Productivity ยท CONNECTIONCollect files, text and logins from clients with BriefGate intakes that chase until everything arrives.
Explore 32 workflow actions for BriefGate, 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.
Adds an address that receives the same invitation and the same reminders through the same portal link.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add new item definitions to an existing intake.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Close an intake from any status (draft, sent, in_progress, completed) without deleting it: cancels every pending reminder, and blocks further edits, item submissions, waivers.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new folder.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new client intake.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Save a custom intake template: a reusable set of item definitions plus, optionally, every other create-intake setting (settings) applied as defaults when an intake is created.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Answers a waiver the client proposed from the portal.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a folder.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently delete an intake.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Retrieve the current account details, tier, and usage limits.
Retrieve a single intake by ID, including its items and their current statuses.
Lightweight polling endpoint.
Returns the authenticated user and their account.
Fetch a single template by slug.
Return current-period usage counters: active intakes, storage consumed, seats, and SMS credits remaining.
Return the address book of clients this account has sent intakes to.
List every folder on the account, ordered by sort_order then name.
Return a paginated list of intakes, optionally filtered by status or client email.
Return all saved intake templates visible to the caller: the three built-in public templates, plus the account's own custom ones (or, unauthenticated, only the public ones).
The client delivered this item some other way - e-mail, WhatsApp, a phone call - and the owner is settling it so the intake can complete.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Clears the bounce flag on one address (primary or additional) - for a bounce that was a false positive, or a mailbox the client has since fixed and asked to be re-added to.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Removes one of the additional addresses.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark a submitted item as needing revision and provide a note explaining what the client should change.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Undo POST .../received-outside and put the item back to pending - a fresh start, not an undo of an earlier value, since nothing genuine was ever collected for it.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Undo a waiver and put the item back to pending.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Manually trigger a chase message to the client via email.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send the client invite email for a draft intake.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark an item with assignee: "owner" as done, or set done: false to re-open it.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Every field is optional, but at least one is required (400 invalid_request otherwise).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Edit project name, due date, chase cadence, and the client's name/phone/language/timezone on an existing intake - the alternative used to be deleting it and creating a new one.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set or clear the owner's private note on one item.
A repeated request may repeat the external action. Review the previous result before retrying a write.
The owner decides an item will never be delivered - "we're not going to have this" - and both sides consider it settled.
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 BriefGate. A saved workflow is not a completed provider action.
