Data Posted by Automation Triggers

1. Feature Overview

This article contains the data posted for each automation trigger. It also specifies if the data posted for each trigger contains lead/activity/opportunity/account/user info.

 

2. Lead Triggers

2.1 Lead Created

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesNoNoNoNoYes

Sample data –

{"After":{"ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ProspectAutoId":"177184","FirstName":"PriyankaLappTest1","LastName":null,"EmailAddress":"PriyankaLappTest1@yopmail.com","Origin":"Quick Add Form","Phone":null,"Mobile":null,"Source":null,"SourceMedium":null,"SourceCampaign":null,"DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Prospect","Score":"0","EngagementScore":"0","ProspectActivityName_Max":null,"ProspectActivityDate_Max":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2024-04-08 12:43:57","ModifiedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","ModifiedOn":"2024-04-08 12:43:57","LeadConversionDate":"2024-04-08 12:43:57","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_State":null,"mx_Country":null,"LastModifiedOn":"2024-04-08 12:43:57","NotableEvent":"Created","NotableEventdate":"2024-04-08 12:43:57","SourceReferrer":"","LastVisitDate":null,"LeadAge":"0","QualityScore01":null,"LeadLastModifiedOn":"2024-04-08 12:43:57","OwnerIdName":"Priyanka","OwnerIdEmailAddress":"Priyanka.asm@lsqdev.in","CreatedByName":"Priyanka","ModifiedByName":"Priyanka","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Owner_FirstName":"Priyanka","Owner_EmailAddress":"Priyanka.asm@lsqdev.in","Owner_FullName":"Priyanka","Owner_TimeZone":"Asia/Kolkata","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Total":"1","CanUpdate":"true"},"Current":{"OptedOutDate":null,"ProspectActivityName_Min":null,"ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ProspectAutoId":"177184","FirstName":"PriyankaLappTest1","LastName":null,"EmailAddress":"PriyankaLappTest1@yopmail.com","Company":null,"Origin":"Quick Add Form","Phone":null,"Mobile":null,"Website":null,"TimeZone":null,"JobTitle":null,"Source":null,"SourceMedium":null,"Notes":null,"SourceCampaign":null,"SourceContent":null,"DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Prospect","Score":"0","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId":null,"ProspectActivityId_Min":null,"ProspectActivityDate_Min":null,"Web_Referrer":null,"Web_RefKeyword":null,"ProspectActivityId_Max":null,"ProspectActivityName_Max":null,"ProspectActivityDate_Max":null,"ImportTransactionId":null,"RelatedLandingPageId":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2024-04-08 12:43:57","ModifiedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","ModifiedOn":"2024-04-08 12:43:57","LeadConversionDate":"2024-04-08 12:43:57","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":null,"mx_Street2":null,"mx_City":null,"mx_State":null,"mx_Country":null,"mx_Zip":null,"LastModifiedOn":"2024-04-08 12:43:57","mx_AddToList_Trigger":null,"mx_Date_of_Birth":null,"mx_Total_Bill":null,"mx_Amount":null,"mx_Tax":null,"mx_Bill_Paid_Status":null,"mx_auto_dateTime":null,"mx_DateTime":null,"mx_Cust_String_01":null,"mx_Cust_String_02":null,"mx_Cust_Decimal_01":null,"mx_Cust_Decimal_02":null,"mx_Cust_Int_01":null,"mx_Cust_Int_02":null,"mx_SmokeSetUpString":null,"mx_SmokeSetUpBoolean":null,"mx_SmokeSetUpNumber":null,"mx_Date":null,"mx_Date_Time":null,"mx_Boolean_for_testing":null,"mx_priyanka_text":null,"mx_priyanka_number":null,"mx_Eligible":null,"mx_Product":null,"mx_GST_Number":null,"mx_Blank_Dropdown_issue_check":null,"NotableEvent":"Created","NotableEventdate":"2024-04-08 12:43:57","SourceReferrer":"","LastVisitDate":null,"LeadAge":"0","mx_cfs2":null,"mx_Portal_IsPortalUser":null,"DoNotTrack":null,"DoNotSMS":null,"MailingPreferences":null,"QualityScore01":null,"TwitterId":null,"FacebookId":null,"LinkedInId":null,"SkypeId":null,"GTalkId":null,"GooglePlusId":null,"PhotoUrl":null,"CurrentOptInStatus":null,"OptInDate":null,"OptInDetails":null,"LastOptInEmailSentDate":null,"ConversionReferrerURL":null,"SourceReferrerURL":null,"SourceIPAddress":null,"Latitude":null,"Longitude":null,"mx_delete_field1":null,"mx_field_dropdown":null,"mx_Auto_Multi":null,"mx_Cust_String1":null,"mx_lead_los":null,"mx_Test_Boolean_Field":null,"mx_Smoke_CFS":null,"mx_Field3":null,"mx_PriyankaCFSDelete_check1":null,"LeadLastModifiedOn":"2024-04-08 12:43:57","OwnerIdName":"Priyanka","OwnerIdEmailAddress":"Priyanka.asm@lsqdev.in","Groups":"","CreatedByName":"Priyanka","ModifiedByName":"Priyanka","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Account_Fax":"","Account_Phone":"","Owner_FirstName":"Priyanka","Owner_MiddleName":null,"Owner_LastName":"","Owner_EmailAddress":"Priyanka.asm@lsqdev.in","Owner_FullName":"Priyanka","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"Priyanka.asm@lsqdev.in","Total":"1","CanUpdate":"true"}}

 

2.2 Lead Updated

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesNoNoNoNoYes

Sample Data –

{"Before":{"ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ProspectAutoId":"177184","FirstName":"PriyankaLappTest1","LastName":null,"EmailAddress":"PriyankaLappTest1@yopmail.com","Company":null,"Phone":null,"Mobile":null,"Website":null,"TimeZone":null,"JobTitle":null,"Source":null,"SourceMedium":null,"Notes":null,"SourceCampaign":null,"SourceContent":null,"ProspectStage":"Prospect","Score":"5","EngagementScore":"0","ProspectActivityName_Max":"LeadCreate_Trigger","ProspectActivityDate_Max":"2024-04-08 12:44:30","OwnerId":"05ecebdb-4b3e-11eb-9166-0a68392cb7c4","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 12:44:01","mx_Street1":null,"mx_Street2":null,"mx_City":null,"mx_State":null,"mx_Country":null,"mx_Zip":null,"mx_AddToList_Trigger":null,"mx_Date_of_Birth":null,"mx_Total_Bill":null,"mx_Amount":null,"mx_Tax":null,"mx_Bill_Paid_Status":null,"mx_auto_dateTime":null,"mx_DateTime":null,"mx_Cust_String_01":null,"mx_Cust_String_02":null,"mx_Cust_Decimal_01":null,"mx_Cust_Decimal_02":null,"mx_Cust_Int_01":null,"mx_Cust_Int_02":null,"mx_SmokeSetUpString":null,"mx_SmokeSetUpBoolean":null,"mx_SmokeSetUpNumber":null,"mx_Date":null,"mx_Date_Time":null,"mx_Boolean_for_testing":null,"mx_priyanka_text":null,"mx_priyanka_number":null,"mx_Eligible":null,"mx_Product":null,"mx_GST_Number":null,"mx_Blank_Dropdown_issue_check":null,"mx_cfs2":null,"DoNotTrack":null,"DoNotSMS":null,"MailingPreferences":null,"QualityScore01":null,"mx_field_dropdown":null,"mx_Auto_Multi":null,"mx_Cust_String1":null,"mx_Test_Boolean_Field":null,"mx_Smoke_CFS":null,"mx_PriyankaCFSDelete_check1":null,"OwnerIdEmailAddress":"Mumbai1.asm@lsqdev.in"},"After":{"ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ProspectAutoId":"177184","FirstName":"PriyankaLappTest1","LastName":"","EmailAddress":"PriyankaLappTest1@yopmail.com","Company":"","Phone":"","Mobile":"","Website":"","TimeZone":"","JobTitle":"","Source":"","SourceMedium":"","Notes":"","SourceCampaign":"","SourceContent":"","ProspectStage":"Prospect","Score":"5","EngagementScore":"0","ProspectActivityName_Max":"LeadCreate_Trigger","ProspectActivityDate_Max":"2024-04-08 12:44:30","OwnerId":"05ecebdb-4b3e-11eb-9166-0a68392cb7c4","ModifiedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","ModifiedOn":"2024-04-08 12:45:51","mx_Street1":"address1 updated","mx_Street2":"","mx_City":"","mx_State":"","mx_Country":"","mx_Zip":"","mx_AddToList_Trigger":"","mx_Date_of_Birth":"","mx_Total_Bill":"","mx_Amount":"","mx_Tax":"","mx_Bill_Paid_Status":"","mx_auto_dateTime":"","mx_DateTime":"","mx_Cust_String_01":"","mx_Cust_String_02":"","mx_Cust_Decimal_01":"","mx_Cust_Decimal_02":"","mx_Cust_Int_01":"","mx_Cust_Int_02":"","mx_SmokeSetUpString":"","mx_SmokeSetUpBoolean":"","mx_SmokeSetUpNumber":"","mx_Date":"","mx_Date_Time":"","mx_Boolean_for_testing":"0","mx_priyanka_text":"","mx_priyanka_number":"","mx_Eligible":"Yes","mx_Product":"creditcards","mx_GST_Number":"","mx_Blank_Dropdown_issue_check":"No","mx_cfs2":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\"}","DoNotTrack":"0","DoNotSMS":"0","MailingPreferences":"","QualityScore01":null,"mx_field_dropdown":"","mx_Auto_Multi":"","mx_Cust_String1":"","mx_Test_Boolean_Field":"0","mx_Smoke_CFS":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\"}","mx_PriyankaCFSDelete_check1":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\"}","OwnerIdEmailAddress":"Mumbai1.asm@lsqdev.in"},"Current":{"OptedOutDate":null,"ProspectActivityName_Min":null,"ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ProspectAutoId":"177184","FirstName":"PriyankaLappTest1","LastName":null,"EmailAddress":"PriyankaLappTest1@yopmail.com","Company":null,"Origin":"Quick Add Form","Phone":null,"Mobile":null,"Website":null,"TimeZone":null,"JobTitle":null,"Source":null,"SourceMedium":null,"Notes":null,"SourceCampaign":null,"SourceContent":null,"DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Prospect","Score":"5","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId":null,"ProspectActivityId_Min":"c59cdfd3-3081-42b6-b7be-664e7b2c98e4","ProspectActivityDate_Min":"2024-04-08 12:44:30","Web_Referrer":null,"Web_RefKeyword":null,"ProspectActivityId_Max":"c59cdfd3-3081-42b6-b7be-664e7b2c98e4","ProspectActivityName_Max":"LeadCreate_Trigger","ProspectActivityDate_Max":"2024-04-08 12:44:30","ImportTransactionId":null,"RelatedLandingPageId":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"05ecebdb-4b3e-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2024-04-08 12:43:57","ModifiedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","ModifiedOn":"2024-04-08 12:45:51","LeadConversionDate":"2024-04-08 12:43:57","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":"address1 updated","mx_Street2":null,"mx_City":null,"mx_State":null,"mx_Country":null,"mx_Zip":null,"LastModifiedOn":"2024-04-08 12:45:51","mx_AddToList_Trigger":null,"mx_Date_of_Birth":null,"mx_Total_Bill":null,"mx_Amount":null,"mx_Tax":null,"mx_Bill_Paid_Status":null,"mx_auto_dateTime":null,"mx_DateTime":null,"mx_Cust_String_01":null,"mx_Cust_String_02":null,"mx_Cust_Decimal_01":null,"mx_Cust_Decimal_02":null,"mx_Cust_Int_01":null,"mx_Cust_Int_02":null,"mx_SmokeSetUpString":null,"mx_SmokeSetUpBoolean":null,"mx_SmokeSetUpNumber":null,"mx_Date":null,"mx_Date_Time":null,"mx_Boolean_for_testing":"0","mx_priyanka_text":null,"mx_priyanka_number":null,"mx_Eligible":"Yes","mx_Product":"creditcards","mx_GST_Number":null,"mx_Blank_Dropdown_issue_check":"No","NotableEvent":"Modified","NotableEventdate":"2024-04-08 12:45:51","SourceReferrer":"","LastVisitDate":"2024-04-08 12:44:30","LeadAge":"0","mx_cfs2":"eeca65ca-f5a5-11ee-99db-02a61b7dbd7d","mx_Portal_IsPortalUser":null,"DoNotTrack":"0","DoNotSMS":"0","MailingPreferences":null,"QualityScore01":null,"TwitterId":null,"FacebookId":null,"LinkedInId":null,"SkypeId":null,"GTalkId":null,"GooglePlusId":null,"PhotoUrl":null,"CurrentOptInStatus":"Unknown","OptInDate":null,"OptInDetails":null,"LastOptInEmailSentDate":null,"ConversionReferrerURL":null,"SourceReferrerURL":null,"SourceIPAddress":null,"Latitude":null,"Longitude":null,"mx_delete_field1":null,"mx_field_dropdown":null,"mx_Auto_Multi":null,"mx_Cust_String1":null,"mx_lead_los":null,"mx_Test_Boolean_Field":"0","mx_Smoke_CFS":"eecb4d89-f5a5-11ee-99db-02a61b7dbd7d","mx_Field3":null,"mx_PriyankaCFSDelete_check1":"eec7f82c-f5a5-11ee-99db-02a61b7dbd7d","LeadLastModifiedOn":"2024-04-08 12:45:51","OwnerIdName":"Mumbai1","OwnerIdEmailAddress":"Mumbai1.asm@lsqdev.in","Groups":"","CreatedByName":"Priyanka","ModifiedByName":"Priyanka","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Account_Fax":"","Account_Phone":"","Owner_FirstName":"Mumbai1","Owner_MiddleName":null,"Owner_LastName":"","Owner_EmailAddress":"Mumbai1.asm@lsqdev.in","Owner_FullName":"Mumbai1","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"Priyanka.asm@lsqdev.in","Total":"1","CanUpdate":"true"}}

 

2.3 Lead Added to List

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
NoNoNoNoNoNo

Sample Data –

{"ListId":"7cc5722a-4a9a-11eb-9166-0a68392cb7c4","LeadIds":["325eb1ca-beed-48db-9a1e-f3b9abe963cd"]}

 

2.4 On Specific Date

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesNoNoNoNoYes

Sample Data –

{"After":{"ProspectID":"24b1a5e6-d288-11ed-8292-02e42c58c0d4","ProspectAutoId":"144446","FirstName":"Smoke_v65_13","LastName":"LeadCreate_Rathi","EmailAddress":"Smoke_v65_13@yopmail.com","Company":"LSQ_Load_All","Origin":"Invalid","Phone":"1678460676","Mobile":null,"Source":null,"SourceMedium":"test 1","SourceCampaign":"Source Campaign updated","SourceContent":"Smoke_v65_13","DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Opportunity","Score":"20","EngagementScore":"0","ProspectActivityId_Min":"f4aa4aa4-51b1-4284-a8f9-24ab0b42a65b","ProspectActivityDate_Min":"4/4/2023 1:32:14 AM","ProspectActivityId_Max":"4c6dc5ec-a4c3-4ac7-a9f3-407e02791a8a","ProspectActivityName_Max":"Email Sent","ProspectActivityDate_Max":"4/5/2023 11:37:24 AM","ImportTransactionId":"35992547-e197-4cd4-8100-9505de996265","FirstLandingPageSubmissionDate":null,"OwnerId":"d41f9779-4b3d-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"4/4/2023 1:30:36 AM","ModifiedBy":"f6ccc2d5-7cb9-11ec-9700-02e42c58c0d4","ModifiedOn":"6/19/2023 5:59:06 PM","LeadConversionDate":"4/4/2023 1:30:36 AM","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":"Silkboard","mx_Street2":"Smoke_v65_13 4/4/2023 1:30:36 AM","mx_City":"city updated","mx_State":null,"mx_Country":"India","LastModifiedOn":"6/19/2023 5:59:42 PM","mx_AddToList_Trigger":"Executed","mx_Date_of_Birth":"4/5/2023 12:00:00 AM","mx_Total_Bill":"15","mx_Bill_Paid_Status":"Yes","mx_Cust_Decimal_01":"454.00","mx_SmokeSetUpString":"LeadsquaredSmokeTest","mx_SmokeSetUpBoolean":"TRUE","mx_SmokeSetUpNumber":"1003","NotableEvent":"Modified","NotableEventdate":"6/19/2023 5:59:06 PM","SourceReferrer":"","LastVisitDate":"4/5/2023 11:37:24 AM","LeadAge":"367","QualityScore01":null,"LeadLastModifiedOn":"6/19/2023 5:59:42 PM","OwnerIdName":"Hydrabad1","OwnerIdEmailAddress":"Hydrabad1.asm@lsqdev.in","CreatedByName":"Priyanka","ModifiedByName":"Ravi Sharma","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Owner_FirstName":"Hydrabad1","Owner_EmailAddress":"Hydrabad1.asm@lsqdev.in","Owner_FullName":"Hydrabad1","Owner_TimeZone":"Asia/Kolkata","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Total":"11","CanUpdate":"true"},"Current":{"OptedOutDate":null,"ProspectActivityName_Min":null,"ProspectID":"24b1a5e6-d288-11ed-8292-02e42c58c0d4","ProspectAutoId":"144446","FirstName":"Smoke_v65_13","LastName":"LeadCreate_Rathi","EmailAddress":"Smoke_v65_13@yopmail.com","Company":"LSQ_Load_All","Origin":"Invalid","Phone":"1678460676","Mobile":null,"Website":null,"TimeZone":null,"JobTitle":null,"Source":null,"SourceMedium":"test 1","Notes":null,"SourceCampaign":"Source Campaign updated","SourceContent":"Smoke_v65_13","DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Opportunity","Score":"25","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId":null,"ProspectActivityId_Min":"f4aa4aa4-51b1-4284-a8f9-24ab0b42a65b","ProspectActivityDate_Min":"2023-04-04 01:32:14","Web_Referrer":null,"Web_RefKeyword":null,"ProspectActivityId_Max":"8a3b1d2f-f7f7-4db6-a891-e539b8f62f1b","ProspectActivityName_Max":"Email Sent","ProspectActivityDate_Max":"2024-04-05 03:35:31","ImportTransactionId":"35992547-e197-4cd4-8100-9505de996265","RelatedLandingPageId":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"d41f9779-4b3d-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2023-04-04 01:30:36","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-05 03:35:10","LeadConversionDate":"2023-04-04 01:30:36","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":"Silkboard","mx_Street2":"Smoke_v65_13 4/4/2023 1:30:36 AM","mx_City":"city updated","mx_State":null,"mx_Country":"India","mx_Zip":null,"LastModifiedOn":"2024-04-05 03:35:31","mx_AddToList_Trigger":"Executed","mx_Date_of_Birth":"2023-04-05 00:00:00","mx_Total_Bill":"15","mx_Amount":null,"mx_Tax":null,"mx_Bill_Paid_Status":"Yes","mx_auto_dateTime":null,"mx_DateTime":null,"mx_Cust_String_01":null,"mx_Cust_String_02":null,"mx_Cust_Decimal_01":"454.00","mx_Cust_Decimal_02":null,"mx_Cust_Int_01":null,"mx_Cust_Int_02":null,"mx_SmokeSetUpString":"LeadsquaredSmokeTest","mx_SmokeSetUpBoolean":"TRUE","mx_SmokeSetUpNumber":"1003","mx_Date":null,"mx_Date_Time":null,"mx_Boolean_for_testing":null,"mx_priyanka_text":null,"mx_priyanka_number":null,"mx_Eligible":null,"mx_Product":null,"mx_GST_Number":null,"mx_Blank_Dropdown_issue_check":null,"NotableEvent":"Email Sent","NotableEventdate":"2024-04-05 03:35:31","SourceReferrer":"","LastVisitDate":"2024-04-05 03:35:31","LeadAge":"367","mx_cfs2":null,"mx_Portal_IsPortalUser":null,"DoNotTrack":null,"DoNotSMS":null,"MailingPreferences":null,"QualityScore01":null,"TwitterId":null,"FacebookId":null,"LinkedInId":null,"SkypeId":null,"GTalkId":null,"GooglePlusId":null,"PhotoUrl":null,"CurrentOptInStatus":null,"OptInDate":null,"OptInDetails":null,"LastOptInEmailSentDate":null,"ConversionReferrerURL":null,"SourceReferrerURL":null,"SourceIPAddress":null,"Latitude":null,"Longitude":null,"mx_delete_field1":null,"mx_field_dropdown":null,"mx_Auto_Multi":null,"mx_Cust_String1":null,"mx_lead_los":null,"mx_Test_Boolean_Field":null,"mx_Smoke_CFS":null,"mx_Field3":null,"mx_PriyankaCFSDelete_check1":null,"LeadLastModifiedOn":"2024-04-05 03:35:31","OwnerIdName":"Hydrabad1","OwnerIdEmailAddress":"Hydrabad1.asm@lsqdev.in","Groups":"","CreatedByName":"Priyanka","ModifiedByName":"System","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Account_Fax":"","Account_Phone":"","Owner_FirstName":"Hydrabad1","Owner_MiddleName":null,"Owner_LastName":"","Owner_EmailAddress":"Hydrabad1.asm@lsqdev.in","Owner_FullName":"Hydrabad1","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","Total":"1","CanUpdate":"true"}}

