Connect Benetics and Overloop.ai

Both apps 48Benetics 29Overloop.ai 19

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Updated Project

  Triggers when a project is updated.

• Trigger
  Updated Task

  Triggers when a task is updated.

• Action
  Add Plan Version

  Upload a new version of a plan.

• Action
  Add Project Member

  Add a member to a project.

• Action
  Add Task

  Create a new task on a project.

• Action
  Create Project

  Creates a new project.

• Action
  Delete Document

  Delete a document.

• Action
  Delete Plan

  Delete a plan.

• Action
  Delete Plan Version

  Remove one version of a plan from a project.

• Action
  Delete Project

  Delete a project.

• Action
  Delete Project Member

  Remove a member from a project.

• Action
  Delete Task

  Delete a task.

• Action
  Document Upload

  Upload a document

• Action
  Get Project

  Get a single project by id.

• Action
  Get Report

  Get a single report by id.

• Action
  Get Task

  Get a single task by id.

• Action
  List Members

  List members of the organization.

• Action
  List Project Members

  List members assigned to a project.

• Action
  List Projects

  List projects in the organization.

• Action
  List Reports

  List reports for a project.

• Action
  List Tasks

  List tasks for a project.

• Action
  Plan Upload

  Upload a plan

• Action
  Update Document

  Update a document's fields.

• Action
  Update Plan

  Update a plan's fields.

• Action
  Update Project

  Update a project's fields.

• Action
  Update Task

  Update a task's fields.

• Action
  Upload File

  Uploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document.

• Trigger
  List Created

  Triggers when a new list is created in Overloop.ai.

• Trigger
  New Exclusion List Item

  Triggers when a new email address or domain is added to your Overloop exclusion list.

• Action
  Add list

  Creates a new prospect or organization list in Overloop.

• Action
  Add Prospect to Campaign

  Adds a prospect to an Overloop campaign by enrolling them in it, optionally at a specific step or start time. Returns the new enrollment.

• Action
  Create Organization

  Creates a new organization in Overloop.ai with its name, contact details, address, lists and any custom fields.

• Action
  Create Prospect

  Creates a new prospect in Overloop.ai with contact details, lists, owner, organization and any custom fields, and returns the created prospect.

• Action
  Delete list

  Permanently deletes a list in Overloop. Prospects that were in the list are kept.

• Action
  Delete organization

  Permanently deletes an organization in Overloop.ai. This cannot be undone.

• Action
  Delete prospect

  Permanently deletes a prospect from Overloop.ai, along with all of its history (messages, replies). This cannot be undone.

• Action
  Enroll Prospect

  Enrolls a prospect into an Overloop campaign or prospect-based workflow, optionally at a specific step or start time.

• Action
  Exclude Prospect

  Excludes a prospect from all future outreach by adding their email address (or their whole domain) to the Overloop exclusion list.

• Action
  Get organization

  Returns a single Overloop organization by its ID, including its standard details, lists and any custom field values.

• Action
  Get prospect

  Returns a prospect by ID, including its contact details, engagement status, lists and custom field values. An error occurs if the prospect is not found.

• Action
  List automations

  Returns the automations (outbound campaigns and productivity workflows) in your Overloop account, optionally filtered by type, record type or status.

• Action
  List users

  Returns the users on your Overloop.ai account, with their name, email, role and status, optionally filtered to active or disabled users.

• Action
  Search List

  Returns the Overloop lists whose name contains the text you give, optionally limited to prospect or organization lists.

• Action
  Search Organization

  Returns the organizations in Overloop.ai that match the name, website, email or other details you specify.

• Action
  Search Prospect

  Returns the prospects that match the email, name, job title, location or engagement status you specify.

• Action
  Update list

  Renames an existing Overloop list and returns the updated list.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.