the space that users can send emails from,
- # such as a sales or support address.
- # Person the sales team works with, usually linked to one or more accounts, leads
- # and opportunities.
- # Link between a contact and an account they work for, with their position and
- # their place in the account org chart.
- # Role assigned to a contact at an account, on the link between the contact and
- # the account.
- # Link between two related contacts, such as colleagues or family members; its
- # labels give the kind of relationship.
- # Kind of relationship that can be assigned to a link between two contacts, such
- # as Spouse or Colleague, with its display color.
- # Recorded KPI event of a contact, such as its creation, archiving or the first
- # and last email sent, used in KPI reports.
- # Sharing of a contact with a user, as a watcher or an editor.
- # Sharing of a contact with a sales unit, as a watcher or an editor.
- # Social network profiles of a contact, such as their LinkedIn, Twitter or
- # Facebook profiles.
- # Configurable category of contacts that defines the form layout and settings used
- # for contacts of that type.
- # Country offered in address fields; a new country value on a record must match
- # one of these countries.
- # Currency used for monetary values in the space, converted from the base currency
- # by exchange rates.
- # Exchange rate of a currency against the base currency within an exchange rate
- # list.
- # Set of exchange rates, one per currency, that applies from a given date until
- # the next list takes effect.
- # Custom relation that links records of two entities through a pair of relation
- # fields, one on each side.
- # Link between two records made through a custom relation, such as an account
- # linked to a custom entity record.
- # Record of a custom entity, a kind of record the space defines (such as Vehicle
- # or Contract) in addition to the built-in entities.
- # Option selected in a multi-select checkbox field of a custom entity record;
- # there is one link per selected option.
- # Recorded KPI event of a custom entity record, such as its creation or last
- # modification, used in KPI reports.
- # Sharing of a custom entity record with a user, as a watcher or an editor.
- # Sharing of a custom entity record with a sales unit, as a watcher or an editor.
- # Configurable category of records of a custom entity that defines their form
- # layout and settings; entityApiName names the custom entity.
- # Option of a dropdown or multi-select field, one of the values users can choose
- # from.
- # E-book offered to users in the in-app learning content, with view statistics.
- # Email message sent or received by users of the space, linked to the contacts,
- # accounts and other records it concerns.
- # Personal label a user applies to email conversations to organize their mailbox;
- # labels can be nested.
- # Email label applied to a conversation in a mailbox.
- # Link between an email and a mailbox the email belongs to.
- # Automated series of emails sent step by step to the records enrolled in it, with
- # rules for when to send and when to stop.
- # Log of one run of an email sequence, with when it started and finished and who
- # triggered it.
- # Entry in the log of an email sequence run, recording one step and its outcome.
- # Record enrolled in an email sequence, such as a contact, lead or opportunity,
- # with the run that enrolled it.
- # Progress of an enrolled record through one step of an email sequence, with the
- # email, text message or task the step produced.
- # 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.
- # Reusable email whose body can contain placeholders filled with record values;
- # templates are organized in folders and can be shared.
- # Folder that organizes email templates; folders can be nested.
- # Sharing of an email template with a user, as a watcher or an editor.
- # Sharing of an email template with a sales unit, as a watcher or an editor.
- # Sharing of the body of an email with a user, letting them read its content.
- # Sharing of the body of an email with a sales unit, letting its members read its
- # content.
- # Time a user last read an email conversation in a mailbox, telling which
- # conversations have unread emails.
- # Kind of record in the space, such as Account, Lead or a custom entity, with its
- # display names and behavior.
- # Health configuration of an account type, defining when accounts of that type are
- # healthy or in critical health.
- # Lead scoring configuration: rules that give leads a score, so that the most
- # promising ones stand out.
- # Version of the health configuration of an account type, recorded each time the
- # configuration changes.
- # Fitness configuration of a lead or opportunity type: the indicators that flag
- # records of that type needing attention.
- # Indicator of a fitness configuration: a rule that flags lead or opportunity
- # records needing attention and suggests how to fix them.
- # Record type of an entity, such as an account, lead or task type, that classifies
- # records and defines their form.
- # Space-wide settings of an entity, such as the default columns of its lists.
- # Field of an entity, built-in or custom, with its name, type and configuration.
