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Triggers and actions 8 triggers ยท 24 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
Cancel sign requestCancel an in-progress sign request. POST /v2/sign_requests/{sign_request}/actions/cancel
Action
Delete sign requestDelete a sign request. DELETE /v2/sign_requests/{sign_request}
Action
Extend sign request termExtend the expiration term of a sign request. POST /v2/sign_requests/{sign_request}/actions/extend_term
Action
Get sign requestRetrieve a single sign request by id. GET /v2/sign_requests/{sign_request}
Action
Get sign request progressGet the signing progress of a sign request. GET /v2/sign_requests/{sign_request}/progress
Action
List signersList the signers of a sign request. GET /v2/sign_requests/{sign_request}/signers
Action
Send reminderSend a reminder to signers of a sign request. POST /v2/sign_requests/{sign_request}/actions/send_reminder
Action
Send Sign RequestSends a sign request in Stiply
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.