Manage Plura AI leads and tags, enroll leads in journeys, and start calls through your Plura voice agents.
Explore 9 workflow actions for Plura.ai Automations, including account permissions and operation limits.
2 read actions7 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 Tag to Lead
Write
Add a tag to a lead for organization, segmentation, and workflow triggers.
Permissions and limits
Account permissions
A Plura AI workspace API key (Settings, API Keys)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create Lead
Write
Create a new lead record in your Plura workspace.
Permissions and limits
Account permissions
A Plura AI workspace API key (Settings, API Keys)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get Call Details
Read
Retrieve detailed information about a call using its callid returned from the Initiate Call endpoint.
Permissions and limits
Account permissions
A Plura AI workspace API key (Settings, API Keys)
Get Lead
Read
Retrieve complete lead information.
Permissions and limits
Account permissions
A Plura AI workspace API key (Settings, API Keys)
Initiate Call
Write
Trigger an immediate outbound call via your Plura AI Agent.
Permissions and limits
Account permissions
A Plura AI workspace API key (Settings, API Keys)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove Tag from Lead
Write
Remove a tag from a lead.
Permissions and limits
Account permissions
A Plura AI workspace API key (Settings, API Keys)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send to Workflow
Write
Enroll a lead into an automated journey.
Permissions and limits
Account permissions
A Plura AI workspace API key (Settings, API Keys)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update & Send to Workflow
Write
Create or update a lead, then enroll it in a journey.
Permissions and limits
Account permissions
A Plura AI workspace API key (Settings, API Keys)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update Lead
Write
Update one or more fields on an existing lead.
Permissions and limits
Account permissions
A Plura AI workspace API key (Settings, API Keys)
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 Plura.ai Automations. A saved workflow is not a completed provider action.