 

2.4 At Regular Intervals

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesNoNoNoNoYes

Sample Data –

{"After":{"ProspectID":"69517b1b-6d08-11eb-8ec5-0ace817c465a","ProspectAutoId":"16","FirstName":"EuropiumPatch2_16","LastName":"Cron updates","EmailAddress":"EuropiumPatch2_16@lsqdev.in","Company":"Leadsquared_Cron","Origin":"Lead Import","Phone":"+91-5869476451","Mobile":null,"JobTitle":"Leadsquared QA","Source":null,"SourceMedium":null,"SourceCampaign":null,"DoNotEmail":"1","DoNotCall":"0","ProspectStage":"Prospect","Score":"57402","EngagementScore":"0","ProspectActivityId_Min":"0993c2ea-894c-11ee-8292-02e42c58c0d4","ProspectActivityDate_Min":"2021-02-12 08:02:03","ProspectActivityId_Max":"aba317d0-999a-4a50-904a-4ac7e0027c37","ProspectActivityName_Max":"SMS Sent","ProspectActivityDate_Max":"2024-04-08 01:21:20","ImportTransactionId":"b407c2c7-0681-4d86-95cf-99bf1ed4c9fd","FirstLandingPageSubmissionDate":null,"OwnerId":"71190b48-4b47-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2021-02-12 08:01:52","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 00:21:03","LeadConversionDate":"2021-02-12 08:01:52","StatusCode":"0","StatusReason":"6","DeletionStatusCode":"0","IsLead":"1","mx_City":"Mumbai","mx_State":null,"mx_Country":null,"LastModifiedOn":"2024-04-08 01:21:21","mx_AddToList_Trigger":"Executed","mx_Date_of_Birth":"2021-10-26 00:00:00","mx_Total_Bill":"15","mx_Amount":"1123","mx_Bill_Paid_Status":"yes","mx_Cust_String_01":"test2","mx_Boolean_for_testing":"0","mx_Eligible":"Yes","mx_Product":"creditcards","mx_Blank_Dropdown_issue_check":"No","NotableEvent":"SMS Sent","NotableEventdate":"2024-04-08 01:21:20","SourceReferrer":"","LastVisitDate":"2024-04-08 01:21:20","LeadAge":"1150","mx_cfs2":"b05faa1f-8ce8-11ed-9700-02e42c58c0d4","DoNotTrack":"0","DoNotSMS":"0","MailingPreferences":"1","QualityScore01":null,"CurrentOptInStatus":"Unknown","mx_Test_Boolean_Field":"0","mx_Smoke_CFS":"b061085b-8ce8-11ed-9700-02e42c58c0d4","mx_PriyankaCFSDelete_check1":"8ac50607-7d0d-11ee-8292-02e42c58c0d4","LeadLastModifiedOn":"2024-04-08 01:21:21","OwnerIdName":"Mumbai2","OwnerIdEmailAddress":"Mumbai2.asm@lsqdev.in","CreatedByName":"Priyanka","ModifiedByName":"System","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Owner_FirstName":"Mumbai2","Owner_EmailAddress":"Mumbai2.asm@lsqdev.in","Owner_FullName":"Mumbai2","Owner_TimeZone":"Asia/Kolkata","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Total":"3","CanUpdate":"true"},"Current":{"OptedOutDate":null,"ProspectActivityName_Min":null,"ProspectID":"69517b1b-6d08-11eb-8ec5-0ace817c465a","ProspectAutoId":"16","FirstName":"EuropiumPatch2_16","LastName":"Cron updates","EmailAddress":"EuropiumPatch2_16@lsqdev.in","Company":"Leadsquared_Cron","Origin":"Lead Import","Phone":"+91-5869476451","Mobile":null,"Website":null,"TimeZone":null,"JobTitle":"Leadsquared QA","Source":null,"SourceMedium":null,"Notes":null,"SourceCampaign":null,"SourceContent":null,"DoNotEmail":"1","DoNotCall":"0","ProspectStage":"Prospect","Score":"57412","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId":null,"ProspectActivityId_Min":"0993c2ea-894c-11ee-8292-02e42c58c0d4","ProspectActivityDate_Min":"2021-02-12 08:02:03","Web_Referrer":null,"Web_RefKeyword":null,"ProspectActivityId_Max":"c783bb39-a9d9-4e32-8484-229c6fcf6050","ProspectActivityName_Max":"Had a Phone Conversation","ProspectActivityDate_Max":"2024-04-08 04:21:30","ImportTransactionId":"b407c2c7-0681-4d86-95cf-99bf1ed4c9fd","RelatedLandingPageId":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"71190b48-4b47-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2021-02-12 08:01:52","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 04:21:30","LeadConversionDate":"2021-02-12 08:01:52","StatusCode":"0","StatusReason":"6","DeletionStatusCode":"0","IsLead":"1","mx_Street1":null,"mx_Street2":null,"mx_City":"Mumbai","mx_State":null,"mx_Country":null,"mx_Zip":null,"LastModifiedOn":"2024-04-08 04:21:30","mx_AddToList_Trigger":"Executed","mx_Date_of_Birth":"2021-10-26 00:00:00","mx_Total_Bill":"15","mx_Amount":"1123","mx_Tax":null,"mx_Bill_Paid_Status":"yes","mx_auto_dateTime":null,"mx_DateTime":null,"mx_Cust_String_01":"test2","mx_Cust_String_02":null,"mx_Cust_Decimal_01":null,"mx_Cust_Decimal_02":null,"mx_Cust_Int_01":null,"mx_Cust_Int_02":null,"mx_SmokeSetUpString":null,"mx_SmokeSetUpBoolean":null,"mx_SmokeSetUpNumber":null,"mx_Date":null,"mx_Date_Time":null,"mx_Boolean_for_testing":"0","mx_priyanka_text":null,"mx_priyanka_number":null,"mx_Eligible":"Yes","mx_Product":"creditcards","mx_GST_Number":null,"mx_Blank_Dropdown_issue_check":"No","NotableEvent":"Modified","NotableEventdate":"2024-04-08 04:21:30","SourceReferrer":"","LastVisitDate":"2024-04-08 04:21:30","LeadAge":"1150","mx_cfs2":"b05faa1f-8ce8-11ed-9700-02e42c58c0d4","mx_Portal_IsPortalUser":null,"DoNotTrack":"0","DoNotSMS":"0","MailingPreferences":"1","QualityScore01":null,"TwitterId":null,"FacebookId":null,"LinkedInId":null,"SkypeId":null,"GTalkId":null,"GooglePlusId":null,"PhotoUrl":null,"CurrentOptInStatus":"Unknown","OptInDate":null,"OptInDetails":null,"LastOptInEmailSentDate":null,"ConversionReferrerURL":null,"SourceReferrerURL":null,"SourceIPAddress":null,"Latitude":null,"Longitude":null,"mx_delete_field1":null,"mx_field_dropdown":null,"mx_Auto_Multi":null,"mx_Cust_String1":null,"mx_lead_los":null,"mx_Test_Boolean_Field":"0","mx_Smoke_CFS":"b061085b-8ce8-11ed-9700-02e42c58c0d4","mx_Field3":null,"mx_PriyankaCFSDelete_check1":"8ac50607-7d0d-11ee-8292-02e42c58c0d4","LeadLastModifiedOn":"2024-04-08 04:21:30","OwnerIdName":"Mumbai2","OwnerIdEmailAddress":"Mumbai2.asm@lsqdev.in","Groups":"","CreatedByName":"Priyanka","ModifiedByName":"System","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Account_Fax":"","Account_Phone":"","Owner_FirstName":"Mumbai2","Owner_MiddleName":null,"Owner_LastName":"","Owner_EmailAddress":"Mumbai2.asm@lsqdev.in","Owner_FullName":"Mumbai2","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","Total":"1","CanUpdate":"true"}}

 

3. Activity Triggers

3.1 On Activity Added

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesYesNoNoNoYes

Sample Data –

{"ProspectActivityId":"39897aa9-13ca-498a-a69d-418766526ec2","RelatedProspectId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ActivityEvent":"207","ActivityEventName":"Act 1","ActivityType":"2","Score":0,"CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2024-04-08 13:00:00","Data":{"Note":"","ActivityEvent_Note":"","Status":"Active","Owner":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","mx_Custom_1":"","mx_Custom_2":"","mx_Custom_3":"{\"CustomObjectProspectActivityId\":\"1e1df20c-4f32-4718-8313-0d5f3d207136\",\"RelatedProspectActivityId\":\"39897aa9-13ca-498a-a69d-418766526ec2\",\"RelatedCustomObjectId\":\"f1ddc7f2-5a0c-11ed-9700-02e42c58c0d4\",\"RelatedProspectId\":\"325eb1ca-beed-48db-9a1e-f3b9abe963cd\",\"CustomObjectRelationType\":0,\"Note\":\"\",\"Status\":\"Pending\",\"Latitude\":null,\"Longitude\":null,\"FileStorageVersion\":-1,\"mx_CustomObject_1\":null,\"mx_CustomObject_2\":null,\"mx_CustomObject_3\":null,\"mx_CustomObject_4\":null,\"mx_CustomObject_5\":\"drop1\",\"mx_CustomObject_6\":null,\"mx_CustomObject_7\":null,\"mx_CustomObject_8\":null,\"mx_CustomObject_9\":null,\"mx_CustomObject_10\":null,\"mx_CustomObject_11\":null,\"mx_CustomObject_12\":null,\"mx_CustomObject_13\":null,\"mx_CustomObject_14\":null,\"mx_CustomObject_15\":null,\"mx_CustomObject_16\":null,\"mx_CustomObject_17\":null,\"mx_CustomObject_18\":null,\"mx_CustomObject_19\":null,\"mx_CustomObject_20\":null,\"mx_CustomObject_21\":null,\"mx_CustomObject_22\":null,\"mx_CustomObject_23\":null,\"mx_CustomObject_24\":null,\"mx_CustomObject_25\":null,\"mx_CustomObject_26\":null,\"mx_CustomObject_27\":null,\"mx_CustomObject_28\":null,\"mx_CustomObject_29\":null,\"mx_CustomObject_30\":null,\"mx_CustomObject_31\":null,\"mx_CustomObject_32\":null,\"mx_CustomObject_33\":null,\"mx_CustomObject_34\":null,\"mx_CustomObject_35\":null,\"mx_CustomObject_36\":null,\"mx_CustomObject_37\":null,\"mx_CustomObject_38\":null,\"mx_CustomObject_39\":null,\"mx_CustomObject_40\":null,\"mx_CustomObject_41\":null,\"mx_CustomObject_42\":null,\"mx_CustomObject_43\":null,\"mx_CustomObject_44\":null,\"mx_CustomObject_45\":null,\"mx_CustomObject_46\":null,\"mx_CustomObject_47\":null,\"mx_CustomObject_48\":null,\"mx_CustomObject_49\":null,\"mx_CustomObject_50\":null,\"mx_CustomObject_51\":null,\"mx_CustomObject_52\":null,\"mx_CustomObject_53\":null,\"mx_CustomObject_54\":null,\"mx_CustomObject_55\":null,\"mx_CustomObject_56\":null,\"mx_CustomObject_57\":null,\"mx_CustomObject_58\":null,\"mx_CustomObject_59\":null,\"mx_CustomObject_60\":null,\"mx_CustomObject_61\":null,\"mx_CustomObject_62\":null,\"mx_CustomObject_63\":null,\"mx_CustomObject_64\":null,\"mx_CustomObject_65\":null,\"mx_CustomObject_66\":null,\"mx_CustomObject_67\":null,\"mx_CustomObject_68\":null,\"mx_CustomObject_69\":null,\"mx_CustomObject_70\":null,\"mx_CustomObject_71\":null,\"mx_CustomObject_72\":null,\"mx_CustomObject_73\":null,\"mx_CustomObject_74\":null,\"mx_CustomObject_75\":null,\"mx_CustomObject_76\":null,\"mx_CustomObject_77\":null,\"mx_CustomObject_78\":null,\"mx_CustomObject_79\":null,\"mx_CustomObject_80\":null,\"mx_CustomObject_81\":null,\"mx_CustomObject_82\":null,\"mx_CustomObject_83\":null,\"mx_CustomObject_84\":null,\"mx_CustomObject_85\":null,\"mx_CustomObject_86\":null,\"mx_CustomObject_87\":null,\"mx_CustomObject_88\":null,\"mx_CustomObject_89\":null,\"mx_CustomObject_90\":null,\"mx_CustomObject_91\":null,\"mx_CustomObject_92\":null,\"mx_CustomObject_93\":null,\"mx_CustomObject_94\":null,\"mx_CustomObject_95\":null,\"mx_CustomObject_96\":null,\"mx_CustomObject_97\":null,\"mx_CustomObject_98\":null,\"mx_CustomObject_99\":null,\"mx_CustomObject_100\":null,\"CreatedOn\":\"2024-04-08T13:00:21\",\"CreatedBy\":\"c9bf96cd-4a64-11eb-9166-0a68392cb7c4\",\"ModifiedOn\":\"2024-04-08T13:00:21\",\"ModifiedBy\":\"c9bf96cd-4a64-11eb-9166-0a68392cb7c4\",\"ModifiedByName\":\"Priyanka \",\"ModifiedByEmail\":\"Priyanka.asm@lsqdev.in\",\"CreatedByName\":\"Priyanka \",\"CreatedByEmail\":\"Priyanka.asm@lsqdev.in\"}","mx_Custom_4":"{\"CustomObjectProspectActivityId\":\"3296f8f3-9cf2-4c4b-b806-d6fde323c5b9\",\"RelatedProspectActivityId\":\"39897aa9-13ca-498a-a69d-418766526ec2\",\"RelatedCustomObjectId\":\"f04250c8-9041-11ed-9700-02e42c58c0d4\",\"RelatedProspectId\":\"325eb1ca-beed-48db-9a1e-f3b9abe963cd\",\"CustomObjectRelationType\":0,\"Note\":\"\",\"Status\":\"Pending\",\"Latitude\":null,\"Longitude\":null,\"FileStorageVersion\":-1,\"mx_CustomObject_1\":null,\"mx_CustomObject_2\":null,\"mx_CustomObject_3\":null,\"mx_CustomObject_4\":null,\"mx_CustomObject_5\":null,\"mx_CustomObject_6\":null,\"mx_CustomObject_7\":null,\"mx_CustomObject_8\":null,\"mx_CustomObject_9\":null,\"mx_CustomObject_10\":null,\"mx_CustomObject_11\":null,\"mx_CustomObject_12\":null,\"mx_CustomObject_13\":null,\"mx_CustomObject_14\":null,\"mx_CustomObject_15\":null,\"mx_CustomObject_16\":null,\"mx_CustomObject_17\":null,\"mx_CustomObject_18\":null,\"mx_CustomObject_19\":null,\"mx_CustomObject_20\":null,\"mx_CustomObject_21\":null,\"mx_CustomObject_22\":null,\"mx_CustomObject_23\":null,\"mx_CustomObject_24\":null,\"mx_CustomObject_25\":null,\"mx_CustomObject_26\":null,\"mx_CustomObject_27\":null,\"mx_CustomObject_28\":null,\"mx_CustomObject_29\":null,\"mx_CustomObject_30\":null,\"mx_CustomObject_31\":null,\"mx_CustomObject_32\":null,\"mx_CustomObject_33\":null,\"mx_CustomObject_34\":null,\"mx_CustomObject_35\":null,\"mx_CustomObject_36\":null,\"mx_CustomObject_37\":null,\"mx_CustomObject_38\":null,\"mx_CustomObject_39\":null,\"mx_CustomObject_40\":null,\"mx_CustomObject_41\":null,\"mx_CustomObject_42\":null,\"mx_CustomObject_43\":null,\"mx_CustomObject_44\":null,\"mx_CustomObject_45\":null,\"mx_CustomObject_46\":null,\"mx_CustomObject_47\":null,\"mx_CustomObject_48\":null,\"mx_CustomObject_49\":null,\"mx_CustomObject_50\":null,\"mx_CustomObject_51\":null,\"mx_CustomObject_52\":null,\"mx_CustomObject_53\":null,\"mx_CustomObject_54\":null,\"mx_CustomObject_55\":null,\"mx_CustomObject_56\":null,\"mx_CustomObject_57\":null,\"mx_CustomObject_58\":null,\"mx_CustomObject_59\":null,\"mx_CustomObject_60\":null,\"mx_CustomObject_61\":null,\"mx_CustomObject_62\":null,\"mx_CustomObject_63\":null,\"mx_CustomObject_64\":null,\"mx_CustomObject_65\":null,\"mx_CustomObject_66\":null,\"mx_CustomObject_67\":null,\"mx_CustomObject_68\":null,\"mx_CustomObject_69\":null,\"mx_CustomObject_70\":null,\"mx_CustomObject_71\":null,\"mx_CustomObject_72\":null,\"mx_CustomObject_73\":null,\"mx_CustomObject_74\":null,\"mx_CustomObject_75\":null,\"mx_CustomObject_76\":null,\"mx_CustomObject_77\":null,\"mx_CustomObject_78\":null,\"mx_CustomObject_79\":null,\"mx_CustomObject_80\":null,\"mx_CustomObject_81\":null,\"mx_CustomObject_82\":null,\"mx_CustomObject_83\":null,\"mx_CustomObject_84\":null,\"mx_CustomObject_85\":null,\"mx_CustomObject_86\":null,\"mx_CustomObject_87\":null,\"mx_CustomObject_88\":null,\"mx_CustomObject_89\":null,\"mx_CustomObject_90\":null,\"mx_CustomObject_91\":null,\"mx_CustomObject_92\":null,\"mx_CustomObject_93\":null,\"mx_CustomObject_94\":null,\"mx_CustomObject_95\":null,\"mx_CustomObject_96\":null,\"mx_CustomObject_97\":null,\"mx_CustomObject_98\":null,\"mx_CustomObject_99\":null,\"mx_CustomObject_100\":null,\"CreatedOn\":\"2024-04-08T13:00:21\",\"CreatedBy\":\"c9bf96cd-4a64-11eb-9166-0a68392cb7c4\",\"ModifiedOn\":\"2024-04-08T13:00:21\",\"ModifiedBy\":\"c9bf96cd-4a64-11eb-9166-0a68392cb7c4\",\"ModifiedByName\":\"Priyanka \",\"ModifiedByEmail\":\"Priyanka.asm@lsqdev.in\",\"CreatedByName\":\"Priyanka \",\"CreatedByEmail\":\"Priyanka.asm@lsqdev.in\"}","mx_Custom_5":"0001-01-01 00:00:00","mx_Custom_6":"0001-01-01 00:00:00","mx_Custom_7":""},"Attachments":null,"Current":{"OptedOutDate":null,"ProspectActivityName_Min":null,"ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ProspectAutoId":"177184","FirstName":"PriyankaLappTest1","LastName":null,"EmailAddress":"PriyankaLappTest1@yopmail.com","Company":null,"Origin":"Quick Add Form","Phone":null,"Mobile":null,"Website":null,"TimeZone":null,"JobTitle":null,"Source":null,"SourceMedium":null,"Notes":null,"SourceCampaign":null,"SourceContent":null,"DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Prospect","Score":"5","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId":null,"ProspectActivityId_Min":"c59cdfd3-3081-42b6-b7be-664e7b2c98e4","ProspectActivityDate_Min":"2024-04-08 12:44:30","Web_Referrer":null,"Web_RefKeyword":null,"ProspectActivityId_Max":"39897aa9-13ca-498a-a69d-418766526ec2","ProspectActivityName_Max":"Act 1","ProspectActivityDate_Max":"2024-04-08 13:00:00","ImportTransactionId":null,"RelatedLandingPageId":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"05ecebdb-4b3e-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2024-04-08 12:43:57","ModifiedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","ModifiedOn":"2024-04-08 12:45:51","LeadConversionDate":"2024-04-08 12:43:57","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":"address1 updated","mx_Street2":null,"mx_City":null,"mx_State":null,"mx_Country":null,"mx_Zip":null,"LastModifiedOn":"2024-04-08 13:00:21","mx_AddToList_Trigger":null,"mx_Date_of_Birth":null,"mx_Total_Bill":null,"mx_Amount":null,"mx_Tax":null,"mx_Bill_Paid_Status":null,"mx_auto_dateTime":null,"mx_DateTime":null,"mx_Cust_String_01":null,"mx_Cust_String_02":null,"mx_Cust_Decimal_01":null,"mx_Cust_Decimal_02":null,"mx_Cust_Int_01":null,"mx_Cust_Int_02":null,"mx_SmokeSetUpString":null,"mx_SmokeSetUpBoolean":null,"mx_SmokeSetUpNumber":null,"mx_Date":null,"mx_Date_Time":null,"mx_Boolean_for_testing":"0","mx_priyanka_text":null,"mx_priyanka_number":null,"mx_Eligible":"Yes","mx_Product":"creditcards","mx_GST_Number":null,"mx_Blank_Dropdown_issue_check":"No","NotableEvent":"Act 1","NotableEventdate":"2024-04-08 13:00:00","SourceReferrer":"","LastVisitDate":"2024-04-08 13:00:00","LeadAge":"0","mx_cfs2":"eeca65ca-f5a5-11ee-99db-02a61b7dbd7d","mx_Portal_IsPortalUser":null,"DoNotTrack":"0","DoNotSMS":"0","MailingPreferences":null,"QualityScore01":null,"TwitterId":null,"FacebookId":null,"LinkedInId":null,"SkypeId":null,"GTalkId":null,"GooglePlusId":null,"PhotoUrl":null,"CurrentOptInStatus":"Unknown","OptInDate":null,"OptInDetails":null,"LastOptInEmailSentDate":null,"ConversionReferrerURL":null,"SourceReferrerURL":null,"SourceIPAddress":null,"Latitude":null,"Longitude":null,"mx_delete_field1":null,"mx_field_dropdown":null,"mx_Auto_Multi":null,"mx_Cust_String1":null,"mx_lead_los":null,"mx_Test_Boolean_Field":"0","mx_Smoke_CFS":"eecb4d89-f5a5-11ee-99db-02a61b7dbd7d","mx_Field3":null,"mx_PriyankaCFSDelete_check1":"eec7f82c-f5a5-11ee-99db-02a61b7dbd7d","LeadLastModifiedOn":"2024-04-08 13:00:21","OwnerIdName":"Mumbai1","OwnerIdEmailAddress":"Mumbai1.asm@lsqdev.in","Groups":"","CreatedByName":"Priyanka","ModifiedByName":"Priyanka","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Account_Fax":"","Account_Phone":"","Owner_FirstName":"Mumbai1","Owner_MiddleName":null,"Owner_LastName":"","Owner_EmailAddress":"Mumbai1.asm@lsqdev.in","Owner_FullName":"Mumbai1","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"Priyanka.asm@lsqdev.in","Total":"1","CanUpdate":"true"},"RelatedOpportunityEvent":null,"RelatedOpportunityId":null}

