Add a note to a lead
WriteAdds a note to the journal of a lead.
Permissions and limits
Account permissions
- A leadtributor.cloud API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Sales · CONNECTIONleadtributor.cloud + NodeHub
Route leads to sales partners with leadtributor.cloud: create and update leads, commission or offer them, add notes and manage sales partners.
Explore 18 workflow actions for leadtributor.cloud, including account permissions and operation limits.
10 read actions8 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.
Commission a lead to a sales partner
WriteThis operation commissions the lead to the given sales partner directly.<br It fails, if the lead has an active commission already.
Permissions and limits
Account permissions
- A leadtributor.cloud API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new lead
WriteA lead consists of two fieldlists: - prospect: A person or company along with contact information.
Permissions and limits
Account permissions
- A leadtributor.cloud API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a sales partner
WritePermanently removes a sales partner record.
Permissions and limits
Account permissions
- A leadtributor.cloud API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
End an active sales partner relationship
WriteTerminates an active partnership.
Permissions and limits
Account permissions
- A leadtributor.cloud API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get a lead
ReadGet a lead at its current state.
Permissions and limits
Account permissions
- A leadtributor.cloud API key
Get a sales partner by ID
ReadGet a sales partner by ID.
Permissions and limits
Account permissions
- A leadtributor.cloud API key
Get duplicate candidates for a lead
ReadReturns a list of leads that are potential duplicates of the given lead.
Permissions and limits
Account permissions
- A leadtributor.cloud API key
List forms
ReadLists the forms defined by your company.
Permissions and limits
Account permissions
- A leadtributor.cloud API key
List leads
ReadUse this operation to retrieve lists of leads that your company owns.\ The owner of a lead is the creator of it.
Permissions and limits
Account permissions
- A leadtributor.cloud API key
List notes of a lead
ReadLists the notes of the journal to a lead.
Permissions and limits
Account permissions
- A leadtributor.cloud API key
List notes of all leads
ReadLists the notes of the journal for all leads.
Permissions and limits
Account permissions
- A leadtributor.cloud API key
List recent webhook events
ReadGets the last 100 webhookEvents for your company for the given "eventName".
Permissions and limits
Account permissions
- A leadtributor.cloud API key
List your sales partners
ReadList your sales partners.
Permissions and limits
Account permissions
- A leadtributor.cloud API key
Offer a lead on a market
WriteOffer a lead on a market.
Permissions and limits
Account permissions
- A leadtributor.cloud API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Test API access
ReadUse this operation to test your access to this api.
Permissions and limits
Account permissions
- A leadtributor.cloud API key
Update lead
WriteModify the field lists of a lead.
Permissions and limits
Account permissions
- A leadtributor.cloud API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update sales partner
WriteUpdate tags and attributes of a sales partner.
Permissions and limits
Account permissions
- A leadtributor.cloud API key
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 leadtributor.cloud. A saved workflow is not a completed provider action.
EXPLORE YOUR STACK
