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Triggers and actions 15 triggers ยท 20 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 Form SubscriberTriggers when a subscription occurs on a specific form.
Trigger
New PurchaseTriggers when a new purchase is added to your account.
Trigger
New Sequence SubscriberTriggers when a subscriber is added to a sequence.
Trigger
New SubscriberTriggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Trigger
New UnsubscribeTriggers when a subscriber unsubscribes from your emails.
Trigger
Subscriber Added to TagTriggers when a specific tag is added to a subscriber.
Trigger
Tag Removed From SubscriberTriggers when a specific tag is removed from a subscriber.
Action
Add Subscriber to FormSubscribe someone to a specific form.
Action
Add Tag to SubscriberAdd a subscriber to a specific tag.
Action
Find SubscriberFinds an existing confirmed subscriber by email.
Action
Remove Tag From SubscriberRemove a specific tag from a subscriber if they have it.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.