Connect Instantly to Lumin

Both apps 45Instantly 23Lumin 22

• Trigger
  New Event

  Triggers when an Instantly event occurs, such as an email sent, a reply received, or a lead status change.

• Action
  Activate campaign

  Starts a campaign, or resumes a paused one, and returns the updated campaign.

• Action
  Add campaign

  Creates a new Instantly campaign with its sending schedule, email sequence and sending options. Returns the created campaign.

• Action
  Add lead list

  Creates a new lead list in Instantly for storing leads.

• Action
  Add Lead to Campaign

  Adds a lead to an Instantly campaign, with their contact details, personalization and custom variables. Returns the created lead.

• Action
  Add Tags to Campaigns

  Assigns one or more custom tags to one or more campaigns.

• Action
  Add to Blocklist

  Adds an email address or domain to the workspace's blocklist so it no longer receives emails.

• Action
  Create a New Tag

  Creates a new custom tag in your Instantly workspace for organizing accounts and campaigns.

• Action
  Delete blocklist entry

  Deletes a blocked email or domain entry from your Instantly block list, returning the removed entry.

• Action
  Delete lead

  Permanently deletes a lead from your Instantly workspace and returns the deleted lead.

• Action
  Find Lead

  Finds leads in your Instantly workspace by email address or search term, optionally narrowed to a campaign, list or lead status. Returns the matching leads and the first match.

• Action
  Get Blocklist Entry

  Returns a single block list entry (a blocked email address or domain) by its ID.

• Action
  Get campaign

  Returns a campaign's full details, including its schedule, sequences, sending accounts and settings.

• Action
  Get lead

  Returns a single Instantly lead by its ID, including contact details, campaign, status, engagement counts and custom variables.

• Action
  List campaigns

  Returns the campaigns in your Instantly workspace, optionally filtered by name, tags, status or AI Sales Agent.

• Action
  List lead lists

  Returns the lead lists in your Instantly workspace, optionally filtered by name or by whether they run enrichment.

• Action
  List leads

  Returns leads from your Instantly workspace, optionally filtered by campaign, list, status, search term or email address.

• Action
  List Tag Mappings

  Returns the tag assignments in the workspace, showing which custom tags are attached to which email accounts and campaigns.

• Action
  Pause campaign

  Stops (pauses) a running campaign so it no longer sends emails, and returns the updated campaign.

• Action
  Remove Lead From Campaign

  Removes one or more leads from an Instantly campaign, deleting them from that campaign.

• Action
  Remove Tags From Campaigns

  Removes one or more custom tags from Instantly campaigns.

• Action
  Update lead

  Updates an existing lead's details in Instantly, such as name, company, phone, interest status and custom variables, and returns the updated lead.

• Action
  Update Lead Status

  Updates the interest status of a lead in Instantly (for example Interested, Meeting booked, or Not interested), optionally scoped to one campaign or list.

• Action
  Add agreement

  Creates a new AgreementGen document in Lumin from an AgreementGen template, optionally filling its variables and form fields.

• Action
  Add space

  Creates a new Space in your Lumin Workspace, optionally inviting Workspace members into it.

• Action
  Cancel signature request

  Cancels a pending signature request so its signers can no longer sign it.

• Action
  Compress document

  Compresses a PDF document to reduce its file size and returns a temporary download link for the compressed file.

• Action
  Generate document from template

  Generates a downloadable PDF document from a Lumin template, filling in its merge tags, form fields and variables, and returns a temporary download link.

• Action
  Get agreement file

  Returns a temporary download link for an AgreementGen document's PDF file.

• Action
  Get signature request

  Returns a signature request's details, including its title, status, expiry, signing type and each signer's status.

• Action
  Get signature request file

  Returns a temporary download link for a signature request's file: the agreement, its Certificate of Completion, or both merged into one PDF.

• Action
  Get signing link

  Returns a signing link for a signer on an existing signature request, so the document can be signed inside your own app or portal.

• Action
  Get template

  Returns the details of a Lumin template, including its signer roles, merge tags, form fields and variables.

• Action
  List spaces

  Returns the Spaces in your Lumin workspace, with each Space's name, your role and member count.

• Action
  List templates

  Returns the templates (AgreementGen, Sign and PDF) in your Lumin workspace.

• Action
  List workspace members

  Returns the members of your Lumin workspace, with each member's email, name, role and join date.

• Action
  Merge documents

  Merges 2 to 20 Lumin documents or file URLs into a single PDF and returns a temporary download link.

• Action
  Send reminder emails

  Sends reminder emails to selected signers of a signature request who still need to sign.

• Action
  Send signature request

  Creates a signature request for a document (by file URL) and emails it to the signers you list.

• Action
  Send signature request from template

  Creates and sends a new signature request from a Lumin template, prefilling its merge tags, form fields and variables.

• Action
  Split document

  Splits a PDF document into one or more files, by page ranges or into equal-sized parts, and returns a temporary download link to the result (a PDF, or a ZIP when there are several files).

• Action
  Summarize document

  Generates an AI summary of a PDF document's text, identified by a Lumin document or a file URL.

• Action
  Translate document

  Translates a PDF document into a target language while preserving its layout, and returns a temporary download link for the translated file.

• Action
  Update signature request

  Changes the due date of an existing signature request that is still awaiting signatures, and returns the updated signature request.

• Action
  Upload File

  Uploads a file from a URL into your Lumin Workspace, a Space, or your Personal documents and returns the created document.

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