 

3.2 On Activity Updated

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesYesNoNoNoYes

Sample Data –

{"Before":{"ProspectActivityId":"39897aa9-13ca-498a-a69d-418766526ec2","RelatedProspectId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","ProspectAutoId":"177184","ActivityEvent":"207","ActivityType":"2","CreatedOn":"2024-04-08 13:00:00","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedByName":"Priyanka ","ActivityEvent_Note":"","ModifiedOn":"2024-04-08 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12432{mxnewline}India.","CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"Priyanka.asm@lsqdev.in","Total":"1","CanUpdate":"true"},"ChangedFields":[{"SchemaName":"ActivityEvent_Note","PreValue":"","PostValue":"notes added","DisplayName":"Notes"}]}

 

3.3 On Activity on Activity Added

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesYesNoNoNoYes

Sample Data –

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3.4 On Activity on Activity Updated

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesYesNoNoNoYes

Sample Data –

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3.5 Sub Automation

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesNoNoNoNoYes

 

4. Task Triggers

4.1 Task Create

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesNoYesNoNoYes

Sample Data –

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Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Name\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Location\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Priority\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Description\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"RelatedOpportunityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true}]}\",\"Color\":\"#c3cae9\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"","LeadId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityType":"Lead","DueDateUTCTime":"2024-04-08 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Francisco","Prospect_Account_State":"CA","Prospect_Account_Country":"India","Prospect_Account_Zip":"12432","Prospect_Account_Fax":"","Prospect_Account_Phone":"","Prospect_Owner_FirstName":"Mumbai1","Prospect_Owner_MiddleName":null,"Prospect_Owner_LastName":"","Prospect_Owner_EmailAddress":"Mumbai1.asm@lsqdev.in","Prospect_Owner_FullName":"Mumbai1","Prospect_Owner_TimeZone":"Asia/Kolkata","Prospect_Owner_AssociatedPhoneNumbers":"","Prospect_Org_ShortCode":"52092","Prospect_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Prospect_Total":"1","Prospect_CanUpdate":"true"},"Current":{"TaskId":"b3dcb66d-f5a9-11ee-99db-02a61b7dbd7d","TaskName":"LeadUpdat_Trigger: 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Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Name\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Location\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Priority\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Description\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"RelatedOpportunityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true}]}\",\"Color\":\"#c3cae9\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"","LeadId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityType":"Lead","DueDateUTCTime":"4/8/2024 1:30:00 PM","DueDateLocalTime":null,"ReminderInMinutes":"15","OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedByEmail":null,"CreatedOn":"4/8/2024 1:12:51 PM","EndDateUTCTime":"4/8/2024 2:00:00 PM","EndDateLocalTime":null,"Location":"","Latitude":null,"Longitude":null,"PercentCompleted":"0","Priority":"","mx_Custom_1":"","mx_Custom_2":"","mx_Custom_3":"","mx_Custom_4":"","mx_Custom_5":"","mx_Custom_6":"","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":""}}

 

4.2 Task Update

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesNoYesNoNoYes

Sample Data –

{"After":{"TaskId":"b3dcb66d-f5a9-11ee-99db-02a61b7dbd7d","Name":"LeadUpdat_Trigger: PriyankaLappTest1","Description":"Desc updated","RelatedEntity":"Lead","RelatedEntityId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","DueDate":"4/8/2024 1:30:00 PM","Reminder":"15","ReminderAcknowledged":"False","NotifyBy":"1000","StatusCode":"Open","StatusReason":"Open","OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","OwnerName":"Priyanka","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedByName":"Priyanka","CreatedOn":"4/8/2024 1:12:51 PM","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedByName":"Priyanka","ModifiedOn":"4/8/2024 1:12:51 PM","RelatedEntityIdName":"PriyankaLappTest1 ","CompletedOn":"1/1/0001 12:00:00 AM","UserTaskAutoId":"T122725","TaskType":"8d945086-4a82-11eb-9166-0a68392cb7c4","TaskTypeName":"LeadUpdat_Trigger","TaskTypeCategory":"Appointment","Validate":"False","CanUpdate":"True","SendCalenderInvite":"","TaskCompletedOn":"0001-01-01 00:00:00","Status":"Open","ValidateDate":"","OwnerEmailAddress":"Priyanka.asm@lsqdev.in","ExecutionDelay":"","RelatedEntityIdSchemaName":"Name","HasUpdatePermission":"True","HasDeletePermission":"True","TaskTypeId":"8d945086-4a82-11eb-9166-0a68392cb7c4","OrganiserCalendarInviteEmailAddress":"","Location":"","EndDate":"2024-04-08 14:00:00","PercentCompleted":"0","Priority":"","DueDateLocalTime":"","EndDateLocalTime":"","CompletedOnLocalTime":"","Latitude":"0","Longitude":"0","Category":"Appointment","ReminderBeforeDays":"0","ReminderTime":"","EffortEstimate":"","EffortEstimateUnit":"","HasMarkCompletePermission":"True","TimeZone":"Asia/Kolkata","RecurringTaskId":"","IsRecurring":"False","RelatedSubEntityId":"","RelatedSubEntityName":"","RelatedSubEntityEvent":"","RelatedSubEntityIsOpportunity":"False","RelatedSubEntityStatus":"","Distance":"0","CompletedBy":"","CompletedByName":"","EntityAccessInfo":"","RestrictOperationsOnOpportunity":"False","SendInvite":"","CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"Priyanka.asm@lsqdev.in","CompletedByEmail":"","StartedOn":"","TaskStartedOn":"","StartedOnLocalTime":"","TaskDuration":"0","LeadFields":"","Prospect_ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","Prospect_ProspectAutoId":"177184","Prospect_FirstName":"PriyankaLappTest1","Prospect_LastName":null,"Prospect_EmailAddress":"PriyankaLappTest1@yopmail.com","Prospect_Company":null,"Prospect_Origin":"Quick Add Form","Prospect_Phone":null,"Prospect_Mobile":null,"Prospect_Website":null,"Prospect_TimeZone":null,"Prospect_JobTitle":null,"Prospect_Source":null,"Prospect_SourceMedium":null,"Prospect_Notes":null,"Prospect_SourceCampaign":null,"Prospect_SourceContent":null,"Prospect_DoNotEmail":"0","Prospect_DoNotCall":"0","Prospect_ProspectStage":"Prospect","Prospect_Score":"5","Prospect_Revenue":null,"Prospect_EngagementScore":"0","Prospect_TotalVisits":null,"Prospect_PageViewsPerVisit":null,"Prospect_AvgTimePerVisit":null,"Prospect_RelatedProspectId":null,"Prospect_ProspectActivityId_Min":"c59cdfd3-3081-42b6-b7be-664e7b2c98e4","Prospect_ProspectActivityDate_Min":"4/8/2024 12:44:30 PM","Prospect_Web_Referrer":null,"Prospect_Web_RefKeyword":null,"Prospect_ProspectActivityId_Max":"39897aa9-13ca-498a-a69d-418766526ec2","Prospect_ProspectActivityName_Max":"Act 1","Prospect_ProspectActivityDate_Max":"4/8/2024 1:00:00 PM","Prospect_ImportTransactionId":null,"Prospect_RelatedLandingPageId":null,"Prospect_FirstLandingPageSubmissionId":null,"Prospect_FirstLandingPageSubmissionDate":null,"Prospect_OwnerId":"05ecebdb-4b3e-11eb-9166-0a68392cb7c4","Prospect_CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Prospect_CreatedOn":"4/8/2024 12:43:57 PM","Prospect_ModifiedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Prospect_ModifiedOn":"4/8/2024 12:45:51 PM","Prospect_LeadConversionDate":"4/8/2024 12:43:57 PM","Prospect_StatusCode":"0","Prospect_StatusReason":"0","Prospect_DeletionStatusCode":"0","Prospect_IsLead":"1","Prospect_mx_Street1":"address1 updated","Prospect_mx_Street2":null,"Prospect_mx_City":null,"Prospect_mx_State":null,"Prospect_mx_Country":null,"Prospect_mx_Zip":null,"Prospect_LastModifiedOn":"4/8/2024 1:00:21 PM","Prospect_mx_AddToList_Trigger":null,"Prospect_mx_Date_of_Birth":null,"Prospect_mx_Total_Bill":null,"Prospect_mx_Amount":null,"Prospect_mx_Tax":null,"Prospect_mx_Bill_Paid_Status":null,"Prospect_mx_auto_dateTime":null,"Prospect_mx_DateTime":null,"Prospect_mx_Cust_String_01":null,"Prospect_mx_Cust_String_02":null,"Prospect_mx_Cust_Decimal_01":null,"Prospect_mx_Cust_Decimal_02":null,"Prospect_mx_Cust_Int_01":null,"Prospect_mx_Cust_Int_02":null,"Prospect_mx_SmokeSetUpString":null,"Prospect_mx_SmokeSetUpBoolean":null,"Prospect_mx_SmokeSetUpNumber":null,"Prospect_mx_Date":null,"Prospect_mx_Date_Time":null,"Prospect_mx_Boolean_for_testing":"0","Prospect_mx_priyanka_text":null,"Prospect_mx_priyanka_number":null,"Prospect_mx_Eligible":"Yes","Prospect_mx_Product":"creditcards","Prospect_mx_GST_Number":null,"Prospect_mx_Blank_Dropdown_issue_check":"No","Prospect_NotableEvent":"Act 1","Prospect_NotableEventdate":"4/8/2024 1:00:00 PM","Prospect_SourceReferrer":"","Prospect_LastVisitDate":"4/8/2024 1:00:00 PM","Prospect_LeadAge":"0","Prospect_mx_cfs2":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\"}","Prospect_mx_Portal_IsPortalUser":null,"Prospect_DoNotTrack":"0","Prospect_DoNotSMS":"0","Prospect_MailingPreferences":null,"Prospect_QualityScore01":null,"Prospect_TwitterId":null,"Prospect_FacebookId":null,"Prospect_LinkedInId":null,"Prospect_SkypeId":null,"Prospect_GTalkId":null,"Prospect_GooglePlusId":null,"Prospect_PhotoUrl":null,"Prospect_CurrentOptInStatus":"Unknown","Prospect_OptInDate":null,"Prospect_OptInDetails":null,"Prospect_LastOptInEmailSentDate":null,"Prospect_ConversionReferrerURL":null,"Prospect_SourceReferrerURL":null,"Prospect_SourceIPAddress":null,"Prospect_Latitude":null,"Prospect_Longitude":null,"Prospect_mx_delete_field1":null,"Prospect_mx_field_dropdown":null,"Prospect_mx_Auto_Multi":null,"Prospect_mx_Cust_String1":null,"Prospect_mx_lead_los":null,"Prospect_mx_Test_Boolean_Field":"0","Prospect_mx_Smoke_CFS":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\"}","Prospect_mx_Field3":null,"Prospect_mx_PriyankaCFSDelete_check1":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\"}","Prospect_LeadLastModifiedOn":"4/8/2024 1:00:21 PM","Prospect_OwnerIdName":"Mumbai1","Prospect_OwnerIdEmailAddress":"Mumbai1.asm@lsqdev.in","Prospect_Groups":"","Prospect_CreatedByName":"Priyanka","Prospect_ModifiedByName":"Priyanka","Prospect_Account_CompanyName":"Automation_Smoke_Mumbai","Prospect_Account_ShortName":"asm","Prospect_Account_TimeZone":"Asia/Kolkata","Prospect_Account_Website":"www.knowprospect.com","Prospect_Account_Street1":"hello","Prospect_Account_Street2":"new","Prospect_Account_City":"San Francisco","Prospect_Account_State":"CA","Prospect_Account_Country":"India","Prospect_Account_Zip":"12432","Prospect_Account_Fax":"","Prospect_Account_Phone":"","Prospect_Owner_FirstName":"Mumbai1","Prospect_Owner_MiddleName":null,"Prospect_Owner_LastName":"","Prospect_Owner_EmailAddress":"Mumbai1.asm@lsqdev.in","Prospect_Owner_FullName":"Mumbai1","Prospect_Owner_TimeZone":"Asia/Kolkata","Prospect_Owner_AssociatedPhoneNumbers":"","Prospect_Org_ShortCode":"52092","Prospect_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Prospect_Total":"1","Prospect_CanUpdate":"true"},"Current":{"TaskId":"b3dcb66d-f5a9-11ee-99db-02a61b7dbd7d","TaskName":"LeadUpdat_Trigger: PriyankaLappTest1","TaskType":"8d945086-4a82-11eb-9166-0a68392cb7c4","TaskTypeConfiguration":"{\"Id\":\"8d945086-4a82-11eb-9166-0a68392cb7c4\",\"Name\":\"LeadUpdat_Trigger\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":false,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"30\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":5,\"IsDefault\":false,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"Priyanka\",\"CreatedOn\":\"2020-12-30T09:36:54Z\",\"ModifiedBy\":\"Priyanka\",\"ModifiedByEmail\":\"Priyanka.asm@lsqdev.in\",\"ModifiedOn\":\"2020-12-31T13:56:45Z\",\"ShowOrganiserCalendarInvite\":true,\"ShowOwnerCalendarInvite\":true,\"ShowLeadCalendarInvite\":true,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Name\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Location\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Priority\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Description\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"RelatedOpportunityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true}]}\",\"Color\":\"#c3cae9\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"Desc updated","LeadId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityType":"Lead","DueDateUTCTime":"4/8/2024 1:30:00 PM","DueDateLocalTime":null,"ReminderInMinutes":"15","OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedByEmail":null,"CreatedOn":"4/8/2024 1:12:51 PM","EndDateUTCTime":"4/8/2024 2:00:00 PM","EndDateLocalTime":null,"Location":"","Latitude":null,"Longitude":null,"PercentCompleted":"0","Priority":"","mx_Custom_1":"","mx_Custom_2":"","mx_Custom_3":"","mx_Custom_4":"","mx_Custom_5":"","mx_Custom_6":"","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":""}}

 

4.3 Task Reminder

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesNoYesNoNoYes

Sample Data – 

{"After":{"TaskId":"b3dcb66d-f5a9-11ee-99db-02a61b7dbd7d","TaskName":"LeadUpdat_Trigger: PriyankaLappTest1","TaskType":"{\"Id\":\"8d945086-4a82-11eb-9166-0a68392cb7c4\",\"Name\":\"LeadUpdat_Trigger\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":false,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"30\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":5,\"IsDefault\":false,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"Priyanka\",\"CreatedOn\":\"2020-12-30T09:36:54Z\",\"ModifiedBy\":\"Priyanka\",\"ModifiedByEmail\":\"Priyanka.asm@lsqdev.in\",\"ModifiedOn\":\"2020-12-31T13:56:45Z\",\"ShowOrganiserCalendarInvite\":true,\"ShowOwnerCalendarInvite\":true,\"ShowLeadCalendarInvite\":true,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Name\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Location\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Priority\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Description\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"RelatedOpportunityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true}]}\",\"Color\":\"#c3cae9\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"","LeadId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityType":"Lead","RelatedOpportunityId":"[{MXVAR_TaskAssociatedOpportunityId}]","RelatedOpportunityType":"[{MXVAR_TaskAssociatedOpportunityType}]","DueDateUTCTime":"2024-04-08 13:30:00","DueDateLocalTime":"2024-04-08 19:00:00","ReminderInMinutes":"15","ReminderBeforeDays":"","ReminderTimeUTC":"","OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","EndDateUTCTime":"2024-04-08 14:00:00","EndDateLocalTime":"2024-04-08 19:30:00","EffortEstimate":"","EffortEstimateUnit":"","Location":"","PercentCompleted":"0","Priority":"","mx_Custom_1":"","mx_Custom_2":"","mx_Custom_3":"","mx_Custom_4":"","mx_Custom_5":"","mx_Custom_6":"","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":"","Prospect_ProspectID":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","Prospect_ProspectAutoId":"177184","Prospect_FirstName":"PriyankaLappTest1","Prospect_LastName":null,"Prospect_EmailAddress":"PriyankaLappTest1@yopmail.com","Prospect_Company":null,"Prospect_Origin":"Quick Add Form","Prospect_Phone":null,"Prospect_Mobile":null,"Prospect_Website":null,"Prospect_TimeZone":null,"Prospect_JobTitle":null,"Prospect_Source":null,"Prospect_SourceMedium":null,"Prospect_Notes":null,"Prospect_SourceCampaign":null,"Prospect_SourceContent":null,"Prospect_DoNotEmail":"0","Prospect_DoNotCall":"0","Prospect_ProspectStage":"Prospect","Prospect_Score":"5","Prospect_Revenue":null,"Prospect_EngagementScore":"0","Prospect_TotalVisits":null,"Prospect_PageViewsPerVisit":null,"Prospect_AvgTimePerVisit":null,"Prospect_RelatedProspectId":null,"Prospect_ProspectActivityId_Min":"c59cdfd3-3081-42b6-b7be-664e7b2c98e4","Prospect_ProspectActivityDate_Min":"4/8/2024 12:44:30 PM","Prospect_Web_Referrer":null,"Prospect_Web_RefKeyword":null,"Prospect_ProspectActivityId_Max":"39897aa9-13ca-498a-a69d-418766526ec2","Prospect_ProspectActivityName_Max":"Act 1","Prospect_ProspectActivityDate_Max":"4/8/2024 1:00:00 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4.4 Task Complete

