- Add Activepieces fork with SmoothSchedule custom piece - Create integrations app with Activepieces service layer - Add embed token endpoint for iframe integration - Create Automations page with embedded workflow builder - Add sidebar visibility fix for embed mode - Add list inactive customers endpoint to Public API - Include SmoothSchedule triggers: event created/updated/cancelled - Include SmoothSchedule actions: create/update/cancel events, list resources/services/customers 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
360 lines
25 KiB
JSON
360 lines
25 KiB
JSON
{
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"Enter your Wealthbox API access token. Get it from Settings → API Access Tokens in your Wealthbox account.": "Enter your Wealthbox API access token. Get it from Settings → API Access Tokens in your Wealthbox account.",
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"Create Contact": "Create Contact",
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"Create Note": "Create Note",
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"Create Project": "Create Project",
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"Add Member to Household": "Add Member to Household",
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"Create Household": "Create Household",
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"Create Event": "Create Event",
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"Create Opportunity": "Create Opportunity",
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"Create Task": "Create Task",
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"Start Workflow": "Start Workflow",
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"Find Contact": "Find Contact",
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"Find Task": "Find Task",
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"Adds a new contact with rich details (name, address, email, tags, etc.)": "Adds a new contact with rich details (name, address, email, tags, etc.)",
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"Adds a note linked to a contact. Log call summaries against client records.": "Adds a note linked to a contact. Log call summaries against client records.",
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"Starts a new project with description and organizer. Launch project-based onboarding when new clients sign up.": "Starts a new project with description and organizer. Launch project-based onboarding when new clients sign up.",
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"Adds a member to an existing household. Link multiple contacts under one family unit.": "Adds a member to an existing household. Link multiple contacts under one family unit.",
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"Creates a household record with emails, tags. Group family member contacts into one household.": "Creates a household record with emails, tags. Group family member contacts into one household.",
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"Creates a calendar event linked to contact. Schedule advisory meetings on behalf of clients.": "Creates a calendar event linked to contact. Schedule advisory meetings on behalf of clients.",
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"Logs an opportunity including stage, close date, amount. Automate opportunity tracking after meetings.": "Logs an opportunity including stage, close date, amount. Automate opportunity tracking after meetings.",
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"Creates tasks tied to contacts with due dates and assignment types. Assign follow-up actions when opportunities are created.": "Creates tasks tied to contacts with due dates and assignment types. Assign follow-up actions when opportunities are created.",
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"Triggers a workflow template on a contact/project/opportunity. Automate multi-step sequences based on CRM events.": "Triggers a workflow template on a contact/project/opportunity. Automate multi-step sequences based on CRM events.",
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"Locate a contact by name, email, phone, or advanced filters. Comprehensive contact search with dynamic filtering options.": "Locate a contact by name, email, phone, or advanced filters. Comprehensive contact search with dynamic filtering options.",
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"Finds existing tasks using comprehensive search filters. Search by assignment, resource, completion status, and date ranges.": "Finds existing tasks using comprehensive search filters. Search by assignment, resource, completion status, and date ranges.",
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"First Name": "First Name",
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"Last Name": "名字",
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"Prefix": "Prefix",
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"Middle Name": "Middle Name",
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"Suffix": "Suffix",
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"Nickname": "Nickname",
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"Job Title": "Job Title",
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"Company Name": "Company Name",
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"Contact Type": "Contact Type",
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"Contact Classification": "Contact Classification",
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"Status": "状态",
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"Gender": "Gender",
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"Birth Date": "Birth Date",
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"Marital Status": "Marital Status",
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"Email Address": "Email Address",
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"Phone Number": "Phone Number",
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"Street Address Line 1": "Street Address Line 1",
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"Street Address Line 2": "Street Address Line 2",
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"City": "City",
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"State": "State",
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"ZIP Code": "ZIP Code",
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"Country": "Country",
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"Twitter Handle": "Twitter Handle",
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"LinkedIn URL": "LinkedIn URL",
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"Background Information": "Background Information",
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"Important Information": "Important Information",
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"Personal Interests": "Personal Interests",
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"Contact Source": "Contact Source",
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"Tags": "标签",
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"External Unique ID": "External Unique ID",
