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Triggers and actions 20 triggers ยท 41 actions
Trigger
New ActivityTriggers when a new activity is created (polling).
Trigger
New DealTriggers when a new deal is created (polling).
Trigger
New OrganizationTriggers when a new organization is added (polling).
Trigger
New PersonTriggers when a new person (contact) is added (polling).
Trigger
New Person (with Custom Fields and Labels)Triggered when a new person (contact) is added. Includes custom fields and labels.
Action
Create ActivityCreates a new activity (call, meeting, task, etc.).
Action
Create DealAdds a new deal to Pipedrive. Returns the created deal.
Action
Create LeadCreates a new lead. Returns the created lead.
Action
Create NoteAdds a new note to a deal, person, or organization.
Action
Create OrganizationAdds a new organization. Returns the created organization.
Action
Create PersonAdds a new person (contact). Returns the created person.
Action
Delete ActivityMarks an activity as deleted.
Action
Delete DealMarks a deal as deleted.
Action
Delete OrganizationMarks an organization as deleted.
Action
Delete PersonMarks a person as deleted.
Action
Get DealReturns the deal with the given ID.
Action
Get OrganizationReturns the organization with the given ID.
Action
Get PersonReturns the person with the given ID.
Action
Get related deals for personReturns deals having the specified status that are related to the specified person.
Action
Get stage ID by stage nameReturns the stage id if the stage name exists.
Action
Merge organizationsMerges two organization accounts. Info from the organization record to discard is merged into the organization record to keep.
Action
Merge personsMerges two person accounts. Info from the person record to discard is merged into the person record to keep.
Action
Search DealsSearches deals by term. Returns matching deals.
Action
Search OrganizationsSearches organizations by term. Returns matching organizations.
Action
Search PersonsSearches persons by term (name, email, phone). Returns matching persons.
Action
Update ActivityUpdates an existing activity by ID.
Action
Update DealUpdates an existing deal by ID.
Action
Update OrganizationUpdates an existing organization by ID.
Action
Update PersonUpdates an existing person by ID.
Trigger
Meeting endedTriggered when a meeting ends.
Trigger
Meeting participant joinedTriggers when a participant joins a meeting.
Trigger
Meeting registration cancelledTriggered when a meeting registration is cancelled.
Trigger
Meeting startedTriggered when a meeting starts.
Trigger
New recording completedTriggered when a cloud recording is completed.
Trigger
New recording completed (all active licensed accounts)Triggered when a cloud recording is completed in any licensed active account.
Trigger
New recording completed (specified account)Triggered when a cloud recording is completed for the specified account.
Trigger
New webinar registrantTriggers when a new registrant is added to a Webinar.
Trigger
Recording completedTriggered when a recording completes.
Trigger
Upcoming meetingTriggered when a meeting is upcoming in the specified amount of time. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
Trigger
Upcoming meeting (all active licensed accounts)Triggered when a meeting is upcoming in the specified amount of time for any active licensed account. NOTE: this trigger only fetches up to 300 meetings at a time for each account. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
Trigger
Upcoming meeting (specified account)Triggered when a meeting is upcoming in the specified amount of time for the specified account. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered.
Trigger
Upcoming meeting via integration setting (all active licensed accounts)Triggered when a meeting is upcoming in the amount of time given by the specified integration setting stored in a lookup table. The default is 30 minutes if the setting is not found.
Trigger
Webinar endedTriggered when a webinar ends.
Trigger
Webinar startedTriggered when a webinar starts.
Action
Add meeting registrantAdds a registrant to the specified meeting. The meeting must have been created with an approval_type of "0" or "1", in which registrants are either automatically or manually approved.
Action
Create meetingCreates a new meeting.
Action
Delete meetingDeletes the specified meeting.
Action
End meetingImmediately ends a meeting.
Action
Find meeting by agendaFinds a meeting that matches the provided agenda. An error occurs if zero or multiple meetings match.
Action
Get approved meeting registrantsReturns approved registrants (up to 300 max) registrants for the specified meeting.
Action
Get connection modeReturns the mode of the named Zoom connection, either Individual or Admin.
Action
Get meetingOutputs details for the specified meeting.
Action
Get meeting registrantReturns details for the specified registrant in the specified meeting.
Action
Get userReturns a Zoom user's profile and settings by user ID or email.
Action
Get user settingsOutputs all settings for the specified user.
Action
List cloud recordingsLists cloud recordings for a Zoom user within a date range.
Action
List meetingsLists a Zoom user's scheduled, live, or upcoming meetings.
Action
List usersLists the users on the Zoom account.
Action
Update meetingUpdates an existing meeting.
Action
Update meeting registrant statusUpdates a registrant's status for the specified meeting.
Action
Update user settingsUpdates the specified user's settings.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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