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Triggers and actions 8 triggers · 29 actions
Trigger
New ProgressTriggers when a new task progress is created.
Trigger
New ProjectFires when a new project is created in 5pm (poll ProjectsService getList).
Trigger
New TaskTriggers when a new support task is created.
Trigger
New UserTriggers when a new support user is created.
Trigger
Updated ProjectFires when a project is updated in 5pm (poll ProjectsService getList).
Trigger
Updated TaskTriggers when a new support task is updated.
Trigger
Updated UserTriggers when a new support user is updated.
Action
Add Task ProgressAdd Task Progress (progress in percent and house down).
Action
Add UserCreate a new user in the 5pm account (UsersService add).
Action
Create NoteCreates a new note in task.
Action
Create ProjectCreates a new project.
Action
Create TaskAction
Delete NoteRemove an activity note/progress message (ActivityService remove).
Action
Delete ProjectRemove a project (ProjectsService remove).
Action
Delete TaskRemove a task from a 5pm project (TasksService remove).
Action
Delete UserRemove a user from the account (UsersService remove).
Action
Find Project by IdRetrieve a single project by its id (ProjectsService getById).
Action
Find TaskFinds a task in the application.
Action
Find Task by IdFinds a task by Id in the application.
Action
Find User by EmailRetrieve a user by their email address (UsersService getByEmail).
Action
Find User by IdFinds a user by Id in the system.
Action
List NotesList activity notes/progress messages on a task (ActivityService getList).
Action
List ProjectsList all projects in the account (ProjectsService getAll/getList).
Action
List UsersList all users in the account (UsersService getAll).
Action
Update NoteUpdate an activity note/progress message (ActivityService update).
Action
Update ProjectUpdate a project's fields (ProjectsService update).
Action
Update TaskUpdate task in the application.
Action
Update UserUpdate a user's fields (UsersService update).
Trigger
New Lead CapturedTriggers when a new lead is captured — either from a chat conversation or added manually.
Action
Add agentCreate a new AI agent with custom configuration and personality. POST /api/chatbots
Action
Add knowledge base entryAdd training content (FAQ, documentation, policies) to an AI agent; auto-embedded. POST /api/chatbots/:chatbotId/knowledge
Action
Create LeadCreates a new lead in your CRM. Use this to push leads from other tools into your CRM automatically.
Action
Delete knowledge base entryRemove a specific knowledge entry from an AI agent's training data. DELETE /api/chatbots/:chatbotId/knowledge/:knowledgeId
Action
Get agentRetrieve detailed information about a specific AI agent by ID. GET /api/chatbots/:id
Action
List agentsGet all AI agents owned by the authenticated user with their configurations. GET /api/chatbots
Action
List knowledge base entriesRetrieve all knowledge base entries that train an AI agent's responses. GET /api/chatbots/:chatbotId/knowledge
Action
Update agentUpdate an existing AI agent's configuration, personality, or appearance. PUT /api/chatbots/:id
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.