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Triggers and actions 10 triggers · 34 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
Trigger
Canceled scheduled event (polling)Triggers when a scheduled event is canceled.
Trigger
New scheduled event (polling)Triggers when a new scheduled event is created.
Action
Cancel scheduled eventCancels a scheduled event with a specified reason for the cancellation.
Action
Create single-use scheduling linkCreates a single-use booking link that allows one person to schedule an event.
Action
Get current userReturns the authenticated user's profile including name, email, timezone, and scheduling URL.
Action
Get event typeReturns details for the specified event type.
Action
Get inviteeReturns details about a specific invitee for a scheduled event.
Action
Get invitee next scheduled eventGets the next scheduled event for the invitee specified by their email.
Action
Get scheduled eventReturns details about a specific scheduled event.
Action
Get user availability scheduleReturns details for the specified user availability schedule.
Action
List event inviteesReturns the list of invitees for a scheduled event, optionally filtered by status.
Action
List event type availability schedulesReturns the event type's availability schedules.
Action
List event typesReturns your calendar's event type templates, optionally filtered by scope and active status.
Action
List organization membershipsReturns all members of the connected Calendly organization (paginated). One record per membership: user_email, user_uri, user_name, role.
Action
List scheduled eventsReturns scheduled events, filterable by scope, status, date range, and invitee email.
Action
List user availability schedulesReturns the user's availability schedules.
Action
List webhook subscriptionsReturns all webhook subscriptions for your organization.
Action
Mark invitee as no-showRecords that an invitee did not attend their scheduled event.
Action
Undo invitee no-showRemoves a no-show marking from an invitee.
Action
Update event type availability scheduleReplaces a single host's availability schedule on a Calendly event type with explicit date rules (full overwrite). Built for CalendarConnect: push real Mindbody bookable slots into Calendly so only MBO-bookable times are offered. CRITICAL: the host is targeted by the NESTED availability_rule.user — a top-level user alone is silently ignored and Calendly replaces the OAuth token owner's schedule instead. Always verify stored_user equals the requested host before trusting the result. For round-robin events, call once per host.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.