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Triggers and actions 14 triggers · 26 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 Document Export FailedTriggered when Parseur fails to export a document to its destination.
Trigger
New Document Not ProcessedTriggered when Parseur receives a document it cannot extract data from, so you can follow it up.
Trigger
New Document ProcessedTriggered when Parseur finishes extracting data from a document, with the extracted fields.
Trigger
New Document Processed (With List Items)Triggered when Parseur finishes extracting data from a document, including any table or list fields it found (line items, rows).
Trigger
New MailboxTriggers when a new mailbox is created in your Parseur account. Returns the mailbox's name, email prefix, AI engine and document counts.
Trigger
New Table Field ProcessedTriggers once for every row of a table or list field when Parseur finishes processing a document. Returns the row's values along with the document and mailbox it came from.
Action
Create DocumentSends text or HTML content to a Parseur mailbox as a new document, so Parseur can extract its data. Returns the new document's ID.
Action
Create Document From FileUploads a file (PDF, DOCX, image and so on) to a Parseur mailbox as a new document, so Parseur can extract its data. Returns the new document's ID.
Action
Delete DocumentDeletes a document from Parseur by its ID.
Action
Delete MailboxDeletes a Parseur mailbox and everything in it. This cannot be undone.
Action
Get DocumentReturns one document from Parseur by its ID, including its processing status and the data Parseur extracted from it.
Action
Get MailboxReturns one Parseur mailbox by its ID, with its email address, document counts and settings.
Action
List DocumentsReturns the documents in Parseur, optionally narrowed to one mailbox or one processing status.
Action
List MailboxesReturns the mailboxes in your Parseur account, with the email address to send documents to and how many documents each holds.
Action
Reprocess DocumentSends an existing document back through parsing, for example after you update its template. Returns the document's ID, name and processing status.
Action
Update MailboxUpdates a Parseur mailbox's settings. Only the values you supply are changed — anything you leave blank keeps its current setting.
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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