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Triggers and actions 2 triggers · 18 actions
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
Trigger
Action PerformedTriggers when an action is performed by a user.
Action
Add annotationCreate a new annotation on the project timeline (content, date_marker, scope). POST /api/projects/:project_id/annotations/
Action
Capture EventCaptures an event.
Action
Evaluate feature flagsEvaluate all feature flag values for a given distinct_id/person, returning flag states for use in automation branching. Public POST /flags endpoint (project token auth).
Action
Get personRetrieve a single person by ID. GET /api/projects/:project_id/persons/:id/
Action
List annotationsList annotations in the project. GET /api/projects/:project_id/annotations/
Action
List cohortsList cohorts defined in the project. GET /api/projects/:project_id/cohorts/
Action
List feature flagsList feature flags defined in the project. GET /api/projects/:project_id/feature_flags/
Action
List insightsList saved insights (charts/graphs) in the project. GET /api/projects/:project_id/insights/
Action
List personsList/search persons in the project, optionally filtered by distinct_id or properties. GET /api/projects/:project_id/persons/
Action
Update personUpdate a person's properties by ID. PATCH /api/projects/:project_id/persons/:id/
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.