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Triggers and actions 8 triggers ยท 44 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
Add ConfigCreate a new config within a product. POST /v1/products/{productId}/configs
Action
Add FlagCreate a new feature flag or setting within a config. POST /v1/configs/{configId}/settings
Action
Add SegmentCreate a new segment within a product. POST /v1/products/{productId}/segments
Action
Add TagCreate a new tag within a product. POST /v1/products/{productId}/tags
Action
Delete ConfigDelete a config. DELETE /v1/configs/{configId}
Action
Delete FlagDelete a feature flag or setting. DELETE /v1/settings/{settingId}
Action
Delete SegmentDelete a segment. DELETE /v1/segments/{segmentId}
Action
Delete TagDelete a tag. DELETE /v1/tags/{tagId}
Action
Get ConfigGet a single config by id. GET /v1/configs/{configId}
Action
Get EnvironmentGet a single environment by id. GET /v1/environments/{environmentId}
Action
Get FlagGet a single feature flag or setting by id. GET /v1/settings/{settingId}
Action
Get Flag valueGet the current served value of a feature flag or setting in an environment. GET /v1/settings/{settingKeyOrId}/value
Action
Get ProductGet a single product by id. GET /v1/products/{productId}
Action
Get SegmentGet a single segment by id. GET /v1/segments/{segmentId}
Action
Get TagGet a single tag by id. GET /v1/tags/{tagId}
Action
List ConfigsList all configs (SDK config bundles) within a product. GET /v1/products/{productId}/configs
Action
List EnvironmentsList all environments within a product. GET /v1/products/{productId}/environments
Action
List FlagsList all feature flags and settings within a config. GET /v1/configs/{configId}/settings
Action
List OrganizationsList all organizations the caller has access to. GET /v1/organizations
Action
List ProductsList all products the caller has access to. GET /v1/products
Action
List SegmentsList all segments within a product. GET /v1/products/{productId}/segments
Action
List TagsList all tags within a product. GET /v1/products/{productId}/tags
Action
Update ConfigUpdate a config's name/description/order. PUT /v1/configs/{configId}
Action
Update EnvironmentUpdate an environment's name/color/description. PUT /v1/environments/{environmentId}
Action
Update FlagUpdate a feature flag or setting's metadata (name, hint, tags). PATCH /v1/settings/{settingId}
Action
Update Flag valueUpdate (turn on/off, change served value or targeting) a feature flag or setting's value in an environment. PATCH /v1/settings/{settingKeyOrId}/value
Action
Update SegmentUpdate a segment's name/rules. PUT /v1/segments/{segmentId}
Action
Update TagUpdate a tag's name/color. PUT /v1/tags/{tagId}
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.