I checked-in on the mobile app. Will I be checked in on web as well?

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Yes. However, the opposite is not true – if you check in on web, you won’t be checked in on the mobile app.

For more information, see Auto Check-In/Check-Out Guide.

 

I’ve set up work day templates and assigned them to users/teams but I haven’t set up a check-in or check-out user automation. What will happen when my users check-in to LeadSquared?

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If your users have checked in on web during the working hours configured in your workday template(s), they’ll be auto checked in when they open the mobile app. Similarly, users checking out from the web application after the configured working hours will be checked out on mobile as well.

For more information, see Auto Check-In/Check-Out Guide.

Opportunity Distribution Automation

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1. Feature Overview

This article covers how the Distribute Opportunity card works in automations. It allows you to set conditions to distribute opportunities among your users. For example, you may want to distribute opportunities based on their location, industry type, and so on.

With the Opportunity Distribution automation card, you can build a series of rules and assign opportunities to one specific user, groups of users, or based on user properties, in a round-robin manner. When a new opportunity is created in your account (or based on any other trigger), the opportunity distribution engine executes each rule, one by one, till the conditions defined in your rule match the new opportunity. Once a rule’s conditions match the opportunity, no more rules are executed.

When no rule matches the incoming opportunity, then the default rule is executed.

Note: You can also define lead distribution quotas to limit the number of leads assigned to your users through the distribution engine. To know more, refer to Limit the Number of Leads Assigned to a User – Lead Assignment Quotas.

 

2. Set Up Automation

  1. Navigate to Workflow>Automation, and click Create Automation.
  2. From the list of available triggers, you can set up the automation using any trigger.
  3. After selecting a trigger, click Sales Execution, and then click Distribute Opportunity.
  4. On the Distribute Opportunity pop-up, you can create opportunity distribution rules. Based on these rules, you can –
    • Distribute opportunities to users
    • Distribute opportunities to user groups
    • Distribute opportunities based on user properties

Distribute LeadSquared Opportunities

 

3. Create Opportunity Distribution Rules

The distribute opportunity action allows you to set conditions to distribute opportunities among your users.
For example, you may want to distribute opportunities based on deal size (e.g., below ₹5,00,000, ₹5,00,000-10,00,000, etc.) to specific users. Click the Distribute Opportunity action to open the Distribute Opportunity pop-up window.
Enter a rule name in the space provided and then click the choose conditions(s) link.

Distribute LeadSquared Opportunities

On the Select Criteria pop-up, select the opportunity type, then select Actual Deal Size, and then enter the deal size as 5,00,000. Next, click Add Condition.

Distribute LeadSquared Opportunities

Your criteria will show up as highlighted below. Click Set Criteria to proceed.

Distribute LeadSquared Opportunities

Now select one of the following options from the drop-down –

  • Users – Select particular users to distribute the opportunities to.
  • Sales Groups – Select the group you want to distribute opportunities to.
  • User Properties – Perform an advanced search based on user attributes. For more information, see User Advanced Search.

 

3.1 Distribute Opportunities to Individual Users

Through this option, you can distribute opportunities to individual users. From the dropdown, select Users.

Distribute LeadSquared Opportunities

On the Select Users pop-up, choose the users and the sequence you want your distribution to follow.
You’ll see an Availability Status section at the bottom if you’ve enabled the Check In and Check Out feature for user management. You can toggle the between the All and Available options to distribute opportunities to all users or to available users only. Click Save when you’re done.

Distribute LeadSquared Opportunities

You can proceed to add multiple rules by using the New Rule link. You can name each rule and then re-order them by simply dragging and dropping. The rules will execute in the sequence you set up.

You must set a default rule that will execute when no other rules match the set criteria. The default rule will automatically distribute the opportunity to a user you select.

Note: If you’ve chosen the Available users option and the user is not available, the opportunity will be distributed to the user specified in your default rule.

Distribute LeadSquared Opportunities

Your automation is now set up to distribute opportunities to your users based on the Actual Deal Size field.

Distribute LeadSquared Opportunities

 

3.2 Distributing Opportunities to Sales Groups

You can distribute opportunities to multiple sales groups (in different regions for instance). For example, you can create two rules, such that opportunities for which deal size is below ₹5,00,000 get assigned to one sales group, and opportunities for which deal size is between ₹5,00,001 to ₹10,00,000 get assigned to another sales group –

  1. On the Distribute Opportunity pop-up, once you’ve set up the conditions for the rule, select the Groups option and click Choose groups and assignment order.
  2. The Select Groups pop-up will appear. Select the groups you want to distribute the opportunities to.
  3. You can also distribute opportunities to only the available users in a group by clicking the  option. This feature will only work if you’ve configured the Check-in/Check-Out functionality.
  4. Click Save when you’re done.
  5. Back on the Distribute Opportunity pop-up, you’ll have to set a default rule that will execute when no other rules match the set criteria. The default rule will automatically distribute the opportunity to a user you select.
  6. Click Save.

Distribute LeadSquared Opportunities

Note: If you don’t want to distribute opportunities to the managers of a sales group, click the Exclude all group managers checkbox as shown below –

Distribute LeadSquared Opportunities

 

3.3 Distributing Opportunities based on User Properties

You can also distribute opportunities to users based on user properties. For instance, you can distribute opportunities to users based on their designation, department, manager name, etc. You can even combine multiple properties using the All Conditions (And) and Any Condition (Or) operators. For example, you can assign opportunities to users who are from a particular department and have a particular designation.

In this example, we’re setting up the opportunity distribution such that If an opportunity is present in the Indian state of Karnataka, then we’re assigning him to users who work out of Bangalore Or Mysore (cities within that state) –

  1. On the Distribute Opportunity pop-up, once you’ve set up the conditions for the rule, select the User Properties option and click Choose user properties.
  2. The Select Users pop-up will appear. You can also distribute opportunities to only the available users in a group by clicking the  option. This feature will only work if you’ve configured the Check-in/Check-Out functionality.
  3. Choose the operator you want to use between condition groups (AND/OR). Select the user details from the drop-down. To add another condition within the same group click the And/Or button inside the condition group box.
  4. If you want to add multiple condition groups, click Add Condition Group on the bottom left side of the pop-up.
  5. When your conditions are set up, click the Set Criteria button.
  6. Back on the Distribute Opportunity pop-up, you’ll have to set a default rule that will execute when no other rules match the set criteria. This default rule will automatically distribute the opportunity to a user you select.
  7. Click Save.
Note: In the example below, instead of entering the user’s city, you can also dynamically match the opportunity’s city with the user’s city using mail merge. Type ‘@’ to view and select the list of user attributes.

Distribute LeadSquared Opportunities

 

4. Assign Opportunities based on Opportunity Distribution Quota

After you have configured opportunity distribution in the previous step, you can further define quotas determining how many opportunities will be assigned to your users. You can further define quotas for different durations (daily, weekly, monthly) for each individual user. To learn more, please refer to Opportunity Assignment Quotas.

To enable this –

  1. On the Distribute Opportunity pop-up, check the Checkbox checkbox against Customize opportunity quota at user level.
  2. Depending on your preference, choose the Custom Quota options from the dropdown. This will ensure that opportunities are distributed to only the users who fulfil the criteria of that specific quota.
    • You can set quotas for the daily, weekly, and monthly durations. These quotas have to be configured on the Opportunity Assignment Quota page.
    • For example, if you select a monthly duration, then the opportunities captured for that month will get distributed based on the quota you’ve set for that month.
  3. Once you’re done, click Save.

Distribute LeadSquared Opportunities

Note: The assignment quota limit for a user will apply across all automations. For example, if a user’s quota is defined as 10, and multiple automations are set up, opportunities assigned from either automation will increase the assignment quota counter. Once the quota is exceeded, more opportunities won’t be assigned to the user from any of the automations.

 

Any Questions?

Have any questions you’d like to voice? Or any experiences with this feature you’d like to share? Please feel free to start a discussion in the comments section.

Dynamic Responses in Lead Automation Actions

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1. Feature Overview

You can save the dynamic responses from webhooks or Lapps and use them to insert dynamic content through various automation actions. This article shows you how to first save a Lapps or Webhook response and then use that response in the following actions –

  • Update Lead
  • Create Activity
  • Update Activity
  • Pass to another webhook
  • Pass to another Lapp

You can also use dynamic responses in the emails you send your leads. For more information on this, see Dynamic Content in your Emails.

 

2. Saving a Lapps or Webhook Responses

You can save responses from Lapps and Webhooks in automations and then use these responses in various automation actions. Here’s how you save a response –

  1. Access an existing automation or create a new one by navigating to Marketing>Automation.
  2. Add a Custom automation action card and select either the Call Lapp or Webhook option.
  3. Toggle the Save Response option to Yes and choose whether you want to save the response as
    1. Plain text – Doesn’t allow you to separate out key-value pairs from the content.
    2. JSON data – Allows you to separate out key-value pairs.
  4. Click Save to add the action card to your automation.
  5. Once the automation card is saved, click the more icon () and then click View Dynamic Responses. All the dynamic responses and the places they’ve been referenced will show up here.

 

3. Update Lead

Business use cases for this feature will be available soon…

Once you’ve saved a webhook or Lapp response, you can use it in the Update Lead action to update a lead field –

  1. After creating a webhook or a Lapp and saving the response, under Lead Actions, select Update Lead.
  2. Select the Lead Field you want to update with dynamic content.
  3. In the Value field, type @ and scroll to the bottom of the list of auto-suggestions. You’ll find the dynamic responses you’ve saved under Mail Merge (Dynamic Responses).
  4. Click Save.
Dynamic response

 

4. Add Activity

You can use the dynamic responses from webhooks and Lapps in the Create Activity action. For example, you can populate the Comment field of a Chat Conversation activity with the dynamic response saved from a webhook or a Lapp –

  1. After creating a webhook or a Lapp and saving the response, under Lead Actions, select Add Activity.
  2. Select an Activity Type then click the Add an additional field link.
  3. Select an Activity Field and the type @ to see the list of mail merge fields. You’ll find the dynamic responses you’ve saved under Mail Merge (Dynamic Responses).
  4. Click Save.

