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Triggers and actions 15 triggers · 26 actions
Trigger
New bouncePolls the v3 Suppression Bounces API for bounced email addresses. Emits one record per bounce.
Trigger
New global suppressionPolls the v3 Suppressions API for globally-suppressed (unsubscribed) email addresses. Emits one record per suppressed email.
Trigger
New or updated recipientTriggered when a recipient is created or updated.
Trigger
New suppressed emailTriggered when a new email is suppressed.
Action
Add to suppression groupAdd a recipient's email to a SendGrid suppression group (unsubscribe group). POST /v3/asm/groups/{group_id}/suppressions.
Action
Create custom fieldCreates a new custom field.
Action
Create listCreates a new marketing contact list via the v3 Marketing Lists API.
Action
Create or update contactAdds or updates a marketing contact (upsert by email) via the v3 Marketing Contacts API. Optionally assigns to lists.
Action
Create or update recipientCreates a new recipient if the email does not exist, otherwise updates the existing recipient.
Action
Delete contactsDeletes one or more marketing contacts by their contact IDs via the v3 Marketing Contacts API.
Action
Get contact by emailLooks up a marketing contact by email address via the v3 Marketing Contacts search-by-emails endpoint.
Action
Remove from suppression groupRemove a recipient's email from a SendGrid suppression group (unsubscribe group). DELETE /v3/asm/groups/{group_id}/suppressions/{email}. Returns 204 No Content on success.
Action
Send an emailSends an email via the v3 Mail Send API to a single recipient with subject and plain-text or HTML body.
Action
Send an email using templateSends an email via the v3 Mail Send API using a dynamic template ID. Dynamic template data is passed as a JSON object.
Trigger
Company AddedTriggers when a new company is created or added to a group.
Trigger
Company Custom Field UpdatedTriggers when a company custom field (for example tag, status, text, assignee) is updated.
Trigger
Company RemovedTriggers when a company is deleted from the workspace or removed from a group.
Trigger
Company UpdatedTriggers when a company basic field (like name, email or URL) in a group is updated.
Trigger
Deal AddedFires when a new deal is created. Poll GET /v1/deals sorted by creation date.
Trigger
Deal RemovedFires when a deal is deleted from a pipeline.
Trigger
Deal UpdatedFires when a deal is updated (stage change, field update). Poll GET /v1/deals sorted by update date.
Trigger
Person AddedTriggers when a new person is created or added to a group.
Trigger
Person Custom Field UpdatedTriggers when a person custom field (for example tag, status, text, assignee) is updated.
Trigger
Person RemovedTriggers when a person is deleted from the workspace or removed from a group.
Trigger
Person UpdatedTriggers when a person basic field (like first name, job title, email or URL) in a group is updated.
Action
Create CompanyCreates a company in folk, optionally adding it to a group and setting that group's custom fields.
Action
Create DealCreates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields.
Action
Create GroupCreates a group in folk. A default "All people" table view is added to the group automatically.
Action
Create NoteCreates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note.
Action
Create PersonCreates a person in folk, optionally adding them to a group and setting that group's custom fields.
Action
Create ReminderCreates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule.
Action
Delete CompanyDeletes a company from folk by its id.
Action
Delete PersonDeletes a person from folk by their id. This also removes their custom fields, notes and associations.
Action
Find a CompanySearches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping.
Action
Find a PersonSearches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping.
Action
Get a CompanyFetches one folk company by id, including its custom field values.
Action
Get a NoteFetches one folk note by id, with its text, author and the record it is attached to.
Action
Get a PersonFetches one folk person by id, including their custom field values.
Action
List GroupsReturns the groups in the folk workspace, with each group's id, name and visibility.
Action
Update CompanyUpdates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list.
Action
Update PersonUpdates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list.
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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