Gatillos y acciones no-code Cada plataforma no-code puede ofrecer diferentes gatillos y acciones prediseñados para cada aplicación que admiten. Antes de comenzar tu proyecto de automatización, siempre verifica el listado de gatillos y acciones compatibles para cada aplicación con la que estés interesado en establecer conexiones. Recordatorio: Tu flujo de trabajo se basará en tres conceptos fundamentales: el gatillo, los filtros y las acciones. Un flujo de trabajo será activado por un evento en una aplicación que inicia la serie de acciones si cumple la condición de filtro en otra o la misma aplicación. Aquí están los listados de gatillos y acciones que Zapier e Make (anteriormente Integromat) soportan para integraciones con noCRM.io: Gatillos disponibles Triggers Zapier Make (anteriormente Integromat) New lead created ✔️ ✔️ New unassigned lead ✔️ ✔️ Deleted lead ✔️ ✔️ New lead assigned ✔️ ✔️ New prospect created ✔️ ✔️ New Lead Comment ✔️ ✖ New Email Received From a Lead ✔️ ✖ Lead step changed to ✔️ ✔️ Lead status changed to ✔️ ✔️ Lead content changed ✔️ ✔️ Task status changed to ✔️ ✔️ New manual trigger ✔️ ✔️ Acciones disponibles Actions Zapier Make (anteriormente Integromat) Create lead ✔️ ✔️ Update a lead ✖ ✔️ Assign a lead ✔️ Available on Make as part of the "Update a Lead" action Delete a lead ✔️ ✔️ Update lead title ✔️ ✔️ Update lead step ✔️ ✔️ Add tags on a lead ✔️ ✔️ Update estimated closing date ✔️ ✔️ Update amount and probability ✔️ ✔️ Update lead status ✔️ ✔️ Create a comment on a lead ✔️ ✔️ Add an attachment on a lead ✔️ ✔️ Log an activity ✔️ ✔️ Add a new prospect ✔️ Available on Zapier as "Create Row" ✔️ Delete a prospect ✔️ ✔️ Update a prospect ✔️ ✔️ Make an API call ✔️ ✔️ API Calls simplificadas admitidas Supported simplified API calls Zapier Make (anteriormente Integromat) Assign lead to a specific user in the account ✔️ ✔️ Add tags on a lead ✔️ ✔️ Log an activity ✔️ ✔️ Move lead to the next step in the pipeline ✔️ ✔️ Assign lead randomly to any user in the account ✔️ ✔️ Change lead status to StandBy ✔️ ✔️ Move lead to a different pipeline ✔️ ✔️ Send template email ✔️ ✔️ Send custom email ✔️ ✔️ Change lead status to Won and set amount (optional) ✔️ ✔️ Change lead status to Lost ✔️ ✔️ Change lead status to Cancelled ✔️ ✔️ Change lead status to Todo ✔️ ✔️ Assign lead randomly to any user in the account except administrators ✔️ ✔️ Assign lead randomly to any user in a specific team ✔️ ✔️ Assign lead with a round robin pattern ✔️ ✔️ Create a lead from a prospect ✔️ ✔️ Create a post-sales process from a template ✔️ ✔️ Update a field in the lead's description ✔️ ✔️ Append to the lead's description ✔️ ✔️ Find prospects ✔️ ✔️ Nota: Zapier y Make continuarán actualizando su listado de gatillos y acciones compatibles en cada aplicación de vez en cuando.
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