The following events are available for subscription via API webhooks and AI automation. Each event represents a specific action within the system and sends a payload for the affected record, allowing you to react in real-time to changes across projects, people, companies, and financial data.
You can subscribe to one or more of these event types to receive notifications and automate workflows accordingly.
Event List
Status Changes
Project Status Changed — A project status tag changes.
Company Status Changed — A company status tag changes.
Candidate Status Changed — A candidate’s pipeline/status context changes within a project.
Revenue Status Changed — A revenue status changes.
Invoice Status Changed — An invoice status changes.
Projects
Project Created — A project is created (any type).
Project Updated — A project is updated (any type).
Project Deleted — A project is deleted.
Project Archived — A project is archived.
Project Membership
Person Added To List — A person is added to a List (legacy payload).
Person Removed From List — A person is removed from a List (legacy payload).
Person Added To List V2 — A person is added to a List (newer/richer payload).
Person Removed From List V2 — A person is removed from a List (newer/richer payload).
Candidate Added To Assignment — A candidate is added to an Assignment.
Candidate Removed From Assignment — A candidate is removed from an Assignment.
Candidate Added To Opportunity — A candidate is added to an Opportunity.
Candidate Removed From Opportunity — A candidate is removed from an Opportunity.
Assignments, Opportunities and Lists
Assignment Created — An assignment-type project is created.
Assignment Updated — An assignment-type project is updated.
Opportunity Created — An opportunity-type project is created.
Opportunity Updated — An opportunity-type project is updated.
List Created — A list-type project is created.
List Updated — A list-type project is updated.
Conversions
Assignment Converted to Opportunity — An Assignment becomes an Opportunity.
Assignment Converted to List — An Assignment becomes a List.
Opportunity Converted to Assignment — An Opportunity becomes an Assignment.
Opportunity Converted to List — An Opportunity becomes a List.
List Converted to Assignment — A List becomes an Assignment.
List Converted to Opportunity — A List becomes an Opportunity.
Completion Updates
Opportunity Completion Percentage Changed — Opportunity completion percentage changes.
Assignment Completion Percentage Changed — Assignment completion percentage changes.
List Completion Percentage Changed — List completion percentage changes.
Custom Values
Person Custom Value Updated — A person custom field value is updated.
Person Custom Value Deleted — A person custom field value is deleted.
Project Custom Value Updated — A project (incl. assignment/opportunity/list) custom field value is updated.
Project Custom Value Deleted — A project (incl. assignment/opportunity/list) custom field value is deleted.
Company Custom Value Updated — A company custom field value is updated.
Company Custom Value Deleted — A company custom field value is deleted.
Tags and Candidate Status
Person Tag Added — A tag is added to a person.
Person Tag Removed — A tag is removed from a person.
Candidate Status Added — A pipeline/status tag is added for a candidate in a project.
Candidate Status Deleted — A pipeline/status tag is removed for a candidate in a project.
Candidate Status Changed — A pipeline/status tag is added or removed for a candidate in a project.
Meetings
Meeting Created — A meeting is created.
Meeting Updated — A meeting is updated.
Meeting Deleted — A meeting is deleted.
Tasks
Task Created — A task is created.
Task Updated — A task is updated.
Task Deleted — A task is deleted.
Notes
Note Created — A note is created.
Note Updated — A note is updated.
Companies
Company Created — A company is created.
Company Updated — A company is updated.
People
Person Created — A person is created.
Person Updated — A person is updated.
Person Position Created — A person position/work-history record is created.
Person Position Updated — A person position/work-history record is updated.
Person Position Deleted — A person position/work-history record is deleted.
Person Education Created — A person education record is created.
Person Education Updated — A person education record is updated.
Person Education Deleted — A person education record is deleted.
Due Diligence
Person Due Diligence Search Executed — A due diligence phrase check/search is run for a person.
Person Due Diligence Status Updated — A due diligence flag/status changes for a person.
Documents
Person Document Uploaded — A document is uploaded to a person.
Company Document Uploaded — A document is uploaded to a company.
Assignment Document Uploaded — A document is uploaded to an assignment.
Opportunity Document Uploaded — A document is uploaded to an opportunity.
List Document Uploaded — A document is uploaded to a list.
Billing
Billing Contact Added — A billing contact is added (project context).
Billing Contact Deleted — A billing contact is removed (project context).
Invoices
Invoice Added — An invoice is added.
Invoice Updated — An invoice is updated.
Invoice Deleted — An invoice is deleted.
Invoice Locked — An invoice is locked.
Invoice Unlocked — An invoice is unlocked.
Revenue
Revenue Added — Revenue is added.
Revenue Updated — Revenue is updated.
Revenue Deleted — Revenue is deleted.
Revenue Locked — Revenue is locked.
Revenue Unlocked — Revenue is unlocked.
Fees
Fixed Fee Added — A fixed fee split is added.
Fixed Fee Updated — A fixed fee split is updated.
Fixed Fee Deleted — A fixed fee split is deleted.
Fixed Fee Locked — A fixed fee split is locked.
Fixed Fee Unlocked — A fixed fee split is unlocked.