Connect Agency Elephant and Sortd for Gmail

Both apps 46Agency Elephant 21Sortd for Gmail 25

• Trigger
  New Group

  Triggers when a new lead group is created in Agency Elephant.

• Trigger
  New Team Member

  Triggers when a new team member user is added to the Agency Elephant account.

• Action
  Add Lead to Group

  Adds a new lead to a group and returns the new lead's ID.

• Action
  Check Custom Field

  Checks whether a lead custom field with the given name exists.

• Action
  Copy Lead to Group

  Copies a lead into another group, keeping it in its current groups.

• Action
  Create Group

  Creates a lead group and returns its ID.

• Action
  Deduct Credit

  Deducts credits from the account's balance, with an optional description.

• Action
  Delete Custom Field

  Deletes a lead custom field.

• Action
  Delete Group

  Deletes a lead group.

• Action
  Delete Team Member

  Deletes a team member user.

• Action
  Find Lead

  Searches a group's leads by ID, name, email, phone or mobile and returns the matching leads.

• Action
  Find Lead by Custom Field

  Searches a group's leads by the value of a custom field and returns the matching leads.

• Action
  Get Credit Balance

  Returns the account's available credit balance.

• Action
  List Groups

  Returns all lead groups in your Agency Elephant account.

• Action
  List Lead Fields

  Returns the names of the default and custom lead fields in the account.

• Action
  List Team Members

  Returns every team member user with ID, name, email, status and type.

• Action
  Move Lead to Group

  Moves a lead into another group, removing it from its previous groups.

• Action
  Unsubscribe Lead

  Unsubscribes a lead from all Agency Elephant services, found by ID, email, phone or mobile.

• Action
  Update Custom Field

  Renames or changes the type of a lead custom field.

• Action
  Update Group

  Renames a lead group.

• Action
  Update Lead Field

  Updates one field of an existing lead.

• 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.