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Triggers and actions 11 triggers ยท 26 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 ActivationTriggers when a new activation is created.
Trigger
New LicenseTriggers when a new license is created.
Trigger
New Trial ActivationTriggers when a new trial activation is created.
Action
Create OrganizationCreates a new organization in Cryptlex with a notification email and a cap on how many users it may create. Returns the created organization, including its id and login alias.
Action
Create UserCreates a new user in Cryptlex, optionally placing them in an organization and granting customer portal access. Returns the created user, including its id.
Action
Delete UserPermanently deletes a user in Cryptlex. This cannot be undone.
Action
Find Licenses by keyReturns the licenses in Cryptlex that match the license key given, with optional extra filters such as product, user or expiry.
Action
Get UserReturns a single user in Cryptlex, including their name, email, role, company, tags and metadata.
Action
List ActivationsReturns the license activations in Cryptlex, optionally narrowed to a licence, product, user, operating system or date range.
Action
List LicensesReturns the licenses in a Cryptlex account, optionally narrowed by product, user, organization, status or date range.
Action
List ProductsReturns the products in a Cryptlex account, with their names, license templates and license counts.
Action
List UsersReturns the users in a Cryptlex account, optionally narrowed by organization, company, role, tags or last-seen date.
Action
Update UserUpdates a user in Cryptlex. Only the values supplied are changed; anything left blank is untouched. Returns the updated user.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.