Add activity dynamic responses

 

5. Update Activity

Follow these steps to use a Lapp or webhook saved response to update an activity –

  1. After creating a webhook or a Lapp and saving the response, under Lead Actions, select Update Activity (the automation trigger must be an activity).
  2. Select the Activity Field you want to update with dynamic content.
  3. Click the Add Mail Merge checkbox.
  4. In the Value field, type @ and select the webhook or Lapp saved response.
  5. Click Save.

Update Activity

 

6. Pass to Another Webhook

You can pass the saved response from a Lapp or webhook as a query string to the subsequent webhook you create. The parameters you pass will be appended to the webhook URL –

  1. After creating a webhook or a Lapp and saving the response, under Custom, select Webhook.
  2. Enter the saved response after the webhook URL.
    For instance, enter requestbin.in?id=@{PostWebhook2_Response<<node>>,} , where requestbin.in? is the webhook URL and id=@{PostWebhook2_Response<<node>>,}is the dynamic response.
  3. Click Verify and then click Save.
Note: In the dynamic response id=@{PostWebhook2_Response<<node>>,}, <<node>> is a placeholder. You must replace <<node>> with the actual key as shown in the ‘Examples’ section (section 8) below.

Dynamic Content

 

7. Pass to Another Lapp

You can pass the response from a webhook or Lapp to another Lapp –

  1. After creating a webhook or a Lapp and saving the response, under Custom, select Call Lapp.
  2. Select the Lapp you want to call from the dropdown.
  3. Enter the dynamic response from the previous Lapp/webhook in the Query String field. For example, id=@{PostWebhook2_Response<<node>>,}
  4. Click Save.

Note:

  • You can save the response from this Lapp and then use it in further webhooks or Lapps you create.
  • In the dynamic response id=@{PostWebhook2_Response<<node>>,}, <<node>> is a placeholder. You must replace <<node>> with the actual key as shown in the ‘Examples’ section (section 8) below.

Call Lapps

 

8. Examples

Your saved response will look something like this –

@{PostWebhook13_Response<<MyDynamicNode>>,}

Note: The response names (PostWebhook2 here) will vary based the Id of the Lapps or webhook automation cards you create.

Here are some examples of how you can use <<MyDynamicNode>>

Example

If the JSON data being posted by your Lapp or Webhook looks like this –

{
“Key1”: [“Value1”, “Value2”, “Value3”],
“Key2”: {
“Key4”: “Value4”,
“Key5”: [“Value5”]
}
}

Then you can use pass <<MyDynamicNode>> as –

  • @{PostWebhook2_Response.Key1[0],} -> Value1
  • @{PostWebhook2_Response.Key2.Key4,} -> Value4
  • @{PostWebhook2_Response.Key2.Key5[0],} -> Value5

 

Example

If the JSON data being posted by your Lapp or Webhook looks like this –

[{
“Key”: “Value1”
}, {
“Key”: “Value2”
}]

Then you can use pass <<MyDynamicNode>> as –

@{PostWebhook2_Response[1].Key,} -> Value2

 

Example

Or you could just post all the data like this –

@{PostWebhook2_Response,}

 

9. Errors

If you delete a webhook or Lapp card whose saved response was being used in an email or if you turn the Save Response option Off, you’ll see the following error notification –

dynamic response missing

You can also locate the cause of the error by clicking the more icon () and then clicking View Dynamic Responses. You’ll be able to see which card is was deleted or had the saved response option turned off.

errors in dynamic responses

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to help you out!

How to Add a Dependent Field to a Custom Activity

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Previously, you could only add dependent fields to leads but now you can add them to custom activities as well. A simple example of dependent fields is Country>State>City.
If you’re new to dependent fields, see Dependent Lead Fields.

This article shows you how to add dependent fields to custom activities. Let’s take an example from the health and fitness industry –

 

Example Use Case

You run a fitness company where your sales team visits your lead’s houses to pitch your fitness services. You have 2 plans, weight gain and weight loss. Both plans have vegetarian and non-vegetarian diet options. We’re now going to –

  1. Create a custom activity called ‘Home Visit’.
  2. Add a field called ‘Plan’ with 2 options ‘Weight Gain’ and ‘Weight Loss’.
  3. Create a ‘Diet’ field dependent on the ‘Plan’ field. Associate both the ‘Weight Gain’ and ‘Weight Loss’ plans with a ‘Vegetarian’ and a ‘Non-Vegetarian option.

 

Adding Dependent Fields

  1. Navigate to My Account>Settings>Leads>Custom Activities & Scores and click the Add button.
  2. On the Add Custom Activity Type pop-up, enter a name (Home Visit) and description (optional) and click Next.
  3. Now click the Add Field button. Name the field (Plan) and set the type as Dropdown.
    1. Click the wheel icon alongside the type field.
    2. Enter the drop-down options (Weight Gain and Weight Loss)
  4. Now click the Add Field button again. Name the field (Diet), set the type as Dropdown
    1. Click the wheel icon alongside the type field.
    2. Alongside the Is Dependent Field option, click Yes.
    3. Select the parent field (Plan).
    4. Enter the dependent options for each plan (Vegetarian and Non-Vegetarian for both plans)
  5. Click Next. You’ll be directed to the final step of custom activity creation where you can drag and drop to position the fields the way you want them to appear on the activity form.
  6. Click Save.

Add dependent field gif

Automation Actions – Activity Actions

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1. Feature Overview

Through this article, you’ll learn how to post/update an activity on activity through automation. You can follow up these actions with other automated workflows (creating tasks, distributing leads, sending emails, etc.)

For example, you can create an automation so that whenever a new activity is posted on a lead (for e.g., service ticket), another follow-up activity automatically gets posted and assigned to one of your users.

 

2. Prerequisites

 

3. Procedure

The Activity on Activity action can be created on any automation that is created using the following Activity triggers –

  • New Activity on Lead
  • Activity Update on Lead
  • New Activity on Activity

To automate the Activity on Activity action –

3.1 Create Automation

  1. Create an automation with any of the above-mentioned Activity triggers. To know how to create an automation, refer to How to Create a Lead Automation.
  2. On the configuration page, choose a Parent Activity and Select an Activity (a Child Activity). Once you’re done, click Save.

Note: The Parent Activity is the activity for which Activity Details Page (Add Activities/Tasks on Activities) has been enabled. The Child Activity (details view isn’t enabled) is the activity that is posted on the Parent Activity.

Automation

 

3.2 Add Activity Action

Through this action, you can add an activity to the Parent Activity.

  1. Click the Yes expand path icon under the automation, click Lead Actions, click Activity Actions, and then click Add Activity.
  2. On the Add Activity on Activity pop-up, select an Activity Type.
    Note: If your custom activity has any associated custom field, click Add an Additional Field to add and select custom activity fields to associate to the activity.
  3. Once you’re done, click Save.
  4. Publish the automation to make it live on your account.

Automation

 

3.3 Update Activity Action

Through this action, you can update the Child Activity.

  1. Click the Yes expand path icon under the automation, click Lead Actions, click Activity Actions, and then click Update Activity.
  2. On the Update Activity Fields pop-up, select an Activity Type.
    Note: If your custom activity has any associated custom field, click Add an Additional Field to add and select custom activity fields to associate to the activity.
  3. Once you’re done, click Save.
  4. Publish the automation to make it live on your account.

Automation

To add an activity directly to the lead, or to update an activity posted on a lead, see Activity Details Page (Add Activities/Tasks on Activities).

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Actions in User Automation

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This article elaborates on the actions available in a user automation. You can set up actions to execute after a condition is met or after a previous action.

If you’re new to the automation feature, visit the automation home page.

Actions in user automation

 

Call Lapp

If you’ve created a Lapp, you can call it in your automation. For more information, see Calling a Lapp from Automation.

 

Notify User

Send personalized emails to all your users on birthdays, anniversaries, etc. For more information, see User Automation Actions – Notify User.

 

User Check-In

Check-In your users automatically at the start of a workday. For more information, see User Automation Actions – User Check-In.

 

User Check-Out

Check-Out your users automatically at the end of a workday. For more information, see User Automation Actions – User Check-Out.

 

Webhook

Use webhooks to automatically post activities to a URL of your choosing. For more information, see User Automation Actions – Webhooks.

User Automation Actions – Notify User

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The Notify User action lets you send personalized emails to your users.

Notifying a user

 

Example Use Cases

Here are some of the many applications of the notify user action –

  • Send work anniversary emails to your users.
  • Send birthday wishes to users.
  • Remind users to check-in if they begin their workday early.
  • Remind users to check-out if they are working late.

 

Procedure

  1. On clicking the Notify User action, the Set Email Content pop-up will appear and enable you to compose a customized email.
  2. Compose the email and click Save when you’re done.

notify user action

Note: Be sure to insert mail merge fields to personalize your content.

User Management Features: Check-In and Check-Out

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1. Feature Overview

The Check-In/Check-Out feature is an attendance management solution that lets you know when and where your users’ check-in and check-out, and their online statuses. You also get insights on the general attendance trends of your users through reporting.

What’s more, you can also distribute leads only to users who are available/checked-in to LeadSquared.

To automate check-in/check-out for your users, see Auto Check-In/Check-Out Guide.

