ActionLog
past actions, clients, projects and timelines
Actions
Timeline
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Actions
Search inside all action fields
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Action view
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New action
Action
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Title
Type
Area
Client
Lead
Project
Target
When
Duration minutes
Tags
Source
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Value
Label
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Name
Nickname
Company
Email
Phone
Description
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Timeline
select a client, lead, project or target
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Conversation timeline
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Email
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Calls
Meetings
Notes
AI activity
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Quote
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Settings
Manage projects, types, areas, tags, and integrations. Clients, leads, and targets are managed in CRM Contacts.
Projects
+
Types
+
Areas
+
Tags
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Email Logger
Scan the last 60 days of email logs and register any messages that were not synced to Actions (contacts only).
Check on Email Logger
WhatsApp Logger
Scan the last 60 days of WhatsApp logs and register any messages that were not synced to Actions.
Check on WhatsApp Logger
Zammad tickets
Connect your Zammad helpdesk. Tickets are registered as Actions when the customer email matches a CRM contact.
Zammad domain
API token (backfill)
Webhook secret
Webhook URL (paste in Zammad)
Save Zammad settings
Copy webhook URL
Scan the last 30 days of Zammad tickets and register any that were not synced to Actions (contacts only).
Check on Zammad