Marketing ยท CONNECTIONRead and record WhatConverts leads, manage tracking numbers and web forms, and, with an agency key, accounts, profiles, roles and users.
Explore 24 workflow actions for WhatConverts, 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.
Create a client account, optionally with a profile.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Record a lead of any type with attribution, contact, call, message, event, transaction or email details.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a profile in an account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Invite a master account or account user with role, accounts and notifications.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete an account with all its profiles, numbers, leads and settings.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a profile with all its numbers, leads and settings.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a tracking number; its calls are no longer tracked.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a tracked web form; its submissions are no longer tracked.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read an account with its profiles.
Read a lead, with its customer journey on Elite plans.
Read a profile.
Read a role with its permissions.
Read a user with their role, accounts and notification settings.
List client accounts with their profiles, by creation dates, paged.
List leads by type, status, dates (up to 400 days), quote and sales value, contact, spam, duplicate or attribution, paged.
List an account's profiles, by creation dates, paged.
List master account or account roles, paged.
List tracking phone numbers with destination, trigger, source and status.
List master account or account users, by creation dates, paged.
List tracked web forms with their attributes.
Rename an account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Rename a profile.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a lead's quotable status, quote or sales value, URL, or additional and custom fields.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a user's role, accounts or notifications (role_id false removes account access).
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 WhatConverts. A saved workflow is not a completed provider action.
