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Triggers and actions 15 triggers ยท 40 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 ClientTriggers when a new client is added to a workspace.
Trigger
New ProjectTriggers when a new project is added to a workspace.
Trigger
New TagTriggers when a new tag is added to a workspace.
Trigger
New TaskTriggers when a new task is added to a project on a specified workspace.
Trigger
New Time EntryTriggers when a new time entry is added.
Trigger
New Timer StartedTriggers when a new entry is started and running.
Trigger
New WorkspaceTriggers when a new workspace is created.
Action
Create ClientCreates a client on a specified workspace.
Action
Create ProjectCreates a project on a specified workspace.
Action
Create TagCreates a tag on a specified workspace.
Action
Create TaskCreates a task on a specified project.
Action
Create Time EntryCreates a new time entry on a specified workspace.
Action
Delete ClientDelete a client from a workspace. DELETE /v1/workspaces/{workspaceId}/clients/{id}
Action
Delete ProjectDelete a project from a workspace. DELETE /v1/workspaces/{workspaceId}/projects/{projectId}
Action
Delete TagDelete a tag from a workspace. DELETE /v1/workspaces/{workspaceId}/tags/{id}
Action
Delete TaskDelete a task from a project. DELETE /v1/workspaces/{workspaceId}/projects/{projectId}/tasks/{taskId}
Action
Delete Time EntryDelete a time entry from a workspace. DELETE /v1/workspaces/{workspaceId}/time-entries/{id}
Action
Find ClientFinds a client by name on a specified workspace.
Action
Find ProjectFinds a project by name on a specified workspace.
Action
Find Running TimerFinds a currently running time entry on a specified workspace.
Action
Find TagFinds a tag on a specified workspace.
Action
Find TaskFinds a task by name on a specified project and workspace.
Action
Find Time EntryFinds a time entry by description, start datetime or end datetime.
Action
List WorkspacesList all workspaces the authenticated user belongs to. GET /v1/workspaces
Action
Start TimerStarts a new time entry.
Action
Stop TimerStops currently running time entry on a specified workspace.
Action
Update ClientUpdate a client's name/note/archived status. PUT /v1/workspaces/{workspaceId}/clients/{id}
Action
Update ProjectUpdate a project's name/color/client/billable status/dates. PUT /v1/workspaces/{workspaceId}/projects/{projectId}
Action
Update TagUpdate a tag's name/archived status on a workspace. PUT /v1/workspaces/{workspaceId}/tags/{id}
Action
Update TaskUpdate a task's name/status/assignee/estimate on a project. PUT /v1/workspaces/{workspaceId}/projects/{projectId}/tasks/{taskId}
Action
Update Time EntryUpdate a time entry's start/end/description/project/task/billable/tags on a workspace. PUT /v1/workspaces/{workspaceId}/time-entries/{id}
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.