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesNoYesNoNoYes

Sample Data – 

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1:00:21 PM","Prospect_OwnerIdName":"Mumbai1","Prospect_OwnerIdEmailAddress":"Mumbai1.asm@lsqdev.in","Prospect_Groups":"","Prospect_CreatedByName":"Priyanka","Prospect_ModifiedByName":"Priyanka","Prospect_Account_CompanyName":"Automation_Smoke_Mumbai","Prospect_Account_ShortName":"asm","Prospect_Account_TimeZone":"Asia/Kolkata","Prospect_Account_Website":"www.knowprospect.com","Prospect_Account_Street1":"hello","Prospect_Account_Street2":"new","Prospect_Account_City":"San Francisco","Prospect_Account_State":"CA","Prospect_Account_Country":"India","Prospect_Account_Zip":"12432","Prospect_Account_Fax":"","Prospect_Account_Phone":"","Prospect_Owner_FirstName":"Mumbai1","Prospect_Owner_MiddleName":null,"Prospect_Owner_LastName":"","Prospect_Owner_EmailAddress":"Mumbai1.asm@lsqdev.in","Prospect_Owner_FullName":"Mumbai1","Prospect_Owner_TimeZone":"Asia/Kolkata","Prospect_Owner_AssociatedPhoneNumbers":"","Prospect_Org_ShortCode":"52092","Prospect_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Prospect_Total":"1","Prospect_CanUpdate":"true"},"Current":{"TaskId":"b3dcb66d-f5a9-11ee-99db-02a61b7dbd7d","TaskName":"LeadUpdat_Trigger: PriyankaLappTest1","TaskType":"8d945086-4a82-11eb-9166-0a68392cb7c4","TaskTypeConfiguration":"{\"Id\":\"8d945086-4a82-11eb-9166-0a68392cb7c4\",\"Name\":\"LeadUpdat_Trigger\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":false,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"30\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":5,\"IsDefault\":false,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"Priyanka\",\"CreatedOn\":\"2020-12-30T09:36:54Z\",\"ModifiedBy\":\"Priyanka\",\"ModifiedByEmail\":\"Priyanka.asm@lsqdev.in\",\"ModifiedOn\":\"2020-12-31T13:56:45Z\",\"ShowOrganiserCalendarInvite\":true,\"ShowOwnerCalendarInvite\":true,\"ShowLeadCalendarInvite\":true,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Name\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Location\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Priority\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Description\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"RelatedOpportunityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true}]}\",\"Color\":\"#c3cae9\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"Desc updated","LeadId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityId":"325eb1ca-beed-48db-9a1e-f3b9abe963cd","RelatedEntityType":"Lead","DueDateUTCTime":"4/8/2024 1:30:00 PM","DueDateLocalTime":null,"ReminderInMinutes":"15","OwnerId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedByEmail":null,"CreatedOn":"4/8/2024 1:12:51 PM","EndDateUTCTime":"4/8/2024 2:00:00 PM","EndDateLocalTime":null,"Location":"","Latitude":null,"Longitude":null,"PercentCompleted":"0","Priority":"","mx_Custom_1":"","mx_Custom_2":"","mx_Custom_3":"","mx_Custom_4":"","mx_Custom_5":"","mx_Custom_6":"","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":""}}

 

4.5 Sub Automation

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesNoYesNoNoYes

 

5. Opportunity Triggers

5.1 On Opportunity Added

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesNoNoYesNoYes

Sample Data –

{"ProspectActivityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","RelatedProspectId":"e56c7572-8884-4b6d-978a-5d8bd1256c31","ActivityEvent":"12000","ActivityEventName":"Opportunity","ActivityType":"2","Score":0,"CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","CreatedOn":"2024-04-08 14:26:00","Data":{"Note":"Test opp","ActivityEvent_Note":"Test opp","Status":"Open","Owner":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","mx_Custom_1":"DND_Yathish Lapp - Opportunity","mx_Custom_2":"Prospecting","mx_Custom_3":"Test opp","mx_Custom_20":"Test opp","mx_Custom_21":"Test opp","mx_Custom_22":"Test opp","mx_Custom_23":"Test opp","mx_Custom_5":"Test opp","mx_Custom_6":"100","mx_Custom_7":"","mx_Custom_8":"2024-04-08 14:26:00","mx_Custom_9":"0001-01-01 00:00:00","mx_Custom_10":"0d135fd7-4a64-11eb-9166-0a68392cb7c4","mx_Custom_11":"","mx_Custom_19":"","ModifiedOn":"2024-04-08 14:27:04","ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","CreatedOn":"2024-04-08 14:26:00","CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","mx_Custom_4":"2024-04-08 14:26:00","mx_Custom_12":"{\"CustomObjectProspectActivityId\":\"b2f1210a-7def-46f1-9b57-07708fa1035a\",\"RelatedProspectActivityId\":\"2892f53d-0bcf-45d1-be4d-c98af936560f\",\"RelatedCustomObjectId\":\"d62b3fc4-bcca-11ed-9700-02e42c58c0d4\",\"RelatedProspectId\":\"e56c7572-8884-4b6d-978a-5d8bd1256c31\",\"CustomObjectRelationType\":0,\"Note\":\"\",\"Status\":\"Pending\",\"Latitude\":null,\"Longitude\":null,\"FileStorageVersion\":-1,\"mx_CustomObject_1\":\"2024-04-01 14:26:00\",\"mx_CustomObject_2\":\"Test opp\",\"mx_CustomObject_3\":\"2024-04-08\",\"mx_CustomObject_4\":\"1\",\"mx_CustomObject_5\":\"1\",\"mx_CustomObject_6\":\"f87b307f-3a33-11ed-9700-02e42c58c0d4\",\"mx_CustomObject_7\":null,\"mx_CustomObject_8\":null,\"mx_CustomObject_9\":null,\"mx_CustomObject_10\":null,\"mx_CustomObject_11\":null,\"mx_CustomObject_12\":null,\"mx_CustomObject_13\":null,\"mx_CustomObject_14\":null,\"mx_CustomObject_15\":null,\"mx_CustomObject_16\":null,\"mx_CustomObject_17\":null,\"mx_CustomObject_18\":null,\"mx_CustomObject_19\":null,\"mx_CustomObject_20\":null,\"mx_CustomObject_21\":null,\"mx_CustomObject_22\":null,\"mx_CustomObject_23\":null,\"mx_CustomObject_24\":null,\"mx_CustomObject_25\":null,\"mx_CustomObject_26\":null,\"mx_CustomObject_27\":null,\"mx_CustomObject_28\":null,\"mx_CustomObject_29\":null,\"mx_CustomObject_30\":null,\"mx_CustomObject_31\":null,\"mx_CustomObject_32\":null,\"mx_CustomObject_33\":null,\"mx_CustomObject_34\":null,\"mx_CustomObject_35\":null,\"mx_CustomObject_36\":null,\"mx_CustomObject_37\":null,\"mx_CustomObject_38\":null,\"mx_CustomObject_39\":null,\"mx_CustomObject_40\":null,\"mx_CustomObject_41\":null,\"mx_CustomObject_42\":null,\"mx_CustomObject_43\":null,\"mx_CustomObject_44\":null,\"mx_CustomObject_45\":null,\"mx_CustomObject_46\":null,\"mx_CustomObject_47\":null,\"mx_CustomObject_48\":null,\"mx_CustomObject_49\":null,\"mx_CustomObject_50\":null,\"mx_CustomObject_51\":null,\"mx_CustomObject_52\":null,\"mx_CustomObject_53\":null,\"mx_CustomObject_54\":null,\"mx_CustomObject_55\":null,\"mx_CustomObject_56\":null,\"mx_CustomObject_57\":null,\"mx_CustomObject_58\":null,\"mx_CustomObject_59\":null,\"mx_CustomObject_60\":null,\"mx_CustomObject_61\":null,\"mx_CustomObject_62\":null,\"mx_CustomObject_63\":null,\"mx_CustomObject_64\":null,\"mx_CustomObject_65\":null,\"mx_CustomObject_66\":null,\"mx_CustomObject_67\":null,\"mx_CustomObject_68\":null,\"mx_CustomObject_69\":null,\"mx_CustomObject_70\":null,\"mx_CustomObject_71\":null,\"mx_CustomObject_72\":null,\"mx_CustomObject_73\":null,\"mx_CustomObject_74\":null,\"mx_CustomObject_75\":null,\"mx_CustomObject_76\":null,\"mx_CustomObject_77\":null,\"mx_CustomObject_78\":null,\"mx_CustomObject_79\":null,\"mx_CustomObject_80\":null,\"mx_CustomObject_81\":null,\"mx_CustomObject_82\":null,\"mx_CustomObject_83\":null,\"mx_CustomObject_84\":null,\"mx_CustomObject_85\":null,\"mx_CustomObject_86\":null,\"mx_CustomObject_87\":null,\"mx_CustomObject_88\":null,\"mx_CustomObject_89\":null,\"mx_CustomObject_90\":null,\"mx_CustomObject_91\":null,\"mx_CustomObject_92\":null,\"mx_CustomObject_93\":null,\"mx_CustomObject_94\":null,\"mx_CustomObject_95\":null,\"mx_CustomObject_96\":null,\"mx_CustomObject_97\":null,\"mx_CustomObject_98\":null,\"mx_CustomObject_99\":null,\"mx_CustomObject_100\":null,\"CreatedOn\":\"2024-04-08T14:27:05\",\"CreatedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedOn\":\"2024-04-08T14:27:05\",\"ModifiedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedByName\":\"Yathish \",\"ModifiedByEmail\":\"Yathish.MUM.Smoke.52092@lsqdev.in\",\"CreatedByName\":\"Yathish \",\"CreatedByEmail\":\"Yathish.MUM.Smoke.52092@lsqdev.in\"}"},"Attachments":null,"Current":{"OptedOutDate":null,"ProspectActivityName_Min":null,"ProspectID":"e56c7572-8884-4b6d-978a-5d8bd1256c31","ProspectAutoId":"177185","FirstName":"DND_Yathish Lapp Test","LastName":"LN","EmailAddress":"Testabc1@zz.com","Company":"abc","Origin":"Lead origin","Phone":"+91-9345345345","Mobile":"+91-9612361239","Website":"web1","TimeZone":null,"JobTitle":"test","Source":"Referral Sites","SourceMedium":"wewe","Notes":"Lead Notes","SourceCampaign":"Source Campaign","SourceContent":"sdd","DoNotEmail":"0","DoNotCall":"1","ProspectStage":"Prospect","Score":"0","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId":null,"ProspectActivityId_Min":"2892f53d-0bcf-45d1-be4d-c98af936560f","ProspectActivityDate_Min":"2024-04-08 14:26:00","Web_Referrer":null,"Web_RefKeyword":null,"ProspectActivityId_Max":"2892f53d-0bcf-45d1-be4d-c98af936560f","ProspectActivityName_Max":"Opportunity","ProspectActivityDate_Max":"2024-04-08 14:26:00","ImportTransactionId":null,"RelatedLandingPageId":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","CreatedOn":"2024-04-08 14:21:25","ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","ModifiedOn":"2024-04-08 14:21:25","LeadConversionDate":"2024-04-08 14:21:25","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":"sads","mx_Street2":"Address 2","mx_City":"Blr","mx_State":"Karnataka","mx_Country":"Albania","mx_Zip":"dsds","LastModifiedOn":"2024-04-08 14:27:05","mx_AddToList_Trigger":"test","mx_Date_of_Birth":"2024-04-08 00:00:00","mx_Total_Bill":"1","mx_Amount":"1","mx_Tax":"1","mx_Bill_Paid_Status":"test","mx_auto_dateTime":"14:18:00","mx_DateTime":"2024-04-08 00:00:00","mx_Cust_String_01":"test","mx_Cust_String_02":"test","mx_Cust_Decimal_01":"1.00","mx_Cust_Decimal_02":"1.00","mx_Cust_Int_01":"1","mx_Cust_Int_02":"1","mx_SmokeSetUpString":"test","mx_SmokeSetUpBoolean":"test","mx_SmokeSetUpNumber":"1","mx_Date":"2024-04-08 00:00:00","mx_Date_Time":"2024-04-08 14:17:00","mx_Boolean_for_testing":"1","mx_priyanka_text":"test","mx_priyanka_number":"1","mx_Eligible":"Yes","mx_Product":"creditcards","mx_GST_Number":"1","mx_Blank_Dropdown_issue_check":"No","NotableEvent":"Opportunity","NotableEventdate":"2024-04-08 14:26:00","SourceReferrer":null,"LastVisitDate":"2024-04-08 14:26:00","LeadAge":"0","mx_cfs2":"4873e95b-f5b3-11ee-99db-02a61b7dbd7d","mx_Portal_IsPortalUser":null,"DoNotTrack":"0","DoNotSMS":"1","MailingPreferences":null,"QualityScore01":null,"TwitterId":null,"FacebookId":null,"LinkedInId":null,"SkypeId":null,"GTalkId":null,"GooglePlusId":null,"PhotoUrl":null,"CurrentOptInStatus":"Unknown","OptInDate":null,"OptInDetails":null,"LastOptInEmailSentDate":null,"ConversionReferrerURL":null,"SourceReferrerURL":null,"SourceIPAddress":null,"Latitude":null,"Longitude":null,"mx_delete_field1":null,"mx_field_dropdown":"Cold","mx_Auto_Multi":"Auto_Multi;Auto_Multi1","mx_Cust_String1":"test","mx_lead_los":"Option10","mx_Test_Boolean_Field":"1","mx_Smoke_CFS":"48743ce8-f5b3-11ee-99db-02a61b7dbd7d","mx_Field3":null,"mx_PriyankaCFSDelete_check1":"4872c50c-f5b3-11ee-99db-02a61b7dbd7d","LeadLastModifiedOn":"2024-04-08 14:27:05","OwnerIdName":"Yathish","OwnerIdEmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Groups":"","CreatedByName":"Yathish","ModifiedByName":"Yathish","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Account_Fax":"","Account_Phone":"","Owner_FirstName":"Yathish","Owner_MiddleName":null,"Owner_LastName":"","Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Owner_FullName":"Yathish","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","CreatedByEmail":"Yathish.MUM.Smoke.52092@lsqdev.in","ModifiedByEmail":"Yathish.MUM.Smoke.52092@lsqdev.in","Total":"1","CanUpdate":"true"},"RelatedOpportunityEvent":null,"RelatedOpportunityId":null}

 

5.2 On Opportunity Updated

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesNoNoYesNoYes

Sample Data –

{"Before":{"ProspectActivityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","RelatedProspectId":"e56c7572-8884-4b6d-978a-5d8bd1256c31","ProspectAutoId":"177185","ActivityEvent":"12000","ActivityType":"2","CreatedOn":"4/8/2024 2:26:00 PM","CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","CreatedByName":"Yathish ","ActivityEvent_Note":"Test opp","ModifiedOn":"4/8/2024 2:27:04 PM","ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","ModifiedByName":"Yathish","Status":"Open","Owner":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","mx_Custom_1":"DND_Yathish Lapp - Opportunity","mx_Custom_2":"Prospecting","mx_Custom_3":"Test opp","mx_Custom_20":"Test opp","mx_Custom_21":"Test opp","mx_Custom_22":"Test opp","mx_Custom_23":"Test opp","mx_Custom_5":"Test opp","mx_Custom_6":"100","mx_Custom_7":"","mx_Custom_8":"2024-04-08 14:26:00","mx_Custom_9":"","mx_Custom_10":"0d135fd7-4a64-11eb-9166-0a68392cb7c4","mx_Custom_11":"","mx_Custom_19":"","mx_Custom_4":"2024-04-08 14:26:00","mx_Custom_12":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"2024-04-01 14:26:00\",\"mx_CustomObject_2\":\"Test opp\",\"mx_CustomObject_3\":\"2024-04-08\",\"mx_CustomObject_4\":\"1\",\"mx_CustomObject_5\":\"1\",\"mx_CustomObject_6\":\"f87b307f-3a33-11ed-9700-02e42c58c0d4\"}","Activity_Score":"0","Activity_CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Activity_CreatedOn":"2024-04-08 14:26:00","Name":"Opportunity","SessionTrafficSource":null,"Activity_ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Activity_ModifiedOn":"4/8/2024 2:31:28 PM","ProspectActivityAutoId":"356373","IsLandingPage":"0","RelatedLandingPageId":null,"Web_PageName":null,"Web_PageHash":null,"Web_PageTitle":null,"Web_PageURL":null,"Web_Referrer":null,"Web_RefKeyword":null,"RelatedCampaignActivityId":null,"RelatedCampaignActivityRecordId":null,"LandingPageName":null,"EmailCampaignName":null,"EmailType":null,"EmailObjectId":null,"EmailObjectType":null,"EmailFrom":null,"EmailSubject":null,"Activity_Owner_FirstName":"Yathish","Activity_Owner_MiddleName":null,"Activity_Owner_LastName":"","Activity_Owner_FullName":"Yathish ","Activity_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Activity_Owner_TimeZone":"Asia/Kolkata","Activity_Owner_AssociatedPhoneNumbers":"","ProspectID":"e56c7572-8884-4b6d-978a-5d8bd1256c31","FirstName":"DND_Yathish Lapp Test","LastName":"LN","EmailAddress":"Testabc1@zz.com","Company":"abc","Origin":"Lead origin","Phone":"+91-9345345345","Mobile":"+91-9612361239","Website":"web1","TimeZone":null,"JobTitle":"test","Source":"Referral Sites","SourceMedium":"wewe","Notes":"Lead Notes","SourceCampaign":"Source Campaign","SourceContent":"sdd","DoNotEmail":"0","DoNotCall":"1","ProspectStage":"Prospect","Score":"0","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId1":null,"ProspectActivityId_Min":"2892f53d-0bcf-45d1-be4d-c98af936560f","ProspectActivityDate_Min":"2024-04-08 14:26:00","Web_Referrer1":null,"Web_RefKeyword1":null,"ProspectActivityId_Max":"2892f53d-0bcf-45d1-be4d-c98af936560f","ProspectActivityName_Max":"Opportunity","ProspectActivityDate_Max":"2024-04-08 14:26:00","ImportTransactionId":null,"RelatedLandingPageId1":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","LeadConversionDate":"2024-04-08 14:21:25","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":"sads","mx_Street2":"Address 2","mx_City":"Blr","mx_State":"Karnataka","mx_Country":"Albania","mx_Zip":"dsds","LastModifiedOn":"2024-04-08 14:27:05","mx_AddToList_Trigger":"test","mx_Date_of_Birth":"2024-04-08 00:00:00","mx_Total_Bill":"1","mx_Amount":"1","mx_Tax":"1","mx_Bill_Paid_Status":"test","mx_auto_dateTime":"14:18:00","mx_DateTime":"2024-04-08 00:00:00","mx_Cust_String_01":"test","mx_Cust_String_02":"test","mx_Cust_Decimal_01":"1.00","mx_Cust_Decimal_02":"1.00","mx_Cust_Int_01":"1","mx_Cust_Int_02":"1","mx_SmokeSetUpString":"test","mx_SmokeSetUpBoolean":"test","mx_SmokeSetUpNumber":"1","mx_Date":"2024-04-08 00:00:00","mx_Date_Time":"2024-04-08 14:17:00","mx_Boolean_for_testing":"1","mx_priyanka_text":"test","mx_priyanka_number":"1","mx_Eligible":"Yes","mx_Product":"creditcards","mx_GST_Number":"1","mx_Blank_Dropdown_issue_check":"No","NotableEvent":"Opportunity","NotableEventdate":"2024-04-08 14:26:00","SourceReferrer":null,"LastVisitDate":"2024-04-08 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5.3 On Activity Added on Opportunity

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesYesNoYesNoYes

Sample Data –

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","Opportunity_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Opportunity_Owner_TimeZone":"Asia/Kolkata","Opportunity_Owner_AssociatedPhoneNumbers":"","Opportunity_RelatedProspectId1":"","Opportunity_Web_Referrer1":"","Opportunity_Web_RefKeyword1":"","Opportunity_ImportTransactionId":"","Opportunity_RelatedLandingPageId1":"","Opportunity_IsLead":"1","Opportunity_LastModifiedOn":"2024-04-08 14:34:58","Opportunity_Account_CompanyName":"Automation_Smoke_Mumbai","Opportunity_Account_ShortName":"asm","Opportunity_Account_TimeZone":"Asia/Kolkata","Opportunity_Account_Website":"www.knowprospect.com","Opportunity_Account_Street1":"hello","Opportunity_Account_Street2":"new","Opportunity_Account_City":"San 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2:27:05 PM\",\"CreatedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedOn\":\"4/8/2024 2:27:05 PM\",\"ModifiedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedByName\":\"Yathish \",\"CreatedByName\":\"Yathish \"}","Opportunity_mx_Custom_13":"","Opportunity_mx_Custom_14":"","Opportunity_mx_Custom_15":"","Opportunity_mx_Custom_16":"","Opportunity_mx_Custom_17":"","Opportunity_mx_Custom_18":"","Opportunity_mx_Custom_19":"","Opportunity_mx_Custom_20":"Test opp","Opportunity_mx_Custom_21":"Test opp","Opportunity_mx_Custom_22":"Test opp","Opportunity_mx_Custom_23":"Test 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5.4 On Activity Updated on Opportunity

