9 available actions

What your AI agent can do in LeadBoxer

Lead generation platform that gives you real-time info about companies and people that visit your website. Turning anonymous web traffic into actionable data. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get Lead Score FormulaTool to fetch the lead score formula for a specific dataset.
  • Get Lead DetailTool to fetch detailed information about a lead based on filters.
  • Add or Update Lead TagsTool to add or update lead tags in LeadBoxer.
  • Post Event DataTool to send event data for tracking user activities via POST request.
  • Delete Custom Tracking DomainTool to delete a custom tracking domain entry for a dataset.
  • Log Server-Side EventTool to track server-side events in LeadBoxer.

Browse all 9 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 5 actionsHide actions
  • Get EventsTool to fetch events for specified sessions from LeadBoxer.
  • Get Lead Score FormulaTool to fetch the lead score formula for a specific dataset.
  • Get SessionsTool to fetch sessions for a specified lead ID from LeadBoxer.
  • Get Custom Tracking DomainsTool to fetch custom tracking domain entries for a dataset.
  • Get Lead DetailTool to fetch detailed information about a lead based on filters.
Create & communicateCreate records or send supported messagesView 2 actionsHide actions
  • Add or Update Lead TagsTool to add or update lead tags in LeadBoxer.
  • Post Event DataTool to send event data for tracking user activities via POST request.
Remove & cancelRemove records or cancel supported workView 1 actionHide actions
  • Delete Custom Tracking DomainTool to delete a custom tracking domain entry for a dataset.
Other actionsSpecialist and administrative actions.View 1 actionHide actions
  • Log Server-Side EventTool to track server-side events in LeadBoxer.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect LeadBoxer

How does the agent connect to LeadBoxer?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in LeadBoxer?
The page above lists the 9 actions currently available through the LeadBoxer connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is LeadBoxer included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until LeadBoxer is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put LeadBoxer to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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