- # Rules for copying field values from a source record to a new target record, for
- # example when a lead is qualified into an opportunity.
- # Numbering pattern of an auto-number field, used to generate its values for
- # records that match the filter of the sequence.
- # Access a user role has to a custom field: full access, read-only or hidden.
- # 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.
- # Share of a forecast with an individual user.
- # Share of a forecast with a sales unit.
- # Placeholder person on an org chart for someone who is not a contact in the space
- # yet, such as an unknown decision maker.
- # Placement of a ghost contact on the org chart of a lead or an opportunity.
- # Placement of a ghost contact on the org chart of an account, with its position
- # and comment.
- # Sales role assigned to a placeholder (ghost) contact on the org chart of a lead
- # or opportunity.
- # Role assigned to a ghost contact on the org chart of an account.
- # Saved mapping of import file columns to fields, reused when importing records of
- # the same entity.
- # Potential sale in its early stage that moves through a lead process until it is
- # qualified into an opportunity or lost.
- # Lead or opportunity, with the fields both kinds of sales records share.
- # Link between a lead or opportunity and an account, marking the primary account.
- # Group of contacts on the org chart of a lead or opportunity.
- # Link between a lead or opportunity and a contact, with the contact's sales roles
- # and org-chart position.
- # Sales role assigned to a contact on a lead or opportunity.
- # KPI event of a lead or opportunity (e.g. created, qualified, won, lost or moved
- # to another step), used in activity reporting.
- # Link between a lead or opportunity and a project it is part of.
- # Share of a lead or opportunity with an individual user, with the access level
- # granted.
- # Share of a lead or opportunity with a sales unit, with the access level granted.
- # Completion of a step checklist item on a lead, opportunity or quote, with the
- # activity, email, note or document that fulfils it.
- # Lead type or opportunity type, with the settings both kinds of sales record
- # types share.
- # Lead process: the ordered steps that leads of its lead types move through.
- # Lead type that classifies leads and defines their forms and the lead process
- # they follow.
- # User role in the space that defines which features, records and pipelines its
- # users can access.
- # Recording of a call or meeting with its transcription and AI summary, attached
- # to a call, task or appointment.
- # Internal message written by a user and linked to records, which other users can
- # comment on.
- # Comment a user wrote on a memo.
- # Email or memo, with the fields both kinds of messages share.
- # Link between a message (email or memo) and a record such as an account, contact,
- # lead or opportunity.
- # Share of a message (email or memo) with an individual user.
- # Share of a message (email or memo) with a sales unit.
- # Note a user wrote on a record such as an account, contact, lead, opportunity,
- # project or quote.
- # Submission (response) of an online form, with the answers and the records it
- # created or updated.
- # One step logged while processing an online form submission.
- # Option selected in a multi-select checkbox field of an online form submission.
- # Email that sent an online form link to a recipient, with the record it was sent
- # on.
- # Link between an online form submission and a record it created or updated.
- # Online form definition: the fields and settings of a web form whose submissions
- # create or update records.
- # Visual style (colors, fonts, layout) that can be applied to online forms.
- # Potential deal with a value and closing date that moves through the steps of a
- # sales pipeline until it is won or lost.
- # Opportunity type that classifies opportunities and defines their forms (edit,
- # qualify, won and lost).
- # Product line item on an opportunity or quote, with its quantity, price and
- # discount.
- # Option selected in a multi-select checkbox field of a product line item.
- # Line-item type that defines the form of product line items on opportunities and
- # quotes; paired with a product type.
- # Recurrence rule that creates new copies of an opportunity on a schedule, e.g.
- # for repeat deals once it is won or lost.
- # Revenue schedule that splits the value of an opportunity into periods.
- # One period of an opportunity revenue schedule, with its date and amount.
- # Revenue schedule that splits the amount of a product line item into periods.
- # One period of a product line item revenue schedule, with its date and amount.
- # Order of a subscription (e.g. a purchase, renewal or license change) with its
- # items, amounts, tax and payment status.
- # Line item of an order: a product with its quantity, price and subtotal, and the
- # monthly recurring revenue it adds.
- # Line item of an order that waits for online payment in checkout, with its
- # product, quantity and price.
- # Status change recorded in the history of an order.
- # Payment confirmation or credit note issued for an order.
