Connect Instantly and RO App

Both apps 74Instantly 23RO App 51

• 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.

• Trigger
  Ad Campaigns

  Triggers when a new ad campaign is added in RO App.

• Trigger
  Cash Flow Items

  Triggers when a new cash flow category (income or expense item) is added in RO App.

• Trigger
  Clients List

  Triggers when a new client (person contact) is added in RO App.

• Trigger
  Employees List

  Triggers when a new employee is added to the RO App company account.

• Trigger
  Lead Types

  Triggers when a new inquiry (lead) type is added to your RO App account.

• Trigger
  List of Services

  Triggers when a new service is added to the RO App service catalog.

• Trigger
  List of the Products

  Triggers when a new product is added to the RO App catalog, optionally limited to products matching a name, barcode, SKU, code, MPN or category.

• Trigger
  Locations

  Triggers when a new location is added to your RO App company.

• Trigger
  New Invoice Statuses

  Triggers when a new invoice status is added to your RO App account.

• Trigger
  New Order Items

  Triggers when a new item (product or service) is added to the selected order.

• Trigger
  New Taxes

  Triggers when a new tax rate is added to the company in RO App.

• Trigger
  Order Statuses

  Triggers when a new order status is added to your RO App account.

• Action
  Add Booking Item

  Adds a product or service line item to an existing booking.

• Action
  Add Lead Comment

  Adds a comment to a lead (inquiry) in RO App.

• Action
  Add Order Comment

  Adds a comment to an existing order in RO App, optionally marked private.

• Action
  Add Task Comment

  Adds a comment to a task in RO App.

• Action
  Changing Order Status

  Changes the status of an order, optionally with a comment.

• Action
  Create a Client

  Creates a new client (person) in your RO App contacts.

• Action
  Create a Lead

  Creates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign.

• Action
  Create an Order

  Creates a new order in RO App for a client at a chosen location.

• Action
  Create an Order Item

  Adds a product or service line item to an existing order in RO App.

• Action
  Create an Order or Estimate

  Creates a new estimate in RO App for a client at a location.

• Action
  Create a Payment

  Records an income or expense payment in a cashbox in RO App.

• Action
  Create Asset

  Creates a new asset (such as a vehicle or device) in RO App, identified by its serial number.

• Action
  Create Booking

  Creates a new booking for a client at a location with an assigned employee and time slot.

• Action
  Create Product

  Creates a new product in the RO App catalog.

• Action
  Create Service

  Creates a new service in the RO App catalog.

• Action
  Create Task

  Creates a task in RO App with a title, due date and assigned employees, optionally linked to an order, lead, client or invoice.

• Action
  Create Update_booking

  Updates an existing booking's location, status, assignee, client, schedule, resource or comment.

• Action
  Find Product

  Finds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category.

• Action
  Find Service

  Finds services in the RO App catalog by name, barcode or category.

• Action
  Get Booking Items

  Returns all the service items on a specific booking.

• Action
  Get Client by ID

  Returns the details of a single client (person) by its ID.

• Action
  Get Estimate by ID

  Returns the full details of a single estimate, including its custom field values.

• Action
  Get Lead by ID

  Returns a single lead (inquiry) by its ID, including its custom fields.

• Action
  Get Order by Id

  Returns the full details of a single order by its ID.

• Action
  Get Prices

  Returns the list of price types (margins) configured for your company.

• Action
  Get Product by Id

  Returns a single product from your RO App catalog by its ID, including its custom fields.

• Action
  Get Product Categories

  Returns the product categories in your RO App catalog, optionally limited to the children of one parent category.

• Action
  Get Service Categories

  Returns the list of service categories in your RO App catalog, optionally under a parent category.

• Action
  Get Task

  Returns a single task by its ID, including all of its details.

• Action
  Get UOMs (Inits of Measure)

  Returns the list of product units of measure (UOMs) defined in the RO App account.

• Action
  Move Asset

  Moves an asset to a different warehouse.

• Action
  Search for Assets

  Searches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID.

• Action
  Search for Clients

  Searches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients.

• Action
  Search Task

  Searches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline.

• Action
  Update an Order Item

  Updates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment.

• Action
  Update an Order or Estimate

  Updates an existing order (or estimate) in RO App — its location, type, people, schedule, notes, due date and custom field values. Fields left blank are not changed.

• Action
  Update_booking_item

  Updates the quantity, price, cost, discount, warranty, taxes or comment of an item on a booking.

• Action
  Update Client

  Updates an existing client (person) in RO App contacts.

• Action
  Update Product

  Updates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes.

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