Add lead task
WriteAdd a task for a lead.
Permissions and limits
Account permissions
- A Sierra Interactive API key
A repeated request may repeat the external action. Review the previous result before retrying a write.
Find and update Sierra Interactive real estate leads, notes, tasks, saved listings and searches, showing requests, agents and webhooks.
Explore 33 workflow actions for Sierra Interactive, 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.
Add a task for a lead.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a note to a lead.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Record that a lead viewed a property.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Save a property as a lead's favorite.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Record a lead's site visit.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Subscribe a URL to lead events.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Find agents by name, email, status, office or language.
Find lead ponds by name or ID.
Find lead tags by name or ID.
Find leads by name, email, phone, status, agent, tags, source and dates.
Find offices by type, name, MLS ID or email.
Find a lead's saved searches.
Find admin users by name, email, pond or ID.
Read action plans by ID.
Read a lead by ID, email or phone (the password hash is never included).
List a lead's notes.
Read a lead pond.
Read a lead task.
Read a listing's price change history.
Read a logged phone call.
Read a saved search's criteria.
Read an admin user.
List lead sources.
List a lead's tasks with filters.
List a lead's saved listings.
List webhook subscriptions and their failure state.
Remove a property from a lead's saved listings.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a saved search.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a webhook subscription.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Submit a more-info request for a property (creates the lead if new).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Submit a schedule-a-showing request for a property (creates the lead if new).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a lead; fields left out keep their values, and an empty value clears one.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a lead task.
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 Sierra Interactive. A saved workflow is not a completed provider action.