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"Note Content": "Note Content",
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"Contact": "Contact",
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"Visible To": "Visible To",
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"Project Name": "项目名称",
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"Project Description": "Project Description",
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"Organizer": "Organizer",
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"Custom Fields": "Custom Fields",
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"Household": "Household",
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"Household Title": "Household Title",
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"Household Name": "Household Name",
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"Head of Household": "Head of Household",
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"Spouse/Partner (Optional)": "Spouse/Partner (Optional)",
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"Primary Email Address": "Primary Email Address",
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"Primary Phone Number": "Primary Phone Number",
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"Household Type": "Household Type",
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"Event Title": "Event Title",
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"Start Date & Time": "Start Date & Time",
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"End Date & Time": "End Date & Time",
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"Location": "Location",
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"Description": "描述",
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"All Day Event": "All Day Event",
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"Repeating Event": "Repeating Event",
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"Event Status": "Event Status",
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"Linked Contact": "Linked Contact",
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"Invitees": "Invitees",
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"Event Category": "Event Category",
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"Email Invitees": "Email Invitees",
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"Opportunity Name": "Opportunity Name",
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"Target Close Date": "Target Close Date",
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"Probability (%)": "Probability (%)",
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"Amount": "Amount",
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"Currency": "Currency",
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"Amount Type": "Amount Type",
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"Stage": "Stage",
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"Opportunity Manager": "Opportunity Manager",
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"Task Name": "Task Name",
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"Due Date": "Due Date",
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"Assigned To": "Assigned To",
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"Priority": "Priority",
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"Mark as Complete": "Mark as Complete",
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"Link To": "Link To",
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"Linked Record": "Linked Record",
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"Category": "Category",
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"Due Later": "Due Later",
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"Workflow Template": "Workflow Template",
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"Workflow Label": "Workflow Label",
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"Workflow Milestones": "Workflow Milestones",
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"Name": "名称",
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"Contact ID": "Contact ID",
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"Contact Entity Type": "Contact Entity Type",
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"Tags Filter": "Tags Filter",
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"Active Status": "Active Status",
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"Include Deleted Contacts": "Include Deleted Contacts",
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"Updated Since": "Updated Since",
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"Updated Before": "Updated Before",
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"Sort Order": "Sort Order",
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"Result Limit": "Result Limit",
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"Return Single Result Only": "Return Single Result Only",
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"Task ID (Optional)": "Task ID (Optional)",
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"Linked Resource Type": "Linked Resource Type",
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"Linked Resource": "Linked Resource",
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"Assigned to Team ID": "Assigned to Team ID",
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"Created By": "Created By",
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"Completion Status": "Completion Status",
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"Task Type": "Task Type",
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"The first name of the contact": "The first name of the contact",
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"The last name of the contact": "The last name of the contact",
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"The preferred prefix for the contact (e.g., Mr., Ms., Dr.)": "The preferred prefix for the contact (e.g., Mr., Ms., Dr.)",
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"The middle name of the contact": "The middle name of the contact",
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"The suffix associated with the contact (e.g., Jr., Sr., M.D.)": "The suffix associated with the contact (e.g., Jr., Sr., M.D.)",
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"A preferred shortname for the contact": "A preferred shortname for the contact",
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"The title the contact holds at their present company": "The title the contact holds at their present company",
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"The name of the contact's present company": "The name of the contact's present company",
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"The type of the contact being created": "The type of the contact being created",
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"A string further classifying the contact": "A string further classifying the contact",
