sequence_step
Tier 1 · ReadsThe next due steps in your sequences, with the account and the channel.
Reads only. It looks things up and changes nothing.
- Gives
- step.enrollment_id
- step.label
- step.due
- step.company_id
- steps.count
Free. Reading costs no credits.
Today's queue and the desk counters: what is due, the pipeline, and how runs went.
Reads only. It looks things up and changes nothing.
- Gives
- desk.count
- desk.headline
- desk.why
- desk.company_id
Free. Reading costs no credits.
search_guides
Tier 1 · ReadsSearches the Forgeby guides for how something works.
Reads only. It looks things up and changes nothing.
- Gives
- guide.title
- guide.path
- guide.excerpt
Free. Reading costs no credits.
desk_act
Tier 2 · ActsWaits for your approvalMarks one due step done and moves the sequence on. It sends nothing.
Acts, but only after you approve a card. It sends, or writes to a system of record.
- Gives
- card.id
- step.enrollment_id
- step.status
Free. It runs only after you approve the card.
schedule
Tier 2 · ActsWaits for your approvalSets or cancels a reminder on your desk. It sends nothing to anyone else.
Acts, but only after you approve a card. It sends, or writes to a system of record.
- Gives
- card.id
- reminder.id
- reminder.due_at
Free. It runs only after you approve the card.
publish_hall
Tier 2 · ActsWaits for your approvalOpens a drafted Hall, a private page for one prospect, after the seller approves its card.
Acts, but only after you approve a card. It sends, or writes to a system of record.
- Gives
- card.id
- hall.id
- hall.expires_at
Free. It runs only after you approve the card.
log_call
Tier 2 · ActsWaits for your approvalFiles the note of a call made from Forgeby in your own call log, after you approve its card.
Acts, but only after you approve a card. It sends, or writes to a system of record.
- Takes
- call_id
- company_id
- note
- disposition
- next_step
- next_step_at
Free. It runs only after you approve the card.
recycle_contact
Tier 2 · ActsWaits for your approvalBrings back a no-show or a not-now as a reminder with a drafted message for later.
Acts, but only after you approve a card. It sends, or writes to a system of record.
- Takes
- reason
- to
- message
- resume_at
- contact
- account
- Gives
- card.id
- reminder.id
- reminder.due_at
Free. It runs only after you approve the card.