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesYesNoYesNoYes

Sample Data – 

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PM","ProspectActivityAutoId":"356374","IsLandingPage":"0","RelatedLandingPageId":null,"Web_PageName":null,"Web_PageHash":null,"Web_PageTitle":null,"Web_PageURL":null,"Web_Referrer":null,"Web_RefKeyword":null,"RelatedCampaignActivityId":null,"RelatedCampaignActivityRecordId":null,"LandingPageName":null,"EmailCampaignName":null,"EmailType":null,"EmailObjectId":null,"EmailObjectType":null,"EmailFrom":null,"EmailSubject":null,"Activity_Owner_FirstName":"Yathish","Activity_Owner_MiddleName":null,"Activity_Owner_LastName":"","Activity_Owner_FullName":"Yathish ","Activity_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Activity_Owner_TimeZone":"Asia/Kolkata","Activity_Owner_AssociatedPhoneNumbers":"","ProspectID":"e56c7572-8884-4b6d-978a-5d8bd1256c31","ProspectAutoId":"177185","FirstName":"DND_Yathish Lapp Test","LastName":"LN","EmailAddress":"Testabc1@zz.com","Company":"abc","Origin":"Lead origin","Phone":"+91-9345345345","Mobile":"+91-9612361239","Website":"web1","TimeZone":null,"JobTitle":"test","Source":"Referral Sites","SourceMedium":"wewe","Notes":"Lead Notes","SourceCampaign":"Source Campaign","SourceContent":"sdd","DoNotEmail":"0","DoNotCall":"1","ProspectStage":"Prospect","Score":"0","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId1":null,"ProspectActivityId_Min":"2892f53d-0bcf-45d1-be4d-c98af936560f","ProspectActivityDate_Min":"2024-04-08 14:26:00","Web_Referrer1":null,"Web_RefKeyword1":null,"ProspectActivityId_Max":"03bf7021-b86c-4dce-ba5b-0ab142cfe751","ProspectActivityName_Max":"CustAct01","ProspectActivityDate_Max":"2024-04-08 14:34:00","ImportTransactionId":null,"RelatedLandingPageId1":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","CreatedOn":"2024-04-08 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14:17:00","mx_Boolean_for_testing":"1","mx_priyanka_text":"test","mx_priyanka_number":"1","mx_Eligible":"Yes","mx_Product":"creditcards","mx_GST_Number":"1","mx_Blank_Dropdown_issue_check":"No","NotableEvent":"CustAct01","NotableEventdate":"2024-04-08 14:34:00","SourceReferrer":null,"LastVisitDate":"2024-04-08 14:34:00","LeadAge":"0","mx_cfs2":"4873e95b-f5b3-11ee-99db-02a61b7dbd7d","mx_Portal_IsPortalUser":null,"DoNotTrack":"0","DoNotSMS":"1","MailingPreferences":null,"QualityScore01":null,"TwitterId":null,"FacebookId":null,"LinkedInId":null,"SkypeId":null,"GTalkId":null,"GooglePlusId":null,"PhotoUrl":null,"CurrentOptInStatus":"Unknown","OptInDate":null,"OptInDetails":null,"LastOptInEmailSentDate":null,"ConversionReferrerURL":null,"SourceReferrerURL":null,"SourceIPAddress":null,"Latitude":null,"Longitude":null,"mx_delete_field1":null,"mx_field_dropdown":"Cold","mx_Auto_Multi":"Auto_Multi;Auto_Multi1","mx_Cust_String1":"test","mx_lead_los":"Option10","mx_Test_Boolean_Field":"1","mx_Smoke_CFS":"48743ce8-f5b3-11ee-99db-02a61b7dbd7d","mx_Field3":null,"mx_PriyankaCFSDelete_check1":"4872c50c-f5b3-11ee-99db-02a61b7dbd7d","LeadLastModifiedOn":"2024-04-08 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2:34:58 PM\",\"CreatedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedOn\":\"4/8/2024 2:34:58 PM\",\"ModifiedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedByName\":\"Yathish \",\"CreatedByName\":\"Yathish 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14:26:00","Opportunity_mx_Custom_9":null,"Opportunity_mx_Custom_10":"0d135fd7-4a64-11eb-9166-0a68392cb7c4","Opportunity_mx_Custom_11":null,"Opportunity_mx_Custom_12":"{\"CustomObjectProspectActivityId\":\"b2f1210a-7def-46f1-9b57-07708fa1035a\",\"RelatedProspectActivityId\":\"2892f53d-0bcf-45d1-be4d-c98af936560f\",\"RelatedCustomObjectId\":\"d62b3fc4-bcca-11ed-9700-02e42c58c0d4\",\"RelatedProspectId\":\"e56c7572-8884-4b6d-978a-5d8bd1256c31\",\"CustomObjectRelationType\":\"0\",\"Note\":\"\",\"Status\":\"Pending\",\"Latitude\":\"\",\"Longitude\":\"\",\"FileStorageVersion\":\"-1\",\"mx_CustomObject_1\":\"2024-04-01 14:26:00\",\"mx_CustomObject_2\":\"Test 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2:27:05 PM\",\"CreatedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedOn\":\"4/8/2024 2:27:05 PM\",\"ModifiedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedByName\":\"Yathish \",\"CreatedByName\":\"Yathish \"}","Opportunity_mx_Custom_13":null,"Opportunity_mx_Custom_14":null,"Opportunity_mx_Custom_15":null,"Opportunity_mx_Custom_16":null,"Opportunity_mx_Custom_17":null,"Opportunity_mx_Custom_18":null,"Opportunity_mx_Custom_19":null,"Opportunity_mx_Custom_20":"Test opp","Opportunity_mx_Custom_21":"Test opp","Opportunity_mx_Custom_22":"Test opp","Opportunity_mx_Custom_23":"Test 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5.5 On Opportunity Task Created

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesNoYesYesNoYes

Sample Data –

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","Opportunity_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Opportunity_Owner_TimeZone":"Asia/Kolkata","Opportunity_Owner_AssociatedPhoneNumbers":"","Opportunity_RelatedProspectId1":null,"Opportunity_Web_Referrer1":null,"Opportunity_Web_RefKeyword1":null,"Opportunity_RelatedLandingPageId1":null,"Opportunity_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Opportunity_mx_Custom_1":"DND_Yathish Lapp - Opportunity","Opportunity_mx_Custom_2":"Prospecting","Opportunity_mx_Custom_3":"Test opp","Opportunity_mx_Custom_4":"2024-04-08 14:26:00","Opportunity_mx_Custom_5":"Test opp 1","Opportunity_mx_Custom_6":"100","Opportunity_mx_Custom_7":null,"Opportunity_mx_Custom_8":"2024-04-08 14:26:00","Opportunity_mx_Custom_9":null,"Opportunity_mx_Custom_10":"0d135fd7-4a64-11eb-9166-0a68392cb7c4","Opportunity_mx_Custom_11":null,"Opportunity_mx_Custom_12":"{\"CustomObjectProspectActivityId\":\"b2f1210a-7def-46f1-9b57-07708fa1035a\",\"RelatedProspectActivityId\":\"2892f53d-0bcf-45d1-be4d-c98af936560f\",\"RelatedCustomObjectId\":\"d62b3fc4-bcca-11ed-9700-02e42c58c0d4\",\"RelatedProspectId\":\"e56c7572-8884-4b6d-978a-5d8bd1256c31\",\"CustomObjectRelationType\":\"0\",\"Note\":\"\",\"Status\":\"Pending\",\"Latitude\":\"\",\"Longitude\":\"\",\"FileStorageVersion\":\"-1\",\"mx_CustomObject_1\":\"2024-04-01 14:26:00\",\"mx_CustomObject_2\":\"Test 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2:27:05 PM\",\"CreatedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedOn\":\"4/8/2024 2:27:05 PM\",\"ModifiedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedByName\":\"Yathish \",\"CreatedByName\":\"Yathish \"}","Opportunity_mx_Custom_13":null,"Opportunity_mx_Custom_14":null,"Opportunity_mx_Custom_15":null,"Opportunity_mx_Custom_16":null,"Opportunity_mx_Custom_17":null,"Opportunity_mx_Custom_18":null,"Opportunity_mx_Custom_19":null,"Opportunity_mx_Custom_20":"Test opp","Opportunity_mx_Custom_21":"Test opp","Opportunity_mx_Custom_22":"Test opp","Opportunity_mx_Custom_23":"Test 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PM","Prospect_Web_Referrer":null,"Prospect_Web_RefKeyword":null,"Prospect_ProspectActivityId_Max":"03bf7021-b86c-4dce-ba5b-0ab142cfe751","Prospect_ProspectActivityName_Max":"CustAct01","Prospect_ProspectActivityDate_Max":"4/8/2024 2:34:00 PM","Prospect_ImportTransactionId":null,"Prospect_RelatedLandingPageId":null,"Prospect_FirstLandingPageSubmissionId":null,"Prospect_FirstLandingPageSubmissionDate":null,"Prospect_OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_CreatedOn":"4/8/2024 2:21:25 PM","Prospect_ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_ModifiedOn":"4/8/2024 2:21:25 PM","Prospect_LeadConversionDate":"4/8/2024 2:21:25 PM","Prospect_StatusCode":"0","Prospect_StatusReason":"0","Prospect_DeletionStatusCode":"0","Prospect_IsLead":"1","Prospect_mx_Street1":"sads","Prospect_mx_Street2":"Address 2","Prospect_mx_City":"Blr","Prospect_mx_State":"Karnataka","Prospect_mx_Country":"Albania","Prospect_mx_Zip":"dsds","Prospect_LastModifiedOn":"4/8/2024 2:34:58 PM","Prospect_mx_AddToList_Trigger":"test","Prospect_mx_Date_of_Birth":"4/8/2024 12:00:00 AM","Prospect_mx_Total_Bill":"1","Prospect_mx_Amount":"1","Prospect_mx_Tax":"1","Prospect_mx_Bill_Paid_Status":"test","Prospect_mx_auto_dateTime":"14:18:00","Prospect_mx_DateTime":"4/8/2024 12:00:00 AM","Prospect_mx_Cust_String_01":"test","Prospect_mx_Cust_String_02":"test","Prospect_mx_Cust_Decimal_01":"1.00","Prospect_mx_Cust_Decimal_02":"1.00","Prospect_mx_Cust_Int_01":"1","Prospect_mx_Cust_Int_02":"1","Prospect_mx_SmokeSetUpString":"test","Prospect_mx_SmokeSetUpBoolean":"test","Prospect_mx_SmokeSetUpNumber":"1","Prospect_mx_Date":"4/8/2024 12:00:00 AM","Prospect_mx_Date_Time":"4/8/2024 2:17:00 PM","Prospect_mx_Boolean_for_testing":"1","Prospect_mx_priyanka_text":"test","Prospect_mx_priyanka_number":"1","Prospect_mx_Eligible":"Yes","Prospect_mx_Product":"creditcards","Prospect_mx_GST_Number":"1","Prospect_mx_Blank_Dropdown_issue_check":"No","Prospect_NotableEvent":"CustAct01","Prospect_NotableEventdate":"4/8/2024 2:34:00 PM","Prospect_SourceReferrer":null,"Prospect_LastVisitDate":"4/8/2024 2:34:00 PM","Prospect_LeadAge":"0","Prospect_mx_cfs2":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"CFS2\",\"mx_CustomObject_2\":\"1\",\"mx_CustomObject_3\":\"2024-04-08 14:17:00\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"a36c1ffe-1fb6-11ee-8292-02e42c58c0d4\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"Aadhar_Child11\",\"mx_CustomObject_9\":\"test\",\"mx_CustomObject_10\":\"2024-04-08 00:00:00\",\"mx_CustomObject_11\":\"2024-04-08 14:17:00\"}","Prospect_mx_Portal_IsPortalUser":null,"Prospect_DoNotTrack":"0","Prospect_DoNotSMS":"1","Prospect_MailingPreferences":null,"Prospect_QualityScore01":null,"Prospect_TwitterId":null,"Prospect_FacebookId":null,"Prospect_LinkedInId":null,"Prospect_SkypeId":null,"Prospect_GTalkId":null,"Prospect_GooglePlusId":null,"Prospect_PhotoUrl":null,"Prospect_CurrentOptInStatus":"Unknown","Prospect_OptInDate":null,"Prospect_OptInDetails":null,"Prospect_LastOptInEmailSentDate":null,"Prospect_ConversionReferrerURL":null,"Prospect_SourceReferrerURL":null,"Prospect_SourceIPAddress":null,"Prospect_Latitude":null,"Prospect_Longitude":null,"Prospect_mx_delete_field1":null,"Prospect_mx_field_dropdown":"Cold","Prospect_mx_Auto_Multi":"Auto_Multi;Auto_Multi1","Prospect_mx_Cust_String1":"test","Prospect_mx_lead_los":"Option10","Prospect_mx_Test_Boolean_Field":"1","Prospect_mx_Smoke_CFS":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"test\",\"mx_CustomObject_2\":\"1\",\"mx_CustomObject_3\":\"2024-04-08 14:17:00\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"Aadhar_Child11\",\"mx_CustomObject_9\":\"test\",\"mx_CustomObject_10\":\"test\",\"mx_CustomObject_11\":\"test\"}","Prospect_mx_Field3":null,"Prospect_mx_PriyankaCFSDelete_check1":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\"}","Prospect_LeadLastModifiedOn":"4/8/2024 2:34:58 PM","Prospect_OwnerIdName":"Yathish","Prospect_OwnerIdEmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Groups":"","Prospect_CreatedByName":"Yathish","Prospect_ModifiedByName":"Yathish","Prospect_Account_CompanyName":"Automation_Smoke_Mumbai","Prospect_Account_ShortName":"asm","Prospect_Account_TimeZone":"Asia/Kolkata","Prospect_Account_Website":"www.knowprospect.com","Prospect_Account_Street1":"hello","Prospect_Account_Street2":"new","Prospect_Account_City":"San Francisco","Prospect_Account_State":"CA","Prospect_Account_Country":"India","Prospect_Account_Zip":"12432","Prospect_Account_Fax":"","Prospect_Account_Phone":"","Prospect_Owner_FirstName":"Yathish","Prospect_Owner_MiddleName":null,"Prospect_Owner_LastName":"","Prospect_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Owner_FullName":"Yathish","Prospect_Owner_TimeZone":"Asia/Kolkata","Prospect_Owner_AssociatedPhoneNumbers":"","Prospect_Org_ShortCode":"52092","Prospect_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Prospect_Total":"1","Prospect_CanUpdate":"true"}

 

5.6 On Opportunity Task Complete

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesNoYesYesNoYes

Sample Data –

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invitation.</p><spanclass=\\\"mx-html-variable\\\"unselectable=\\\"on\\\">@{TaskOrganiser:Signature ,}</span>&nbsp;<br/>\",\"Subject\":null,\"IsSent\":null},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":true,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":true,\"Status\":{\"Label\":\"Meeting Status\",\"Values\":[{\"Text\":\"Joined Meeting\",\"IsDefault\":true}]}},\"Duration\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":2,\"IsDefault\":true,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":null,\"CreatedOn\":\"2020-12-30T05:58:34\",\"ModifiedBy\":null,\"ModifiedByEmail\":null,\"ModifiedOn\":\"2020-12-30T06:30:43\",\"ShowOrganiserCalendarInvite\":null,\"ShowOwnerCalendarInvite\":null,\"ShowLeadCalendarInvite\":null,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Name\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Location\\\",\\\"ColSpan\\\":1},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"ColSpan\\\":1},{\\\"SchemaName\\\":\\\"Description\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"ColSpan\\\":2}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"Priority\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"ColSpan\\\":1}]}\",\"Color\":\"#F8BBD0\",\"Category\":0,\"OpenCompletedTasks\":true}","Opportunity_Web_PageHash":null,"RelatedEntityId":"e56c7572-8884-4b6d-978a-5d8bd1256c31","TimeZone":"Asia/Kolkata","DueDate":"4/8/2024 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14:17:00\"}","Prospect_mx_Portal_IsPortalUser":null,"Prospect_DoNotTrack":"0","Prospect_DoNotSMS":"1","Prospect_MailingPreferences":null,"Prospect_QualityScore01":null,"Prospect_TwitterId":null,"Prospect_FacebookId":null,"Prospect_LinkedInId":null,"Prospect_SkypeId":null,"Prospect_GTalkId":null,"Prospect_GooglePlusId":null,"Prospect_PhotoUrl":null,"Prospect_CurrentOptInStatus":"Unknown","Prospect_OptInDate":null,"Prospect_OptInDetails":null,"Prospect_LastOptInEmailSentDate":null,"Prospect_ConversionReferrerURL":null,"Prospect_SourceReferrerURL":null,"Prospect_SourceIPAddress":null,"Prospect_Latitude":null,"Prospect_Longitude":null,"Prospect_mx_delete_field1":null,"Prospect_mx_field_dropdown":"Cold","Prospect_mx_Auto_Multi":"Auto_Multi;Auto_Multi1","Prospect_mx_Cust_String1":"test","Prospect_mx_lead_los":"Option10","Prospect_mx_Test_Boolean_Field":"1","Prospect_mx_Smoke_CFS":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"test\",\"mx_CustomObject_2\":\"1\",\"mx_CustomObject_3\":\"2024-04-08 14:17:00\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"Aadhar_Child11\",\"mx_CustomObject_9\":\"test\",\"mx_CustomObject_10\":\"test\",\"mx_CustomObject_11\":\"test\"}","Prospect_mx_Field3":null,"Prospect_mx_PriyankaCFSDelete_check1":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\"}","Prospect_LeadLastModifiedOn":"4/8/2024 2:34:58 PM","Prospect_OwnerIdName":"Yathish","Prospect_OwnerIdEmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Groups":"","Prospect_CreatedByName":"Yathish","Prospect_ModifiedByName":"Yathish","Prospect_Account_CompanyName":"Automation_Smoke_Mumbai","Prospect_Account_ShortName":"asm","Prospect_Account_TimeZone":"Asia/Kolkata","Prospect_Account_Website":"www.knowprospect.com","Prospect_Account_Street1":"hello","Prospect_Account_Street2":"new","Prospect_Account_City":"San Francisco","Prospect_Account_State":"CA","Prospect_Account_Country":"India","Prospect_Account_Zip":"12432","Prospect_Account_Fax":"","Prospect_Account_Phone":"","Prospect_Owner_FirstName":"Yathish","Prospect_Owner_MiddleName":null,"Prospect_Owner_LastName":"","Prospect_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Owner_FullName":"Yathish","Prospect_Owner_TimeZone":"Asia/Kolkata","Prospect_Owner_AssociatedPhoneNumbers":"","Prospect_Org_ShortCode":"52092","Prospect_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Prospect_Total":"1","Prospect_CanUpdate":"true"}

 