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"Whether the contact is currently active": "Whether the contact is currently active",
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"The gender of the contact": "The gender of the contact",
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"The birthdate of the contact (YYYY-MM-DD format)": "The birthdate of the contact (YYYY-MM-DD format)",
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"The marital status of the contact": "The marital status of the contact",
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"Primary email address for the contact": "Primary email address for the contact",
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"Primary phone number for the contact (e.g., (555) 123-4567)": "Primary phone number for the contact (e.g., (555) 123-4567)",
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"First line of street address": "First line of street address",
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"Second line of street address (apt, suite, etc.)": "Second line of street address (apt, suite, etc.)",
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"City for the address": "City for the address",
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"State or province for the address": "State or province for the address",
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"ZIP or postal code for the address": "ZIP or postal code for the address",
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"Country for the address": "Country for the address",
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"The twitter handle of the contact": "The twitter handle of the contact",
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"The LinkedIn URL for the contact": "The LinkedIn URL for the contact",
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"A brief description of the contact": "A brief description of the contact",
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"Any other important info for the contact": "Any other important info for the contact",
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"Personal interests for the contact": "Personal interests for the contact",
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"The method in which this contact was acquired": "The method in which this contact was acquired",
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"Tags to associate with the contact (e.g., \"Client\", \"VIP\", \"Referral\")": "Tags to associate with the contact (e.g., \"Client\", \"VIP\", \"Referral\")",
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"A unique identifier for this contact in an external system": "A unique identifier for this contact in an external system",
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"The main body of the note (e.g., call summary, meeting notes, client interaction details)": "The main body of the note (e.g., call summary, meeting notes, client interaction details)",
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"Select the contact to link this note to": "Select the contact to link this note to",
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"Select who can view this note": "Select who can view this note",
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"Select tags to associate with this note": "Select tags to associate with this note",
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"The name of the project (e.g., \"Client Onboarding\", \"Q1 Review Process\")": "The name of the project (e.g., \"Client Onboarding\", \"Q1 Review Process\")",
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"A detailed explanation of the project goals and scope": "A detailed explanation of the project goals and scope",
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"Select the user who will be responsible for organizing this project": "Select the user who will be responsible for organizing this project",
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"Select who can view this project": "Select who can view this project",
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"Add custom fields to this project": "Add custom fields to this project",
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"Select the household that will receive the new member": "Select the household that will receive the new member",
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"Select the contact to add to the household": "Select the contact to add to the household",
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"The household title to assign to the added contact": "The household title to assign to the added contact",
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"The name of the household (e.g., \"The Anderson Family\", \"Smith Household\")": "The name of the household (e.g., \"The Anderson Family\", \"Smith Household\")",
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"Select the contact who will be the head of this household": "Select the contact who will be the head of this household",
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"Select the spouse or partner to automatically add to this household": "Select the spouse or partner to automatically add to this household",
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"Primary email address for the household": "Primary email address for the household",
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"City for the household address": "City for the household address",
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"State or province for the household address": "State or province for the household address",
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"ZIP or postal code for the household address": "ZIP or postal code for the household address",
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"Country for the household address": "Country for the household address",
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"Primary phone number for the household": "Primary phone number for the household",
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"The type of household being created": "The type of household being created",
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"Whether the household is currently active": "Whether the household is currently active",
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"Background information about the household": "Background information about the household",
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"Any important information about the household": "Any important information about the household",
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"Select tags to associate with this household": "Select tags to associate with this household",
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"Select who can view this household": "Select who can view this household",
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"A unique identifier for this household in an external system": "A unique identifier for this household in an external system",
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"The name of the event (e.g., \"Client Meeting\", \"Portfolio Review\")": "The name of the event (e.g., \"Client Meeting\", \"Portfolio Review\")",
