Connect Overloop.ai to NGP VAN

Both apps 39Overloop.ai 19NGP VAN 20

• Trigger
  List Created

  Triggers when a new list is created in Overloop.ai.

• Trigger
  New Exclusion List Item

  Triggers when a new email address or domain is added to your Overloop exclusion list.

• Action
  Add list

  Creates a new prospect or organization list in Overloop.

• Action
  Add Prospect to Campaign

  Adds a prospect to an Overloop campaign by enrolling them in it, optionally at a specific step or start time. Returns the new enrollment.

• Action
  Create Organization

  Creates a new organization in Overloop.ai with its name, contact details, address, lists and any custom fields.

• Action
  Create Prospect

  Creates a new prospect in Overloop.ai with contact details, lists, owner, organization and any custom fields, and returns the created prospect.

• Action
  Delete list

  Permanently deletes a list in Overloop. Prospects that were in the list are kept.

• Action
  Delete organization

  Permanently deletes an organization in Overloop.ai. This cannot be undone.

• Action
  Delete prospect

  Permanently deletes a prospect from Overloop.ai, along with all of its history (messages, replies). This cannot be undone.

• Action
  Enroll Prospect

  Enrolls a prospect into an Overloop campaign or prospect-based workflow, optionally at a specific step or start time.

• Action
  Exclude Prospect

  Excludes a prospect from all future outreach by adding their email address (or their whole domain) to the Overloop exclusion list.

• Action
  Get organization

  Returns a single Overloop organization by its ID, including its standard details, lists and any custom field values.

• Action
  Get prospect

  Returns a prospect by ID, including its contact details, engagement status, lists and custom field values. An error occurs if the prospect is not found.

• Action
  List automations

  Returns the automations (outbound campaigns and productivity workflows) in your Overloop account, optionally filtered by type, record type or status.

• Action
  List users

  Returns the users on your Overloop.ai account, with their name, email, role and status, optionally filtered to active or disabled users.

• Action
  Search List

  Returns the Overloop lists whose name contains the text you give, optionally limited to prospect or organization lists.

• Action
  Search Organization

  Returns the organizations in Overloop.ai that match the name, website, email or other details you specify.

• Action
  Search Prospect

  Returns the prospects that match the email, name, job title, location or engagement status you specify.

• Action
  Update list

  Renames an existing Overloop list and returns the updated list.

• Action
  Add a Contribution

  Creates a contribution (donation) for a contact in NGP VAN, credited to a designation.

• Action
  Add Activist Codes

  Applies or removes one or more activist codes on a person in NGP VAN.

• Action
  Add Canvass Responses

  Records a canvass interaction on a person in NGP VAN: either a result code such as Not Home, or script responses such as activist codes, survey answers and volunteer activities.

• Action
  Add Contact History

  Records a contact attempt (contact history) on a person in NGP VAN with a result code such as Not Home or Wrong Number, plus optional context like contact type, date and phone.

• Action
  Add Note to Contact

  Adds a free-text note to a person in NGP VAN, optionally with a note category and a contact history record.

• Action
  Add Survey Responses

  Records one or more survey question answers on a person in VAN, optionally with details of how and when they were canvassed.

• Action
  Create Financial Batch

  Creates a financial batch in NGP VAN for grouping contributions under a designation.

• Action
  Create or Update Contact With a Contribution

  Finds a matching contact (creating one if none exists, otherwise updating it) and records a contribution for that contact. Returns the contact's VAN ID and the new contribution ID.

• Action
  Delete code from contact

  Removes a single code (tag) from a contact in NGP VAN.

• Action
  Delete contact

  Deletes (suppresses) a contact record in NGP VAN by its VANID.

• Action
  Find Contact

  Finds the person in NGP VAN who matches the VAN ID, name, date of birth, phone numbers or email addresses you provide, and returns that person's full record.

• Action
  Find Financial Batch

  Finds financial batches whose names contain the given text.

• Action
  Get contact

  Returns a person record from NGP VAN by VAN ID, with optional phones, emails, addresses, custom fields and other details.

• Action
  List activist codes

  Returns the activist codes available in your VAN committee, optionally filtered by status, name or type.

• Action
  List campaigns

  Returns the campaigns in your NGP VAN account, with each campaign's name, type and status.

• Action
  List notes

  Returns the notes recorded on a person (contact) in NGP VAN.

• Action
  Merge contacts

  Merges a source contact into a target contact, keeping the target's values on conflicts and deleting the source.

• Action
  Subscribe Email

  Finds or creates a contact by email address and marks that email as subscribed.

• Action
  Tag a Contact

  Applies a tag or source code to an existing contact.

• Action
  Update note

  Updates the text, view restriction and category of an existing note on a person in NGP VAN.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.