5.7 On Opportunity Task Updated

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesNoYesYesNoYes

Sample Data –

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2:27:05 PM\",\"CreatedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedOn\":\"4/8/2024 2:27:05 PM\",\"ModifiedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedByName\":\"Yathish \",\"CreatedByName\":\"Yathish \"}","Opportunity_mx_Custom_13":null,"Opportunity_mx_Custom_14":null,"Opportunity_mx_Custom_15":null,"Opportunity_mx_Custom_16":null,"Opportunity_mx_Custom_17":null,"Opportunity_mx_Custom_18":null,"Opportunity_mx_Custom_19":null,"Opportunity_mx_Custom_20":"Test opp","Opportunity_mx_Custom_21":"Test opp","Opportunity_mx_Custom_22":"Test opp","Opportunity_mx_Custom_23":"Test opp","Opportunity_mx_Custom_24":null,"Opportunity_mx_Custom_25":null,"Opportunity_mx_Custom_26":null,"Opportunity_mx_Custom_27":null,"Opportunity_mx_Custom_28":null,"Opportunity_mx_Custom_29":null,"Opportunity_mx_Custom_30":null,"Opportunity_mx_Custom_31":null,"Opportunity_mx_Custom_32":null,"Opportunity_mx_Custom_33":null,"Opportunity_mx_Custom_34":null,"Opportunity_mx_Custom_35":null,"Opportunity_mx_Custom_36":null,"Opportunity_mx_Custom_37":null,"Opportunity_mx_Custom_38":null,"Opportunity_mx_Custom_39":null,"Opportunity_mx_Custom_40":null,"Opportunity_mx_Custom_41":null,"Opportunity_mx_Custom_42":null,"Opportunity_mx_Custom_43":null,"Opportunity_mx_Custom_44":null,"Opportunity_mx_Custom_45":null,"Opportunity_mx_Custom_46":null,"Opportunity_mx_Custom_47":null,"Opportunity_mx_Custom_48":null,"Opportunity_mx_Custom_49":null,"Opportunity_mx_Custom_50":null,"Opportunity_mx_Custom_51":null,"Opportunity_mx_Custom_52":null,"Opportunity_mx_Custom_53":null,"Opportunity_mx_Custom_54":null,"Opportunity_mx_Custom_55":null,"Opportunity_mx_Custom_56":null,"Opportunity_mx_Custom_57":null,"Opportunity_mx_Custom_58":null,"Opportunity_mx_Custom_59":null,"Opportunity_mx_Custom_60":null,"Opportunity_mx_Custom_61":null,"Opportunity_mx_Custom_62":null,"Opportunity_mx_Custom_63":null,"Opportunity_mx_Custom_64":null,"Opportunity_mx_Custom_65":null,"Opportunity_mx_Custom_66":null,"Opportunity_mx_Custom_67":null,"Opportunity_mx_Custom_68":null,"Opportunity_mx_Custom_69":null,"Opportunity_mx_Custom_70":null,"Opportunity_mx_Custom_71":null,"Opportunity_mx_Custom_72":null,"Opportunity_mx_Custom_73":null,"Opportunity_mx_Custom_74":null,"Opportunity_mx_Custom_75":null,"Opportunity_mx_Custom_76":null,"Opportunity_mx_Custom_77":null,"Opportunity_mx_Custom_78":null,"Opportunity_mx_Custom_79":null,"Opportunity_mx_Custom_80":null,"Opportunity_mx_Custom_81":null,"Opportunity_mx_Custom_82":null,"Opportunity_mx_Custom_83":null,"Opportunity_mx_Custom_84":null,"Opportunity_mx_Custom_85":null,"Opportunity_mx_Custom_86":null,"Opportunity_mx_Custom_87":null,"Opportunity_mx_Custom_88":null,"Opportunity_mx_Custom_89":null,"Opportunity_mx_Custom_90":null,"Opportunity_mx_Custom_91":null,"Opportunity_mx_Custom_92":null,"Opportunity_mx_Custom_93":null,"Opportunity_mx_Custom_94":null,"Opportunity_mx_Custom_95":null,"Opportunity_mx_Custom_96":null,"Opportunity_mx_Custom_97":null,"Opportunity_mx_Custom_98":null,"Opportunity_mx_Custom_99":null,"Opportunity_mx_Custom_100":null,"Opportunity_Status":"Open","Opportunity_Owner":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_Activity_OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_ProspectID":"e56c7572-8884-4b6d-978a-5d8bd1256c31","Prospect_ProspectAutoId":"177185","Prospect_FirstName":"DND_Yathish Lapp Test","Prospect_LastName":"LN","Prospect_EmailAddress":"Testabc1@zz.com","Prospect_Company":"abc","Prospect_Origin":"Lead origin","Prospect_Phone":"+91-9345345345","Prospect_Mobile":"+91-9612361239","Prospect_Website":"web1","Prospect_TimeZone":null,"Prospect_JobTitle":"test","Prospect_Source":"Referral Sites","Prospect_SourceMedium":"wewe","Prospect_Notes":"Lead Notes","Prospect_SourceCampaign":"Source Campaign","Prospect_SourceContent":"sdd","Prospect_DoNotEmail":"0","Prospect_DoNotCall":"1","Prospect_ProspectStage":"Prospect","Prospect_Score":"0","Prospect_Revenue":null,"Prospect_EngagementScore":"0","Prospect_TotalVisits":null,"Prospect_PageViewsPerVisit":null,"Prospect_AvgTimePerVisit":null,"Prospect_RelatedProspectId":null,"Prospect_ProspectActivityId_Min":"2892f53d-0bcf-45d1-be4d-c98af936560f","Prospect_ProspectActivityDate_Min":"4/8/2024 2:26:00 PM","Prospect_Web_Referrer":null,"Prospect_Web_RefKeyword":null,"Prospect_ProspectActivityId_Max":"03bf7021-b86c-4dce-ba5b-0ab142cfe751","Prospect_ProspectActivityName_Max":"CustAct01","Prospect_ProspectActivityDate_Max":"4/8/2024 2:34:00 PM","Prospect_ImportTransactionId":null,"Prospect_RelatedLandingPageId":null,"Prospect_FirstLandingPageSubmissionId":null,"Prospect_FirstLandingPageSubmissionDate":null,"Prospect_OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_CreatedOn":"4/8/2024 2:21:25 PM","Prospect_ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Prospect_ModifiedOn":"4/8/2024 2:21:25 PM","Prospect_LeadConversionDate":"4/8/2024 2:21:25 PM","Prospect_StatusCode":"0","Prospect_StatusReason":"0","Prospect_DeletionStatusCode":"0","Prospect_IsLead":"1","Prospect_mx_Street1":"sads","Prospect_mx_Street2":"Address 2","Prospect_mx_City":"Blr","Prospect_mx_State":"Karnataka","Prospect_mx_Country":"Albania","Prospect_mx_Zip":"dsds","Prospect_LastModifiedOn":"4/8/2024 2:34:58 PM","Prospect_mx_AddToList_Trigger":"test","Prospect_mx_Date_of_Birth":"4/8/2024 12:00:00 AM","Prospect_mx_Total_Bill":"1","Prospect_mx_Amount":"1","Prospect_mx_Tax":"1","Prospect_mx_Bill_Paid_Status":"test","Prospect_mx_auto_dateTime":"14:18:00","Prospect_mx_DateTime":"4/8/2024 12:00:00 AM","Prospect_mx_Cust_String_01":"test","Prospect_mx_Cust_String_02":"test","Prospect_mx_Cust_Decimal_01":"1.00","Prospect_mx_Cust_Decimal_02":"1.00","Prospect_mx_Cust_Int_01":"1","Prospect_mx_Cust_Int_02":"1","Prospect_mx_SmokeSetUpString":"test","Prospect_mx_SmokeSetUpBoolean":"test","Prospect_mx_SmokeSetUpNumber":"1","Prospect_mx_Date":"4/8/2024 12:00:00 AM","Prospect_mx_Date_Time":"4/8/2024 2:17:00 PM","Prospect_mx_Boolean_for_testing":"1","Prospect_mx_priyanka_text":"test","Prospect_mx_priyanka_number":"1","Prospect_mx_Eligible":"Yes","Prospect_mx_Product":"creditcards","Prospect_mx_GST_Number":"1","Prospect_mx_Blank_Dropdown_issue_check":"No","Prospect_NotableEvent":"CustAct01","Prospect_NotableEventdate":"4/8/2024 2:34:00 PM","Prospect_SourceReferrer":null,"Prospect_LastVisitDate":"4/8/2024 2:34:00 PM","Prospect_LeadAge":"0","Prospect_mx_cfs2":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"CFS2\",\"mx_CustomObject_2\":\"1\",\"mx_CustomObject_3\":\"2024-04-08 14:17:00\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"a36c1ffe-1fb6-11ee-8292-02e42c58c0d4\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"Aadhar_Child11\",\"mx_CustomObject_9\":\"test\",\"mx_CustomObject_10\":\"2024-04-08 00:00:00\",\"mx_CustomObject_11\":\"2024-04-08 14:17:00\"}","Prospect_mx_Portal_IsPortalUser":null,"Prospect_DoNotTrack":"0","Prospect_DoNotSMS":"1","Prospect_MailingPreferences":null,"Prospect_QualityScore01":null,"Prospect_TwitterId":null,"Prospect_FacebookId":null,"Prospect_LinkedInId":null,"Prospect_SkypeId":null,"Prospect_GTalkId":null,"Prospect_GooglePlusId":null,"Prospect_PhotoUrl":null,"Prospect_CurrentOptInStatus":"Unknown","Prospect_OptInDate":null,"Prospect_OptInDetails":null,"Prospect_LastOptInEmailSentDate":null,"Prospect_ConversionReferrerURL":null,"Prospect_SourceReferrerURL":null,"Prospect_SourceIPAddress":null,"Prospect_Latitude":null,"Prospect_Longitude":null,"Prospect_mx_delete_field1":null,"Prospect_mx_field_dropdown":"Cold","Prospect_mx_Auto_Multi":"Auto_Multi;Auto_Multi1","Prospect_mx_Cust_String1":"test","Prospect_mx_lead_los":"Option10","Prospect_mx_Test_Boolean_Field":"1","Prospect_mx_Smoke_CFS":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"test\",\"mx_CustomObject_2\":\"1\",\"mx_CustomObject_3\":\"2024-04-08 14:17:00\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"Aadhar_Child11\",\"mx_CustomObject_9\":\"test\",\"mx_CustomObject_10\":\"test\",\"mx_CustomObject_11\":\"test\"}","Prospect_mx_Field3":null,"Prospect_mx_PriyankaCFSDelete_check1":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\"}","Prospect_LeadLastModifiedOn":"4/8/2024 2:34:58 PM","Prospect_OwnerIdName":"Yathish","Prospect_OwnerIdEmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Groups":"","Prospect_CreatedByName":"Yathish","Prospect_ModifiedByName":"Yathish","Prospect_Account_CompanyName":"Automation_Smoke_Mumbai","Prospect_Account_ShortName":"asm","Prospect_Account_TimeZone":"Asia/Kolkata","Prospect_Account_Website":"www.knowprospect.com","Prospect_Account_Street1":"hello","Prospect_Account_Street2":"new","Prospect_Account_City":"San Francisco","Prospect_Account_State":"CA","Prospect_Account_Country":"India","Prospect_Account_Zip":"12432","Prospect_Account_Fax":"","Prospect_Account_Phone":"","Prospect_Owner_FirstName":"Yathish","Prospect_Owner_MiddleName":null,"Prospect_Owner_LastName":"","Prospect_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Owner_FullName":"Yathish","Prospect_Owner_TimeZone":"Asia/Kolkata","Prospect_Owner_AssociatedPhoneNumbers":"","Prospect_Org_ShortCode":"52092","Prospect_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Prospect_Total":"1","Prospect_CanUpdate":"true"}

 

5.8 On Opportunity Task Reminder

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesNoYesYesNoYes

Sample Data –

{"TaskId":"38aa9268-f5b6-11ee-99db-02a61b7dbd7d","TaskName":"Meeting : DND_Yathish Lapp Test LN","TaskType":"{\"Id\":\"0d12d0fc-4a64-11eb-9166-0a68392cb7c4\",\"Name\":\"Meeting\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":true,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null},\"Owner\":{\"IsEnabled\":true,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null},\"Lead\":{\"IsEnabled\":true,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":true,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":true,\"Status\":{\"Label\":\"Meeting Status\",\"Values\":[{\"Text\":\"Joined Meeting\",\"IsDefault\":true}]}},\"Duration\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":2,\"IsDefault\":true,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":null,\"CreatedOn\":\"2020-12-30T05:58:34\",\"ModifiedBy\":null,\"ModifiedByEmail\":null,\"ModifiedOn\":\"2020-12-30T06:30:43\",\"ShowOrganiserCalendarInvite\":null,\"ShowOwnerCalendarInvite\":null,\"ShowLeadCalendarInvite\":null,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Name\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Location\\\",\\\"ColSpan\\\":1},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"ColSpan\\\":1},{\\\"SchemaName\\\":\\\"Description\\\",\\\"ColSpan\\\":2},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"ColSpan\\\":2}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"Priority\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"ColSpan\\\":1}]}\",\"Color\":\"#F8BBD0\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"Task Descriptio","LeadId":"e56c7572-8884-4b6d-978a-5d8bd1256c31","RelatedEntityId":"e56c7572-8884-4b6d-978a-5d8bd1256c31","RelatedEntityType":"Lead","RelatedOpportunityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","RelatedOpportunityType":"12000","DueDateUTCTime":"2024-04-08 14:50:00","DueDateLocalTime":"2024-04-08 20:20:00","ReminderInMinutes":"15","ReminderBeforeDays":"","ReminderTimeUTC":"","OwnerId":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","EndDateUTCTime":"2024-04-08 15:20:00","EndDateLocalTime":"2024-04-08 20:50:00","EffortEstimate":"","EffortEstimateUnit":"","Location":"Task Location","PercentCompleted":"0","Priority":"","mx_Custom_1":"Joined Meeting","mx_Custom_2":"","mx_Custom_3":"","mx_Custom_4":"","mx_Custom_5":"","mx_Custom_6":"","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":"","MappingTypeId":"12000","TaskOpportunity_ProspectActivityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","Opportunity_ProspectActivityId":"2892f53d-0bcf-45d1-be4d-c98af936560f","Opportunity_ActivityEvent":"12000","Opportunity_ActivityType":"2","Opportunity_Activity_Score":"0","Opportunity_Activity_CreatedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_Activity_CreatedOn":"2024-04-08 14:26:00","Opportunity_Name":"Opportunity","Opportunity_ActivityEvent_Note":"Test opp","Opportunity_SessionTrafficSource":null,"Opportunity_Activity_ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Opportunity_Activity_ModifiedOn":"4/8/2024 2:31:28 PM","Opportunity_ProspectActivityAutoId":"356373","Opportunity_IsLandingPage":"0","Opportunity_Web_PageName":null,"Opportunity_Web_PageHash":null,"Opportunity_Web_PageTitle":null,"Opportunity_Web_PageURL":null,"Opportunity_RelatedCampaignActivityId":null,"Opportunity_RelatedCampaignActivityRecordId":null,"Opportunity_LandingPageName":null,"Opportunity_EmailCampaignName":null,"Opportunity_EmailType":null,"Opportunity_EmailObjectId":null,"Opportunity_EmailObjectType":null,"Opportunity_EmailFrom":null,"Opportunity_EmailSubject":null,"Opportunity_Owner_FirstName":"Yathish","Opportunity_Owner_MiddleName":null,"Opportunity_Owner_LastName":"","Opportunity_Owner_FullName":"Yathish ","Opportunity_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Opportunity_Owner_TimeZone":"Asia/Kolkata","Opportunity_Owner_AssociatedPhoneNumbers":"","Opportunity_RelatedProspectId1":null,"Opportunity_Web_Referrer1":null,"Opportunity_Web_RefKeyword1":null,"Opportunity_RelatedLandingPageId1":null,"Opportunity_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Opportunity_mx_Custom_1":"DND_Yathish Lapp - Opportunity","Opportunity_mx_Custom_2":"Prospecting","Opportunity_mx_Custom_3":"Test opp","Opportunity_mx_Custom_4":"2024-04-08 14:26:00","Opportunity_mx_Custom_5":"Test opp 1","Opportunity_mx_Custom_6":"100","Opportunity_mx_Custom_7":null,"Opportunity_mx_Custom_8":"2024-04-08 14:26:00","Opportunity_mx_Custom_9":null,"Opportunity_mx_Custom_10":"0d135fd7-4a64-11eb-9166-0a68392cb7c4","Opportunity_mx_Custom_11":null,"Opportunity_mx_Custom_12":"{\"CustomObjectProspectActivityId\":\"b2f1210a-7def-46f1-9b57-07708fa1035a\",\"RelatedProspectActivityId\":\"2892f53d-0bcf-45d1-be4d-c98af936560f\",\"RelatedCustomObjectId\":\"d62b3fc4-bcca-11ed-9700-02e42c58c0d4\",\"RelatedProspectId\":\"e56c7572-8884-4b6d-978a-5d8bd1256c31\",\"CustomObjectRelationType\":\"0\",\"Note\":\"\",\"Status\":\"Pending\",\"Latitude\":\"\",\"Longitude\":\"\",\"FileStorageVersion\":\"-1\",\"mx_CustomObject_1\":\"2024-04-01 14:26:00\",\"mx_CustomObject_2\":\"Test opp\",\"mx_CustomObject_3\":\"2024-04-08\",\"mx_CustomObject_4\":\"1\",\"mx_CustomObject_5\":\"1\",\"mx_CustomObject_6\":\"f87b307f-3a33-11ed-9700-02e42c58c0d4\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\",\"mx_CustomObject_12\":\"\",\"mx_CustomObject_13\":\"\",\"mx_CustomObject_14\":\"\",\"mx_CustomObject_15\":\"\",\"mx_CustomObject_16\":\"\",\"mx_CustomObject_17\":\"\",\"mx_CustomObject_18\":\"\",\"mx_CustomObject_19\":\"\",\"mx_CustomObject_20\":\"\",\"mx_CustomObject_21\":\"\",\"mx_CustomObject_22\":\"\",\"mx_CustomObject_23\":\"\",\"mx_CustomObject_24\":\"\",\"mx_CustomObject_25\":\"\",\"mx_CustomObject_26\":\"\",\"mx_CustomObject_27\":\"\",\"mx_CustomObject_28\":\"\",\"mx_CustomObject_29\":\"\",\"mx_CustomObject_30\":\"\",\"mx_CustomObject_31\":\"\",\"mx_CustomObject_32\":\"\",\"mx_CustomObject_33\":\"\",\"mx_CustomObject_34\":\"\",\"mx_CustomObject_35\":\"\",\"mx_CustomObject_36\":\"\",\"mx_CustomObject_37\":\"\",\"mx_CustomObject_38\":\"\",\"mx_CustomObject_39\":\"\",\"mx_CustomObject_40\":\"\",\"mx_CustomObject_41\":\"\",\"mx_CustomObject_42\":\"\",\"mx_CustomObject_43\":\"\",\"mx_CustomObject_44\":\"\",\"mx_CustomObject_45\":\"\",\"mx_CustomObject_46\":\"\",\"mx_CustomObject_47\":\"\",\"mx_CustomObject_48\":\"\",\"mx_CustomObject_49\":\"\",\"mx_CustomObject_50\":\"\",\"mx_CustomObject_51\":\"\",\"mx_CustomObject_52\":\"\",\"mx_CustomObject_53\":\"\",\"mx_CustomObject_54\":\"\",\"mx_CustomObject_55\":\"\",\"mx_CustomObject_56\":\"\",\"mx_CustomObject_57\":\"\",\"mx_CustomObject_58\":\"\",\"mx_CustomObject_59\":\"\",\"mx_CustomObject_60\":\"\",\"mx_CustomObject_61\":\"\",\"mx_CustomObject_62\":\"\",\"mx_CustomObject_63\":\"\",\"mx_CustomObject_64\":\"\",\"mx_CustomObject_65\":\"\",\"mx_CustomObject_66\":\"\",\"mx_CustomObject_67\":\"\",\"mx_CustomObject_68\":\"\",\"mx_CustomObject_69\":\"\",\"mx_CustomObject_70\":\"\",\"mx_CustomObject_71\":\"\",\"mx_CustomObject_72\":\"\",\"mx_CustomObject_73\":\"\",\"mx_CustomObject_74\":\"\",\"mx_CustomObject_75\":\"\",\"mx_CustomObject_76\":\"\",\"mx_CustomObject_77\":\"\",\"mx_CustomObject_78\":\"\",\"mx_CustomObject_79\":\"\",\"mx_CustomObject_80\":\"\",\"mx_CustomObject_81\":\"\",\"mx_CustomObject_82\":\"\",\"mx_CustomObject_83\":\"\",\"mx_CustomObject_84\":\"\",\"mx_CustomObject_85\":\"\",\"mx_CustomObject_86\":\"\",\"mx_CustomObject_87\":\"\",\"mx_CustomObject_88\":\"\",\"mx_CustomObject_89\":\"\",\"mx_CustomObject_90\":\"\",\"mx_CustomObject_91\":\"\",\"mx_CustomObject_92\":\"\",\"mx_CustomObject_93\":\"\",\"mx_CustomObject_94\":\"\",\"mx_CustomObject_95\":\"\",\"mx_CustomObject_96\":\"\",\"mx_CustomObject_97\":\"\",\"mx_CustomObject_98\":\"\",\"mx_CustomObject_99\":\"\",\"mx_CustomObject_100\":\"\",\"CreatedOn\":\"4/8/2024 2:27:05 PM\",\"CreatedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedOn\":\"4/8/2024 2:27:05 PM\",\"ModifiedBy\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"ModifiedByName\":\"Yathish \",\"CreatedByName\":\"Yathish \"}","Opportunity_mx_Custom_13":null,"Opportunity_mx_Custom_14":null,"Opportunity_mx_Custom_15":null,"Opportunity_mx_Custom_16":null,"Opportunity_mx_Custom_17":null,"Opportunity_mx_Custom_18":null,"Opportunity_mx_Custom_19":null,"Opportunity_mx_Custom_20":"Test opp","Opportunity_mx_Custom_21":"Test opp","Opportunity_mx_Custom_22":"Test opp","Opportunity_mx_Custom_23":"Test 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2","Prospect_mx_City":"Blr","Prospect_mx_State":"Karnataka","Prospect_mx_Country":"Albania","Prospect_mx_Zip":"dsds","Prospect_LastModifiedOn":"4/8/2024 2:34:58 PM","Prospect_mx_AddToList_Trigger":"test","Prospect_mx_Date_of_Birth":"4/8/2024 12:00:00 AM","Prospect_mx_Total_Bill":"1","Prospect_mx_Amount":"1","Prospect_mx_Tax":"1","Prospect_mx_Bill_Paid_Status":"test","Prospect_mx_auto_dateTime":"14:18:00","Prospect_mx_DateTime":"4/8/2024 12:00:00 AM","Prospect_mx_Cust_String_01":"test","Prospect_mx_Cust_String_02":"test","Prospect_mx_Cust_Decimal_01":"1.00","Prospect_mx_Cust_Decimal_02":"1.00","Prospect_mx_Cust_Int_01":"1","Prospect_mx_Cust_Int_02":"1","Prospect_mx_SmokeSetUpString":"test","Prospect_mx_SmokeSetUpBoolean":"test","Prospect_mx_SmokeSetUpNumber":"1","Prospect_mx_Date":"4/8/2024 12:00:00 AM","Prospect_mx_Date_Time":"4/8/2024 2:17:00 PM","Prospect_mx_Boolean_for_testing":"1","Prospect_mx_priyanka_text":"test","Prospect_mx_priyanka_number":"1","Prospect_mx_Eligible":"Yes","Prospect_mx_Product":"creditcards","Prospect_mx_GST_Number":"1","Prospect_mx_Blank_Dropdown_issue_check":"No","Prospect_NotableEvent":"CustAct01","Prospect_NotableEventdate":"4/8/2024 2:34:00 PM","Prospect_SourceReferrer":null,"Prospect_LastVisitDate":"4/8/2024 2:34:00 PM","Prospect_LeadAge":"0","Prospect_mx_cfs2":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"CFS2\",\"mx_CustomObject_2\":\"1\",\"mx_CustomObject_3\":\"2024-04-08 14:17:00\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"a36c1ffe-1fb6-11ee-8292-02e42c58c0d4\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"Aadhar_Child11\",\"mx_CustomObject_9\":\"test\",\"mx_CustomObject_10\":\"2024-04-08 00:00:00\",\"mx_CustomObject_11\":\"2024-04-08 14:17:00\"}","Prospect_mx_Portal_IsPortalUser":null,"Prospect_DoNotTrack":"0","Prospect_DoNotSMS":"1","Prospect_MailingPreferences":null,"Prospect_QualityScore01":null,"Prospect_TwitterId":null,"Prospect_FacebookId":null,"Prospect_LinkedInId":null,"Prospect_SkypeId":null,"Prospect_GTalkId":null,"Prospect_GooglePlusId":null,"Prospect_PhotoUrl":null,"Prospect_CurrentOptInStatus":"Unknown","Prospect_OptInDate":null,"Prospect_OptInDetails":null,"Prospect_LastOptInEmailSentDate":null,"Prospect_ConversionReferrerURL":null,"Prospect_SourceReferrerURL":null,"Prospect_SourceIPAddress":null,"Prospect_Latitude":null,"Prospect_Longitude":null,"Prospect_mx_delete_field1":null,"Prospect_mx_field_dropdown":"Cold","Prospect_mx_Auto_Multi":"Auto_Multi;Auto_Multi1","Prospect_mx_Cust_String1":"test","Prospect_mx_lead_los":"Option10","Prospect_mx_Test_Boolean_Field":"1","Prospect_mx_Smoke_CFS":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"test\",\"mx_CustomObject_2\":\"1\",\"mx_CustomObject_3\":\"2024-04-08 14:17:00\",\"mx_CustomObject_4\":\"Aadhar_English\",\"mx_CustomObject_5\":\"1394a038-f5ae-11ee-99db-02a61b7dbd7d\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"Aadhar_Parent1\",\"mx_CustomObject_8\":\"Aadhar_Child11\",\"mx_CustomObject_9\":\"test\",\"mx_CustomObject_10\":\"test\",\"mx_CustomObject_11\":\"test\"}","Prospect_mx_Field3":null,"Prospect_mx_PriyankaCFSDelete_check1":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\"}","Prospect_LeadLastModifiedOn":"4/8/2024 2:34:58 PM","Prospect_OwnerIdName":"Yathish","Prospect_OwnerIdEmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Groups":"","Prospect_CreatedByName":"Yathish","Prospect_ModifiedByName":"Yathish","Prospect_Account_CompanyName":"Automation_Smoke_Mumbai","Prospect_Account_ShortName":"asm","Prospect_Account_TimeZone":"Asia/Kolkata","Prospect_Account_Website":"www.knowprospect.com","Prospect_Account_Street1":"hello","Prospect_Account_Street2":"new","Prospect_Account_City":"San Francisco","Prospect_Account_State":"CA","Prospect_Account_Country":"India","Prospect_Account_Zip":"12432","Prospect_Account_Fax":"","Prospect_Account_Phone":"","Prospect_Owner_FirstName":"Yathish","Prospect_Owner_MiddleName":null,"Prospect_Owner_LastName":"","Prospect_Owner_EmailAddress":"Yathish.MUM.Smoke.52092@lsqdev.in","Prospect_Owner_FullName":"Yathish","Prospect_Owner_TimeZone":"Asia/Kolkata","Prospect_Owner_AssociatedPhoneNumbers":"","Prospect_Org_ShortCode":"52092","Prospect_Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","Prospect_Total":"1","Prospect_CanUpdate":"true"}

