Connect Nifty and Overloop.ai

Both apps 47Nifty 28Overloop.ai 19

• Trigger
  New Doc

  Triggers when a new doc is created.

• Trigger
  New File

  Triggers when a new file is uploaded.

• Trigger
  New Message

  Triggers when a new message is sent.

• Trigger
  New Milestone

  Triggers when a new milestone is created.

• Trigger
  New Portfolio

  Triggers when a new portfolio is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Status

  Triggers when a new status is created.

• Trigger
  New Subtask

  Triggers when a new subtask is created.

• Trigger
  New Tag

  Triggers when a new tag is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Task Is Completed

  Triggers when a task is completed.

• Action
  Create Document

  Creates a Nifty document in a project, optionally seeding its body from Markdown.

• Action
  Create File

  creates a file record in a project from text content (or a URL), firing file.created.

• Action
  Create Milestone

  Creates a milestone (a date-spanning list shown on the project roadmap) in a Nifty project.

• Action
  Create Portfolio

  Creates a portfolio (a team-level grouping of projects) in Nifty.

• Action
  Create Project

  Creates a new project.

• Action
  Create Status

  Creates a status column (Kanban column / list stage) in a Nifty project.

• Action
  Create Subtask

  Creates a new subtask.

• Action
  Create Tag

  Creates a tag (called a label in the Nifty API) that can be applied across the workspace to tasks, documents, files and more.

• Action
  Create Task

  Creates a new task.

• Action
  Create Upload URL

  Returns a presigned upload URL and storage key for a new file. Upload the bytes to the URL, then pass the key to Create File.

• Action
  Get Document

  Retrieve a single Nifty document's details (name, project, access type, author, timestamps). The document body is not included.

• Action
  Get Message

  Retrieve a single Nifty message (chat message or comment) by its ID.

• Action
  Get Milestone

  Retrieve a single milestone by its id, including its custom-field values.

• Action
  Get Project

  Retrieve a single Nifty project by its id, including its custom-field values and any related records you ask to expand.

• Action
  Get Status

  Retrieve a single Nifty status column by its id.

• Action
  Get Tag

  Retrieves a single tag (Nifty label) by id.

• Action
  Send Message

  Posts a message in Nifty: into a chat, as a comment on a task, document, file or annotation, as a reply to another message, or as a direct message to a team member.

• 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.