Connect Overloop.ai and TouchBasePro

Both apps 28Overloop.ai 19TouchBasePro 9

• 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.

• Trigger
  New Subscriber

  Triggers when a new subscriber is added to a list.

• Trigger
  Unsubscribed Subscriber

  Triggers when a subscriber unsubscribes from a list.

• Trigger
  Updated Subscriber

  Triggers when an active subscriber on a list is added or has their details changed.

• Action
  Add List

  Creates a new subscriber list in your TouchBasePro account and returns its list id.

• Action
  Add Subscriber

  Adds a subscriber to a TouchBasePro email list, or updates their name and custom fields if they are already on it.

• Action
  Get Subscriber

  Returns a subscriber's details on a list, including their email address, name, active/inactive state and custom field data.

• Action
  Send Smart Email

  Sends a smart transactional email to one or more recipients, filling the email's variables from the data you supply. Returns each recipient with its message ID and status.

• Action
  Unsubscribe Subscriber

  Unsubscribes a subscriber from a TouchBasePro list so they no longer receive campaigns sent to it.

• Action
  Update Subscriber

  Updates an existing subscriber on a list, including their email address, name, custom field values and tracking consent.

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