 

5.9 On Specific Date (Opportunity)

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesNoYesYesNoYes

Sample Data –

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Import","Phone":"+91-9776650522","Mobile":"","Website":"","TimeZone":"","JobTitle":"UNAPPRECIATED","Source":"","SourceMedium":"Smoke_v41_1","Notes":"<span style=\"color: rgb(69, 69, 69); font-family: &quot;Segoe UI Semibold&quot;; font-size: 12px;\">&lt;span&gt;Lead Notes updated from Task Reminder on Opportunity Trigger&lt;/span&gt;</span><br />\n<br />\n<br />\n&nbsp;","SourceCampaign":"","SourceContent":"","DoNotEmail":"1","DoNotCall":"0","ProspectStage":"Prospect","Score":"58","Revenue":"0","EngagementScore":"0","TotalVisits":"0","PageViewsPerVisit":"","AvgTimePerVisit":"","RelatedProspectId1":"","ProspectActivityId_Min":"37f3724e-c402-11ee-b3b1-12309150b985","ProspectActivityDate_Min":"2022-08-18 04:41:55","Web_Referrer1":"","Web_RefKeyword1":"","ProspectActivityId_Max":"76ada428-7c07-4ff3-acb3-514942e6c0ae","ProspectActivityName_Max":"OppOnSpecificDate_Activity","ProspectActivityDate_Max":"2024-03-11 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11:32:00","mx_DateTime_2":"","mx_DateTime_3":"","mx_DateTime_4":"","mx_Custom_Phone_Number":"","mx_xssField":"","mx_Jazz_dropdown":"","mx_octo":"","mx_Ravi_Doc_User":"55f4c390-79c7-11ed-94e4-120cab83a541","mx_TestNum":"","mx_Num_jazz":"","mx_Jazz_number":"","mx_JazzNumber":"","mx_NumberField2":"","mx_Check_text_int":"54","mx_Dropdown_searchable":"","mx_Dropdown_SR":"","mx_Dropdown_OT":"123.56>><<<>34","mx_homely":"Debate","mx_Time":"","mx_Date":"","mx_Text":"","mx_test_interest":"","mx_oooop":"","mx_Postman":"","mx_Student":"","mx_Parent":"","mx_High_School":"","mx_High_School_POC":"","NotableEvent":"Modified","NotableEventdate":"2024-03-11 08:02:20","SourceReferrer":"","LastVisitDate":"2024-03-11 08:02:04","LeadAge":"571","mx_Number10":"","mx_LAC":"","mx_X_subjects":"55f3f8db-79c7-11ed-94e4-120cab83a541","mx_Original_Start":"","mx_Orientation_Attendance":"","mx_Disposition":"","mx_dummy":"dummy","mx1_lili1":"","mx_CFS_whatsApp_new":"55f2eaa2-79c7-11ed-94e4-120cab83a541","LeadType":"LT_0","DoNotTrack":"0","DoNotSMS":"0","MailingPreferences":"1,2","QualityScore01":"10","TwitterId":"","FacebookId":"","LinkedInId":"","SkypeId":"","GTalkId":"","GooglePlusId":"","PhotoUrl":"","CurrentOptInStatus":"Unknown","OptInDate":"","OptInDetails":"","LastOptInEmailSentDate":"","ConversionReferrerURL":"","SourceReferrerURL":"","SourceIPAddress":"","Latitude":"","Longitude":"","mx_Portal_IsPortalUser":"","mx_LOSET":"","mx_Webinar_Previous_Day_5_pm":"","mx_TestD1":"","mx_verify":"","LeadLastModifiedOn":"2024-03-11 09:54:29","OwnerIdName":"Sale5","OwnerIdEmailAddress":"sale5@lsqdev.in","Groups":"","CreatedByName":"Priyanka","ModifiedByName":"System","Account_CompanyName":"US62RP2","Account_ShortName":"us62rp2","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.lsqstaging.co.in","Account_Street1":"de","Account_Street2":"","Account_City":"dd","Account_State":"","Account_Country":"Afghanistan","Account_Zip":"","Account_Fax":"","Account_Phone":"","Owner_FirstName":"Sale5","Owner_MiddleName":"","Owner_LastName":"","Owner_EmailAddress":"sale5@lsqdev.in","Owner_FullName":"Sale5","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"49025","Account_Address":"US62RP2{mxnewline}de,{mxnewline},dd,{mxnewline} {mxnewline}Afghanistan.","mx_Custom_1":"Opportunity Smoke_v49_1@mailinator.com","mx_Custom_2":"Close","mx_Custom_3":"SourceName","mx_Custom_4":"Bestringer","mx_Custom_5":"sdfsdfsd","mx_Custom_6":"1","mx_Custom_7":"10","mx_Custom_8":"2020-11-10 18:30:00","mx_Custom_9":"2020-11-10 18:30:00","mx_Custom_10":"","mx_Custom_11":"vhd","mx_Custom_12":"12","mx_Custom_13":"2023-08-08 06:38:00","mx_Custom_14":"1","mx_Custom_15":"","mx_Custom_16":"{\"CustomObjectProspectActivityId\":\"14da726d-4173-435d-b9d4-e03d916b6b87\",\"RelatedProspectActivityId\":\"2aaabe76-fd00-4b6f-b3b1-95454bd48e53\",\"RelatedCustomObjectId\":\"048dfb24-4482-11eb-b39f-122cab85b441\",\"RelatedProspectId\":\"ad1989c0-1eaf-11ed-94e4-120cab83a541\",\"CustomObjectRelationType\":\"0\",\"Note\":\"\",\"Status\":\"Pending\",\"Latitude\":\"\",\"Longitude\":\"\",\"FileStorageVersion\":\"-1\",\"mx_CustomObject_1\":\"string updated from opp on specific date\",\"mx_CustomObject_2\":\"12\",\"mx_CustomObject_3\":\"2020-12-27 11:15:00\",\"mx_CustomObject_4\":\"1\",\"mx_CustomObject_5\":\"19be9f73-4c28-11ec-94e4-120cab83a541\",\"mx_CustomObject_6\":\"\",\"mx_CustomObject_7\":\"\",\"mx_CustomObject_8\":\"\",\"mx_CustomObject_9\":\"\",\"mx_CustomObject_10\":\"\",\"mx_CustomObject_11\":\"\",\"mx_CustomObject_12\":\"\",\"mx_CustomObject_13\":\"\",\"mx_CustomObject_14\":\"\",\"mx_CustomObject_15\":\"\",\"mx_CustomObject_16\":\"\",\"mx_CustomObject_17\":\"\",\"mx_CustomObject_18\":\"\",\"mx_CustomObject_19\":\"\",\"mx_CustomObject_20\":\"\",\"mx_CustomObject_21\":\"\",\"mx_CustomObject_22\":\"\",\"mx_CustomObject_23\":\"\",\"mx_CustomObject_24\":\"\",\"mx_CustomObject_25\":\"\",\"mx_CustomObject_26\":\"\",\"mx_CustomObject_27\":\"\",\"mx_CustomObject_28\":\"\",\"mx_CustomObject_29\":\"\",\"mx_CustomObject_30\":\"\",\"mx_CustomObject_31\":\"\",\"mx_CustomObject_32\":\"\",\"mx_CustomObject_33\":\"\",\"mx_CustomObject_34\":\"\",\"mx_CustomObject_35\":\"\",\"mx_CustomObject_36\":\"\",\"mx_CustomObject_37\":\"\",\"mx_CustomObject_38\":\"\",\"mx_CustomObject_39\":\"\",\"mx_CustomObject_40\":\"\",\"mx_CustomObject_41\":\"\",\"mx_CustomObject_42\":\"\",\"mx_CustomObject_43\":\"\",\"mx_CustomObject_44\":\"\",\"mx_CustomObject_45\":\"\",\"mx_CustomObject_46\":\"\",\"mx_CustomObject_47\":\"\",\"mx_CustomObject_48\":\"\",\"mx_CustomObject_49\":\"\",\"mx_CustomObject_50\":\"\",\"mx_CustomObject_51\":\"\",\"mx_CustomObject_52\":\"\",\"mx_CustomObject_53\":\"\",\"mx_CustomObject_54\":\"\",\"mx_CustomObject_55\":\"\",\"mx_CustomObject_56\":\"\",\"mx_CustomObject_57\":\"\",\"mx_CustomObject_58\":\"\",\"mx_CustomObject_59\":\"\",\"mx_CustomObject_60\":\"\",\"mx_CustomObject_61\":\"\",\"mx_CustomObject_62\":\"\",\"mx_CustomObject_63\":\"\",\"mx_CustomObject_64\":\"\",\"mx_CustomObject_65\":\"\",\"mx_CustomObject_66\":\"\",\"mx_CustomObject_67\":\"\",\"mx_CustomObject_68\":\"\",\"mx_CustomObject_69\":\"\",\"mx_CustomObject_70\":\"\",\"mx_CustomObject_71\":\"\",\"mx_CustomObject_72\":\"\",\"mx_CustomObject_73\":\"\",\"mx_CustomObject_74\":\"\",\"mx_CustomObject_75\":\"\",\"mx_CustomObject_76\":\"\",\"mx_CustomObject_77\":\"\",\"mx_CustomObject_78\":\"\",\"mx_CustomObject_79\":\"\",\"mx_CustomObject_80\":\"\",\"mx_CustomObject_81\":\"\",\"mx_CustomObject_82\":\"\",\"mx_CustomObject_83\":\"\",\"mx_CustomObject_84\":\"\",\"mx_CustomObject_85\":\"\",\"mx_CustomObject_86\":\"\",\"mx_CustomObject_87\":\"\",\"mx_CustomObject_88\":\"\",\"mx_CustomObject_89\":\"\",\"mx_CustomObject_90\":\"\",\"mx_CustomObject_91\":\"\",\"mx_CustomObject_92\":\"\",\"mx_CustomObject_93\":\"\",\"mx_CustomObject_94\":\"\",\"mx_CustomObject_95\":\"\",\"mx_CustomObject_96\":\"\",\"mx_CustomObject_97\":\"\",\"mx_CustomObject_98\":\"\",\"mx_CustomObject_99\":\"\",\"mx_CustomObject_100\":\"\",\"CreatedOn\":\"9/19/2022 2:34:01 AM\",\"CreatedBy\":\"19be9f73-4c28-11ec-94e4-120cab83a541\",\"ModifiedOn\":\"5/9/2023 5:05:28 AM\",\"ModifiedBy\":\"5ab2cf2a-942e-11ea-8dd7-029e1407a868\",\"ModifiedByName\":\"System \",\"CreatedByName\":\"Ravi Kumar\"}","mx_Custom_17":"","mx_Custom_18":"2024-03-11 11:09:00","mx_Custom_19":"","mx_Custom_20":"Mega sale 2020","mx_Custom_21":"sdsad","mx_Custom_22":"New Term","mx_Custom_23":"check1","mx_Custom_24":"","mx_Custom_25":"","mx_Custom_26":"","mx_Custom_27":"","mx_Custom_28":"","mx_Custom_29":"","mx_Custom_30":"","mx_Custom_31":"","mx_Custom_32":"","mx_Custom_33":"","mx_Custom_34":"","mx_Custom_35":"","mx_Custom_36":"","mx_Custom_37":"","mx_Custom_38":"","mx_Custom_39":"","mx_Custom_40":"","mx_Custom_41":"","mx_Custom_42":"","mx_Custom_43":"","mx_Custom_44":"","mx_Custom_45":"","mx_Custom_46":"","mx_Custom_47":"","mx_Custom_48":"","mx_Custom_49":"","mx_Custom_50":"","mx_Custom_51":"","mx_Custom_52":"","mx_Custom_53":"","mx_Custom_54":"","mx_Custom_55":"","mx_Custom_56":"","mx_Custom_57":"","mx_Custom_58":"","mx_Custom_59":"","mx_Custom_60":"","mx_Custom_61":"","mx_Custom_62":"","mx_Custom_63":"","mx_Custom_64":"","mx_Custom_65":"","mx_Custom_66":"","mx_Custom_67":"","mx_Custom_68":"","mx_Custom_69":"","mx_Custom_70":"","mx_Custom_71":"","mx_Custom_72":"","mx_Custom_73":"","mx_Custom_74":"","mx_Custom_75":"","mx_Custom_76":"","mx_Custom_77":"","mx_Custom_78":"","mx_Custom_79":"","mx_Custom_80":"","mx_Custom_81":"","mx_Custom_82":"","mx_Custom_83":"","mx_Custom_84":"","mx_Custom_85":"","mx_Custom_86":"","mx_Custom_87":"","mx_Custom_88":"","mx_Custom_89":"","mx_Custom_90":"","mx_Custom_91":"","mx_Custom_92":"","mx_Custom_93":"","mx_Custom_94":"","mx_Custom_95":"","mx_Custom_96":"","mx_Custom_97":"","mx_Custom_98":"","mx_Custom_99":"","mx_Custom_100":"","Status":"Won","Owner":"c43bc17d-2fe1-11eb-b39f-122cab85b441","Activity_OwnerId":"c43bc17d-2fe1-11eb-b39f-122cab85b441"}

 

