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Triggers and actions 23 triggers ยท 37 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 AllocationTriggers when a new allocation is created.
Trigger
New ClientTriggers when a new client is added.
Trigger
New DepartmentTriggers when a new department is added.
Trigger
New Logged TimeTriggers when a new logged time is created.
Trigger
New MilestoneTriggers when a new milestone is created.
Trigger
New PersonTriggers when a new person is added.
Trigger
New PhaseTriggers when a new phase is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New Project TaskTriggers when a new project task is created.
Trigger
New Time OffTriggers when a new time off is created.
Trigger
Updated AllocationTriggers when an allocation is modified.
Trigger
Updated Logged TimeTriggers when a logged time is modified.
Trigger
Updated PhaseTriggers when a phase is modified.
Trigger
Updated ProjectTriggers when a project is modified.
Trigger
Updated Project TaskTriggers when a project task is modified.
Action
Create AllocationCreates a new allocation.
Action
Create ClientCreates a new client.
Action
Create DepartmentCreates a new department.
Action
Create Logged TimeCreates a new logged time.
Action
Create MilestoneCreates a new milestone.
Action
Create PersonCreates a new person.
Action
Create PhaseCreates a new phase.
Action
Create ProjectCreates a new project.
Action
Create Project TaskCreates a new project task.
Action
Create Time OffCreates a new time off.
Action
Find AllocationFinds an allocation by ID.
Action
Find Logged TimeFinds a logged time by ID.
Action
Find PersonFinds a person by ID, email, or tag(s).
Action
Find ProjectFinds a project by ID, project_code, or tag(s).
Action
Update AllocationUpdate an existing allocation by ID.
Action
Update Logged TimeUpdate an existing logged time entry by ID.
Action
Update MilestoneUpdate an existing milestone by ID.
Action
Update PersonUpdate an existing person by ID.
Action
Update PhaseUpdate an existing phase by ID.
Action
Update ProjectUpdate an existing project by ID.
Action
Update Project TaskUpdate an existing project task by ID.
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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