Actions

Superfone steps are the building blocks you add to a Zap to do something in Superfone — create a lead, add a task, start a call, and more. Each step reuses the Superfone connection you set up once.

Available steps

Step	Type	What it does
Create or Update Lead	Action	Upserts a lead by phone number — creates it if new, updates it if it exists.
Get Lead by Phone	Search	Fetches a lead by phone number. Returns the lead_id needed by the task actions.
Create Task	Action	Creates a task (follow-up, reminder, site visit, etc.) against a lead.
Complete Task	Action	Marks a lead's currently-open task as complete.
List Tasks	Search	Returns a paginated task history for a lead.
Get Call Recording URL	Search	Fetches a permanent download URL for a completed call's recording. Backend pending.
Initiate Click-to-Call	Action	Starts (or ends) a call between a team member and a customer.

Lead-based actions need a lead_id

Create Task, Complete Task, and List Tasks all act on a specific lead identified by its lead_id. If you only have a phone number, run Get Lead by Phone first to obtain the lead_id.

Find or Create pairing

Zapier's Find or Create pattern pairs a Search with an Action — when the Search finds nothing, the Action runs. Pair Get Lead by Phone (Search) with Create or Update Lead (Action) to ingest leads from external apps without writing any branching logic.

Dynamic dropdowns

Several fields are dynamic dropdowns that load live values from your Superfone account, so you select from your real configuration instead of typing free text. These appear in Create or Update Lead:

Field	Pulls from
source_type	Your configured lead source types
lead_stage_name	Your CRM pipeline stages
lead_group_name	Your lead groups
add_labels, remove_labels	Your lead labels/tags
add_products	Your product catalog

These lists are per-organization and typically small, so they load fully in a single request — no pagination needed.

Static dropdowns

A couple of fields use fixed-option dropdowns in the Zapier UI:

Field	Used in	Options
create_customer_if_customer_phone_not_found	Create or Update Lead	true / false
call_action	Initiate Click-to-Call	START (default) / END