 

2. Configuration

Note: You must be an administrator user to configure this feature.
  1. Navigate to My Account>Settings>Users and Permissions>User Availability>User Check-In.
  2. Click the slider alongside ‘User Check-In’.
  3. Next, click the Configure button

check-in navigation

You can configure the feature at either the roles or the groups level.

To configure at the groups level

    1. Click the Groups icon, then click Next.
    2. Move the Groups you want to include into the Selected Groups list.
    3. You can exclude all group managers by selecting the Exclude all group managers checkbox.
    4. If you wish to exclude individual users within a role, click Exclude Users from selected Groups. Move the users you want excluded into the User Exceptions list and click the Add Exceptions button.
    5. Finally, click Done to save your settings.

Group Config foe checking in

 

3. Checking In and Out

All users you enabled the feature for will now see this pop-up when they log in to the LeadSquared web or mobile app.

Checking in on Log In

Users can choose to Check-In if say they just arrived at work or Skip if say it’s a holiday but they just wanted to quickly check on their leads. If they check-in or skip, they’ll still see this widget on the right of their screens.

Checking In Widget

Clicking the widget opens up the Check-In pop up. From here, users can change their availability status (Online/Away/Offline), the phone number they are available on, and also check out.

Note: If you select the Offline availability statues, you will be checked-out. However, you will remain checked-in if you select the Away status.

Widget for CICO

 

4. Lead Distribution

Once you’ve enabled and configured check-in/check-out, you can distribute leads to checked-in users only. For the detailed procedure, see the ‘Distribute Leads’ section of Automation Actions – Sales Execution.

 

5. Reporting

As an administrator, you want to know things like – when a user checked in/out, the location they checked in/out from and maybe even the source of they used to check-in or out (WebApp/MobileApp). The ‘User Check-in and Check-out History’ report (CICO report) gives you all the information you need. To access it –

  1. Navigate to Reports>Reports Home>User Activity Reports>Check-in and Check-out History.
  2. Use the drop-down to select the user whose check-in and check-out history you want to view.
  3. Alongside the user select drop-down, click Show. You can even use the MS Excel icon on the top-right corner of your screen to export the report in CSV format.

 

6. Some Points to Remember

  • Users will not be checked out on closing either the WebApp or the Mobile App. Checking out and checking in have to be performed manually.
  • Users check in and check out location will only be saved for mobile app check-ins/check-outs provided the location sharing permission is granted and location services are on.
  • De-activated users will automatically get checked out of LeadSquared.

 

7. Troubleshooting

1. Only Check-out has been captured for a particular day in the Check-in and Check-out report (CICO report).

In this case, the user may have checked-in on the previous day. Change the date to yesterday and re-check the report for the previous day.

 

2. I set up an automation to auto check-in and check-out my user, but my user’s haven’t been checked-in/out.

In this case the automation might not have triggered. On the Manage Users page, alongside the concerned users, click the Settings icon, then click View Automation Report. Check if the automation triggered and also check if the users meet the entry conditions you set. If you still face issues, contact us at support@leadsquared.com.

 

3. The recorded check-out time doesn’t tally with the actual time a user checked-out.

This may be due to an auto check-in/out automation. The automation checks users in and out based on the Workday Template assigned to the user’s team. Check the timings of the workday template used in the automation. To view the automation, on the Manage Users page, alongside the concerned users, click the Settings icon , then click View Automation Report

 

4. Resolving Slowness in Mobile App Check-In and Check-Out

  • Why is there a delay in check-in and check-out on the LeadSquared mobile app?
    If users are in remote areas, the app may take longer to fetch the location due to GPS limitations.
  • How can I fix this issue?
    To improve app performance during check-in and check-out:

    • Calibrate Google Maps:
      1. Open Google Maps, tap the blue location dot, and select “Calibrate Compass.”
      2. Move your phone in a figure-eight motion to improve GPS accuracy.
    • Adjust Battery Saver Settings:
      1. Go to your device’s App Settings for the LeadSquared app.
      2. Set background settings to ‘No Restrictions’ to allow uninterrupted location tracking.

These steps will enhance the app’s ability to capture location data efficiently.

 

5. Leads are being assigned to users even though the user’s status is inactive

  • Issue: Sales users are receiving leads even when they are out of the office and haven’t checked in. Users who haven’t used the platform for 2-3 days are still being assigned leads, despite user availability checks in workflows.
  • Root Cause Analysis: Users may have checked in on their last working day but failed to check out, leaving them marked as available, which triggers the lead distribution process.
    • If users have soft-closed their browser or allowed their system to sleep without actively logging out, their session may time out, but they remain listed as available.
    • This can be verified via the User Audit Log.
  • Solution:
    Ensure users consistently check in and check out to accurately reflect their availability. Communicate this requirement clearly to users, providing evidence from the User Audit Log if necessary.

 

Any Questions?

Run into any trouble while setting up check-in and check-out? If there’s anything you’d like to share that would help us improve this article, we’d love to hear it in the comments section below.

User Automation Actions – User Check-Out

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User check-out lets you automatically check-out your users at the end of a workday. It works according to the configured workday templates and allows you to track the working hours of your users.

Auto Check Out

 

Example Use Case

The best application of this feature is automatically checking-out your users at the end of a workday. To do this, the automation trigger must be “End of a Workday”, followed by the “User Check-Out” Action.

 

Procedure

checking out

Automation Conditions – If Email Open/Click

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1. Feature Overview

On emails sent to your leads and opportunities using the Send Email action, the If Email Open/Click condition lets you set up Yes/No criteria based on the lead/opportunity’s engagement with the email.

 

2. Example Use Cases

  • If the lead opens the email, then distribute the lead to your users.
  • If the lead clicks on a link within the email, then add the lead to a list, or send them an offer.
  • If the lead opens the email, notify the opportunity owner (user) by SMS/WhatsApp.

 

3. Set up If Email Open/Click

First, on any lead/opportunity trigger, add the Send Email action.

LeadSquared Automations

Then, click Add process. Under Conditions, click If Email Open/Click.

LeadSquared Automations

On the If Email Open/Click pop-up, set the conditions based on email open and/or link click. To add more than one condition, click Add another condition. Once you’re done, click Save.

LeadSquared Automations

Then, add different outcomes if the email is opened/if the email link is clicked. Once you’re done, Save and Publish the automation.

Note: When setting up this automation, we recommend adding a Wait condition of six hours or so. This ensures the lead has sufficient time to engage with the email.

LeadSquared Automations

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Conditions in User Automation

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Conditions in User Automation are similar to those in Lead Automation with the key difference being that criteria in User Automations are set up on the basis of user (not lead and activity) fields.

Since user automation conditions depend on user fields, you can now set up criteria using the User Advanced Search feature.

So instead of setting up conditions related to Leads – If lead stage is prospect Then send welcome email.
You can now setup conditions related to Users – If user availability is Offline Then auto check-in user.

If you’re not familiar with automation conditions, see Conditions in Lead Automation.

There are 2 conditions available in User Automation –

  • If/Else
  • Wait

Conditions in user automations

 

If/Else

The If/Else condition lets you setup Yes/No criteria. It allows you to set up alternative courses of action based on whether your criteria is met or not. For more information, see User Automation Conditions – If/Else.

 

Wait

The wait condition lets you delay an action or condition for a specified period. For more information, see User Automation Conditions – Wait.

User Automation Conditions – If/Else

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The If/Else condition lets you setup Yes/No criteria. It allows you to set up alternative courses of action based on whether your criteria is met or not.

 

Example Use Cases

Here are some examples of how you can use the If.Else condition –

  • If a user’s availability status in Offline then check-in the user at the start of the workday.
  • If a user’s availability status is Online or Away then check-out the user at the end of the workday.
  • If the user field ‘Is Working Today’ is set to ‘True’ then send happy birthday message.

 

Set Up the If/Else Condition

if else

When you click the If/Else condition, the Select Condition pop-up will open to allow you to set the conditions based on user fields. You can set multiple conditions through condition groups. For for more information, see User Advanced Search.

Selecting conditions

Data Posted by Automation Triggers

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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 data Activity data Task data Opportunity data User data Account data
Yes No No No No Yes

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 data Activity data Task data Opportunity data User data Account data
Yes No No No No Yes

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 data Activity data Task data Opportunity data User data Account data
No No No No No No

Sample Data –

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

 

2.4 On Specific Date

Lead data Activity data Task data Opportunity data User data Account data
Yes No No No No Yes

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 data Activity data Task data Opportunity data User data Account data
Yes No No No No Yes

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 data Activity data Task data Opportunity data User data Account data
Yes Yes No No No Yes

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 data Activity data Task data Opportunity data User data Account data
Yes Yes No No No Yes

Sample Data –

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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 data Activity data Task data Opportunity data User data Account data
Yes Yes No No No Yes

Sample Data –

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3.4 On Activity on Activity Updated

Lead data Activity data Task data Opportunity data User data Account data
Yes Yes No No No Yes

Sample Data –

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3.5 Sub Automation

Lead data Activity data Task data Opportunity data User data Account data
Yes No No No No Yes

 

4. Task Triggers

4.1 Task Create

Lead data Activity data Task data Opportunity data User data Account data
Yes No Yes No No Yes

Sample Data –

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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 data Activity data Task data Opportunity data User data Account data
Yes No Yes No No Yes

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 data Activity data Task data Opportunity data User data Account data
Yes No Yes No No Yes

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 data Activity data Task data Opportunity data User data Account data
Yes No Yes No No Yes

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 data Activity data Task data Opportunity data User data Account data
Yes No Yes No No Yes

 

5. Opportunity Triggers

5.1 On Opportunity Added

Lead data Activity data Task data Opportunity data User data Account data
Yes No No Yes No Yes

