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Connect Claude CodeEverything your agent can do with noCRM.io and Lob
Triggers and actions 8 triggers · 56 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
Action
Autocomplete US AddressSuggests complete US street addresses from the first part of one a person has typed, so an address field can autocomplete as they type.
Action
Bulk Verify International AddressesChecks a batch of non-US addresses at once and returns each one standardized, with whether it is deliverable.
Action
Cancel CheckCancels a check in Lob so it is not mailed. Only works while the check is still in the pre-print window.
Action
Cancel LetterCancels a letter in Lob so it is not mailed. Only works while the letter is still in the pre-print window.
Action
Cancel PostcardCancels a postcard in Lob so it is not mailed. Only works while the postcard is still in the pre-print window.
Action
Create AddressSaves an address in your Lob address book so you can reuse it as a sender or recipient on later mailings.
Action
Create Bank AccountSaves a bank account in Lob so you can send checks from it. Returns the new bank account's ID and whether it has been verified yet.
Action
Create TemplateSaves a reusable HTML template in Lob that letters, postcards and checks can be built from. Returns the new template's ID and its published version.
Action
Delete AddressDeletes a saved address from Lob. Returns the deleted address's ID.
Action
Delete Bank AccountDeletes a saved bank account from Lob. Returns the deleted bank account's ID.
Action
Delete TemplateDeletes an HTML template from Lob. Returns the deleted template's ID.
Action
Get AddressReturns one saved address from Lob by its ID, including the recipient details and any name/value pairs stored on it.
Action
Get Bank AccountReturns one saved bank account from Lob by its ID, including whether it has been verified.
Action
Get CheckReturns one check from Lob by its ID, including its amount, status and delivery tracking events.
Action
Get LetterReturns one letter from Lob by its ID, including its status, addresses and delivery tracking events.
Action
Get PostcardReturns one postcard from Lob by its ID, including its status, addresses and delivery tracking events.
Action
Get TemplateReturns one HTML template from Lob by its ID, including its published version and version history.
Action
List AddressesReturns the saved addresses in your Lob address book, newest first, with cursors for paging through more.
Action
List Bank AccountsReturns the bank accounts saved in your Lob account, newest first, with cursors for paging through more.
Action
List BookletsReturns the booklets you have created in Lob, newest first, with cursors for paging through more.
Action
List CampaignsReturns the direct-mail campaigns in your Lob account, newest first, with cursors for paging through more.
Action
List ChecksReturns the checks you have sent through Lob, newest first, with cursors for paging through more.
Action
List Informed Delivery CampaignsReturns the USPS Informed Delivery campaigns in your Lob account, newest first, with cursors for paging through more.
Action
List LettersReturns the letters you have sent through Lob, newest first, with cursors for paging through more.
Action
List PostcardsReturns the postcards you have sent through Lob, newest first, with cursors for paging through more.
Action
List QR Code AnalyticsReturns the QR code scans recorded on your Lob mailpieces — who scanned, when, and how many times — plus the overall scan total.
Action
List Snap PacksReturns the snap packs you have sent through Lob, newest first, with cursors for paging through more.
Action
List TemplatesReturns the saved HTML templates in your Lob account, newest first, with cursors for paging through more.
Action
List UploadsReturns the recipient-list uploads in your Lob account, optionally narrowed to one campaign.
Action
Look Up ZIP CodeLooks up a US ZIP code and returns the cities, states and counties it covers, plus the USPS ZIP code type.
Action
Reverse Geocode LookupTakes a latitude and longitude and returns the nearest US ZIP codes with their city, state and distance from that point.
Action
Send CheckPrints and mails a physical check drawn on your Lob bank account to the recipient address you name.
Action
Send LetterPrints and mails a letter to the recipient address you name, from a PDF, an HTML body, or a saved Lob template.
Action
Send PostcardPrints and mails a postcard to the recipient address you name, using front and back artwork from a URL, HTML, or a saved Lob template.
Action
Update TemplateChanges an existing Lob HTML template - its description, or which saved version is the live one. Anything you leave blank is left as it was.
Action
Validate Recipient IdentityChecks whether a person or company name is actually associated with a US address, and returns a confidence level and match score.
Action
Verify Bank AccountConfirms a Lob bank account by submitting the two micro-deposit amounts, so the account can be used to send checks.
Action
Verify International AddressChecks a non-US address, standardizes it, and tells you whether mail sent there is likely to be delivered.
Action
Verify Single Line US AddressChecks a US address given as one single line, standardizes it, and tells you whether mail sent there is deliverable.
Action
Verify US AddressChecks a US address, standardizes it to USPS format, and tells you whether mail sent there is deliverable.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.