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Triggers and actions 11 triggers · 53 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 boardPolling trigger: fires when a new board is created.
Trigger
New cardPolling trigger: fires when a new card is added to the specified board.
Trigger
New card in lanePolling trigger: fires when a new card is added to the specified lane in the specified board.
Action
Add Card ConnectionsCreate parent and child connections — LeanKit AgilePlace v2 API (connections/create)
Action
Add CommentCreate a comment — LeanKit AgilePlace v2 API (comment/create)
Action
Archive a boardArchive a board — LeanKit AgilePlace v2 API (board/archive)
Action
Assign or unassign one or more users or teams to cardsAssign or unassign one or more users or teams to cards — LeanKit AgilePlace v2 API (card/assign-members)
Action
Create a cardCreate a card — LeanKit AgilePlace v2 API (card/create)
Action
Create an attachmentCreate an attachment — LeanKit AgilePlace v2 API (attachment/create)
Action
Create a new boardCreate a new board — LeanKit AgilePlace v2 API (board/create)
Action
Create a new planning incrementCreate a new planning increment — LeanKit AgilePlace v2 API (planning-series/create-increment)
Action
Create a new planning seriesCreate a new planning series — LeanKit AgilePlace v2 API (planning-series/create-series)
Action
Create a teamCreate a team — LeanKit AgilePlace v2 API (team/create)
Action
Create dependenciesCreate dependencies — LeanKit AgilePlace v2 API (dependencies/create)
Action
Delete a boardDelete a board — LeanKit AgilePlace v2 API (board/delete)
Action
Delete an attachmentDelete an attachment — LeanKit AgilePlace v2 API (attachment/delete)
Action
Delete a planning increment by idDelete a planning increment by id — LeanKit AgilePlace v2 API (planning-series/delete-increment)
Action
Delete a teamDelete a team — LeanKit AgilePlace v2 API (team/delete)
Action
Delete CardDelete a card by id — LeanKit AgilePlace v2 API (card/delete)
Action
Delete multiple cardsDelete multiple cards — LeanKit AgilePlace v2 API (card/delete-many)
Action
Get a list of attachments for a cardGet a list of attachments for a card — LeanKit AgilePlace v2 API (attachment/list)
Action
Get a list of cardsGet a list of cards — LeanKit AgilePlace v2 API (card/list)
Action
Get a list of leaf lanes for a board (lanes that can hold cards)Get a list of leaf lanes for a board (lanes that can hold cards) — LeanKit AgilePlace v2 API (board/leaf-lanes)
Action
Get a list of parent cardsGet a list of parent cards — LeanKit AgilePlace v2 API (connections/parents)
Action
Get a list of planning series for an accountGet a list of planning series for an account — LeanKit AgilePlace v2 API (planning-series/list-series)
Action
Get a list of tags on a boardGet a list of tags on a board — LeanKit AgilePlace v2 API (tags/list)
Action
Get a list of task cards for a cardGet a list of task cards for a card — LeanKit AgilePlace v2 API (card/list-tasks)
Action
Get an attachment's contentsGet an attachment's contents — LeanKit AgilePlace v2 API (attachment/get)
Action
Get a specified planning seriesGet a specified planning series — LeanKit AgilePlace v2 API (planning-series/get-series)
Action
Get BoardRetrieve a board by ID, including its lanes.
Action
Get CardGet card details by card id — LeanKit AgilePlace v2 API (card/get)
Action
Get UserRetrieve a user by ID.
Action
List BoardsList boards on the account.
Action
List Board UsersList board users — LeanKit AgilePlace v2 API (board/user-roles)
Action
List CommentsList comments on a card.
Action
List UsersList users on the account.
Action
Move CardMove a card — LeanKit AgilePlace v2 API (card/move)
Action
Search CardsSearch cards on a board with filters.
Action
Unarchive a boardUnarchive a board — LeanKit AgilePlace v2 API (board/unarchive)
Action
Update CardUpdate a card — LeanKit AgilePlace v2 API (card/update)
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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