Connect Clust and Overloop.ai

Both apps 53Clust 34Overloop.ai 19

• Trigger
  New Application Closed

  Triggers when an application is closed.

• Trigger
  New Application Created

  Triggers when a new application is created.

• Trigger
  New Application Late

  Triggers when an application passes its deadline.

• Trigger
  New Application Progress Stage Changed

  Triggers when an application moves to a different stage.

• Trigger
  New Application Submitted

  Triggers when an application is submitted.

• Trigger
  New Contact

  Triggers when a contact is created.

• Trigger
  New or Updated Application

  Triggers when an application is created or changed.

• Trigger
  New or Updated Application Item

  Triggers when an item of the chosen application is added or changes status (submitted, approved, completed).

• Action
  Approve Application Item

  Approves an application item.

• Action
  Assign a New Stakeholder to Role

  Adds a stakeholder to a role on an existing application.

• Action
  Close Application

  Closes an application.

• Action
  Create Application

  Creates an application from a template and invites the contact to fill it in.

• Action
  Create Company

  Creates a company.

• Action
  Create Contact

  Creates a contact.

• Action
  Create Tag

  Creates a tag.

• Action
  Delete Application

  Deletes an application.

• Action
  Delete Contact

  Deletes a contact.

• Action
  Find Applications

  Returns applications matching a status, contact email, external ID or keyword.

• Action
  Find Companies

  Returns companies matching a keyword.

• Action
  Find Contacts

  Returns contacts matching an email or keyword.

• Action
  Get Application

  Returns one application by ID.

• Action
  Get Application Item

  Returns one application item with its content.

• Action
  Get Company

  Returns one company by ID.

• Action
  Get Contact

  Returns one contact by ID.

• Action
  Get Template

  Returns one application template by ID.

• Action
  List Application Items

  Returns the items (documents, forms, tasks) of an application.

• Action
  List Tags

  Returns the team's tags.

• Action
  List Team Members

  Returns the team's users.

• Action
  List Templates

  Returns the application templates.

• Action
  Reopen Application

  Reopens a closed application.

• Action
  Submit Application

  Submits an application on the client's behalf.

• Action
  Update Application

  Updates an application's title, stage, deadline, external ID or contact details.

• Action
  Update Contact

  Updates a contact.

• Action
  Update Form Field

  Sets the answer of one field in a form item of an application.

• 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.