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What do you want Apollo and 5pm to do together?
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Triggers and actions 11 triggers ยท 31 actions
Trigger
Account UpdatedPolls Apollo accounts/search for new or updated accounts (dedup on MD5 of the record; accounts/search returns no updated_at). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
Contact UpdatedPolls Apollo contacts/search for new or updated contacts (dedup on MD5 of the record). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
New AccountPolls Apollo accounts/search for newly created accounts (dedup on account id). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
New ContactPolls Apollo contacts/search for newly created contacts (dedup on contact id). Apollo has no record-change webhook API, so this is a polling trigger.
Action
Create AccountAn Account is a company that your team has added to Apollo.
Action
Create ContactA Contact is a person your team has added to Apollo.
Action
Create DealDeals are records that you can use to track possible opportunities with your prospective customers.
Action
Create TaskCreates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact).
Action
Find ContactFind a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first.
Action
Find DealReturns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals.
Action
Find TaskReturns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks.
Action
Update AccountUpdate an existing Account.
Action
Update ContactUpdate an already existing Contact.
Action
Update DealUpdate an already existing Deal.
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).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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