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Triggers and actions 19 triggers ยท 37 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 ChargeTriggers when a new charge is created.
Trigger
New Charge (instant)Fires instantly when a charge succeeds in Stripe, via a self-registered webhook (charge.succeeded). The platform registers/deletes the Stripe webhook endpoint automatically at automation activation/deactivation. Payload binds as {{ trigger.body.* }}.
Trigger
New CustomerTriggers when a new customer is created.
Trigger
New EventTriggers when a new Stripe event is created (covers all event types via the Events API).
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New paid and available chargeTriggered when a new paid and available charge is created.
Trigger
New paid chargeTriggered when a new paid charge is created.
Trigger
New planTriggered when a new plan is created.
Trigger
New ProductTriggers when a new product is created.
Trigger
New RefundTriggers when a new refund is created.
Trigger
New SubscriptionTriggers when a new subscription is created.
Action
Cancel SubscriptionCancels a subscription by its ID.
Action
Create ChargeCreates a charge. Amount is in the smallest currency unit (e.g. cents).
Action
Create charges (bulk charge creation)Creates a charge in Stripe.
Action
Create CustomerCreates a new customer in Stripe.
Action
Create Payment IntentCreates a PaymentIntent (the modern Stripe payment flow). Amount is in the smallest currency unit.
Action
Create PriceCreates a price for a product. unit_amount is in the smallest currency unit.
Action
Create ProductCreates a product (a good or service) in Stripe.
Action
Create RefundRefunds a charge or payment intent. Provide charge or payment_intent; amount optional for partial refund.
Action
Create refund by charge id (distinct from Create Refund)Creates a refund for a specific charge id.
Action
Create SubscriptionCreates a subscription for a customer to one or more prices.
Action
Delete CustomerPermanently deletes a customer by ID.
Action
Find Customer by EmailSearches for customers matching an email address.
Action
Get ChargeRetrieves a charge by its ID.
Action
Get charge details (distinct from Get Charge)Retrieves a charge's details by its charge id.
Action
Get CustomerRetrieves a customer by their Stripe ID.
Action
Get InvoiceRetrieves an invoice by its ID.
Action
Get RefundRetrieves a refund by its ID.
Action
Get SubscriptionRetrieves a subscription by its ID.
Action
Get transaction detailsRetrieves a transaction's details by its transaction id.
Action
List balance transactionsList balance transactions (txn_xxx) for the account, most recent first.
Action
Update CustomerUpdates an existing customer by ID.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.