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Triggers and actions 14 triggers · 38 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 CompanyTriggered when a new company is added.
Trigger
New MilestoneTriggered when a new milestone is added.
Trigger
New PersonTriggered when a new person is added.
Trigger
New ProjectTriggered when a new project is added.
Trigger
New TaskTriggered when a new task is added.
Trigger
New Time EntryTriggered when a new time entry is added.
Action
Add CompanyCreates a new company.
Action
Add MessageAdds a message to the specified project.
Action
Add MilestoneAdds a new milestone to the specified project.
Action
Add Time EntryLogs a time entry against the specified task.
Action
Complete TaskMarks a task as complete.
Action
Create ProjectAdds a new project.
Action
Create TaskAdds a new task to the specified task list.
Action
Create Task ListCreates a new task list in the specified project.
Action
Delete ProjectDeletes a project by ID.
Action
Delete TaskDeletes a task by ID.
Action
Get ProjectReturns a single project by ID.
Action
Get TaskReturns a single task by ID.
Action
List CompaniesReturns all companies on the site.
Action
List MilestonesReturns all milestones on the site.
Action
List PeopleReturns all people on the site.
Action
List ProjectsReturns all projects on the Teamwork site.
Action
List Task ListsReturns all task lists in the specified project.
Action
List TasksReturns all tasks across the site.
Action
List Tasks in ProjectReturns all tasks in the specified project.
Action
List Time EntriesReturns time entries across the site.
Action
Update ProjectUpdates an existing project.
Action
Update TaskUpdates an existing task.
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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