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"When the event starts (yyyy-mm-dd hh:mm format)": "When the event starts (yyyy-mm-dd hh:mm format)",
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"When the event ends (yyyy-mm-dd hh:mm format)": "When the event ends (yyyy-mm-dd hh:mm format)",
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"Where the event takes place (e.g., \"Conference Room\", \"Client Office\", \"Zoom Meeting\")": "Where the event takes place (e.g., \"Conference Room\", \"Client Office\", \"Zoom Meeting\")",
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"A detailed explanation of the event purpose and agenda": "A detailed explanation of the event purpose and agenda",
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"Check if this is an all-day event": "Check if this is an all-day event",
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"Check if this event repeats": "Check if this event repeats",
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"The current state of the event": "The current state of the event",
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"Select the contact to link this event to": "Select the contact to link this event to",
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"Add people to invite to this event": "Add people to invite to this event",
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"Select the category for this event": "Select the category for this event",
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"Send email invitations to invitees": "Send email invitations to invitees",
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"Select who can view this event": "Select who can view this event",
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"Add custom fields to this event": "Add custom fields to this event",
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"The name of the opportunity (e.g., \"Financial Plan\", \"Investment Advisory\", \"Estate Planning\")": "The name of the opportunity (e.g., \"Financial Plan\", \"Investment Advisory\", \"Estate Planning\")",
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"When the opportunity should close": "When the opportunity should close",
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"The chance the opportunity will close, as a percentage (0-100)": "The chance the opportunity will close, as a percentage (0-100)",
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"The monetary value of the opportunity": "The monetary value of the opportunity",
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"The currency for the opportunity amount": "The currency for the opportunity amount",
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"The type of amount this represents": "The type of amount this represents",
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"Select the current stage of this opportunity": "Select the current stage of this opportunity",
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"Select the contact linked to this opportunity": "Select the contact linked to this opportunity",
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"A detailed explanation of the opportunity": "A detailed explanation of the opportunity",
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"Select the user designated as manager of this opportunity": "Select the user designated as manager of this opportunity",
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"Select who can view this opportunity": "Select who can view this opportunity",
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"Add custom fields to this opportunity": "Add custom fields to this opportunity",
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"The name of the task (e.g., \"Return Bill's call\", \"Follow up on proposal\")": "The name of the task (e.g., \"Return Bill's call\", \"Follow up on proposal\")",
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"When the task is due": "When the task is due",
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"Select the user who the task is assigned to": "Select the user who the task is assigned to",
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"A detailed explanation of the task": "A detailed explanation of the task",
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"The priority level of the task": "The priority level of the task",
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"Check if the task should be created as already completed": "Check if the task should be created as already completed",
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"What type of record to link this task to": "What type of record to link this task to",
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"Select the record to link this task to": "Select the record to link this task to",
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"Select the category this task belongs to": "Select the category this task belongs to",
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"Select who can view this task": "Select who can view this task",
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"Interval for when this task is due after start (e.g., \"2 days later at 5:00 PM\")": "Interval for when this task is due after start (e.g., \"2 days later at 5:00 PM\")",
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"Add custom fields to this task": "Add custom fields to this task",
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"Select the workflow template to trigger": "Select the workflow template to trigger",
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"What type of record to link this workflow to": "What type of record to link this workflow to",
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"Select the record to link this workflow to": "Select the record to link this workflow to",
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"A short name for the workflow (e.g., \"Onboard a new client to the firm\")": "A short name for the workflow (e.g., \"Onboard a new client to the firm\")",
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"When you want the workflow to start (optional, defaults to now)": "When you want the workflow to start (optional, defaults to now)",
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"Select who can view this workflow": "Select who can view this workflow",
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"Add milestones to this workflow": "Add milestones to this workflow",
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"Search by name (supports partial matches across prefix, first, middle, last, suffix, nickname, and full name for households/companies)": "Search by name (supports partial matches across prefix, first, middle, last, suffix, nickname, and full name for households/companies)",
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"Search by email address": "Search by email address",
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"Search by phone number (delimiters like -, (), will be stripped automatically)": "Search by phone number (delimiters like -, (), will be stripped automatically)",
