Connect Act-On and Sortd for Gmail

Both apps 50Act-On 25Sortd for Gmail 25

• Trigger
  New Contact

  Triggers when a new contact is added to All Contacts.

• Trigger
  New or Updated Contact

  Triggers when a contact in All Contacts is added or changed.

• Action
  Add Contact to Marketing List

  Adds a contact record to an Act-On marketing list.

• Action
  Create Contact in All Contacts

  Creates a new contact in Act-On All Contacts.

• Action
  Delete Contact by Email

  Deletes the contacts with this email address from All Contacts.

• Action
  Delete Contact from Marketing List

  Deletes a contact record from a marketing list.

• Action
  Find Contacts by Email

  Finds the contacts in All Contacts with this email address.

• Action
  Get Contact

  Returns one contact from All Contacts by its ID.

• Action
  Get Contact from Marketing List

  Returns one contact record from a marketing list.

• Action
  Get Message Report

  Returns the delivery and engagement report of a sent message.

• Action
  Get Segment

  Returns one segment of All Contacts.

• Action
  List Campaigns

  Returns the campaigns in the account.

• Action
  List Contacts

  Returns contacts from All Contacts, optionally only those created or updated after a time.

• Action
  List Email Senders

  Returns the email senders defined in the account.

• Action
  List Forms

  Returns the forms in the account, grouped by folder.

• Action
  List Marketing Lists

  Returns the marketing lists in the Act-On account.

• Action
  List Messages

  Returns the email messages in the account.

• Action
  List Programs

  Returns the automated programs in the account, grouped by folder.

• Action
  List Segments

  Returns the segments of All Contacts.

• Action
  Remove Contact from Direct Select Segment

  Removes a contact from a direct select segment in All Contacts.

• Action
  Send Message

  Sends an existing template or draft message to one or more lists.

• Action
  Update Contact in Marketing List by Record ID

  Updates a contact record in a marketing list by its record ID.

• Action
  Update or Create Contact in All Contacts by Email

  Updates the contact with this email in All Contacts, or creates it if none matches.

• Action
  Update or Create Contact in All Contacts by External ID

  Updates the contact with this external ID in All Contacts, falling back to an email match, or creates it.

• Action
  Update or Create Contact in Marketing List by Email

  Updates the contact with this email in a marketing list, or adds it if it is not there.

• Trigger
  New Task Created

  Triggers when a new task is created on the chosen Sortd board.

• Trigger
  Task Archived

  Triggers when a task on the chosen Sortd board is archived.

• Trigger
  Task Assigned

  Triggers when a task on the chosen Sortd board is assigned to the given team member.

• Trigger
  Task Completed

  Triggers when a task on the chosen Sortd board is marked complete.

• Trigger
  Task Moved to List

  Triggers when a task arrives on the chosen Sortd list, whether created there or moved in.

• Action
  Add comment

  Adds a plain-text comment to a Sortd task, with optional @email mentions of board members.

• Action
  Add company

  Creates a CRM company in a Sortd team, with optional type, stage, company details and tags.

• Action
  Add contact

  Creates a CRM contact in a Sortd team, optionally linked to an existing or new company.

• Action
  Archive task

  Archives a Sortd task, moving its card off the board into the board's archive.

• Action
  Assign a Task

  Assigns a Sortd task to a member of its board and returns the updated task.

• Action
  Complete Task

  Marks a Sortd task as complete and returns the updated task.

• Action
  Create Task

  Creates a new task on a Sortd list and returns it.

• Action
  Create Task From Gmail Thread

  Creates a Sortd task from a Gmail thread (title defaults to the email subject) and returns it.

• Action
  Delete task

  Deletes a Sortd task. The task stops appearing in boards and lists but can be recovered; linked email threads are left intact.

• Action
  Find contacts by criteria

  Searches a Sortd team's CRM contacts by text, contact type and stage, returning the matching contacts.

• Action
  Get a Lists Tasks

  Returns the tasks on a Sortd list.

• Action
  Get task

  Returns a single Sortd task, including its board and list, status, assignee, due date, linked email threads and custom-field values.

• Action
  List boards

  Returns all boards owned by a Sortd team, with each board's id, name and type.

• Action
  List lists

  Returns the task lists (columns) on a Sortd board.

• Action
  Mark Task as Incomplete

  Reopens a completed Sortd task and returns the updated task.

• Action
  Move a Task to a New List

  Moves a Sortd task to another list (on the same or another board) and returns the updated task.

• Action
  Send email

  Composes and sends a new email from the connected Sortd user's Gmail mailbox, optionally onto an existing thread.

• Action
  Unassign Task

  Clears the assignee on a Sortd task and returns the updated task.

• Action
  Update contact

  Updates an existing CRM contact in Sortd, changing only the fields you fill in.

• Action
  Update task

  Updates a Sortd task — its title, notes, next step, due or planned date, colour, status, assignee, deal details or custom-field values. Returns the updated task.

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