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Triggers and actions 8 triggers ยท 36 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
Add couponCreate a new coupon. POST /v1/coupon
Action
Add creditCreate a credit note/credit for a customer. POST /v1/credit
Action
Add customerCreate a new customer. POST /v1/customer
Action
Add invoiceCreate an invoice for a customer. POST /v1/customer/{handle}/invoice
Action
Add planCreate a new subscription plan. POST /v1/plan
Action
Add subscriptionCreate a new subscription for a customer. POST /v1/subscription
Action
Cancel subscriptionCancel a subscription by handle. POST /v1/subscription/{handle}/cancel
Action
Delete customerDelete a customer by handle. DELETE /v1/customer/{handle}
Action
Get chargeRetrieve a charge by handle. GET /v1/charge/{handle}
Action
Get couponRetrieve a coupon by handle. GET /v1/coupon/{handle}
Action
Get customerRetrieve a customer by handle. GET /v1/customer/{handle}
Action
Get invoiceRetrieve an invoice by id. GET /v1/invoice/{id}
Action
Get planRetrieve the current version of a plan by handle. GET /v1/plan/{handle}/current
Action
Get subscriptionRetrieve a subscription by handle. GET /v1/subscription/{handle}
Action
List customersList all customers. GET /v1/list/customer
Action
List invoicesList all invoices. GET /v1/list/invoice
Action
List plansList all plans. GET /v1/list/plan
Action
List subscriptionsList all subscriptions. GET /v1/list/subscription
Action
Update customerUpdate an existing customer by handle. PUT /v1/customer/{handle}
Action
Update subscriptionChange/update an existing subscription by handle. PUT /v1/subscription/{handle}
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.