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Triggers and actions 14 triggers ยท 38 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
New Comment on a TaskTriggers when a new Comment is added to a Task in ClickUp.
Trigger
New FolderTriggers when new folders are created.
Trigger
New ListTriggers when new lists are created.
Trigger
New TaskTriggers when tasks are added.
Trigger
New Time EntryTriggers when a new Time Entry is added using ClickUp Time tracking.
Trigger
Task ChangesTriggers when a task changes.
Action
Add Task ChecklistAdd a checklist to a task
Action
Archive or Delete TaskArchive or delete ClickUp task
Action
Create FolderCreates a new folder
Action
Create ListCreates a new list
Action
Create New DocumentCreate new document in the specific location
Action
Create New Document PageCreate new page in the specific document
Action
Create SpaceA Space represents teams, departments, or groups, each with its own Lists, workflows, and settings.
Action
Create SubtaskCreates a new subtask
Action
Create TaskCreates a new task.
Action
Edit Document PageEdit document page
Action
Find a List of All TasksFinds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Find Custom FieldsView the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Find DocumentsSearch for documents by location.
Action
Find Task by IDFind an existing task by its ID.
Action
Find the Most Recent TaskFind the most recent task created in Workspace/Space/Folder/List.
Action
Find User by Name or EmailFind an existing user by their name or their email.
Action
Post a Task CommentPost a comment to a task
Action
Post AttachmentPost an attachment to a task.
Action
Send Chat Message to ChannelPost a message to a specific channel you choose.
Action
Send Direct MessageSend a direct message to a user or yourself.
Action
Time TrackedAdd time tracked to a task
Action
Update TaskUpdates an existing task.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.