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 data Activity data Task data Opportunity data User data Account data
Yes No No Yes No Yes

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 data Activity data Task data Opportunity data User data Account data
Yes Yes No Yes No Yes

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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5.4 On Activity Updated on Opportunity

Lead data Activity data Task data Opportunity data User data Account data
Yes Yes No Yes No Yes

Sample Data – 

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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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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 data Activity data Task data Opportunity data User data Account data
Yes No Yes Yes No Yes

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 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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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"}

 

5.6 On Opportunity Task Complete

Lead data Activity data Task data Opportunity data User data Account data
Yes No Yes Yes No Yes

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 data Activity data Task data Opportunity data User data Account data
Yes No Yes Yes No Yes

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 data Activity data Task data Opportunity data User data Account data
Yes No Yes Yes No Yes

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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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"}

 

5.9 On Specific Date (Opportunity)

Lead data Activity data Task data Opportunity data User data Account data
Yes No Yes Yes No Yes

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 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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 data Activity data Task data Opportunity data User data Account data
Yes No Yes Yes No Yes

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 data Activity data Task data Opportunity data User data Account data
No No No No Yes No

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 data Activity data Task data Opportunity data User data Account data
No No No No Yes No

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 data Activity data Task data Opportunity data User data Account data
No No No No Yes No

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 data Activity data Task data Opportunity data User data Account data
No No No No Yes No

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 data Activity data Task data Opportunity data User data Account data
No No No No No Yes

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 data Activity data Task data Opportunity data User data Account data
No No No No No Yes

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 data Activity data Task data Opportunity data User data Account data
No No No No No Yes

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 data Activity data Task data Opportunity data User data Account data
No No No No No Yes

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}

How to Create a User Automation?

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1. Feature Overview

With user automation, you can automatically check-in and check-out your users. You can create tasks and alerts based on their availability and even send them automated messages on special occasions. If you’re new to the automation feature, visit the automation home page.

 

2. Quick Start

You can create an automation from scratch but the quickest way to get started is to select a ready-made template.

 Template Description
Auto Check-In Users Track work hours by automatically reminding and checking-in your users according to the workday templates you define.
Auto Check-Out Users Automatically remind and checks-out your users according to the workday templates you define.
Work Anniversary Wishes Works on the basis of the ‘Joining Date’ user field. Automatically wishes users on their work anniversaries.
Birthday Wishes Works on the basis of the ‘Birthday’ user field. Automatically wishes users on their birthdays.

Note – The default auto check-in and auto check-out templates are not configured for the mobile app. You need to use webhooks to display notifications and enable auto check-in/check-out on mobile. For more information, see Auto Check-In/Check-Out for Mobile.

To select a template –

  1. From your Dashboard, navigate to Marketing>Automation and click Create Automation.
  2. On the Choose a Template pop-up, navigate to the Internal User Engagement section.
  3. Choose a template and edit it according to your needs.

Templates

 

3. Automation Basics

Like lead automation, user automation also operates on triggers, conditions and actions –

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Automation FAQ & Troubleshooting

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1. Overview

This article will help you troubleshoot LeadSquared’s Automation feature.

 

2. Automation Triggers

1. Why didn’t the Automation trigger? 

  • Verify if the Run only once per lead/account/opportunity option is selected. If selected, and the Automation has triggered once, it will not trigger a second time.

run once

  • If you’ve included additional conditions/inclusion criteria, the entities must match the criteria for the Automation to trigger.

additional condition

  • The Automation will only trigger on entities that enter the system after the Automation has been Published.

published

  • When an Indirect loop is created, it leads to multiple duplicate automation triggers. For example, when you set up automation with the Lead Update trigger, which triggers when the City field is updated, and then set up a Custom Action to Call a Lapp to update the City Field, this leads to an indirect loop (because when the City lead field is updated, a Lapp is called, which will, in turn, update the City lead field, leading to an infinite loop). These scenarios have been addressed by ensuring that the automation will terminate after 50 triggers of automation on a lead in a day.

indirect loop

The automation entry in the Lead Automation Report will display the Terminated status.

automation report terminated

The Automation Termination Report will reflect the same entry.

Leadsquared Automations

A Lead Update trigger that updates the Owner will not trigger when the lead owner is changed through the distributed lead card. This is done to improve performance and avoid looping.

 

2. Why didn’t the Automation trigger from Bulk Import or Bulk Update? 

  • You must enable the Bulk Automation Trigger settings by writing an email to support@leadsquared.com.
    • Once the Bulk Automation Trigger setting is enabled, by default, it will only be enabled on the Lead Create and Activity Create trigger. To enable the setting on other triggers (for example, Opportunity Create), you must raise a request by writing to support@leadsquared.com.
  • For the following triggers, you will need to enable an additional setting, Trigger on Import when configuring the trigger  –
    • Lead Create
    • Opportunity Create
    • Account Create

trigger on import

  • The maximum limit by default for bulk automation triggers is 10,000. For example, if you import 15,000 leads, the Bulk Automation on all 15,000 records will fail. You can increase the limit on bulk automation triggers to 25,000 by contacting support@leadsquared.com.

 

3. Why didn’t the Automation trigger from the Update Lead API? 

You must pass an additional query parameter, postUpdatedLead=true in the Update a Lead API request.

 

3. Send Email Card

1. Why isn’t the Send Email card functioning properly (Send Email Card Failure)?

  • When using a Send Email action, make sure the email address of the lead field has a valid email address. Navigate to Manage Leads>Lead Details to edit or verify the lead’s email address. 

automation email id check

  • Make sure the Do Not Email flag is disabled (“No“) for the lead. To find this option, navigate to Manage Leads>Lead Details Page>Lead Details Tab.

automation do not email

  • Verify if they have unsubscribed from emails or a specific email category. Navigate to Manage Leads>Lead Details>Activity History. Under Activity Type select the unsubscribed filters to check the Unsubscribe activities. 

unsubscribe

unsubscribe

 

4. Distribute Card

1. Why isn’t the round-robin lead Distribution functioning properly?

  • If user availability is enabled, then based on the different timings that users check in the round-robin distribution may not be uniform. For more details, you can watch this video.

2. Why isn’t the lead Distribution functioning properly?

  • If there’s parallel execution of more than 1 distribute card, then a user might have gotten more leads from one of the other distribute cards.

3. Why are users being assigned leads past their permitted quotas? 

  • If you have parallel Distribute cards executing on the same user, there might be cases where they are assigned more leads. To resolve this issue, please contact support@leadSquared.com.
  • Check if leads have been assigned to the user manually. For example, if a manager manually updates the lead owner to a particular user, the lead distribution quota will not apply.

4. What happens when a lead satisfies multiple rules in a Distribute card? 

If a lead satisfies multiple rules, then the first rule which is satisfied serially will be considered and the lead will be assigned as per that rule. For example, if a lead satisfies both Rule 1 (City) and Rule 2 (Language), the lead will be assigned as per Rule 1 (City).

5. After the Rules are being satisfied why is the Default Rule being executed? 

  • If Evaluate on latest data is enabled, then the Automation assesses the distribution rule on the current lead data in your account. For example, you set a lead distribution rule where the ‘Stage is Prospect’. A lead, whose stage is ‘Prospect’, enters the automation. While passing through the automation, the lead’s stage changes to ‘Disqualified’.
    • If ‘Evaluate on latest data’ is enabled, the lead won’t be considered by the lead distribution rule (Stage is Prospect), because according to the latest data, the lead’s stage is now ‘Disqualified’.
    • If ‘Evaluate on latest data’ isn’t enabled, the lead will be considered by the lead distribution rule (Stage is Prospect), because only the data at the time the lead entered the automation will be considered (and at that time the lead’s stage was ‘Prospect’).

eval latest data

  • Verify extra whitespace isn’t present in the entity level fields or the Distribute card.
  • Verify the configured users in the Distrubite card are not deactivated. You can navigate to the Manager Users page and search & filter for deactivated users.

 

5. If/Else Card

1. Why are the If/Else conditions being evaluated as False?

  • Evaluation here will always happen on the latest data. Verify if the data has changed after the Trigger Data through the Automation audit log (You will need to contact support@leadsquared.com to enable the lead audit log on Automation).
  • Verify extra whitespace isn’t present.

2. Why are the Multi If/Else conditions being evaluated as False?

  • The Multi If/Else evaluation flow will be from left to right. Whichever condition is evaluated as True first, will be considered and the rest will be ignored.

multi if else example

  • If Evaluate on latest data is selected, then the Automation will evaluate the current lead data in your account. A lead, whose stage is ‘Prospect’, enters the automation. While passing through the automation, the lead’s stage changes to ‘Disqualified’.
    • If ‘Evaluate on latest data’ is enabled, the lead won’t be considered (Stage is Prospect), because according to the latest data, the lead’s stage is now ‘Disqualified’.
    • If ‘Evaluate on latest data’ isn’t enabled, the lead will be considered (Stage is Prospect), because only the data at the time the lead entered the automation will be considered (and at that time the lead’s stage was ‘Prospect’).

 

6. Share Lead

1. Whom can you share a lead with? 

You can only share a lead with the Activity Owner.

2. Why can’t I unshare a lead?

Verify if the activity ID used to unshare the lead matches the activity ID used to share the lead.

unshare

 

7. Publishing an Automation

1. What happens to leads in an Automation when I unpublish, modify, and republish it?

  • Question: If I unpublish an automation, add a new action (e.g., a “Send Email” node), and then republish it while keeping existing leads in the automation, will those leads be processed through the newly added action?
  • Answer: Yes. When you unpublish an automation, modify it by adding new nodes, and then republish it, the following behavior applies:
    • Leads currently in the Wait Card of the automation will be processed through the newly added nodes when they reach the relevant step.
    • New leads entering the automation after republishing will also follow the updated automation flow, including the newly added actions.