- # Order started in checkout that waits for online payment; it becomes a regular
- # order once the payment succeeds.
- # Payment received for an order, with the payment method, the amount paid and the
- # transaction reference.
- # Payment term of orders, such as immediate payment or payment within a number of
- # days, in a given language.
- # 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.
- # Kind of parent-child relationship between accounts (e.g. parent company and
- # subsidiary), with a label for each side.
- # Phone number connected to Coevera for calls, text messages or WhatsApp, either
- # personal to a user or shared by the company.
- # Quote type that a user role is allowed to use.
- # Price offer for a customer, usually prepared from an opportunity, with product
- # line items; it moves through a quote process.
- # Link between a quote and an account, marking the primary account.
- # Link between a quote and a contact, marking the primary contact.
- # Option selected in a multi-select checkbox field of a quote.
- # KPI event of a quote (e.g. created, accepted, archived or moved to another
- # step), used in activity reporting.
- # Quote process: the ordered steps that quotes of its quote types move through.
- # Share of a quote with an individual user, with the access level granted.
- # Share of a quote with a sales unit, with the access level granted.
- # Quote type that classifies quotes and defines their forms and the quote process
- # they follow.
- # Option selected in a multi-select checkbox field of a lead or opportunity.
- # Option selected in a multi-select checkbox field of an account; there is one
- # link per selected option.
- # Option selected in a multi-select checkbox field of a contact; there is one link
- # per selected option.
- # Option selected in a multi-select checkbox field of a task or an appointment;
- # there is one link per selected option.
- # Option selected in a multi-select checkbox field of a product.
- # Option selected in a multi-select checkbox field of a project.
- # Sales pipeline: the ordered steps that opportunities of its opportunity types
- # move through.
- # Automatizer process: an automated workflow that runs its actions when its
- # trigger fires (a record event, a schedule or a webhook).
- # One run of an Automatizer process, with its status, timing and the steps it
- # took.
- # One step logged in a run of an Automatizer process.
- # Action of an Automatizer process that is waiting to run for a record at a
- # scheduled time.
- # Ready-made Automatizer process offered in the template gallery as a starting
- # point for new processes.
- # Canvas that groups related automation tools (Automatizer processes, email
- # sequences, online forms) and tracks their status and activity.
- # Ready-made solution offered in the template gallery as a starting point for new
- # solutions.
- # 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.
- # Product or service in the catalog that can be added as a line item to
- # opportunities and quotes.
- # Product type that classifies products and defines their form.
- # Category in the hierarchy of the product catalog.
- # Pipeline in which a product can be added as a line item.
- # Price list with product prices per currency, applied to opportunities and quotes
- # while it is active.
- # Price of a product in one currency within a price list.
- # Saved view of an app screen (e.g. leads, accounts or opportunities) with its
- # filter, layout and charts, optionally shared with others.
- # Record added explicitly to a static saved view (profile).
- # Unsaved changes a user made to the view of an app screen, kept until they are
- # saved or discarded.
- # Share of a saved view (profile) with an individual user.
- # Share of a saved view (profile) with a sales unit.
- # Project delivered for an account or run internally, with its objectives,
- # activities and progress.
- # KPI event of a project (its completion), used in activity reporting.
- # Link between a project and a contact, marking the primary contact.
- # Objective (goal) of a project.
- # Project type that classifies projects and defines their form and icon.
- # Share of a project with an individual user, with the access level granted.
- # Share of a project with a sales unit, with the access level granted.
- # Saved report or dashboard with its settings, sharing and delivery schedule.
- # Folder that organizes reports; folders can be nested.
- # Share of a report with an individual user, with the access level granted.
- # Share of a report with a sales unit, with the access level granted.
- # Schedule that emails a report to its recipients at regular intervals.
- # Revenue of an opportunity product for one period of its revenue schedule, used
- # in revenue reporting.
- # Role a contact plays in a deal (e.g. decision maker), assigned to contacts on
- # leads and opportunities.
- # Sales unit (team) in the organization hierarchy that users belong to.
- # Membership of a user in a sales unit, as a member or manager.
- # Step of an opportunity pipeline, lead process or quote process that records move
- # through.
- # Checklist item of a pipeline step, such as logging an activity, filling a field
- # or attaching a document.
