Integration

Connect 5pm to HeyReach

When something happens in 5pm, your agent does the next thing in HeyReach. Describe it in plain language and the automation is built, tested on every branch and kept running.

5pm7 triggers5pm21 actionsHeyReach2 triggersHeyReach7 actions

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What do you want 5pm and HeyReach to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with 5pm and HeyReach

Triggers and actions 9 triggers · 28 actions

Trigger
New Progress
Triggers when a new task progress is created.
Trigger
New Project
Fires when a new project is created in 5pm (poll ProjectsService getList).
Trigger
New Task
Triggers when a new support task is created.
Trigger
New User
Triggers when a new support user is created.
Trigger
Updated Project
Fires when a project is updated in 5pm (poll ProjectsService getList).
Trigger
Updated Task
Triggers when a new support task is updated.
Trigger
Updated User
Triggers when a new support user is updated.
Action
Add Task Progress
Add Task Progress (progress in percent and house down).
Action
Add User
Create a new user in the 5pm account (UsersService add).
Action
Create Note
Creates a new note in task.
Action
Create Project
Creates a new project.
Action
Create Task
Action
Delete Note
Remove an activity note/progress message (ActivityService remove).
Action
Delete Project
Remove a project (ProjectsService remove).
Action
Delete Task
Remove a task from a 5pm project (TasksService remove).
Action
Delete User
Remove a user from the account (UsersService remove).
Action
Find Project by Id
Retrieve a single project by its id (ProjectsService getById).
Action
Find Task
Finds a task in the application.
Action
Find Task by Id
Finds a task by Id in the application.
Action
Find User by Email
Retrieve a user by their email address (UsersService getByEmail).
Action
Find User by Id
Finds a user by Id in the system.
Action
List Notes
List activity notes/progress messages on a task (ActivityService getList).
Action
List Projects
List all projects in the account (ProjectsService getAll/getList).
Action
List Users
List all users in the account (UsersService getAll).
Action
Update Note
Update an activity note/progress message (ActivityService update).
Action
Update Project
Update a project's fields (ProjectsService update).
Action
Update Task
Update task in the application.
Action
Update User
Update a user's fields (UsersService update).
Trigger
Campaign Completed
Triggers when a campaign finishes.
Trigger
Connection Request Sent
Triggers when you send a connection request.
Action
Add Lead to List
Adds a lead to an existing list
Action
Create Empty List
Creates an empty list in HeyReach
Action
Delete Lead From List
Deletes the lead from the HeyReach list
Action
Get Campaigns for Lead
Gets the campaigns the lead is a part of
Action
Get Lead Details
Gets details for the given lead
Action
Get Leads From List
Gets leads from a HeyReach list
Action
Get List by Id
Gets a list from HeyReach

Each app on its own

The other way round: HeyReach to 5pm