Connect LiveSwitch and ProdPad

Both apps 63LiveSwitch 30ProdPad 33

• Trigger
  New Contact Matching Filter

  Triggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter.

• Trigger
  New Conversation Matching Filter

  Triggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter.

• Trigger
  New Guided Instructions

  Triggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps.

• Trigger
  New Project

  Triggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID.

• Trigger
  New Tag

  Triggers when a new tag is created in LiveSwitch.

• Action
  Create Contact

  Creates a new contact in LiveSwitch from a name, email or phone, and any custom attributes defined for contacts, and returns the created contact.

• Action
  Create Conversation

  Creates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links.

• Action
  Create Project

  Creates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links.

• Action
  Create Tag

  Creates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag.

• Action
  Find All Tags

  Returns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose.

• Action
  Find Contact by ID

  Returns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values.

• Action
  Find Contact by Phone

  Returns the LiveSwitch contact that has the given phone number, including its custom attributes.

• Action
  Find Conversation by ID

  Returns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes.

• Action
  Find Conversations

  Returns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order.

• Action
  Find Document by ID

  Returns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links.

• Action
  Find Form by ID

  Returns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects.

• Action
  Find Form Submission by ID

  Returns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given.

• Action
  Find Guided Instructions

  Returns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type.

• Action
  Find Project by ID

  Returns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes.

• Action
  Find Projects

  Returns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter.

• Action
  Find Recording by ID

  Returns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags.

• Action
  Find Recordings by Conversation

  Returns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags.

• Action
  Find Recordings by Project

  Returns the recordings that belong to the specified project, including their public links, status, type and tags.

• Action
  Find Snapshots by Project

  Returns the snapshots attached to a LiveSwitch project, including their public links, captions and tags.

• Action
  Get Current User (Me)

  Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization.

• Action
  Get Organization Settings

  Returns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled.

• Action
  Update Contact

  Updates an existing contact by ID, changing only the name, email, phone and custom attribute values you supply, and returns the updated contact.

• Action
  Update Conversation

  Updates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation.

• Action
  Update Project

  Updates an existing project's name, external ID, status, tags, address, contacts and custom attributes, and returns the updated project. Only the fields you fill in are changed.

• Action
  Update Tag

  Updates the name or display color of an existing tag and returns the updated tag.

• Trigger
  List Companies

  Triggers when a new company is added to your ProdPad account.

• Trigger
  List Contacts

  Triggers when a new contact is added to ProdPad.

• Trigger
  List Feedback

  Triggers when new feedback is added to ProdPad, newest first.

• Trigger
  List Idea Feedback

  Triggers when new feedback is linked to a chosen idea.

• Trigger
  List Ideas

  Triggers when a new idea is added to ProdPad.

• Trigger
  List Initiatives

  Triggers when a new initiative is added to a ProdPad roadmap.

• Trigger
  List Objectives

  Triggers when a new objective is added to the ProdPad account.

• Trigger
  List Personas

  Triggers when a new persona is added to ProdPad.

• Trigger
  List Products

  Triggers when a new product is added to ProdPad.

• Trigger
  List Tags

  Triggers when a new tag is added to ProdPad.

• Trigger
  List User Stories

  Triggers when a new user story is added to ProdPad.

• Action
  Add comment

  Adds a comment to a ProdPad idea, feedback or initiative, or posts a reply to an existing comment.

• Action
  Add initiative

  Creates a new initiative on a ProdPad product roadmap.

• Action
  Add key result

  Creates a new key result under a ProdPad objective, optionally linked to initiatives.

• Action
  Add objective

  Creates a new objective in ProdPad, optionally linked to a product.

• Action
  Add thought

  Adds a Yea, Nay or Maybe thought, with an optional comment, to an idea or a piece of feedback in ProdPad on behalf of a user.

• Action
  Add user story

  Creates a new user story on a ProdPad idea.

• Action
  Create Company

  Creates a company in ProdPad's customer feedback module.

• Action
  Create Contact

  Creates a contact (a customer who gives feedback) in ProdPad.

• Action
  Create Feedback

  Adds a piece of customer feedback to ProdPad, linked to a contact.

• Action
  Create Idea

  Creates a new idea in ProdPad.

• Action
  Find Company

  Finds an existing company by name or external link, returning the first match.

• Action
  Find Contact

  Finds an existing contact by email, name or external ID, returning the first match.

• Action
  Find Feedback

  Finds feedback by its external ID or URL, returning the first match.

• Action
  Find Idea

  Finds an existing idea by external ID, URL or tag, returning the first match.

• Action
  Get feedback

  Returns a single piece of feedback by its ID, including the contact who gave it and its linked ideas, products, personas, tags and attachments.

• Action
  Get idea

  Returns a ProdPad idea by its ID, optionally with its full details such as business case, comments, tags, products and user stories.

• Action
  Update Company

  Updates an existing company in ProdPad.

• Action
  Update Contact

  Updates an existing contact in ProdPad.

• Action
  Update Feedback

  Updates the text or state of an existing piece of feedback.

• Action
  Update Idea Stage

  Moves an idea to a different workflow stage in ProdPad.

• Action
  Update initiative

  Updates an existing roadmap initiative in ProdPad, such as its title, description, roadmap column, state, target date, owner, and linked ideas, feedback, user stories and objectives.

• Action
  Update objective

  Updates an objective's name, state, or linked product in ProdPad.

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