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Triggers and actions 8 triggers ยท 28 actions
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
Action
Batch upload eventsSends a batch of events to Amplitude in one call. Use this when you have many events to record at once rather than one at a time.
Action
Export event dataExports every event Amplitude recorded in a time window, as a zip archive of event data.
Action
Get cohortReturns one behavioral cohort's details, including its name, size and when it was last recalculated.
Action
Get event segmentationCounts how often an event happened over a date range, optionally split by a property or filtered to a segment of users.
Action
Get funnel analysisRuns a funnel over a series of events and returns how many users reached each step and how many dropped off.
Action
Get retention analysisShows how many users came back and did something again after a starting event, over a date range.
Action
Get user propertiesLooks a user up in Amplitude and returns what Amplitude knows about them, including their Amplitude ID.
Action
Group identifySets properties on a group in Amplitude, such as a company or team, so you can analyse behaviour by group.
Action
Identify userSets properties on a user in Amplitude without recording an event, so later events are attributed with the new details.
Action
List cohortsLists every behavioral cohort in the Amplitude project, with each cohort's name, size and owner.
Action
Send eventRecords a single event in Amplitude for a user, with optional event and user properties.
Action
Upload cohortCreates a cohort in Amplitude from a list of users you supply.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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