May 2019 - LeadSquared Help and Support

LeadSquared Security Settings – Authentication Provider

May 29, 2019/8 Comments/in Admin & Settings, Security/by Vir Singh

1. Feature Overview As an alternative to logging in with your LeadSquared credentials, you can configure your account to enable log-in through the following third-party authentication providers – Google Active Directory Federation Services (ADFS) Azure Okta API Note: This article contains instructions on setting up Google, API or Okta as your authentication provider. For instructions […]

Account Automation Actions

May 20, 2019/0 Comments/in Actions, Workflow Automation/by Vir Singh

If you’ve used the New Account or Update Account triggers (see How to Create an Account Automation) in your automation, the following actions are available to you – Account Actions Notify Account Owner Update Account Custom Call Lapp Webhook Note: If you’re new to the automation feature, visit Automation Home. Use cases for these actions […]

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