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Triggers and actions 14 triggers ยท 54 actions
Trigger
New clientPolling trigger: fires when a new client is created in Intervals (GET /client).
Trigger
New invoicePolling trigger: fires when a new invoice is created in Intervals (GET /invoice).
Trigger
New milestonePolling trigger: fires when a new milestone is created in Intervals (GET /milestone).
Trigger
New personPolling trigger: fires when a new person is added in Intervals (GET /person).
Trigger
New projectPolling trigger: fires when a new project is created in Intervals (GET /project).
Trigger
New taskPolling trigger: fires when a new task is created in Intervals (GET /task).
Action
Add clientCreate a new client.
Action
Add expenseCreate a new expense.
Action
Add invoiceCreate a new invoice.
Action
Add milestoneCreate a new milestone.
Action
Add personCreate a new person (team member).
Action
Add projectCreate a new project.
Action
Add taskCreate a new task.
Action
Add time entryLog a new time entry against a task.
Action
Add timerStart a new timer for a task.
Action
Delete clientDelete a client.
Action
Delete expenseDelete an expense.
Action
Delete invoiceDelete an invoice.
Action
Delete milestoneDelete a milestone.
Action
Delete personDelete a person.
Action
Delete projectDelete a project.
Action
Delete taskDelete a task.
Action
Delete time entryDelete a logged time entry.
Action
Delete timerDelete a timer.
Action
Get clientRetrieve a single client by id.
Action
Get expenseRetrieve a single expense by id.
Action
Get invoiceRetrieve a single invoice by id.
Action
Get milestoneRetrieve a single milestone by id.
Action
Get personRetrieve a single person by id.
Action
Get projectRetrieve a single project by id.
Action
Get taskRetrieve a single task by id.
Action
Get time entryRetrieve a single logged time entry by id.
Action
Get timerRetrieve a single timer by id.
Action
List milestonesRetrieve all milestones in the Intervals account.
Action
List tasksRetrieve all tasks in the Intervals account.
Action
Update clientUpdate an existing client's details.
Action
Update expenseUpdate an existing expense.
Action
Update invoiceUpdate an existing invoice.
Action
Update milestoneUpdate an existing milestone.
Action
Update personUpdate an existing person's details.
Action
Update projectUpdate an existing project's details.
Action
Update taskUpdate an existing task's details.
Action
Update time entryUpdate an existing logged time entry.
Action
Update timerUpdate a timer (e.g. stop or adjust it).
Trigger
Lead Status ChangedTriggers when a specific status of the lead is changed.
Trigger
New Client FolderTriggers when a client folder is created.
Trigger
New Deleted LeadTriggers when a lead is deleted. This trigger only works for Expert edition and above .
Trigger
New LeadTriggers when a lead is created.
Trigger
New Lead AssignedTriggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above .
Trigger
New Lead CommentTriggers when a lead is comment on. This trigger only works for Expert edition and above .
Trigger
New Lead Content or Title ChangedTriggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above .
Trigger
New ProspectTriggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above .
Action
Add AttachmentAdd an attachment to a lead
Action
Add CommentCreate a comment on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Add TagsCreate a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Assign LeadAssign the lead to a user
Action
Call Simplified APICall our simplified API to interact with your data
Action
Change Lead's TitleChange the title of a lead
Action
Change StatusChange the status of a lead to Standby, Won, Cancelled or Lost
Action
Change StepChange the step of a lead
Action
Create LeadCreates a new lead.
Action
Create ProspectCreate a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above .
Action
Delete LeadMoves a lead to the trash.
Action
Find LeadFinds a lead from an email address.
Action
Get LeadLook up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields.
Action
Log an ActivityLog an activity on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Set Amount and ProbabilitySet the amount and the probability of a lead
Action
Set the Estimated Closing DateSet the estimated closing date on a lead
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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