- # Sales role that a step checklist item is shown to.
- # Label that users attach to records such as accounts, contacts or opportunities
- # to categorize them.
- # Assignment of a tag to a record.
- # Sales target set for a user or a group of users for a period, measured by a
- # chosen metric.
- # Link between a group target and a user target that rolls up into it.
- # Task (e.g. a to-do or a call) owned by a user, with an optional due date, and
- # linked to records.
- # Recurrence rule that defines when the next occurrences of a recurring task are
- # created.
- # Reminder a user set to be notified about a task at a given time.
- # Share of a task with an individual user, with the access level granted.
- # Share of a task with a sales unit, with the access level granted.
- # Task type that classifies tasks and defines their form and icon.
- # Message sent or received in a text message conversation or in an AI assistant
- # chat.
- # Text message conversation between a Coevera phone number and an external phone
- # number.
- # Link between a text message conversation and a record such as an account,
- # contact, lead or opportunity.
- # Translation of a field name, dropdown option or form text into the supported
- # languages.
- # Data type of fields, defining the kind of value, its validation and whether
- # fields of the type can be filtered, sorted or grouped.
- # Time a lead or opportunity has spent in a pipeline step.
- # Phone number that opted out of receiving text messages.
- # Use case showing how a feature can be used, offered to users in the in-app
- # learning content.
- # Web page embedded in the app for records of an entity, with its URL filled from
- # the record's field values.
- # Registered webhook urls will be called when subscribed events occur with access
- # level corresponding to the Webhook owner.
- # Event a webhook subscribes to; the webhook is called whenever the event occurs.
- # Country that can be selected in billing addresses, with its states, sales region
- # and the Coevera supplier that bills customers there.
- # Membership of a user profile in a space.
- # Membership of a user in a space, as listed for subscription administrators, who
- # can disable it.
- # Call, text message or transcription made through built-in calling, with its
- # phone numbers, status and cost.
- # User account that signs in to Coevera and can be a member of several spaces and
- # subscriptions.
- # Customer portal role that grants a user rights such as order, subscription,
- # partner and user management.
- # Space of a subscription: a separate Coevera CRM instance with its own users,
- # data and settings.
- # Hosting region where spaces run, with its address, email domain and whether new
- # trial spaces can be created in it.
- # Named property of a space, such as its time zone, first day of the week or
- # attachment size limit.
- # 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.
- # 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.
- # Calling credit of a subscription, spent on calls, recordings and AI services
- # such as transcription.
- # Customer subscription to Coevera: the contract that covers its spaces, licenses,
- # billing and orders.
- # Coevera staff member who can be assigned to subscriptions as their sales
- # representative.
- # Coevera staff member who can be assigned to subscriptions as their sales
- # development representative.
- # Partner company (e.g. affiliate, agent or consultant) that refers customer
- # subscriptions and earns commission on their orders.
- # Company that sells subscriptions and issues orders and invoices, with its legal
- # imprint.
- # State or province of a country that can be selected in billing addresses.
- # App (vendor) in the Automation Hub that provides integrations, with its website
- # and support links.
- # Category that groups items in the Automation Hub.
- # Integration or add-on offered in the Automation Hub that can be enabled in a
- # space.
- # Automation Hub item included in a subscription.
- # Automation Hub item installed in a space, with its status and configuration.
- # Automation Hub item installed in a space, of any integration kind, with its
- # status and configuration.
- # Help resource (video, article or support link) shown in the app for a feature
- # area, with view statistics.
- # Interactive product demo offered to users in the in-app learning content.
- # Release note announcing a product change to users, who can react to it.
- # User account identified by its sign-in email, with the spaces it is a member of.
- # Saved view of a customer portal screen that belongs to a Coevera staff member,
- # with its view settings.
- # 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.
- # Product a subscription has purchased, such as licenses or an add-on, with its
- # quantity, price, status and the period it is active.
- # 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.
- # Entry of the customer portal audit trail: an action a user performed, the module
- # it was performed in and the space it concerned.
- # Detail of a customer portal audit trail entry: the record that was changed, the
- # operation performed and the data before and after the change.
- # Automatic email notification to customers, sent before a subscription renewal or
- # when an order payment is overdue.
- # 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.
- # Sharing of a form view with a user, as a watcher or an editor.