If a lead has already passed the point where the new node was added, it will not go back and be processed through the new action.

 

8. Automation Report

1. Why is there a count mismatch on the Automation Report?

2. Why can’t I see the automation report for a specific lead or opportunity? / Automation report missing for lead or opportunity / Can’t find triggered automation for a lead

If you’re unable to find the automation report for a specific lead or opportunity, it’s usually due to one of the following reasons:

  • Mismatch in trigger type and details page
    Automations are triggered either by leads or by opportunities:

    • If the automation has a lead-based trigger, its report will appear on the Lead Details page.
    • If it has an opportunity-based trigger, it will appear on the Opportunity Details page.
      Check that you’re viewing the report on the correct entity page.
  • Data older than 90 days is not retained
    Automation reports are only available for automations that were triggered in the last 90 days from today. If the automation ran before that, its report will no longer be visible.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Universal Telephony Connector – UTC

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1. Feature Overview

The Universal Telephony Connector (UTC) enables you to integrate your cloud telephony service provider(s) with LeadSquared –

  1. Integrate multiple instances/accounts of your telephony provider –
    If you have multiple contact centers in different regions (E.g., northern region, southern region, etc.), you can configure each of them as separate tabs.
  2. Integrate multiple telephony providers –
    If you’re using two or more telephony service providers, you can now integrate all of them in one place.
  3. Assign to teams –
    Assign different instances of one telephony provider or even different providers to teams in your account. For example, you can now assign a northern region telephony instance to your northern region team, a western instance to your western team, and so on. For more information on teams, see LeadSquared Teams.

Note:

To learn more about LeadSquared telephony integrations, read LeadSquared Telephony – Feature Guide.

 

2. Prerequisites

  • You must be an Administrator user to access the connector configuration.
  • Developer experience is required to understand the format of the data and configure the connector with your telephony provider.
  • The table below outlines the distinction between APIs/URLs provided by LeadSquared and those provided by your telephony provider. LeadSquared’s APIs/URLs are accessible through the UTC configuration page, while your telephony provider’s APIs must be obtained directly from them. If you encounter any issues with an API, please get in touch with the respective API owner. 
    LeadSquared APIs Telephony Provider APIs
    Call Route API (Lead/Opportunity routing) –

    The Call Route API directs incoming calls from existing leads to the corresponding Lead or Opportunity owner in your LeadSquared account.  

    Note: LeadSquared does not automatically route calls to owners. Instead, it provides the Lead/Opportunity Owner details to your telephony provider, who then routes the call accordingly
    		 Click2Call API – The Click2Call feature allows your sales reps or agents to initiate outbound calls by simply clicking on a lead’s phone number in the Manage Leads or Lead Details pages
    Agent Popup API – This API logs all inbound and outbound calls made through your telephony account into LeadSquared, ensuring comprehensive call tracking. Agent Panel URL – Agent Panel URL allows you to embed your provider’s Softphone into LeadSquared. 
    Call Log API – All inbound and outbound calls made through your Telephony account can be logged in LeadSquared by setting up Call Logs Call Disposition – Call disposition allows users to record specific information related to a phone call once it ends.
    Single Sign–On API – This API enables embedding LeadSquared within your telephony provider’s portal. 

 

3. Installation

Navigate to Apps>Apps Marketplace, search for the Universal Telephony Connector and click Install.

Installing the connector

 

4. Configuration

  1. Next, hover the cursor over the settingsSettings iconicon and click Configure.
  2. Click the Add New Connector button.
  3. Select the Connector Type (LeadSquared Generic Telephony Connector, Ozonetel V2, etc.).
  4. Name the connector, then click Add.

LeadSquared Telephony

Note: You can add a new instance, clone an existing one or delete an instance using the options highlighted below.

Adding a new connector

 

5. Virtual Numbers

Use this section to add one or more virtual numbers (also called DIDs/CLI) for the connector you’re configuring. You can also tag them if you like. Click the Saveicon to save a virtual number and click Add to add another number.

You can even bulk upload virtual numbers through a CSV. We recommend downloading the sample CSV, entering your values in it, and then uploading the file so the format matches what the system expects

Note:

  • Bulk upload has a max limit of 1000 records per upload.
  • If the virtual number is entered in the correct format <+91-number>, only the tag name will be displayed in the the outbound phone call activity.

virtual numbers

 

6. Call Route API

The Call Route API automatically routes incoming calls from existing leads to the respective Lead owner/Opportunity owner in your LeadSquared account. The API must be configured as a hook on your telephony provider’s end.

  1. Copy the Call Route API (will resolve to Lead, Opportunity, or Tickets) and deploy it in your cloud telephony account.
  2. Use HTTP GET to send the data. Please refer to the ‘Usage’ section to understand how to send the data.

Note:

  • In existing instances, the deprecated Lead Route API has been replaced with Call Route API. In new instances, only the Call Route API will be displayed.
  • To add an extra layer of security you can Enable Additional Authentication and pass the generated key-value pair in the request header when calling the API. These additional authentication headers can also be generated for the Agent Popup API and Call Log API.

new call route UI UTC

 

7. Agent Popup API

Enable real-time call notifications to users in the form of an Incoming Call Popup during an inbound call from a lead (made to your virtual number). The pop-up displays the lead’s details if the lead exists in your account, or displays an empty form that agents can use to capture the new lead.

Note:

  • When you select Enable, it allows admin users to enable the Show Phone Call Popup setting for all users in the account. Disabling this setting does not turn it off for all users.
  • Incoming calls matching a lead’s secondary phone number will be tracked without creating a duplicate lead.
  • If you have multiple leads with the same phone number, you can pass the LeadId in the Agent Popup API. This will ensure that the correct lead details appear in the agent popup. For e.g., "LeadId": "4c70ce73-0732-4977-85a2-fb49a978b85c".
  • To enable client-side logging, which allows browser events, messages, and errors to be logged to a log stream (e.g., Loggly), contact your account manager or write to support@leadsquared.com.
  • You can disable the close icon on the Agent Popup form by enabling Hide Close Option “X”. This feature ensures that agents adhere to specific workflows and processes by preventing accidental popup closures.

Agent Pop-Up API Details

  1. Copy the Agent Popup API URL from the Agent popup tab and deploy it in your cloud telephony account.
  2. Use the HTTP POST method to send the data to LeadSquared in JSON format.
  3. Enable Agent Popup by selecting the checkbox.

Refer to the ‘Usage’ section to understand how to send the data.

show phone call pop up telephony

Custom Mapping
Telephony providers send us varying data using the Agent pop-up API. Enable custom mapping to map the variables received in the JSON file to the corresponding LeadSquared parameters.

 Property Sample Value Description
 SourceNumber +919611795983 For Inbound Call-  Lead’s contact  number
For Outbound Call-  User’s Number or Agent’s number. A Hyphen separator is expected in the outbound call number if a country code is being passed; for example, +91-9611795983.
DestinationNumber +919611795980 For Inbound Call-  User’s Number or  Agent’s number. A Hyphen separator is expected in the inbound call number if a country code is being passed; for example, +91-9611795983.
For outbound Call-  Lead’s contact  number
DisplayNumber +919020897874 Virtual(DID) Number provided by the provider
StartTime 2015-08-20 18:26:38 Start time of the call in IST
Status Answered Status of the call, can be Answered, Missed, Voicemail
IVR 1 IVR option to be passed for Opportunity-Virtual Number mapping
Opportunity-Telephony MappingId O$a7131527-55c8-4871-a3bb-7ff74b55555 Mapping ID passed for Opportunity-based click2calls.
Opportunity ID 83uhd8-uendur-83ehdn When passed in call log details, activity is posted on the Opportunity.
CallSession Id 080673309211440075398 Unique Identifier for a call provided by the telephony provider. In case the provider does not provide the identifier, a default identifier will be generated.
Agent Id Test.user@lsqdev.in Unique Identifier at the provider’s end for identifying an agent. For example, the agent’s phone extension, email ID, or SIP extension.
Lead Id 293847-dhcnj-12333-48fn Pass to identify the lead directly. this will be given preference over the phone number.
Entity Id Pass to identify the entity directly, takes precedence over the lead or opportunity or ticket ID when resolved.

LeadSquared Telephony

Agent Panel Settings
The agent panel enables you to embed a softphone and manage your call center actions directly from your LeadSquared account. Add a custom URL and append mail merge parameters (click the help help icon) to configure the agent panel.

Note:

  • When you Enable Agent Panel, it allows admin users to enable the Is Soft phone Enabled option for all sales users in the account. Disabling this setting does not turn it off for all sales users.
  • Agents will be presented with only the relevant Angent Panels based on the team-mapping configuration. If team-mapping has not been configured across any instance, then the mapping from the default instance will be applicable.
  • For available Mail Merge fields, read this article.

is softphone enabled telephony

Setting Description
Show on Top Displays the agent panel over any overlapping window (including the agent pop-up).
Hide Scale Button Hides the maximize/minimize buttons on the panel.
Panel URL The source iFrame URL for the panel. Click the help help icon to learn how to append mail merge parameters.
Panel Permissions Configure iFrame permissions like microphone, camera, geolocation, etc.
Panel Title Customize the display text on the panel title bar.
Panel Height Adjust the default height of the panel (in pixels).
Panel Width Adjust the default width of the panel (in pixels).

 

8. Call Log API

All inbound and outbound calls made through your Telephony account can be logged in LeadSquared by setting up Call Logs. These logs will be posted to LeadSquared as incoming/outgoing phone call activities.

