Archive client
WriteArchive a client.
Permissions and limits
Account permissions
- An acquibee API token with the team rights the call needs
A repeated request may repeat the external action. Review the previous result before retrying a write.
Manage acquibee clients, comments, project groups, lead sources, deals, campaigns and follow-ups, and run statistic reports.
Explore 57 workflow actions for acquibee, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Archive a client.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a campaign.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a client.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a comment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a deal.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a follow-up.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a lead source.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a project group.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Request a statistic report on a schedule.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a campaign.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a client.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a comment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a deal.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a follow-up.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a lead source.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a project group.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a recurring report request.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a statistic report.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Generate a statistic report.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read the account the token belongs to.
Read a campaign.
List the fields a campaign has, with their types.
Read a client.
List the fields a client has, with their types.
Read a comment.
List the fields a comment has, with their types.
Read a deal.
List the fields a deal has, with their types.
Read a follow-up.
List the fields a follow-up has, with their types.
Read a lead source.
List the fields a lead source has, with their types.
Read a project group.
List the fields a project group has, with their types.
Read a recurring report's results.
List the fields of recurring report details.
List the fields of recurring report requests.
List the fields of statistic report details.
List the fields of statistic reports.
Read a statistic report.
List campaigns, all or by ID, changed since a date, with paging and chosen fields.
List a client's comments.
List a client's deals.
List a client's follow-ups.
List a client's leads.
List a client's project groups.
List clients, all or by ID, changed since a date, with paging and chosen fields.
List comments, all or by ID, changed since a date, with paging and chosen fields. Optionally only one client's.
List deals, all or by ID, changed since a date, with paging and chosen fields.
List follow-ups, all or by ID, changed since a date, with paging and chosen fields.
List lead sources, all or by ID, changed since a date, with paging and chosen fields.
List project groups, all or by ID, changed since a date, with paging and chosen fields.
List recurring statistic report requests.
List generated statistic reports, by ID, type or creation date.
Change a client.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a comment.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a project group.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in acquibee. A saved workflow is not a completed provider action.