Work with LeadGrid sales leads and recruitment candidates: dossiers and their stages, notes, contacts and flows.
Explore 17 workflow actions for LeadGrid, including account permissions and operation limits.
8 read actions9 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.
Add note
Write
Requires scope notes:write.
Permissions and limits
Account permissions
A LeadGrid API key (Settings, API) with the dossiers, contacts, flows and notes scopes it needs; Growth plan
A repeated request may repeat the external action. Review the previous result before retrying a write.
Archive dossier
Write
Soft-delete: sets status to archived.
Permissions and limits
Account permissions
A LeadGrid API key (Settings, API) with the dossiers, contacts, flows and notes scopes it needs; Growth plan
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create contact
Write
Requires scope contacts:write.
Permissions and limits
Account permissions
A LeadGrid API key (Settings, API) with the dossiers, contacts, flows and notes scopes it needs; Growth plan
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create dossier
Write
Create a dossier.
Permissions and limits
Account permissions
A LeadGrid API key (Settings, API) with the dossiers, contacts, flows and notes scopes it needs; Growth plan
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete contact
Write
Hard delete.
Permissions and limits
Account permissions
A LeadGrid API key (Settings, API) with the dossiers, contacts, flows and notes scopes it needs; Growth plan
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get contact
Read
Requires scope contacts:read.
Permissions and limits
Account permissions
A LeadGrid API key (Settings, API) with the dossiers, contacts, flows and notes scopes it needs; Growth plan
Get dossier
Read
Requires scope dossiers:read.
Permissions and limits
Account permissions
A LeadGrid API key (Settings, API) with the dossiers, contacts, flows and notes scopes it needs; Growth plan
Link contact to dossier
Write
Adds (or updates) a Contact as a stakeholder on the dossier.
Permissions and limits
Account permissions
A LeadGrid API key (Settings, API) with the dossiers, contacts, flows and notes scopes it needs; Growth plan
A repeated request may repeat the external action. Review the previous result before retrying a write.
List contacts
Read
Returns Contacts for the authenticated organization.
Permissions and limits
Account permissions
A LeadGrid API key (Settings, API) with the dossiers, contacts, flows and notes scopes it needs; Growth plan
List dossier contacts
Read
Returns every Contact linked to the dossier with role and primary flag.
Permissions and limits
Account permissions
A LeadGrid API key (Settings, API) with the dossiers, contacts, flows and notes scopes it needs; Growth plan
List dossier notes
Read
Requires scope notes:read.
Permissions and limits
Account permissions
A LeadGrid API key (Settings, API) with the dossiers, contacts, flows and notes scopes it needs; Growth plan
List dossiers
Read
Returns dossiers for the authenticated organization.
Permissions and limits
Account permissions
A LeadGrid API key (Settings, API) with the dossiers, contacts, flows and notes scopes it needs; Growth plan
List flow stages
Read
Requires scope flows:read.
Permissions and limits
Account permissions
A LeadGrid API key (Settings, API) with the dossiers, contacts, flows and notes scopes it needs; Growth plan
List flows
Read
Requires scope flows:read.
Permissions and limits
Account permissions
A LeadGrid API key (Settings, API) with the dossiers, contacts, flows and notes scopes it needs; Growth plan
Unlink contact from dossier
Write
Removes the dossiercontacts row.
Permissions and limits
Account permissions
A LeadGrid API key (Settings, API) with the dossiers, contacts, flows and notes scopes it needs; Growth plan
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update contact
Write
Partial update.
Permissions and limits
Account permissions
A LeadGrid API key (Settings, API) with the dossiers, contacts, flows and notes scopes it needs; Growth plan
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update dossier
Write
Requires scope dossiers:write.
Permissions and limits
Account permissions
A LeadGrid API key (Settings, API) with the dossiers, contacts, flows and notes scopes it needs; Growth plan
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 LeadGrid. A saved workflow is not a completed provider action.
Sales · CONNECTION