You can also enable custom mapping functionality, to map and capture data about each phone call in the relevant LeadSquared activity fields. There are also custom fields available to map additional data provided by your telephony service.

Note:

  • When your Telephony provider calls the LeadSquared API, data can be pushed into LeadSquared using POST method in JSON format.
  • For this API, the Content-Type has to be set to application/JSON, and the Body should be passed in the raw JSON format.
  • The Content-Type application/x-www-form-urlencoded is deprecated but is supported on legacy versions.
  • In Custom Mapping, when you select the Custom option (below required, additional), you can use the fields mx_Custom_10 till mx_Custom 14 to store additional data sent by the telephony provider.

Once you’ve finished the configurations, you can check your telephony logs by navigating to My Account>Settings>API and Webhooks>Telephony Logs.

LeadSquared Telephony Integrations

Note: Under custom mapping, on the ‘Custom’ tab (for the default connector instance), you can change the display names of the custom fields/parameters.

Here are the parameters you can post –

{

"SourceNumber":"9611232123",

"DestinationNumber":"9876543210",

"DisplayNumber":"1000001000",

"StartTime":"2015-08-20 18:26:38",

"EndTime":"2015-08-20 18:26:38",

"Duration":"12",

"Status":"Answered",

"CallNotes":"Enquired about product",

"ResourceURL":"server/filename.extension",

"Direction":"Inbound",

"CallSessionId":"080673309211440075398",

}
 Property Sample Value Description Mandatory
 SourceNumber +919611795983 For Inbound Call-  Lead’s contact  number
For Outbound Call-  User’s Number or Agent’s number. A Hyphen separator is expected in the outbound call number if a country code is being passed; for example, +91-9611795983.		  Yes
DestinationNumber +919611795980 For Inbound Call-  User’s Number or  Agent’s number. A Hyphen separator is expected in the inbound call number if a country code is being passed; for example, +91-9611795983.
For outbound Call-  Lead’s contact  number		 Yes
Duration 12 Duration of call in seconds Yes
DisplayNumber +919020897874 Virtual(DID) Number provided by the provider Yes
Status Answered Status of the call, can be Answered, Missed, Voicemail Yes
StartTime 2015-08-20 18:26:38 Start time of the call in IST Yes
*StartTimeUTC Tue, 05 Jul 2022 10:30:30 GMT Start time of the call in UTC No
CallSessionId 080673309211440075398 Unique Identifier for a call provided by the telephony provider. In case the provider does not provide the identifier, a default identifier will be generated. Yes
EndTime 2015-08-20 18:26:50 End time of the call No
CallNotes Enquired about a product Additional notes about the call No
ResourceURL Server/filename.extension URL of the file with a recording of the conversation No
Direction Inbound Inbound or Outbound Yes
IVR 1 IVR option to be passed for Opportunity-Virtual Number mapping No
Opportunity-Telephony MappingId O$a7131527-55c8-4871-a3bb-7ff74b555555 Mapping ID passed for Opportunity-based click2calls.
Opportunity ID 83uhd8-uendur-83ehdn When passed in call log details, activity is posted on the Opportunity. No
Agent Id Test.user@lsqdev.in Unique Identifier at the provider’s end for identifying an agent. For example, the agent’s phone extension, email ID, or SIP extension. No
Lead Id 293847-dhcnj-12333-48fn Pass to identify the lead directly. this will be given preference over the phone number. No
Call Origin Web Specify the lead origin. No
mx_Custom_10 Additional custom field to send additional data. The display name of the field can be modified on the UI. It can have any string value passed from the provider.  No
mx_Custom_11 Additional custom field to send additional data. The display name of the field can be modified on the UI. It can have any string value passed from the provider.  No
mx_Custom_12 Additional custom field to send additional data. The display name of the field can be modified on the UI. It can have any string value passed from the provider.  No
mx_Custom_13 Additional custom field to send additional data. The display name of the field can be modified on the UI. It can have any string value passed from the provider.  No
mx_Custom_14 Additional custom field to send additional data. The display name of the field can be modified on the UI. It can have any string value passed from the provider.  No

 

9. Click 2 Call API

The Click2Call feature enables your sales reps/agents to place an outbound phone call just by clicking the lead’s phone number (on the Manage Leads or Lead Details pages). If you use the Opportunities feature, click 2 call can be used to call leads from the Opportunity Management and Opportunity Details pages as well.

Depending on the capabilities of your telephony provider, it can be configured using either a server-side API or a client-side script.

Server-side API

This is the default configuration option.

Your telephony provider’s Click2Call API is configured here, and you can append mail-merge parameters (like agent phone number, lead phone number, etc.) to the API URL to facilitate the calling functionality.

    1. Pass the Click2Call API in the URL textbox.
    2. You may optionally pass custom headers to the API for authentication.
    3. Select the HTTP method needed by the telephony operators Click2Call API.
    4. Map a keyword from the response of the Click2Call API. Typically we use a keyword like “success”. This lets our system know that the API request fired correctly and a response was received.
    5. Choose the format of the API response data (Text, JSON).
    6. Admins should configure their telephony provider’s email address in the Provider Support Email field. This ensures that agents receive clear guidance when encountering call failures due to either UTC configuration issues or provider-side technical problems.
    7. You can filter virtual numbers for users by toggling the Enable Virtual Number Filter option. Read this article for more details.
    8. Click the Enable Checkbox checkbox.
Note: For available Mail Merge fields, read this article.

c2c filtering custom field

Client-side Script

For telephony providers with JavaScript SDKs, the Click2Call functionality can be configured using a client-side script. The outbound phone call functionality will be handled by the script and the call will be initiated via the browser to the telephony provider.

  1. Enter the URL of the Javascript file, which must be hosted on the LeadSquared domain (external domains are not supported). The JS file will be published only after an internal review process.
  2. You can pass data to the script using mail-merge parameters (like agent phone number, lead phone number, etc.).

click 2 call utc client side

Note:

  • For a sample JS file template, please reach out to your account manager
  • Additionally, a flag called Is Softphone Enabled must be checked for each agent, in the user settings UI. This also disables the “Agent Panel” for the agents.

LeadSquared User Settings

 

10. Call Disposition

Call disposition lets users enter certain information related to a phone call once it ends.

call disposition utc

Note:

  • To use this feature, you must first create a Custom lead field in LeadSquared (say ‘Disposition’). For more information, see How to Create Custom Lead Fields.
  • Disposition is available only on Lead Fields.
  • Only 1 <string> value can be sent to the provider as disposition.
  • User Fields can also be mail-merged in the URL and Data Template – contact support@leadsquared.com to enable this feature.
  • For available Mail Merge fields, read this article.

When a call has ended the agent can select an appropriate disposition value on the Call/Agent-Notification Popup, dispose of the call, and get ready to receive the next upcoming call.

  1. Deploy the URL provided by your telephony service in the URL field with the necessary parameters.
    • @callSessionId  – Call session Id passed by the telephony provider in the agent popup request
    • @customerNumber – Lead Phone number
    • @virtualNumber – The virtual number of your telephony account
    • @dispositionValue – Selected disposition value in the agent popup form*
    • @agentNumber – Agent’s phone number
    • @agentId – User Id of the agent
    • @notes – Notes on the call
    • @comments – Comments on the call
    • @date – The date of the call
  2. Select the HTTP method in which your telephony service accepts the data.
  3. You can initiate the following actions (and make them mandatory if required) once a call is disposed of –
    • Create a task
    • Create a custom activity
    • Update a lead field

*On Default Lead Field you must map the custom field you have created to capture the disposition value (refer to the Note above). This field can then be mapped with @dispositionValue in the URL (GET request), or in the Data Template (POST request).

call disposition field

 

11. Single Sign-on API

This API will help you embed LeadSquared within your telephony application. Use the API and the HTTP POST method to send data to LeadSquared in JSON format. To get the leads details, use the Lead Details API.

Please refer to the ‘Usage’ section to understand how to send the data.

single sign on api utc

Lead/Opportunity Sharing via SSO APIs
Lead or Opportunity Sharing allows agents to temporarily view/edit the information of a lead or Opportunity (during an inbound phone call) that they don’t have access to. For integrations that don’t support the Agent Pop-up functionality, SSO APIs are used for Sharing. Previously, SSO APIs only supported the lead’s phone number to facilitate the identification and sharing of the lead to the agent. Now, the Lead Id is also supported. This will help customers who have leads in their accounts with the same phone number.

Note: 

  • leadId can be passed in the Lead Details API URL instead of leadphonenumber.
  • Lead sharing can also be enabled through Telephony Settings.

 

12. Team Assignment

You can assign an instance to one or more teams. While making an outbound phone call (using click2 call), the users in those teams will see the instance(s) assigned to them and can choose to place the calls from any of the virtual numbers created for an instance.

So for example, you can create 2 connector tabs, say ‘Bangalore’ and ‘Chennai’, and assign them to your Bangalore and Chennai teams respectively. Your Bangalore team will then only see the virtual numbers associated with the Bangalore instance tab.

team assignment utc

Note: If you haven’t assigned any of the instance tabs to any teams, while making outbound phone calls your users will see the virtual numbers that are configured in the default instance tab (the one marked with the tick). You set a tab as default by navigating to that tab and clicking Mark As Default under the Settings Settings icon icon –

team assignement utc mark default

 

13. User Agent Mapping

Here, you can map each agent/user to a unique identifier. This will be used to identify the correct agent when the ‘Agent’s Phone Number’ or ‘Source Number’ is not stored in LeadSquared.