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"Search by specific contact ID (most precise search)": "Search by specific contact ID (most precise search)",
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"Search by external unique identifier": "Search by external unique identifier",
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"Filter by contact type": "Filter by contact type",
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"Filter by entity type": "Filter by entity type",
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"Filter by household title (only applies to household members)": "Filter by household title (only applies to household members)",
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"Filter contacts by tags": "Filter contacts by tags",
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"Filter by active status": "Filter by active status",
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"Include contacts that have been deleted": "Include contacts that have been deleted",
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"Only return contacts updated on or after this date/time": "Only return contacts updated on or after this date/time",
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"Only return contacts updated on or before this date/time": "Only return contacts updated on or before this date/time",
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"How to order the results": "How to order the results",
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"Maximum number of contacts to return (default: 50, max: 1000)": "Maximum number of contacts to return (default: 50, max: 1000)",
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"If checked, returns only the first matching contact. If unchecked, returns all matching contacts.": "If checked, returns only the first matching contact. If unchecked, returns all matching contacts.",
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"Search for a specific task by its unique ID. Leave empty to search using filters.": "Search for a specific task by its unique ID. Leave empty to search using filters.",
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"Filter tasks by the type of resource they are linked to": "Filter tasks by the type of resource they are linked to",
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"Select the specific resource to filter tasks by": "Select the specific resource to filter tasks by",
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"Filter tasks by the user they are assigned to": "Filter tasks by the user they are assigned to",
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"Filter tasks by the team they are assigned to": "Filter tasks by the team they are assigned to",
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"Filter tasks by the user who created them": "Filter tasks by the user who created them",
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"Filter by task completion status": "Filter by task completion status",
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"Filter by task type": "Filter by task type",
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"Only return tasks updated on or after this date/time": "Only return tasks updated on or after this date/time",
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"Only return tasks updated on or before this date/time": "Only return tasks updated on or before this date/time",
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"Maximum number of tasks to return (default: 50, max: 1000)": "Maximum number of tasks to return (default: 50, max: 1000)",
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"If checked, returns only the first matching task. If unchecked, returns all matching tasks.": "If checked, returns only the first matching task. If unchecked, returns all matching tasks.",
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"Person": "Person",
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"Organization": "Organization",
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"Trust": "Trust",
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"Client": "Client",
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"Past Client": "Past Client",
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"Prospect": "Prospect",
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"Vendor": "Vendor",
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"Active": "使用中",
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"Inactive": "Inactive",
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"Female": "Female",
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"Male": "Male",
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"Non-binary": "Non-binary",
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"Unknown": "未知的",
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"Married": "Married",
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"Single": "Single",
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"Divorced": "Divorced",
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"Widowed": "Widowed",
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"Life Partner": "Life Partner",
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"Separated": "Separated",
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"Referral": "Referral",
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"Conference": "Conference",
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"Direct Mail": "Direct Mail",
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"Cold Call": "Cold Call",
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"Other": "Other",
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"Head": "Head",
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"Spouse": "Spouse",
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"Partner": "Partner",
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"Child": "Child",
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"Grandchild": "Grandchild",
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"Parent": "Parent",
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"Grandparent": "Grandparent",
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"Sibling": "Sibling",
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"Dependent": "Dependent",
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"Unconfirmed": "Unconfirmed",
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"Confirmed": "Confirmed",
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"Tentative": "Tentative",
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"Completed": "Completed",
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"Cancelled": "Cancelled",
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"USD ($)": "USD ($)",
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"EUR (€)": "EUR (€)",
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"GBP (£)": "GBP (£)",
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"CAD (C$)": "CAD (C$)",
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"AUD (A$)": "AUD (A$)",
