What actions can I run in Wingmate?

63 actions are available, including "Attachments on a Lead", "Get a Contact", and "Get a Lead", 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.

Wingmate Integrations

Mobile CRM for field sales teams — leads, activities, and reporting. Wire Wingmate into sales workflows so handoffs stop living in spreadsheets.

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Watch Actions on a LeadMonitors actions that have been created on a lead.
Watch All LeadsMonitor all leads accessible to the authenticated user and trigger when new leads are created or existing leads are updated.
Watch Attachments on a LeadMonitor attachments on a specific lead and trigger when new attachments are created or existing attachments are updated.
Watch Campaigns for a UserMonitor campaigns accessible to a specific user and trigger when new campaigns are created.
Watch Campaign UsersTriggers when a user is added to or updated on a campaign.
Watch Comments on a LeadMonitor comments on a specific lead and trigger when new comments are created.
Watch Contacts for a LeadMonitor contacts associated with a specific lead and trigger when new contacts are created or existing contacts are updated.
Watch Contacts on a CampaignMonitor contacts in a campaign and trigger when new contacts are created or existing contacts are updated.
Watch Contracts on a CampaignMonitor contracts in a campaign and trigger when new contracts are created or existing contracts are updated.
Watch EventsReceive real-time updates from Wingmate when selected events occur, such as new leads being created.
Watch Leads for a UserMonitor leads assigned to or created by a specific user and trigger when new leads are created or existing leads are updated.
Watch Leads on a CampaignMonitor leads in a campaign and trigger when new leads are created or existing leads are updated.
Watch Linked Leads for a LeadMonitor leads linked to a specific lead and trigger when new linked leads are created or existing linked leads are updated.
Watch Notifications for a UserMonitor notifications for a specific user and trigger when new notifications are created.
Watch Payments for a UserMonitor payments for a specific user and trigger when new payments are created or existing payments are updated.
Watch Reminders on a LeadMonitor reminders on a specific lead and trigger when new reminders are created.
Watch Requested Actions for a UserMonitor actions assigned to a specific user and trigger when new action requests are created.
Watch User Transactions for a LeadMonitor user transactions associated with a specific lead and trigger when new transactions are created or existing transactions are updated.
Attachments on a LeadRetrieve all attachments associated with a specific lead. This includes uploaded files such as documents, images, or other related resources.
Get a ContactRetrieve the full details of a specific contact, including their name, associated lead, and any custom fields.
Get a LeadRetrieve detailed information about a specific lead using a user authentication token.
Get an AttachmentRetrieve the full details of a specific attachment using its ID.
Get a ReminderRetrieve the full details of a specific reminder, including its scheduled date, completion status, and associated lead and user.
Get a UserRetrieve the details of a specific user, including their role, campaigns, and profile information.
Get CampaignRetrieve detailed information about a specific campaign, including settings, custom fields, and sales stages.
Get Campaign Analytics SectionRetrieve the HTML content for a campaign’s analytics section, showing performance data over a selected interval and filters.
Get Campaign Good Lead PageRetrieve the HTML content of a campaign’s Good Lead page, which explains what qualifies as a good lead.
Get Campaign LeaderboardRetrieve leaderboard information for a campaign, including the top user, their points, and progress level.
Get Lead ContactRetrieve detailed information about a specific contact associated with a lead using a user authentication token.
Get Upload URL for a FileRetrieve a temporary upload URL for a file. This URL can be used to upload a file before attaching it to a lead.
Get Upload URL for a Lead AttachmentRetrieve a temporary upload URL for a file to be attached to a specific lead.
List All LeadsRetrieve all leads accessible to a user using a user authentication token.
List Campaign ContactsRetrieve a list of contacts associated with a campaign, including their details and any custom field data.
List Campaign ContractsRetrieve a list of contracts associated with a campaign, including their status and assigned users.
List Campaign LeadsRetrieve a list of leads from a campaign, including their status, location, custom fields, and activity history.
List Campaign UsersRetrieve a list of users associated with a campaign, with options to filter by role and sort the results.
List Lead ActionsRetrieve all action requests associated with a specific lead, including details about the requesting user and related comments.
List Lead CommentsRetrieve all comments associated with a specific lead, including messages, attachments, and user details.
List Lead ContactsRetrieve a list of contacts associated with a specific lead, including their details and custom field values.
List Lead User TransactionsRetrieve all user transactions associated with a specific lead using a user authentication token.
List Linked LeadsRetrieve all leads that are linked to a specific lead using a user authentication token.
List Reminders on a LeadRetrieve all reminders associated with a specific lead.
List Status Updates on a LeadRetrieve all status updates for a specific lead. This helps track how the lead’s status has changed over time, including who made each update.
List User ActionsRetrieve a list of action requests assigned to a user, including related lead information and status details.
List User CampaignsRetrieve a list of campaigns that a user is a part of, including their settings, custom fields, and sales stages.
List User LeadsRetrieve a list of leads associated with a specific user, including their status, details, and activity history.
List User NotificationsRetrieve a list of notifications for a user, including messages, related lead details, and whether they have been viewed.
List User PaymentsRetrieve a list of payments made to a user, including amounts, payment methods, and transaction details.
List User RemindersRetrieve a list of reminders for a user, including due dates, completion status, and related lead information.
List User TransactionsRetrieve a list of transactions associated with a user payment, including amounts, methods, and related lead information.
Update a ContactUpdate an existing contact by modifying details such as name, associated lead, or custom field values.
Create a Comment on a LeadCreate a comment for a lead.
Create an Attachment on a LeadCreate a new attachment for a specific lead. This can include files, text content, or other related resources linked to the lead.
Create a Reminder on a LeadCreate a new reminder for a specific lead. This can be used to schedule follow-ups or tasks for a user related to that lead.
Create a User NotificationCreate a notification for a user, optionally linking it to a lead and providing custom HTML content for display.
Create Campaign LeadCreate a new lead in a campaign with details such as description, location, assigned users, and custom field data.
Create Campaign UserCreate a new user in a campaign with their contact details, role, and notification preferences.
Create Lead ActionCreate an action request on a lead, assigning it to a user and optionally linking a fulfilling comment.
Create Lead ContactCreate a contact for a specific lead, including name and custom field values, using a user authentication token.
Create User LeadCreate a new lead associated with a specific user, including details such as description, location, and custom field data.
Delete a CommentDelete an existing comment. This permanently removes the comment from the system.
Delete a LeadDelete a lead from your campaign using a user authentication token.
Delete an ActionDelete an existing action. This permanently removes the action from the system.
Delete an AttachmentDelete an existing attachment from a lead. This permanently removes the attachment from the system.
Delete a NotificationDelete an existing notification. This permanently removes the notification from the system.
Delete a ReminderDelete an existing reminder. This permanently removes the reminder from the system.
Delete Lead ContactDelete a contact associated with a lead using a user authentication token.
Flag LeadFlag a lead in the pipeline to indicate it requires attention or meets a specific condition, using a user authentication token.
Make An API CallPerforms an arbitrarily authorized API request.
Mark User Notifications as ViewedMark all notifications for a user as viewed.
Toggle User Campaign Active StatusActivate or deactivate a campaign for a user by toggling its current status.
Update a CommentUpdate an existing comment by modifying its text, associated user, or attached media such as recordings or images.
Update a LeadUpdate the details of a lead, such as its status, description, or assigned salesperson, using a user authentication token.
Update an ActionUpdate an existing action by modifying its details, such as assigning a user, updating the text, or linking a fulfilling comment.
Update an AttachmentUpdate an existing attachment by modifying its details such as name, file type, filename, or associated text.
Update a NotificationUpdate an existing notification by modifying its text, viewed status, associated lead, or rendered HTML content.
Update a ReminderUpdate an existing reminder by modifying its text, scheduled date, completion status, or assigned user.
Update a UserUpdate the details of an existing user, such as their name, password, or profile image.
Update CampaignUpdate the details and settings of an existing campaign, such as its name, contact information, or branding.
Update Lead ContactUpdate the details of a contact associated with a lead, including name and custom field values, using a user authentication token.
Update Lead Custom FieldUpdate values for a specific custom field on a lead using a user authentication token.

