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acquibee + NodeHub

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.

35 read actions22 write actions
WORKFLOW ACTIONS

What you can configure.

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 client

Write

Archive 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.

Create campaign

Write

Create a campaign.

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.

Create client

Write

Create 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.

Create comment

Write

Create a comment.

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.

Create deal

Write

Create a deal.

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.

Create follow-up

Write

Create a follow-up.

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.

Create lead source

Write

Create a lead source.

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.

Create project group

Write

Create a project group.

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.

Create recurring report request

Write

Request a statistic report on a schedule.

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.

Delete campaign

Write

Delete a campaign.

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.

Delete client

Write

Delete 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.

Delete comment

Write

Delete a comment.

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.

Delete deal

Write

Delete a deal.

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.

Delete follow-up

Write

Delete a follow-up.

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.

Delete lead source

Write

Delete a lead source.

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.

Delete project group

Write

Delete a project group.

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.

Delete recurring report request

Write

Delete a recurring report request.

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.

Delete statistic report

Write

Delete a statistic report.

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.

Generate statistic report

Write

Generate a statistic report.

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.

Get account

Read

Read the account the token belongs to.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Get campaign

Read

Read a campaign.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Get campaign fields

Read

List the fields a campaign has, with their types.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Get client

Read

Read a client.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Get client fields

Read

List the fields a client has, with their types.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Get comment

Read

Read a comment.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Get comment fields

Read

List the fields a comment has, with their types.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Get deal

Read

Read a deal.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Get deal fields

Read

List the fields a deal has, with their types.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Get follow-up

Read

Read a follow-up.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Get follow-up fields

Read

List the fields a follow-up has, with their types.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Get lead source

Read

Read a lead source.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Get lead source fields

Read

List the fields a lead source has, with their types.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Get project group

Read

Read a project group.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Get project group fields

Read

List the fields a project group has, with their types.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Get recurring report

Read

Read a recurring report's results.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Get recurring report detail fields

Read

List the fields of recurring report details.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Get recurring report fields

Read

List the fields of recurring report requests.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Get report detail fields

Read

List the fields of statistic report details.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Get report fields

Read

List the fields of statistic reports.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Get statistic report

Read

Read a statistic report.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

List campaigns

Read

List campaigns, all or by ID, changed since a date, with paging and chosen fields.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

List client comments

Read

List a client's comments.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

List client deals

Read

List a client's deals.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

List client follow-ups

Read

List a client's follow-ups.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

List client leads

Read

List a client's leads.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

List client project groups

Read

List a client's project groups.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

List clients

Read

List clients, all or by ID, changed since a date, with paging and chosen fields.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

List comments

Read

List comments, all or by ID, changed since a date, with paging and chosen fields. Optionally only one client's.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

List deals

Read

List deals, all or by ID, changed since a date, with paging and chosen fields.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

List follow-ups

Read

List follow-ups, all or by ID, changed since a date, with paging and chosen fields.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

List lead sources

Read

List lead sources, all or by ID, changed since a date, with paging and chosen fields.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

List project groups

Read

List project groups, all or by ID, changed since a date, with paging and chosen fields.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

List recurring report requests

Read

List recurring statistic report requests.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

List statistic reports

Read

List generated statistic reports, by ID, type or creation date.

Permissions and limits

Account permissions

  • An acquibee API token with the team rights the call needs

Update client

Write

Change 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.

Update comment

Write

Change a comment.

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.

Update project group

Write

Change a project group.

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.

SETUP

Start with a controlled test.

01Connect the intended account

Use the account and permissions required for your process. Review the connection check before configuring a workflow action.

02Review inputs and access

Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.

03Confirm the result

Inspect step outputs and confirm the result in acquibee. A saved workflow is not a completed provider action.

Follow the workflow quickstart
EXPLORE YOUR STACK

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acquibee integration | NodeHub