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Triggers and actions 26 triggers · 51 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
Booking CancelledTriggers when a booking is cancelled.
Trigger
Booking Checked InTriggers when a booking is checked in.
Trigger
Booking Picked UpTriggers when a booking is picked up.
Trigger
Booking ReturnedTriggers when a booking is returned.
Trigger
Booking Status ChangedTriggers when a booking status changes.
Trigger
Booking UpdatedTriggers when a booking is updated.
Trigger
Customer UpdatedTriggers when a customer is updated.
Trigger
Experience CreatedTriggers when a new experience is created.
Trigger
Experience Schedule CreatedTriggers when an experience schedule is created.
Trigger
Experience UpdatedTriggers when an experience is updated.
Trigger
Inventory AddedTriggers when inventory is added to a product.
Trigger
Inventory UpdatedTriggers when inventory is updated.
Trigger
New CustomerTriggers when a new customer is created.
Trigger
Payment ReceivedTriggers when a payment is received.
Trigger
Product CreatedTriggers when a new product is created.
Trigger
Product UpdatedTriggers when a product is updated.
Trigger
Promo Code CreatedTriggers when a new promo code is created.
Trigger
Shift CreatedTriggers when a new shift is created.
Action
Add Inventory to ProductAdds inventory to a product.
Action
Add Note to BookingAdds a note to a booking.
Action
Add Note to CustomerAdds a note to a customer.
Action
Add Note to WorkshopAdds a note to a workshop item.
Action
Add Payment to BookingAdds a payment to a booking.
Action
Add Pricing to ProductAdds a pricing tier to a product.
Action
Add Schedule to ExperienceAdds a schedule slot to an experience.
Action
Add to WorkshopAdds an item to the workshop.
Action
Archive ExperienceArchives an experience.
Action
Archive ProductArchives a product.
Action
Cancel BookingCancels a booking.
Action
Check Product AvailabilityChecks availability of a product for given dates.
Action
Create BookingCreates a new booking.
Action
Create CustomerCreates a new customer.
Action
Create ExperienceCreates a new experience.
Action
Create Experience CategoryCreates a new experience category.
Action
Create ProductCreates a new product.
Action
Create Product CategoryCreates a new product category.
Action
Create Promo CodeCreates a new promo code.
Action
Create ShiftCreates a new staff shift.
Action
Create TagCreates a new tag.
Action
Create VoucherCreates a new voucher.
Action
Delete CustomerDeletes a customer.
Action
Find CustomerFinds a customer.
Action
Find ExperienceFinds a experience.
Action
Find ProductFinds a product.
Action
Find Promo CodeFinds a promo code.
Action
Find StaffFinds a staff.
Action
Find VoucherFinds a voucher.
Action
Remove From WorkshopRemoves an item from the workshop.
Action
Update Booking StatusUpdates the status of a booking.
Action
Update CustomerUpdates a customer.
Action
Update ExperienceUpdates an experience.
Action
Update ProductUpdates a product.
Action
Update Tags on BookingUpdates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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