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Triggers and actions 52 triggers ยท 42 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
Affiliation Request ApprovedTriggers when a affiliation request is approved.
Trigger
Affiliation Request CreatedTriggers when a affiliation request is created.
Trigger
Affiliation Request DeniedTriggers when a new affiliation request is denied.
Trigger
Cancellation Act CreatedTriggers when a cancellation act is created.
Trigger
Cancellation Act UpdatedTriggers when a cancellation act is updated.
Trigger
Customer CreatedTriggers when a customer is created.
Trigger
Customer UpdatedTriggers when a customer is updated.
Trigger
Fulfillment CreatedTriggers when a fulfillment is created.
Trigger
Fulfillment DeletedTriggers when a fulfillment is deleted.
Trigger
Fulfillment UpdatedTriggers when a fulfillment is updated.
Trigger
Order CreatedTriggers when a order is created.
Trigger
Order DeliveredTriggers when a order is delivered.
Trigger
Order FulfilledTriggers when a order is fulfilled.
Trigger
Order PaidTriggers when a order is paid.
Trigger
Order Partially FulfilledTriggers when a order is partially fulfilled.
Trigger
Order Partially ShippedTriggers when a order is partially shipped.
Trigger
Order Payment FailedTriggers when a order payment fails.
Trigger
Order ProcessingTriggers when a order becomes processing.
Trigger
Order ShippedTriggers when a order is shipped.
Trigger
Order UnfulfilledTriggers when a order is unfulfilled.
Trigger
Order VoidedTriggers when a order is voided.
Trigger
Payout CompletedTriggers when a payout is completed.
Trigger
Purchase CreatedTriggers when a purchase is created.
Trigger
Purchase InvokedTriggers when a purchase is invoked.
Trigger
Purchase RevokedTriggers when a purchase is revoked.
Trigger
Purchase UpdatedTriggers when a purchase is updated.
Trigger
Referral ApprovedTriggers when a referral is approved.
Trigger
Referral CreatedTriggers when a referral is created.
Trigger
Refund CreatedTriggers when a refund is created.
Trigger
Refund SucceededTriggers when a refund succeeds.
Trigger
Return Request CompletedTriggers when a return request is completed.
Trigger
Return Request CreatedTriggers when a return request is created.
Trigger
Return Request DeletedTriggers when a return request is deleted.
Trigger
Return Request OpenedTriggers when a return request is opened.
Trigger
Return Request UpdatedTriggers when a return request is updated.
Trigger
Subscription ActiveTriggers when a subscription becomes active.
Trigger
Subscription CanceledTriggers when a subscription is canceled.
Trigger
Subscription CompletedTriggers when a subscription is completed.
Trigger
Subscription CreatedTriggers when a subscription is created.
Trigger
Subscription Past DueTriggers when a subscription becomes past due.
Trigger
Subscription RenewedTriggers when a subscription is renewed.
Trigger
Subscription Set to CancelTriggers when a subscription is set to cancel.
Trigger
Subscription TrialingTriggers when a subscription becomes trialing.
Trigger
Subscription UpdatedTriggers when a subscription is updated.
Action
Find AffiliationFind an existing affiliation by ID.
Action
Find Affiliation RequestFind an existing affiliation request by ID.
Action
Find Cancellation ActFind an existing cancellation act by ID.
Action
Find CheckoutFind an existing checkout by ID.
Action
Find ClickFind an existing click by ID.
Action
Find CouponFind an existing coupon by ID.
Action
Find CustomerFind an existing customer by ID.
Action
Find FulfillmentFind an existing fulfillment by ID.
Action
Find Fulfillment ItemFind an existing fulfillment item by ID.
Action
Find Line ItemFind an existing line item by ID.
Action
Find OrderFind an existing order by ID.
Action
Find Payment IntentFind an existing payment intent by ID.
Action
Find Payment MethodFind an existing payment method by ID.
Action
Find PayoutFind an existing payout by ID.
Action
Find Payout GroupFind an existing payout group by ID.
Action
Find PriceFind an existing price by ID.
Action
Find ProductFind an existing product by ID.
Action
Find PromotionFind an existing promotion by ID.
Action
Find PurchaseFind an existing purchase by ID.
Action
Find ReferralFind an existing referral by ID.
Action
Find Referral ItemFind an existing referral item by ID.
Action
Find RefundFind an existing refund by ID.
Action
Find Return ItemFind an existing return item by ID.
Action
Find Return RequestFind an existing return request by ID.
Action
Find SubscriptionFind an existing subscription by ID.
Action
Find TrackingFind an existing tracking by ID.
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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