When to use Wingmate

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

React to "Watch Actions on a Lead" in Wingmate in real time: route the event into CRM, chat, ticketing, or any connected service.
Use "Get a Contact" as an automated action in Wingmate so records stay consistent whenever something changes elsewhere in your stack.
Include "Watch Attachments on a Lead" from Wingmate in larger multi-tool workflows to move data end-to-end without hand-offs.

Use in workflow automation

Start from Wingmate’s Watch Leads for a User trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Comment on a Lead as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 81 ready-made steps for sales work, and every run records what went in and what came back.

Wingmate workflow on the canvas: Watch Leads for a User then Create a Comment on a Lead

Frequently asked questions

Common questions about automating Wingmate in your workflows.

Wingmate has 18 triggers, including "Watch Actions on a Lead", "Watch All Leads", and "Watch Attachments on a Lead", and more. Use them to start workflows the moment Wingmate events fire — no polling required.

Use in workflow automation

Start from Wingmate’s Watch Leads for a User trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Comment on a Lead as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 81 ready-made steps for sales work, and every run records what went in and what came back.

Wingmate Integrations

When to use Wingmate

Use in workflow automation

Frequently asked questions

Wingmate Integrations

When to use Wingmate

Connect Wingmate to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Wingmate to any app in workflows

Connect Wingmate to any app in workflows

Connect Wingmate to any app in workflows

Wingmate Integrations

Wingmate triggers and actions

When to use Wingmate

Use in workflow automation

Frequently asked questions

What triggers does Wingmate support?

What actions can I run in Wingmate?

Do I need to write code to automate this?

Is the integration secure?

Wingmate Integrations

Wingmate triggers and actions

When to use Wingmate

Connect Wingmate to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Wingmate support?

What actions can I run in Wingmate?

Do I need to write code to automate this?

Is the integration secure?

Connect Wingmate to any app in workflows

Connect Wingmate to any app in workflows

Connect Wingmate to any app in workflows