- # Sharing of a form view with a sales unit, as a watcher or an editor.
- # Layout of how records of an entity type are previewed in the app: preview and
- # card fields, detail tabs, widgets and charts.
- # Space-wide setting stored as a named value, such as the working days, custom
- # entity names or the revenue schedule configuration.
- }
link Require by
- AccountEntityCompany or organization the sales team works with; contacts, leads, opportunities and activities are linked to it.
- AiAssistantCreateRecordActionSuggested action that creates a record, such as a task or appointment, pre-filled with values proposed by AI.
- AiContextRecord an AI chat conversation is about, with the screen it was started from.
- AllowedEntityTypeEntities where field is allowed to be used, for relation fields both left relation entity and right relation entity record is returned. Abstract Entity (e.g. LeadOppty, Activity) are not returned they have to be evaluated by receiver.
- AppointmentEntityMeeting or call scheduled in the calendar, with its invited users and contacts, linked to the records it concerns.
- ApprovalProcessEntityApproval rule that raises approval requests for records of an entity when its trigger conditions are met, and defines who approves them.
- ApprovalProcessFilterInputFilter conditions for ApprovalProcess records. Conditions on different fields are combined with AND; use OR, AND and NOT for other combinations.
- ApprovalProcessManualTriggerTrigger that lets users start an approval process manually on a record.
- ApprovalProcessRecordTriggerTrigger that starts an approval process when a record is created or updated.
- ApprovalRepositoryRead operations for Approval records.
- ChangeLogEntityListValueItemRecord referenced by a field value recorded in a change.
- CloudObjectTemplateEntityDocument template, such as a Word or Excel file with placeholders, used to generate documents filled with record data.
- CloudObjectTemplateFilterInputFilter conditions for CloudObjectTemplate records. Conditions on different fields are combined with AND; use OR, AND and NOT for other combinations.
- ContactEntityPerson the sales team works with, usually linked to one or more accounts, leads and opportunities.
- CreateCloudObjectTemplateInputField values of a new CloudObjectTemplate record.
- CreateFieldMappingInputField values of a new FieldMapping record.
- CreateOrUpdateCloudObjectTemplateInputField values of a CloudObjectTemplate record to create, or to update when its id is set.
- DashboardGridDashboard item that lists records of a chosen type in a grid with configurable columns, sorting and totals.
- DashboardKpiCustomDefinitionCustom metric of a dashboard KPI: the record type, field and aggregation that produce its value.
- DashboardTargetDashboard item that shows the progress of an aggregated value toward a goal, drawn as a radial, gauge, target or progress bar.
- DashboardTileDashboard tile that shows one aggregated value (count, sum, average, minimum or maximum) of the records of a chosen type.
- EmailDraftSettingsSaved state of an email draft: recipients, subject, body, attachments, template and sharing, so the draft can be reopened for editing.
- EmailEntityLinkedRecordRecord an email is linked to in a mailbox, such as its sender or a recipient, or an email address not matched to any record.
- EmailLinkedItemRecord an email is linked to, such as an account, contact, opportunity or project.
- EmailScheduleSettingsSending settings of an email scheduled to be sent later: sending account, recipients, linked records and the tasks created once it is sent.
- EmailSequenceCreateRecordNodeEmail sequence step that creates a record, such as a task, for the enrolled record.
- EmailSequenceEnrolledEntityRecord enrolled in an email sequence, such as a contact, lead or opportunity, with the run that enrolled it.
- EmailSequenceEnrolledFilterInputFilter conditions for EmailSequenceEnrolled records. Conditions on different fields are combined with AND; use OR, AND and NOT for other combinations.
- EmailSequenceEntityAutomated series of emails sent step by step to the records enrolled in it, with rules for when to send and when to stop.
- EmailSequenceFilterInputFilter conditions for EmailSequence records. Conditions on different fields are combined with AND; use OR, AND and NOT for other combinations.
- EmailSequenceTriggerRecord type an email sequence enrolls and the email field whose address its emails are sent to.
- EmailTemplateSharingUrlSettingsPublic sharing link of an email template and the record whose data fills the template on the shared page.
- EntityFitnessRepositoryRead operations for EntityFitness records.
- EntityNameEnumFilterInputConditions on an enumeration field. Several conditions given together must all match.
