Connect 5pm to Loqate

Both apps 365pm 28Loqate 8

• Trigger
  New Progress

  Triggers when a new task progress is created.

• Trigger
  New Project

  Fires when a new project is created in 5pm.

• Trigger
  New Task

  Triggers when a new support task is created.

• Trigger
  New User

  Triggers when a new support user is created.

• Trigger
  Updated Project

  Fires when a project is updated in 5pm.

• Trigger
  Updated Task

  Triggers when a new support task is updated.

• Trigger
  Updated User

  Triggers when a new support user is updated.

• Action
  Add Task Progress

  Add Task Progress (progress in percent and house down).

• Action
  Add User

  Create a new user in the 5pm account (UsersService add).

• Action
  Create Note

  Creates a new note in task.

• Action
  Create Project

  Creates a new project.

• Action
  Create Task
• Action
  Delete Note

  Remove an activity note/progress message (ActivityService remove).

• Action
  Delete Project

  Remove a project (ProjectsService remove).

• Action
  Delete Task

  Remove a task from a 5pm project (TasksService remove).

• Action
  Delete User

  Remove a user from the account (UsersService remove).

• Action
  Find Project by Id

  Retrieve a single project by its id (ProjectsService getById).

• Action
  Find Task

  Finds a task in the application.

• Action
  Find Task by Id

  Finds a task by Id in the application.

• Action
  Find User by Email

  Retrieve a user by their email address (UsersService getByEmail).

• Action
  Find User by Id

  Finds a user by Id in the system.

• Action
  List Notes

  List activity notes/progress messages on a task (ActivityService getList).

• Action
  List Projects

  List all projects in the account (ProjectsService getAll/getList).

• Action
  List Users

  List all users in the account (UsersService getAll).

• Action
  Update Note

  Update an activity note/progress message (ActivityService update).

• Action
  Update Project

  Update a project's fields (ProjectsService update).

• Action
  Update Task

  Update task in the application.

• Action
  Update User

  Update a user's fields (UsersService update).

• Action
  Find address

  Searches Loqate for addresses and places matching the search text. Results of type Address carry an Id you can pass to Retrieve; other types are containers you drill into by passing their Id as the container.

• Action
  Geocode address

  Returns the WGS84 latitude and longitude for a postal code or place name in a given country.

• Action
  Retrieve address

  Returns the fully formatted address for an address Id returned by Find address.

• Action
  Reverse geocode address

  Returns the nearest street addresses to a WGS84 latitude/longitude coordinate, internationally.

• Action
  Validate bank account

  Validates a UK bank account number and sort code, returning the corrected BACS details, IBAN, holding branch and supported payment services.

• Action
  Validate email address

  Checks whether an email address exists, returning its validation status, risk level and whether it is a disposable mailbox. Consumes Loqate credit.

• Action
  Validate phone number

  Verifies whether a phone number is valid and returns network/line-type details.

• Action
  Verify address

  Verifies and standardizes one postal address against Loqate's international reference data, returning the cleansed address with its Address Verification Code (AVC) and quality indicators.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.