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Triggers and actions 12 triggers ยท 85 actions
Trigger
New ProjectTriggers when a new project is created in your Openlayer workspace.
Trigger
New Test ResultTriggers when a new test result is available for a data source. Useful for alerting on passing or failing model tests.
Action
Create Data SourceCreates a new data source in a project for streaming production data to Openlayer.
Action
Create ProjectCreates a new AI or ML project in your Openlayer workspace.
Action
Create TestCreates a data quality test in a project. Checks for duplicate rows, null values, or row counts.
Action
Delete Inference PipelineDelete an inference pipeline by its ID. DELETE /inference-pipelines/{id}
Action
Delete ProjectDelete a project by its ID. DELETE /projects/{id}
Action
Delete TestDelete a test by its ID. DELETE /tests/{testId}
Action
Evaluate TestEvaluates a test for a specific time range. Use after publishing records to get immediate results.
Action
Find Data SourceFinds a data source (inference pipeline) by name in a project.
Action
Find ProjectFinds a project by name in your Openlayer workspace.
Action
Find Test ResultFinds test results for a data source, including whether each test passed or failed. Filter by outcome or test type to branch an automation on the result.
Action
Get Inference PipelineRetrieve the details around a specific inference pipeline. GET /inference-pipelines/{id}
Action
Get ProjectRetrieves one project by its id. Openlayer has no single-project endpoint, so this reads the workspace's first 100 projects and returns the one matching the id.
Action
Get TestRetrieve a test by ID. GET /tests/{testId}
Action
Get Test ResultRetrieves one test result by its id. Openlayer has no single-result endpoint, so this reads the data source's 100 most recent results and returns the matching one.
Action
List Inference PipelinesList the authenticated user's inference pipelines under a project. GET /projects/{id}/inference-pipelines
Action
List ProjectsLists the projects in your Openlayer workspace, optionally narrowed to one kind of project. Returns up to 100 projects.
Action
List Test ResultsList all results for a test/goal under an inference pipeline. GET /inference-pipelines/{id}/results or GET /tests/{id}/results
Action
List TestsLists the tests in a project, optionally narrowed by kind, archived state or monitoring mode. Returns up to 100 tests.
Action
Publish RecordPublishes an LLM inference record to a data source for monitoring. Streams the model input, output, and metadata to Openlayer.
Action
Update Inference PipelineUpdate an inference pipeline. PUT /inference-pipelines/{id}
Action
Update ProjectUpdate a project. PUT /projects/{id}
Action
Update TestUpdate a test (partial updates allowed). PUT /tests/{testId}
Trigger
List all taskslist all tasks, surfacing new ones over time
Trigger
List contactslist contacts, surfacing new ones over time
Trigger
List dealslist deals/opportunities, surfacing new ones over time
Trigger
List eventslist events, surfacing new ones over time
Trigger
List pending taskslist pending tasks within N days
Trigger
List ticketslist help desk tickets by filter, surfacing new ones
Trigger
List trackslist deal tracks/pipelines
Trigger
New contactTriggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id.
Trigger
New matching contact or companyTriggers when a new contact or company matches your search query.
Trigger
New matching taskTriggers when a new task matches your filter.
Action
Add contact to campaignenroll a contact into a campaign by email
Action
Add lead score by emailadd lead score to a contact by email
Action
Add note by contact emailadd a note to a contact by email
Action
Add tags by contact emailadd tags to a contact by email
Action
Add tags to contactadd multiple tags to a contact by ID
Action
Add tag to contactAdds a tag to the specified contact. Spaces in the tag are replaced with underscores.
Action
Add ticket noteadd a note to a ticket
Action
Change contact ownerchange the owner of a contact
Action
Create company/contacts (type=company) โ create a company record
Action
Create contactcreate a full contact record
Action
Create dealcreate a deal/opportunity
Action
Create deal by contact emailcreate a deal for a contact by email
Action
Create deal notecreate a note on a deal
Action
Create documentcreate a document
Action
Create eventcreate an event
Action
Create new contact (just email)Creates a new contact using just the email address, then returns the new Contact ID.
Action
Create notecreate a note
Action
Create taskcreate a task
Action
Create task by emailcreate a task for a contact by email
Action
Create ticketcreate a help desk ticket
Action
Delete companyDelete a company.
Action
Delete contactdelete a contact
Action
Delete contact notedelete a contact note
Action
Delete dealdelete a deal
Action
Delete eventdelete an event
Action
Delete tags by contact emailremove tags from a contact by email
Action
Delete taskdelete a task
Action
Delete ticketdelete a help desk ticket
Action
Find contactReturns the Contact ID (and contact record) for the given email address.
Action
Get company by IDRetrieve a company by ID.
Action
Get contact by IDretrieve a contact by ID
Action
Get contact by phonelook up a contact by phone
Action
Get contact dealslist deals for a contact
Action
Get contact documentslist documents for a contact
Action
Get contact eventslist events for a contact
Action
Get contact noteslist notes for a contact
Action
Get contact taskslist tasks for a contact
Action
Get deal by IDretrieve a deal by ID
Action
Get deal noteslist notes for a deal
Action
Get deals by pipelinelist deals grouped by pipeline
Action
Get deals from tracklist deals filtered by track
Action
Get Deals Grouped by MilestoneReturns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria โ pick the milestone you want out of the returned groups.
Action
Get my dealslist deals owned by the current user
Action
Get task by IDretrieve a task by ID
Action
Get ticket filterslist available ticket filters
Action
Get ticket messageslist notes/messages for a ticket
Action
List companieslist companies
Action
Remove contact from dealremove a contact from a deal
Action
Remove tag from contactRemoves a tag from the specified contact. Spaces in the tag are replaced with underscores.
Action
Remove tags from contactremove multiple tags from a contact by ID
Action
Search contact by emaillook up a contact by email
Action
Search contact by email (POST)look up a contact by email (POST variant)
Action
Search contacts by dynamic filtersearch contacts by dynamic filter
Action
Update company/contacts/edit-properties (company) โ update company properties
Action
Update contactUpdates the specified contact's first name, last name, and email properties.
Action
Update contact lead scoreupdate a contact's lead score
Action
Update contact propertyupdate contact properties
Action
Update contact star ratingupdate a contact's star rating
Action
Update dealpartially update a deal
Action
Update deal noteUpdate a note on a deal. Fetches the deal, finds the note, overlays ONLY the fields you supply (blank fields keep their current value), then saves. Non-destructive.
Action
Update eventUpdate an event. Fetches the existing event, overlays ONLY the fields you supply (blank fields are left untouched), and carries the attached contacts through, then saves. Non-destructive.
Action
Update taskpartially update a task
Action
Update trackUpdate a track (milestone pipeline). Fetches the track, overlays ONLY the fields you supply (blank fields keep their current value, so the milestone list is never erased), then saves. Non-destructive.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.