What actions can I run in Perspective?

9 actions are available, including "Get Chart", "Get Contact", and "Get Insight", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Perspective Integrations

Conversion funnels and CRM — list workspaces, sync contacts, query funnel metrics, and update lead data. Connect Perspective campaigns and audiences to CRM, ads, and analytics workflows.

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Get ChartReturns chart metrics for a funnel and date range.
Get ContactReturns a single CRM contact by ID.
Get InsightReturns aggregated answers for a funnel question.
Get KPIReturns a KPI metric for a funnel and time window.
List ContactsRetrieves a paginated list of CRM contacts for a funnel.
List WorkspacesRetrieves all workspaces and their campaigns.
Create ContactCreates a new CRM contact in a funnel.
Make an API CallPerforms an arbitrary authorized API call.
Update Contact ValueUpdates a single field value on a contact.

When to use Perspective

Common scenarios where Perspective automation saves time and reduces manual work.

Run "Get Chart" in Perspective from any upstream event — map fields once and let the automation handle the rest.
Automate "Get Contact" in Perspective as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Combine "Get Insight" from Perspective with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

Frequently asked questions

Common questions about automating Perspective in your workflows.

Perspective has no triggers, but it provides 9 actions including "Get Chart", "Get Contact", and "Get Insight". Pair them with triggers from other apps to automate Perspective tasks.

Perspective Integrations

When to use Perspective

Frequently asked questions

Perspective Integrations

When to use Perspective

Connect Perspective to any app in workflows

Frequently asked questions

Connect Perspective to any app in workflows

Connect Perspective to any app in workflows

Connect Perspective to any app in workflows

Perspective Integrations

Perspective triggers and actions

When to use Perspective

Frequently asked questions

What triggers does Perspective support?

What actions can I run in Perspective?

Do I need to write code to automate this?

Is the integration secure?

Perspective Integrations

Perspective triggers and actions

When to use Perspective

Connect Perspective to any app in workflows

Frequently asked questions

What triggers does Perspective support?

What actions can I run in Perspective?

Do I need to write code to automate this?

Is the integration secure?

Connect Perspective to any app in workflows

Connect Perspective to any app in workflows

Connect Perspective to any app in workflows