You may enter any string/alphanumeric value for the Agent Identifier. When calling the Call Log API or Agent Popup API pass this value in the post body like "AgentId":"abcd1234" . The call log posted for the phone call will be updated with the agent/user associated with the Agent Identifier value, even if the source number is not available. Similarly, the user/agent to display the agent popup to will be identified based on the Agent Id value.

You can even bulk upload User-Agent mapping through a CSV. We recommend downloading the sample CSV, entering your values in it, and then uploading the file so the format matches what the system expects. The max limit is 1000 records per upload.

Note: You can track all additions, updates, and deletions in the User-Agent Mapping section through the audit log.

user-agent mapping

 

14. Call Status Mapping

UTC supports mapping provider-specific call statuses to LeadSquared-specific statuses. Admins can customize call status mappings and configure multiple statuses as a comma-separated list for Inbound and Outbound calls.

For example, let’s specify Attended as the Provider Status Code for Answered.

telephony custom call status mapping

Then, the Raw Call Status in the call log will show this mapping after the call ends.

telephony raw call status

 

15. Integrate with Opportunities

You can integrate the Universal Telephony Connector (UTC) connector with LeadSquared Opportunities. To know how to do this, please refer to Opportunity Integrations in Telephony.

This will enable you to track phone call interactions with your leads, for each opportunity or potential deal. Completed calls will get posted as activities, against the respective opportunities, on the Opportunity Details page.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Data Privacy – ‘Do Not Track’ Lead Field

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You can now give your leads the choice to opt-out of being tracked by LeadSquared. This is possible through the ‘Do Not Track’ system lead field.
The functionality is part of a list of other settings* aimed at helping you remain compliant with GDPR.

*See Data Protection and Privacy Settings.

 

Default Behaviour

The ‘Do Not Email’ field is empty (contains no value) by default for all leads.

Since the data type is Boolean, the field can have 2 possible values –

True Web and email activities for the lead will not be tracked.

  • However, form submissions will still be tracked.
  • Unsubscribed, re-subscribe, mailing preferences and bounce activities will still be posted against the lead.
False Web and email activities are tracked and posted on the respective leads.

 

Updating the ‘Do Not Track’ Value

Whenever the ‘Do Not Track’ field gets updated, an activity will be posted. This will reflect in the activity history on the lead details page.

activity history do not track

There are a few ways you can update the ‘Do Not Track’ field –

1. Lead add and edit forms
By default, the ‘Do Not Track’ field will be in the hidden section. You can drag and drop it into your forms by navigating to My Account>Settings>Leads>Lead Forms. For more information, see Lead Form Customization.

do not track

Once you add the field to a form and create or edit a lead, the field will automatically be marked ‘False’.

2. APIs, lead import, landing pages, automation and rules
Like other lead fields, the ‘Do Not Track’ field can be updated in any of these ways.

3. Cookie consent banner
The cookie consent banner will only be shown to leads with the ‘Do Not Track’ field empty. 

  • When a lead clicks the ‘Accept Cookies’ option on the banner, the ‘Do Not Track’ field will be updated to ‘False’ and web and email activities will be tracked.
  • The ‘Deny Cookies’ option will update ‘Do Not Track’ to ‘True’, in which case web and email activities won’t be tracked for that lead.

4. When a lead submits a personal data protection request
You can configure personal data protection settings by navigating to My Account>Settings>Data Protection & Privacy>Personal Data Protection. This setting creates a landing page in your account through which leads can choose to view, edit or delete their personal information. They can also choose a ‘Do Not Track” option on the landing page form – this option automatically updates the ‘Do Not Track’ lead fields to ‘Yes’.
For more information, see the personal data protection section of Data Protection and Privacy Settings.

How to Make the Phone Number field Unique

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1. Feature Overview

Unique fields help you prevent junk/duplicate leads from being created in your system. When you make the phone number a unique field, users will not able to create a lead record with a duplicate phone number. It helps you keep your system clean by only allowing real leads to be created.

Note: You can create a maximum of three unique fields at a time. The Email, Phone, and Mobile fields are set as the default unique fields.

2. Prerequisite

You should be an Administrator to make the phone number a unique field.

 

3. Process

  1. Navigate to My Account>Settings>Leads>Lead Fields.
  2. In the search box type “phone number”.
  3. Click LeadSquaredand choose Mark Unique.
  4. A pop appears showing you the current unique lead fields. If there are already three existing unique fields you will have to remove one of them. Click Mark Unique.
  5. Select the following settings-
    • The length of the phone number: Select a minimum and a maximum number of digits that are required to recognize the number as a phone number. E.g., if you want to include the country code for a phone number registered in India, your minimum number of digits will be 10 and a maximum number of digits will be 12 depending on whether you want to make the country code mandatory or not.
    • Country code: Check the box if you want to make the country code mandatory.
    • If the user does not put in the country code you can set your account to use the default country code or throw an error.
    • Select the default country code.
  6. Once you are done with defining the phone number format click Save.
Note: You can create a maximum of three unique fields at a time.

Unique fields are marked by “LeadSquared Unique field icon ” icon.

LeadSquared Unique fields

You can also find Unique fields by filtering fields by Type on the Lead Fields page.

LeadSquared

 

4. Next Steps

To know more about maintaining phone number format refer to Control Phone number format while capturing leads.

5. Any Questions?

Let us know if you have any questions related to this article. We’ll get back to you ASAP.

 

How to Use and Customize the Lead Details vCard?

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1. Feature Overview

The Lead vCard displays key lead information on the Lead Details page, including Lead Details, Lead Quality Metrics, and Lead Properties. It provides a quick snapshot of important lead data to help users review and update records efficiently.

You can customize the Metrics and Lead Properties sections to control which fields appear on the vCard, allowing teams to focus on the most relevant information for their workflow. The vCard can also be shared with other LeadSquared users via email, making it easier to collaborate and exchange lead information.

 

2. Prerequisites

You need to be an Admin user to customize details on the vCard.

 

3. Access vCard

To view a Lead vCard:

  1. Navigate to Lead Management>Leads.
  2. Click on the required lead to open the Lead Details page.
  3. The vCard appears on the left of the Lead Details view.

navigating to the vCard

 

4. Customise vCard

  1. Navigate to Settings>Leads>Lead Forms.
  2. Under Select to edit drop-down field select Lead vCard.
  3. To add lead fields in your v-card, drag-drop fields from the Hidden section to the Metric section or Lead Properties section.
  4. Once you’re done click Save.

Note:

  • The Metric section only accepts number type fields. A maximum of four fields are allowed at a time.
  • The Lead Properties section can accommodate any number of lead fields and accepts all values.
  • You can use filters to find all Numeric fields in the Hidden fields section.
  • To reset the customizations made to the vCard click Reset to default. This will reset the vCard to the default lead fields.

edit lead form for vcard

 

5. Edit and Share the Lead vCard

On the Lead Details page:

Edit lead details

  1. Hover over the three-dotted menu.
  2. Click the Edit VCard option.
  3. Update the required lead fields and click Save.

editing the vcard

Share the vCard

  1. Hover over the vCard.
  2. Click the Share option.
  3. Enter the name or email address of the users in the pop-up.
  4. Optionally, add Notes.
  5. Click Send Email to send the lead information.

Note: When sharing a Lead vCard, only the fields that are configured in the “Edit vCard Fields” section and configured in the Lead Form will be included — and only if those fields contain values.

sharing the vcard

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

How to Do Time Comparisons in Automation?

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You can set up time comparison conditions through LeadSquared automation. This will help you solve a variety of use cases, like –

  • Distribute leads to users within their working hours. If the time is later than their working hours, add the leads to a list for the next day.
  • Let’s say an appointment is scheduled for today. Do a time comparison to check whether the appointment time has passed and create follow up tasks or notify users about the appointment accordingly.

Note: If you’re new to the automation feature, see Automation Home.

Here’s how to do it –

  1. In your automation, select the Compare condition. For more details see, Lead Automation Conditions – Compare.
  2. In the textbox on the left, enter the date/time you want to use as the basis for your comparison.
  3. In the text box on the right, type ‘@’ and select the date, date & time, or time field you want to compare the value on the left with.
  4. Click Save.
  5. Proceed to defining the action required based on the evaluation of the compare card.

compare in automation

In the example above, the current time in the account/UTC will be compared with the value we provided.

compare card details

Auto Check-In/Check-Out Guide

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You can automatically check-in/check-out your users across both web and mobile platforms. If you’ve set up automated lead distribution and enabled auto check-in/check-out, leads will be seamlessly distributed to your users without any need for manual intervention.
The feature is also part of a complete attendance management solution where you can track the working hours, holidays and leaves of your users.

Note:

 

Benefits

Here are some of the major benefits of setting up auto check-in/checkout –

  • Regularize working hours through workday templates and also manage holidays and leaves.
  • Sales managers can track the location of their field sales users throughout the work day.
  • Sales users don’t have to remember to check-in or check-out. They’ll automatically be checked in and their locations will be tracked during working hours.
  • Auto check-out ensures that users aren’t tracked after working hours, even if they forget to manually check out.
  • Avoid distributing leads to users who are on leave or checked-out.
  • Managers will not only get access to user-level automation reports, but also real-time tracking and location history reports.

