The following events are available for subscription via API webhooks and AI automation. Each event is triggered when a specific action occurs within the system, 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
Company Status Changed
Candidate Status Changed
Revenue Status Changed
Invoice Status Changed
Projects
Project Created
Project Updated
Project Deleted
Project Archived
Project Membership
Person Added To List
Person Removed From List
Person Added To List V2
Person Removed From List V2
Candidate Added To Assignment
Candidate Removed From Assignment
Candidate Added To Opportunity
Candidate Removed From Opportunity
Assignments, Opportunities and Lists
Assignment Created
Assignment Updated
Opportunity Created
Opportunity Updated
List Created
List Updated
Conversions
Assignment Converted to Opportunity
Assignment Converted to List
Opportunity Converted to Assignment
Opportunity Converted to List
List Converted to Assignment
List Converted to Opportunity
Completion Updates
Opportunity Completion Percentage Changed
Assignment Completion Percentage Changed
List Completion Percentage Changed
Custom Values
Person Custom Value Updated
Person Custom Value Deleted
Project Custom Value Updated
Project Custom Value Deleted
Company Custom Value Updated
Company Custom Value Deleted
Tags and Candidate Status
Person Tag Added
Person Tag Removed
Candidate Status Added
Candidate Status Deleted
Meetings
Meeting Created
Meeting Updated
Meeting Deleted
Tasks
Task Created
Task Updated
Task Deleted
Notes
Note Created
Note Updated
Companies
Company Created
Company Updated
People
Person Created
Person Updated
Person Details
Person Position Created
Person Position Updated
Person Position Deleted
Person Education Created
Person Education Updated
Person Education Deleted
Due Diligence
Person Due Diligence Search Executed
Person Due Diligence Status Updated
Documents
Person Document Uploaded
Company Document Uploaded
Assignment Document Uploaded
Opportunity Document Uploaded
List Document Uploaded
Billing
Billing Contact Added
Billing Contact Deleted
Invoices
Invoice Added
Invoice Updated
Invoice Deleted
Invoice Locked
Invoice Unlocked
Revenue
Revenue Added
Revenue Updated
Revenue Deleted
Revenue Locked
Revenue Unlocked
Fees
Fixed Fee Added
Fixed Fee Updated
Fixed Fee Deleted
Fixed Fee Locked
Fixed Fee Unlocked