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"Fee": "Fee",
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"Commission": "Commission",
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"AUM": "AUM",
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"Low": "Low",
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"Medium": "Medium",
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"High": "High",
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"Project": "项目",
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"Opportunity": "Opportunity",
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"Active Only": "Active Only",
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"Inactive Only": "Inactive Only",
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"All Contacts": "All Contacts",
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"Recent (newest first)": "Recent (newest first)",
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"Created Date (newest first)": "Created Date (newest first)",
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"Updated Date (newest first)": "Updated Date (newest first)",
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"Ascending": "升序",
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"Descending": "降序",
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"All Tasks": "All Tasks",
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"Completed Only": "Completed Only",
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"Incomplete Only": "Incomplete Only",
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"Parent Tasks Only": "Parent Tasks Only",
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"Subtasks Only": "Subtasks Only",
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"New Task": "New Task",
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"New Contact": "New Contact",
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"New Event": "New Event",
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"New Opportunity": "New Opportunity",
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"Fires when a new task is created": "Fires when a new task is created",
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"Fires when a new contact is created": "Fires when a new contact is created",
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"Fires when a new event is created": "Fires when a new event is created",
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"Fires when a new opportunity is created": "Fires when a new opportunity is created",
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"Assigned To Team ID": "Assigned To Team ID",
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"Entity Type": "Entity Type",
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"Start Date Minimum": "Start Date Minimum",
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"Start Date Maximum": "Start Date Maximum",
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"Opportunity Stage": "Opportunity Stage",
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"Include Closed Opportunities": "Include Closed Opportunities",
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"Minimum Probability (%)": "Minimum Probability (%)",
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"Maximum Probability (%)": "Maximum Probability (%)",
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"Target Close After": "Target Close After",
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"Target Close Before": "Target Close Before",
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"Only trigger for tasks assigned to this user (optional)": "Only trigger for tasks assigned to this user (optional)",
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"Only trigger for tasks assigned to this team (optional)": "Only trigger for tasks assigned to this team (optional)",
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"Only trigger for tasks created by this user (optional)": "Only trigger for tasks created by this user (optional)",
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"Type of tasks to monitor": "Type of tasks to monitor",
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"Only trigger for tasks linked to this type of resource (optional)": "Only trigger for tasks linked to this type of resource (optional)",
|
|
"Only trigger for contacts of this type (optional)": "Only trigger for contacts of this type (optional)",
|
|
"Only trigger for contacts of this entity type (optional)": "Only trigger for contacts of this entity type (optional)",
|
|
"Only trigger for contacts with this household title (optional)": "Only trigger for contacts with this household title (optional)",
|
|
"Only trigger for contacts assigned to this user (optional)": "Only trigger for contacts assigned to this user (optional)",
|
|
"Only trigger for contacts with one of these tags (optional)": "Only trigger for contacts with one of these tags (optional)",
|
|
"Only trigger for events linked to this type of resource (optional)": "Only trigger for events linked to this type of resource (optional)",
|
|
"Select the specific resource to filter events by": "Select the specific resource to filter events by",
|
|
"Only trigger for events of this category (optional)": "Only trigger for events of this category (optional)",
|
|
"Only trigger for events starting on or after this date/time": "Only trigger for events starting on or after this date/time",
|
|
"Only trigger for events starting on or before this date/time": "Only trigger for events starting on or before this date/time",
|
|
"How to order the events": "How to order the events",
|
|
"Only trigger for opportunities linked to this type of resource (optional)": "Only trigger for opportunities linked to this type of resource (optional)",
|
|
"Select the specific resource to filter opportunities by": "Select the specific resource to filter opportunities by",
|
|
"Only trigger for opportunities in this stage (optional)": "Only trigger for opportunities in this stage (optional)",
|
|
"Only trigger for opportunities managed by this user (optional)": "Only trigger for opportunities managed by this user (optional)",
|
|
"Include won and lost opportunities in results": "Include won and lost opportunities in results",
|
|
"Only trigger for opportunities with probability at or above this percentage (0-100)": "Only trigger for opportunities with probability at or above this percentage (0-100)",
|
|
"Only trigger for opportunities with probability at or below this percentage (0-100)": "Only trigger for opportunities with probability at or below this percentage (0-100)",
|
|
"Only trigger for opportunities with target close date on or after this date/time": "Only trigger for opportunities with target close date on or after this date/time",
|
|
"Only trigger for opportunities with target close date on or before this date/time": "Only trigger for opportunities with target close date on or before this date/time",
|
|
"Start Date (ascending)": "Start Date (ascending)",
|
|
"Start Date (descending)": "Start Date (descending)"
|
|
} |