 

Setup

Follow these steps to setup automated check-in/check-out functionality –

  1. Enable User Check-In 
    Ensure that the Check-In/Check-Out feature is enabled for your users. You can enable it from My Acccount>Settings>Users and Permissions>User Check-In. For more information, see User Management Features: Check-In and Check-Out.
  2. Enable Location Tracking
  3. Setup Work Day Templates
    Create work day templates and assign them to teams or individual users. Users will be automatically checked-in and out at the timings you define in your work day templates*. For more information, see Work Day Templates.
    • You can also set up holiday calendars and apply it to users/teams. This allows you to prevent auto check-in on holidays. For details, see Holiday Calendar.
    • Stop auto check-in for users who’ve applied for leave with the Leave Tracker.
  • Create a User Automation
    Create a new user automation either from scratch, or use a ready-made check-in or check-out template. If you’re creating one from scratch, use the ‘Start of a Workday’ or ‘End of a Workday’ trigger and be sure to include the user check-in or check-out action. For detailed information on setting up these automations, see How to Create a User Automation.
  • Include Webhooks in the Automation for Mobile (Optional)
    If you want check-in/check-out reminders and notifications on your mobile phone, you must include webhooks in your user automation. To learn how to do it, see Auto Check-In/Check-Out for Mobile.

*Work day templates work in accordance with the time zone you select.

 

How It Works

Once you’ve followed the instructions above, you’ll have the following things in place –

  • Work day templates assigned to teams/users.
  • User automation to automatically check in your users at the start of a workday and/or check-out your users at the end of a workday.

The automation you’ve set up will pull data from the work day templates you’ve created. For instance, when the check-in automation runs, your users will be notified that their work day is about to begin (if you’ve setup notifications before the actual start time of the workday) and that they should check-in.
If they don’t check-in by the time the work day begins, they’ll be auto-checked in by the automation (this is the auto check-in action card in your automation).
Similarly, they’ll be notified and auto checked-out by the auto check-out automation you set up.

 

Reports

Here’s the list of reports relevant to the auto check-in/check-out feature –

  1. User Check-in and Check-Out History
    Shows when and where your users have checked in and out either manually or through automation.
  2. Field Sales Activity Tracker
    Shows when and where your users are checking in and out, the activities they’re posting and also their last known location.
  3. User Location History Report
    Shows the travel path your users have taken on the map.
  4. My Location History Report
    This report is available on each user’s mobile device. It shows them their own travel history on the map.

Feel free to contact us at support@leadsquared.com if you need assistance.

 

FAQs

I’ve set up work day templates and assigned them to users/teams but I haven’t set up a check-in or check-out user automation. What will happen when my users check-in to LeadSquared?
If your users have checked in on web during the working hours configured in your workday template(s), they’ll be auto checked in when they open the mobile app. Similarly, users checking out from the web application after the configured working hours will be checked out on mobile as well.

 

I checked-in on the mobile app. Will I be checked in on web as well?
Yes. However, the opposite is not true – if you check in on web, you won’t be checked in on the mobile app.

 

I disabled the check-in for a user role but the auto check-in feature is still working. Why?
The auto check-in feature works regardless of the user role settings you’ve configured.

 

I checked out from the web before the end of my workday but I didn’t get checked out from the mobile app. Why?
If you checked out early from the web, you’ll get checked out on mobile only once your work day is over. However, if you check-out from mobile before the end of the workday, you will be automatically checked out of the web application as well.

 

I applied for leave but changed my plans and decided to work anyway. Can I manually check-in/check-out?
Yes, you can manually check-in and out on holidays and leaves. However, you won’t be auto checked in or out on these days.

 

I’ve set up an auto check-in/check-out automation but I don’t see any users entering my automation. Why?
Have you set up work day templates? Your automation won’t know when to check-in/check-out your users if you haven’t set up work day templates and applied them to users/teams.
Also, automations you create on a particular day won’t trigger till the following day. Our service runs once a day (at 12 a.m. for the configured timezone) and therefore you’ll only see users enter your automation the day after you publish it.

 

I finished my workday early and checked-out from the mobile app. Will my location still be tracked?
No, we don’t track your location after you check-out.

 

The internet connection on my phone isn’t working. Can I still check-in and check-out from mobile?
No, the check-in and check-out features require an internet connection.

 

I got auto checked out at the end of my workday but I’m working late and want check-in again. What should I do?
In this case, you can manually check yourself in.

 

I checked in on mobile but lost connectivity while travelling. Will my location still be tracked?
Yes, you’ll remain checked-in in this case. Your location will still be tracked and it will reflect in your LeadSquared account as soon as you regain your connection.

 

Will the mobile app prompt me in case the location tracking settings on my device are disabled?
Yes (for Android), you’ll get a notification to turn your device’s location tracking settings on.

 

I set up work day templates with different time blocks for multiple shifts. Why am I still not being checked out and checked in between shifts?
We only consider the first check-in time and last check-out time. Time blocks and breaks are not accounted for.

 

I got a notification to check-in but it doesn’t work when I tap on it. Why?
Either the ‘Location Tracking’ settings are disabled for your device or the mobile app or your internet connection is not working.

 

I configured reminders to be delivered in my automation but my users aren’t receiving them. Why?
Ensure that notifications for the LeadSquared mobile app are enabled. Also, see if the webhooks you’ve configured have the correct ‘Request Type’.

 

I checked in by tapping the notification on my phone but it hasn’t reflected in my account. Why?
Try switching the LeadSquared mobile app from the background to the foreground of your device. If that doesn’t work, either the ‘Location Tracking’ settings are disabled for your device or the mobile app, or your internet connection is not working.

Auto Check-In/Check-Out for Mobile

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Feature Overview

The default templates for auto check-in and auto check-out don’t extend to the mobile app. If you want to set up notifications/reminders and auto check-in/check-out on your LeadSquared mobile app, you have to configure webhooks as instructed in this article.

If you’re new to the auto check-in/check-out feature, see Auto Check-In/Check-Out Guide.

 

Adding Webhooks

You can create an automation from scratch, but we recommend using the ready-made templates auto-check in and check-out templates. You can edit the templates, add and remove cards and customize it to suit your requirements.

  1. Navigate to Marketing>Automation on the main menu of your LeadSquared account, then click Create Automation.
  2. Select the Auto Check-in or Auto Check-out template.
  3. Now add webhooks after every If/Else card (following the ‘Yes’ path). In this way, you can configure the webhooks to send mobile notifications (alongside the web notifications) and auto check-in/check-out users on mobile. Add a webhook by clicking the  icon below the If/Else card and then selecting Webhook, under User Actions.

Adding webhooks for mobile

The webhooks you can add are detailed below.

  • The ‘Request Type’ can be on of –
    • AutocheckInReminder
    • AutocheckIn
    • AutocheckOutReminder
    • AutocheckOut
  • The ‘Title’ and ‘SubTitle’ of the webhook are configurable. You can add any text here to customize the notification.
  • The ‘20%’ characters are used to add spacing between the text.
  • You must pass your LeadSquared access and secret keys. You can find them by navigating to My Account>Settings>API and Webhooks.

 

Reminder to check-in

https://mobile-notifications.leadsquared.com/PushMobileMessage.aspx?RequestType=AutocheckInReminder&Title=Reminder%20to%20check-in%21&SubTitle=Your%20scheduled%20time%20to%20begin%20work%20is%20nearing.%20Tap%20on%20check%20in%20now%20to%20start%20your%20work%20day%20early&accessKey=@{User:AccessKey , }&SecretKey=@{User:SecretKey , }

 

Auto check-in

https://mobile-notifications.leadsquared.com/PushMobileMessage.aspx?RequestType=AutocheckIn&Title=Checked%20in%21%20&SubTitle=Your%20work%20day%20has%20begun.%20Location%20tracking%20is%20now%20active&accessKey=@{User:AccessKey , }&SecretKey=@{User:SecretKey , }

 

Reminder to check-out

https://mobile-notifications.leadsquared.com/PushMobileMessage.aspx?RequestType=AutocheckOutReminder&Title=Reminder%20to%20check-out%21&SubTitle=Your%20scheduled%20time%20to%20end%20work%20is%20nearing.%20Tap%20on%20check%20out%20now%20to%20end%20your%20work%20day%20early&accessKey=@{User:AccessKey , }&SecretKey=@{User:SecretKey , }

 

Auto check-out

https://mobile-notifications.leadsquared.com/PushMobileMessage.aspx?RequestType=AutocheckOut&Title=Checked%20out%21%20&SubTitle=Your%20work%20day%20has%20ended.%20Location%20tracking%20is%20now%20inactive&accessKey=@{User:AccessKey , }&SecretKey=@{User:SecretKey , }

 

Notify Auto check-out

After setting up the automation for user check-out, configure the Webhook on the User Check Out card, to notify users who have been checked out. To set up the Webhook, enter the following details –

  • Name of the Webhook
  • URL Type: ‘https://’
  • Webhook URL: fieldsales-in21.leadsquared.com/api/location-feed/v1/Enter ORG ID here/events/checkout
    • The Org ID included in the URL refers to the organisation ID, which is the same as your LeadSquared Account Number. You can find this ID at the bottom of your screen. To know more, see How do I find my LeadSquared Account Number?

Once these details are entered, click Verify to validate the URL.

  • Custom Header Name: Authorization
  • Custom Header Value:
    • Go to https://fstm-in21.leadsquared.com/.
    • Navigate to Journeys>Settings>Advanced.
    • Alongside Field Sales Token for Automation, click Copy.
    • Paste the content under Custom Header Value.
  • On completing all the steps mentioned above, click Save.
  • Lastly, Publish or Republish the Automation for Check-Out with the newly added Webhook.

Leadsquared - Auto Checkout

 

Sample Automation with Webhooks

mobile check out automation preview

User Automation Actions – User Check-In

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User check-in lets you automatically check-in your users at the start of a workday. It works according to the configured workday templates and allows you to track the working hours of your users.

Check in user automatically

 

Example Use Case

The best application of this feature is automatically checking-in your users at the start of a workday. To do this, the automation trigger must be “Start of a Workday”, followed by the “User Check-In” Action.

 

Procedure

check in user

Also, see Auto Check-In/Check-Out Guide for more information.