5.10 At Regular Interval (Opportunity)

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
YesNoYesYesNoYes

Sample Data –

{"ProspectActivityId":"da6a78a4-d5ba-48b3-9ecb-fb5809cfa2fc","RelatedProspectId":"0470a6c6-54a0-45da-968d-59c163cf4728","ActivityEvent":"12000","ActivityType":"2","Activity_Score":"0","Activity_CreatedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","Activity_CreatedOn":"2024-03-19 01:37:36","Name":"Opportunity","ActivityEvent_Note":"AddedViaNewOppTrigger Bleh","SessionTrafficSource":"","Activity_ModifiedBy":"1394a038-f5ae-11ee-99db-02a61b7dbd7d","Activity_ModifiedOn":"4/8/2024 2:11:26 PM","ProspectActivityAutoId":"355134","IsLandingPage":"0","RelatedLandingPageId":"","Web_PageName":"","Web_PageHash":"","Web_PageTitle":"","Web_PageURL":"","Web_Referrer":"","Web_RefKeyword":"","RelatedCampaignActivityId":"","RelatedCampaignActivityRecordId":"","LandingPageName":"","EmailCampaignName":"","EmailType":"","EmailObjectId":"","EmailObjectType":"","EmailFrom":"","EmailSubject":"","Activity_Owner_FirstName":"MPUser2","Activity_Owner_MiddleName":"","Activity_Owner_LastName":"","Activity_Owner_FullName":"MPUser2 ","Activity_Owner_EmailAddress":"MPUser2.asm@lsqdev.in","Activity_Owner_TimeZone":"Asia/Kolkata","Activity_Owner_AssociatedPhoneNumbers":"","ProspectID":"0470a6c6-54a0-45da-968d-59c163cf4728","ProspectAutoId":"177181","FirstName":"AutoSmoke_V61_2","LastName":"LeadCreate_Rathi","EmailAddress":"AutoSmoke_V61_2@mailinator.com","Company":"updated via upd act on act","Origin":"API","Phone":"8820833854","Mobile":"","Website":"","TimeZone":"","JobTitle":"","Source":"","SourceMedium":"","Notes":"Desc updated from task reminder on Opp trigger","SourceCampaign":"Source Campaign updated","SourceContent":"","DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Opportunity","Score":"126","Revenue":"","EngagementScore":"3","TotalVisits":"0","PageViewsPerVisit":"0","AvgTimePerVisit":"0","RelatedProspectId1":"","ProspectActivityId_Min":"50deb3af-5f67-4f34-a506-a4bf56359ef7","ProspectActivityDate_Min":"2024-03-19 01:31:48","Web_Referrer1":"","Web_RefKeyword1":"","ProspectActivityId_Max":"c978b66d-897a-44ec-888e-38abfcfb2674","ProspectActivityName_Max":"CustAct02","ProspectActivityDate_Max":"2024-03-19 01:50:07","ImportTransactionId":"","RelatedLandingPageId1":"","FirstLandingPageSubmissionId":"","FirstLandingPageSubmissionDate":"","OwnerId":"9f67c441-4b3d-11eb-9166-0a68392cb7c4","CreatedBy":"f6ccc2d5-7cb9-11ec-9700-02e42c58c0d4","CreatedOn":"2024-03-19 01:31:06","ModifiedBy":"f69a931d-5b35-11ed-9700-02e42c58c0d4","ModifiedOn":"2024-04-05 11:18:25","LeadConversionDate":"2024-03-19 01:31:06","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":"Hsr","mx_Street2":"AutoSmoke_V61_2 3/19/2024 1:31:06 AM","mx_City":"city updated","mx_State":"","mx_Country":"India","mx_Zip":"","LastModifiedOn":"2024-04-05 15:55:26","mx_AddToList_Trigger":"","mx_Date_of_Birth":"2024-04-09 00:00:00","mx_Total_Bill":"40","mx_Amount":"","mx_Tax":"","mx_Bill_Paid_Status":"No","mx_auto_dateTime":"","mx_DateTime":"","mx_Cust_String_01":"UpdatedViaAddOpp","mx_Cust_String_02":"Bestringer","mx_Cust_Decimal_01":"0.99","mx_Cust_Decimal_02":"12.00","mx_Cust_Int_01":"234","mx_Cust_Int_02":"12","mx_SmokeSetUpString":"","mx_SmokeSetUpBoolean":"","mx_SmokeSetUpNumber":"","mx_Date":"","mx_Date_Time":"","mx_Boolean_for_testing":"","mx_priyanka_text":"","mx_priyanka_number":"","mx_Eligible":"","mx_Product":"","mx_GST_Number":"","mx_Blank_Dropdown_issue_check":"","NotableEvent":"Modified","NotableEventdate":"2024-04-05 11:18:25","SourceReferrer":"","LastVisitDate":"2024-03-19 01:50:07","LeadAge":"20","mx_cfs2":"","mx_Portal_IsPortalUser":"","DoNotTrack":"","DoNotSMS":"","MailingPreferences":"","QualityScore01":"","TwitterId":"","FacebookId":"","LinkedInId":"","SkypeId":"","GTalkId":"","GooglePlusId":"","PhotoUrl":"","CurrentOptInStatus":"","OptInDate":"","OptInDetails":"","LastOptInEmailSentDate":"","ConversionReferrerURL":"","SourceReferrerURL":"","SourceIPAddress":"","Latitude":"","Longitude":"","mx_delete_field1":"","mx_field_dropdown":"","mx_Auto_Multi":"","mx_Cust_String1":"","mx_lead_los":"","mx_Test_Boolean_Field":"","mx_Smoke_CFS":"","mx_Field3":"","mx_PriyankaCFSDelete_check1":"","LeadLastModifiedOn":"2024-04-05 15:55:26","OwnerIdName":"MPUser2","OwnerIdEmailAddress":"MPUser2.asm@lsqdev.in","Groups":"","CreatedByName":"Ravi Sharma","ModifiedByName":"Sushma VB","Account_CompanyName":"Automation_Smoke_Mumbai","Account_ShortName":"asm","Account_TimeZone":"Asia/Kolkata","Account_Website":"www.knowprospect.com","Account_Street1":"hello","Account_Street2":"new","Account_City":"San Francisco","Account_State":"CA","Account_Country":"India","Account_Zip":"12432","Account_Fax":"","Account_Phone":"","Owner_FirstName":"MPUser2","Owner_MiddleName":"","Owner_LastName":"","Owner_EmailAddress":"MPUser2.asm@lsqdev.in","Owner_FullName":"MPUser2","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"","Org_ShortCode":"52092","Account_Address":"Automation_Smoke_Mumbai{mxnewline}hello,new{mxnewline},San Francisco,CA{mxnewline} 12432{mxnewline}India.","mx_Custom_1":"AutoSmoke_V61_2 LeadCreate_Rathi - Opportunity","mx_Custom_2":"Prospecting","mx_Custom_3":"","mx_Custom_4":"2024-04-09 14:11:00","mx_Custom_5":"","mx_Custom_6":"56","mx_Custom_7":"","mx_Custom_8":"2021-02-17 14:19:00","mx_Custom_9":"","mx_Custom_10":"0d135fd7-4a64-11eb-9166-0a68392cb7c4","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":"OppCampaign","mx_Custom_21":"","mx_Custom_22":"","mx_Custom_23":"SourceContent","mx_Custom_24":"","mx_Custom_25":"","mx_Custom_26":"","mx_Custom_27":"","mx_Custom_28":"","mx_Custom_29":"","mx_Custom_30":"","mx_Custom_31":"","mx_Custom_32":"","mx_Custom_33":"","mx_Custom_34":"","mx_Custom_35":"","mx_Custom_36":"","mx_Custom_37":"","mx_Custom_38":"","mx_Custom_39":"","mx_Custom_40":"","mx_Custom_41":"","mx_Custom_42":"","mx_Custom_43":"","mx_Custom_44":"","mx_Custom_45":"","mx_Custom_46":"","mx_Custom_47":"","mx_Custom_48":"","mx_Custom_49":"","mx_Custom_50":"","mx_Custom_51":"","mx_Custom_52":"","mx_Custom_53":"","mx_Custom_54":"","mx_Custom_55":"","mx_Custom_56":"","mx_Custom_57":"","mx_Custom_58":"","mx_Custom_59":"","mx_Custom_60":"","mx_Custom_61":"","mx_Custom_62":"","mx_Custom_63":"","mx_Custom_64":"","mx_Custom_65":"","mx_Custom_66":"","mx_Custom_67":"","mx_Custom_68":"","mx_Custom_69":"","mx_Custom_70":"","mx_Custom_71":"","mx_Custom_72":"","mx_Custom_73":"","mx_Custom_74":"","mx_Custom_75":"","mx_Custom_76":"","mx_Custom_77":"","mx_Custom_78":"","mx_Custom_79":"","mx_Custom_80":"","mx_Custom_81":"","mx_Custom_82":"","mx_Custom_83":"","mx_Custom_84":"","mx_Custom_85":"","mx_Custom_86":"","mx_Custom_87":"","mx_Custom_88":"","mx_Custom_89":"","mx_Custom_90":"","mx_Custom_91":"","mx_Custom_92":"","mx_Custom_93":"","mx_Custom_94":"","mx_Custom_95":"","mx_Custom_96":"","mx_Custom_97":"","mx_Custom_98":"","mx_Custom_99":"","mx_Custom_100":"","Status":"Open","Owner":"9f67c441-4b3d-11eb-9166-0a68392cb7c4","Activity_OwnerId":"9f67c441-4b3d-11eb-9166-0a68392cb7c4"}

 

6. User Triggers

6.1 On Specific Date (User)

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
NoNoNoNoYesNo

Sample Data –

{"After":{"UserId":"2a20ab37-4b3d-11eb-9166-0a68392cb7c4","FirstName":"Bangalore1","LastName":"","EmailAddress":"Bangalore1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2020-12-31 07:52:43","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-03-12 02:31:05","IsBillingUser":"false","ManagerUserId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Groups":"Karnataka","IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"offline","OfficeLocationName":null,"Address":null,"City":"Bangalore","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"Priyanka","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"8","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"false","LastCheckedOn":"2024-03-12 02:31:05","LastCheckedIpAddress":null,"WorkDayTemplateId":"ae064fe8-6d1d-11eb-8ec5-0ace817c465a","WorkDayTemplateName":"AutoWorkDay","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":"6dafe3c1-4b4e-11eb-9166-0a68392cb7c4","IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2024-03-12","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"Priyanka.asm@lsqdev.in","CustomAppRole":null},"Current":{"UserId":"2a20ab37-4b3d-11eb-9166-0a68392cb7c4","FirstName":"Bangalore1","LastName":"","EmailAddress":"Bangalore1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2020-12-31 07:52:43","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-03-12 10:30:17","IsBillingUser":"false","ManagerUserId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Groups":"Karnataka","IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"offline","OfficeLocationName":null,"Address":null,"City":"Bangalore","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"Priyanka","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"8","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"false","LastCheckedOn":"2024-03-12 10:30:16","LastCheckedIpAddress":null,"WorkDayTemplateId":"ae064fe8-6d1d-11eb-8ec5-0ace817c465a","WorkDayTemplateName":"AutoWorkDay","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":"6dafe3c1-4b4e-11eb-9166-0a68392cb7c4","IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2024-03-12","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"Priyanka.asm@lsqdev.in","CustomAppRole":null}}

 

6.1 On Workday Start

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
NoNoNoNoYesNo

Sample Data –

{"After":{"UserId":"2a20ab37-4b3d-11eb-9166-0a68392cb7c4","FirstName":"Bangalore1","LastName":"","EmailAddress":"Bangalore1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2020-12-31 07:52:43","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-07 01:01:58","IsBillingUser":"false","ManagerUserId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Groups":"Karnataka","IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"offline","OfficeLocationName":null,"Address":null,"City":"Bangalore","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"Priyanka","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"8","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"false","LastCheckedOn":"2024-04-07 01:01:57","LastCheckedIpAddress":null,"WorkDayTemplateId":"ae064fe8-6d1d-11eb-8ec5-0ace817c465a","WorkDayTemplateName":"AutoWorkDay","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":"6dafe3c1-4b4e-11eb-9166-0a68392cb7c4","IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2024-04-09","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"Priyanka.asm@lsqdev.in","CustomAppRole":null},"Current":{"UserId":"2a20ab37-4b3d-11eb-9166-0a68392cb7c4","FirstName":"Bangalore1","LastName":"","EmailAddress":"Bangalore1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2020-12-31 07:52:43","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 01:00:37","IsBillingUser":"false","ManagerUserId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Groups":"Karnataka","IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"offline","OfficeLocationName":null,"Address":null,"City":"Bangalore","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"Priyanka","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"8","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"false","LastCheckedOn":"2024-04-08 01:00:36","LastCheckedIpAddress":null,"WorkDayTemplateId":"ae064fe8-6d1d-11eb-8ec5-0ace817c465a","WorkDayTemplateName":"AutoWorkDay","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":"6dafe3c1-4b4e-11eb-9166-0a68392cb7c4","IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2024-04-09","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"Priyanka.asm@lsqdev.in","CustomAppRole":null}}

 

6.2 On Workday End

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
NoNoNoNoYesNo

Sample Data –

{"After":{"UserId":"2a20ab37-4b3d-11eb-9166-0a68392cb7c4","FirstName":"Bangalore1","LastName":"","EmailAddress":"Bangalore1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2020-12-31 07:52:43","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 00:45:36","IsBillingUser":"false","ManagerUserId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Groups":"Karnataka","IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"online","OfficeLocationName":null,"Address":null,"City":"Bangalore","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"Priyanka","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"8","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"true","LastCheckedOn":"2024-04-08 00:45:36","LastCheckedIpAddress":null,"WorkDayTemplateId":"ae064fe8-6d1d-11eb-8ec5-0ace817c465a","WorkDayTemplateName":"AutoWorkDay","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":"6dafe3c1-4b4e-11eb-9166-0a68392cb7c4","IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2024-04-09","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"Priyanka.asm@lsqdev.in","CustomAppRole":null},"Current":{"UserId":"2a20ab37-4b3d-11eb-9166-0a68392cb7c4","FirstName":"Bangalore1","LastName":"","EmailAddress":"Bangalore1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2020-12-31 07:52:43","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 01:00:37","IsBillingUser":"false","ManagerUserId":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","Groups":"Karnataka","IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"offline","OfficeLocationName":null,"Address":null,"City":"Bangalore","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"Priyanka","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"8","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"false","LastCheckedOn":"2024-04-08 01:00:36","LastCheckedIpAddress":null,"WorkDayTemplateId":"ae064fe8-6d1d-11eb-8ec5-0ace817c465a","WorkDayTemplateName":"AutoWorkDay","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":"6dafe3c1-4b4e-11eb-9166-0a68392cb7c4","IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2024-04-09","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"Priyanka.asm@lsqdev.in","CustomAppRole":null}}

 

6.4 At Regular Interval (User)

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
NoNoNoNoYesNo

Sample Data –

{"After":{"UserId":"a27c2cec-4e78-11eb-9166-0a68392cb7c4","FirstName":"Taskuser1","LastName":"","EmailAddress":"Taskuser1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2021-01-04 10:35:59","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 00:19:09","IsBillingUser":"false","ManagerUserId":null,"Groups":null,"IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"offline","OfficeLocationName":null,"Address":null,"City":"Pune","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"17","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"false","LastCheckedOn":"2024-04-08 00:19:09","LastCheckedIpAddress":null,"WorkDayTemplateId":"0d318f0c-4a64-11eb-9166-0a68392cb7c4","WorkDayTemplateName":"Default Template","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":null,"IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2022-08-30","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"","CustomAppRole":null},"Current":{"UserId":"a27c2cec-4e78-11eb-9166-0a68392cb7c4","FirstName":"Taskuser1","LastName":"","EmailAddress":"Taskuser1.asm@lsqdev.in","Role":"Sales_User","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yyyy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedBy":"c9bf96cd-4a64-11eb-9166-0a68392cb7c4","CreatedOn":"2021-01-04 10:35:59","ModifiedBy":"0c020ced-4a64-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-04-08 04:21:19","IsBillingUser":"false","ManagerUserId":null,"Groups":null,"IsEmailSender":"true","PhotoUrl":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"AvailabilityStatus":"online","OfficeLocationName":null,"Address":null,"City":"Pune","State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"RoleName":"Sales User","ManagerName":"","IsAdministrator":"false","CreatedByName":"Priyanka","ModifiedByName":"System","AutoUserId":"17","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"false","IsCheckedIn":"true","LastCheckedOn":"2024-04-08 04:21:19","LastCheckedIpAddress":null,"WorkDayTemplateId":"0d318f0c-4a64-11eb-9166-0a68392cb7c4","WorkDayTemplateName":"Default Template","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","TeamName":"Automation_Smoke_Mumbai","IsHolidayCalendarDerived":"true","IsWorkDayTemplateDerived":"false","HolidayCalendarDerivedFromTeamId":"0d319521-4a64-11eb-9166-0a68392cb7c4","HolidayCalendarDerivedFromTeamName":"Automation_Smoke_Mumbai","WorkDayTemplateDerivedFromTeamId":null,"WorkDayTemplateDerivedFromTeamName":null,"IsWorkingToday":"true","GroupId":null,"IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":"2022-08-30","DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"Priyanka.asm@lsqdev.in","ModifiedByEmail":"asm@leadsquared.com","ManagerEmail":"","CustomAppRole":null}}

 

7. Account Triggers

7.1 Account Created

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
NoNoNoNoNoYes

Sample Data –

{"Before":null,"After":{"CompanyName":"TA 01 2/9/24","Stage":"Prospect","CompanyIdentifier":"","Website":"","Phone":"","Currency":null,"Description":"","Industry":null,"Employees":"","Address1":"hi","Address2":"hello","City":"","State":"","Country":null,"PinCode":"","OwnerId":"17044123-113b-11ed-a554-026414e56464","Source":null,"mx_Custom_1":"","mx_Custom_2":"","DoNotEmail":"false","DoNotCall":"false","FacebookUrl":"","TwitterUrl":"","LinkedInUrl":"","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","CompanyTypeId":"5001"},"Current":{"Address1":"hi","Address2":"hello","AlternateName":null,"AnnualRevenue":null,"City":"Bangalore","CompanyAutoId":"64","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","CompanyIdentifier":null,"CompanyName":"TA 01 2/9/24","CompanyNumber":null,"Country":"India","CreatedBy":"17044123-113b-11ed-a554-026414e56464","CreatedDate":null,"CreatedOn":"2024-02-09 06:09:28","Currency":null,"Description":null,"DoNotCall":"0","DoNotEmail":"0","EmailAddress":null,"Employees":null,"Entity":"5001","FacebookUrl":null,"Industry":null,"Language":null,"LastActivityOn":null,"LinkedInUrl":null,"ModifiedBy":"94de257f-dfbb-11eb-9e36-0a2bd9889d72","ModifiedOn":"2024-02-09 06:09:33","mx_Custom_1":null,"mx_Custom_2":null,"Notes":null,"Origin":null,"OwnerId":"17044123-113b-11ed-a554-026414e56464","Phone":null,"PinCode":null,"Source":null,"Stage":"Prospect","State":null,"TimeZone":null,"TwitterUrl":null,"Website":null,"OwnerName":"Ravi ","OwnerEmail":"ravi.aas@lsqdev.in","CreatedByName":"Ravi ","CreatedByEmail":"ravi.aas@lsqdev.in","ModifiedByName":"System ","ModifiedByEmail":"aas@leadsquared.com"}}

 

7.2 Account Updated

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
NoNoNoNoNoYes

Sample Data –

{"Before":{"LastActivityOn":null,"PrimaryContact":"","Address1":"hi","Address2":"hello","AlternateName":null,"AnnualRevenue":null,"City":null,"Country":null,"CreatedBy":"17044123-113b-11ed-a554-026414e56464","CreatedDate":null,"CreatedOn":"2024-02-09 06:09:28","Currency":null,"EmailAddress":null,"CompanyAutoId":"64","CompanyIdentifier":null,"CompanyName":"TA 01 2/9/24","CompanyNumber":null,"Origin":null,"OwnerId":"17044123-113b-11ed-a554-026414e56464","Source":null,"Stage":"Prospect","Description":null,"DoNotCall":"0","DoNotEmail":"0","Employees":null,"FacebookUrl":null,"Industry":null,"Language":null,"LinkedInUrl":null,"ModifiedBy":"17044123-113b-11ed-a554-026414e56464","ModifiedOn":"2024-02-09 06:09:28","Notes":null,"Phone":null,"State":null,"TimeZone":null,"TwitterUrl":null,"Website":null,"PinCode":null,"mx_Custom_1":null,"mx_Custom_2":null,"OwnerName":"Ravi ","CreatedByName":"Ravi ","ModifiedByName":"Ravi ","OwnerEmail":"ravi.aas@lsqdev.in","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","CompanyTypeId":"5001"},"After":{"City":"Bangalore","CompanyTypeId":"5001","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","LastActivityOn":null,"PrimaryContact":"","Address1":"hi","Address2":"hello","AlternateName":null,"AnnualRevenue":null,"Country":null,"CreatedBy":"17044123-113b-11ed-a554-026414e56464","CreatedDate":null,"CreatedOn":"2024-02-09 06:09:28","Currency":null,"EmailAddress":null,"CompanyAutoId":"64","CompanyIdentifier":null,"CompanyName":"TA 01 2/9/24","CompanyNumber":null,"Origin":null,"OwnerId":"17044123-113b-11ed-a554-026414e56464","Source":null,"Stage":"Prospect","Description":null,"DoNotCall":"0","DoNotEmail":"0","Employees":null,"FacebookUrl":null,"Industry":null,"Language":null,"LinkedInUrl":null,"ModifiedBy":"17044123-113b-11ed-a554-026414e56464","ModifiedOn":"2024-02-09 06:09:28","Notes":null,"Phone":null,"State":null,"TimeZone":null,"TwitterUrl":null,"Website":null,"PinCode":null,"mx_Custom_1":null,"mx_Custom_2":null,"OwnerName":"Ravi ","CreatedByName":"Ravi ","ModifiedByName":"Ravi ","OwnerEmail":"ravi.aas@lsqdev.in"},"Current":null}

 

7.3 Account Activity Added

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
NoNoNoNoNoYes

Sample Data –

{"Before":null,"After":{"Owner":"bd9396ae-dfbc-11eb-b929-06a85bb19590","Status":"Active","mx_Custom_5":"10","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","CompanyTypeId":"5001","ActivityEvent":"10001","ActivityType":"2","CompanyActivityId":"2ca66193-73f5-4e6c-953e-19d0cef7062b"},"Current":{"CompanyType":null,"CompanyActivityId":"2ca66193-73f5-4e6c-953e-19d0cef7062b","CompanyAuditId":null,"RelatedCompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","ActivityEvent":10001,"ActivityNote":"","ActivityDateTime":"2024-04-08 14:00:00","Score":null,"ActivityOwnerEmail":null,"ActivityDate":"2024-04-08T14:00:00","AssociatedOwnerId":null,"ActivityType":2,"CreatedByName":"Priyanka ","ActivityDisplayName":"NewActivity1","CreatedOn":"2024-04-08 14:01:01","ModifiedOn":"2024-04-08 14:01:01","CreatedBy":"bd9396ae-dfbc-11eb-b929-06a85bb19590","ModifiedBy":"bd9396ae-dfbc-11eb-b929-06a85bb19590","ModifiedByName":"Priyanka","SearchByValue":null,"EmailAddress":null,"Origin":null,"ActivityEventName":"NewActivity1","FormLayout":null,"ActivityTypeProperties":null,"CanUpdate":false,"ActivityFields":{"Status":"Active","Owner":"bd9396ae-dfbc-11eb-b929-06a85bb19590","mx_Custom_5":"10"},"Data":null,"Status":"Active","Owner":"bd9396ae-dfbc-11eb-b929-06a85bb19590","EventDirection":0,"CanDeleteActivity":false,"AuditActivity":false,"PreDatedActivity":false}}

 

7.4 Account Activity Added

Lead dataActivity dataTask dataOpportunity dataUser dataAccount data
NoNoNoNoNoYes

Sample Data –

{"Before":{"CompanyActivityId":"2ca66193-73f5-4e6c-953e-19d0cef7062b","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","ActivityEvent":"10001","ActivityType":"2","CreatedOn":"2024-04-08 14:00:00","CreatedBy":"bd9396ae-dfbc-11eb-b929-06a85bb19590","CreatedByName":"Priyanka ","ActivityEvent_Note":"","ModifiedOn":"2024-04-08 14:01:01","ModifiedBy":"bd9396ae-dfbc-11eb-b929-06a85bb19590","ModifiedByName":"Priyanka","mx_Custom_4":"","CompanyTypeId":"5001"},"After":{"CompanyActivityId":"2ca66193-73f5-4e6c-953e-19d0cef7062b","CompanyId":"4eee6640-2652-4a75-9db0-3cc97459f833","ActivityEvent":"10001","ActivityType":"2","CreatedOn":"2024-04-08 14:00:00","CreatedBy":"bd9396ae-dfbc-11eb-b929-06a85bb19590","CreatedByName":"Priyanka ","ActivityEvent_Note":"hhjkkk","ModifiedOn":"2024-04-08 14:37:28","ModifiedBy":"bd9396ae-dfbc-11eb-b929-06a85bb19590","ModifiedByName":"Priyanka ","mx_Custom_4":"2024-04-09 14:37:00","CompanyTypeId":"5001"},"Current":null}

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