LeadGrid × AmbactiBring LeadGrid into
the flow of work.
A little less busywork with LeadGrid.
Gather contextDo the workReview & share
Dossier6 capabilities+
- Archive a dossier
Soft-delete: sets status to archived
- Create a dossier
Create a sales lead or recruitment candidate. Optionally attach a PDF CV in the same call.
- Get a dossier
- Get many dossiers
- Update a dossier
- Upload a CV to a dossier
Attach a PDF CV to an existing dossier
Note2 capabilities+
- Add a note to a dossier
- Get many notes for a dossier
Flow2 capabilities+
- Get many flows
- Get the stages of a flow
Frequently asked
questions.
What could an Ambacti integration do with LeadGrid?
The documented operations include Dossier: Archive a dossier; Dossier: Create a dossier; Dossier: Get a dossier; Dossier: Get many dossiers.
Could I keep a workflow read-only?
For a read-only workflow, limit account permissions to reading data and exclude actions that create, update, or delete records.
Will every action run automatically?
Choose which steps could run on their own and which should pause for review. Changes should follow the permissions and approval rules you set.
Do I need to review actions in LeadGrid?
Decide which work could run on its own and which steps need your review.