- EntitySettingsEntitySpace-wide settings of an entity, such as the default columns of its lists.
- EntitySettingsFilterInputFilter conditions for EntitySettings records. Conditions on different fields are combined with AND; use OR, AND and NOT for other combinations.
- EntitySettingsRepositoryRead operations for EntitySettings records.
- FeedFilterSenderSender whose messages a feed filter keeps: a user, a sales unit or an application.
- FieldAiOptionsRelatedRecordKind of related records the AI receives when it generates the value of an AI Smart Field.
- FieldAiOptionsRelatedRecordParamsKind of related records the AI receives when it generates the value of an AI Smart Field.
- FieldDescriptorDescription of a field: its names, type, the access level of the current user and its type-specific settings.
- FieldMappingEntityRules for copying field values from a source record to a new target record, for example when a lead is qualified into an opportunity.
- FieldMappingRepositoryRead operations for FieldMapping records.
- FilterSiblingBoxBox of a report that refers to related records only for filtering, without showing columns.
- ForecastItemRow of a forecast for one entity of the breakdown (user, sales unit, product, product category or account), with its values and quotas per period.
- GetBulkDownloadUrlInputParameters of the getBulkDownloadUrl mutation.
- InterfacePreviewChartChart or list shown in a record's preview pane, built from records of a related entity.
- LeadEntityPotential sale in its early stage that moves through a lead process until it is qualified into an opportunity or lost.
- MassEmailRelationRecipient of a mass email: the account or contact the individual email went to, and its delivery and reply state.
- Mutation
- OnlineFormResponseA submission of the online form with its answers.
- OnlineFormResponseSummaryA record the form was sent to or that responded to it, with dates and number of responses.
- OpportunityEntityPotential deal with a value and closing date that moves through the steps of a sales pipeline until it is won or lost.
- PersonalizeBodyEmailTemplateInputParameters of the personalizeBodyEmailTemplate mutation.
- PivotTablePivot table of a report: summarizes records of one type by row and column dimensions, with its filter and view settings.
- ProcessCreateRecordNodeA node which creates a new record that is not linked to the triggering record.
- ProcessEntityAutomatizer process: an automated workflow that runs its actions when its trigger fires (a record event, a schedule or a webhook).
- ProcessFilterInputFilter conditions for Process records. Conditions on different fields are combined with AND; use OR, AND and NOT for other combinations.
- ProcessManualTriggerTrigger that lets users start a process manually on a record.
- ProcessOnlineFormTriggerTrigger that starts a process when an online form is submitted.
- ProcessRecordTriggerTrigger that starts a process on a change of a record, such as its creation, update or deletion.
- ProcessRepositoryRead operations for Process records.
- ProcessScheduleTriggerTrigger that starts a process on a schedule for the records of an entity.
- ProcessScheduledActionEntityAction of an Automatizer process that is waiting to run for a record at a scheduled time.
- ProcessTemplateEntityReady-made Automatizer process offered in the template gallery as a starting point for new processes.
- ProcessTemplateFilterInputFilter conditions for ProcessTemplate records. Conditions on different fields are combined with AND; use OR, AND and NOT for other combinations.
- ProjectEntityProject delivered for an account or run internally, with its objectives, activities and progress.
- ProjectObjectiveEntityObjective (goal) of a project.
- QuoteEntityPrice offer for a customer, usually prepared from an opportunity, with product line items; it moves through a quote process.
- ReportBoxInterfaceBox of a report: a set of records of one type, identified within the report structure.
- ReportMainBoxMain box of a report table: the record type each row represents and its displayed columns.
- ReportSiblingBoxBox of a report table that shows columns from records related to the main box.
- RollupPropertyDefinition of a rollup field: which related records it aggregates and with which function.
- RollupPropertyParamsDefinition of a rollup field: which related records it aggregates and with which function.
- SiblingBoxInterfaceBox joined to a report table's main box that brings in or aggregates data from related records.
- SolutionEntityNodeThe grouped "Entity Settings" node: custom fields, custom entity and sales processes of one entity.
- TaskEntityTask (e.g. a to-do or a call) owned by a user, with an optional due date, and linked to records.
- UpdateCloudObjectTemplateInputId of a CloudObjectTemplate record and the field values to change.