Connect Campaign Refinery and Overloop.ai

Both apps 37Campaign Refinery 18Overloop.ai 19

• Trigger
  New Custom Attribute

  Triggers when there is a new custom attribute.

• Trigger
  New Custom Attribute Group

  Triggers when there is a new custom attribute group.

• Trigger
  New Form

  Triggers when there is a new form.

• Trigger
  New Goal

  Triggers when there is a new goal.

• Trigger
  New Tag

  Triggers when a new tag is created.

• Action
  Create Custom Attribute

  Creates a custom attribute.

• Action
  Create Custom Attribute Group

  Creates a custom attribute group.

• Action
  Create Form

  Creates a form.

• Action
  Create Goal

  Creates a goal.

• Action
  Create Tag

  Creates a tag.

• Action
  Delete Tag

  Schedules a tag for deletion.

• Action
  Find Custom Attribute

  Finds a custom attribute by key.

• Action
  Find Form

  Finds a form by name.

• Action
  Find Goal

  Finds a goal by name.

• Action
  Find Tag

  Finds a tag by name.

• Action
  Update Custom Attribute

  Updates a custom attribute.

• Action
  Update Form

  Updates a form.

• Action
  Update Goal

  Updates a goal.

• 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.