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 |
| 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 or title changed |
✔️ |
✔️ |
| New client folder |
✔️ |
✔️ |
| Task status changed to |
✔️ |
✔️ |
| New manual trigger |
✔️ |
✔️ |
Acciones disponibles
| Actions |
Zapier |
Make |
| 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 |
✔️ |
✔️ |
| Set 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 prospect" |
✔️ |
| Delete a prospect |
✔️ |
✔️ |
| Update a prospect |
✔️ |
✔️ |
| Call simplified API |
✔️ |
✔️ |
API Calls simplificadas admitidas
| Supported simplified API calls |
Zapier |
Make |
| 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 |
✔️ |
✔️ |
| Duplicate a lead |
✔️ |
✔️ |
| 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 |
✔️ |
✔️ |
| Delete a lead |
✔️ |
✔️ |
| 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.
