Triggers

Add Members to Project

Data sent to LeadSimple, when the user adds one or more members to a specific project.

New Task

Data sent to LeadSimple, when the user creates a new task in the project.

Create Task Comment

Data sent to LeadSimple, when the user added a new comment in the task of the project.

Create Global Comment

Data sent to LeadSimple, when the user added a new comment.

New Activity

Data sent to LeadSimple, when the user performs any activity.

New Task Activity

Data sent to LeadSimple, when the user performs any activity on the particular task of the project.

Actions

Create Note

Create a note on a lead in LeadSimple.

Create Lead

Create a new lead in LeadSimple.

Update Lead

Update an existing lead in LeadSimple.

Send Notification To User

Send a custom notification to a user in your LeadSimple account.

Update Lead Stage

Move a lead to a new stage in your sales process.