Connect Agency Elephant and Valuecase

Both apps 38Agency Elephant 21Valuecase 17

• 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 Form Completed

  Triggers when a form in a Space is completed.

• Trigger
  New Space Created

  Triggers when a new Space is created.

• Action
  Add External ID to Space

  Links a Space to a record in another system by attaching an external ID.

• Action
  Archive Space

  Archives a Space, or restores an archived Space to active.

• Action
  Create or Update Form Submission

  Answers a question on a form, saving it as a draft or completing the submission.

• Action
  Create Space

  Creates a new Space from a template, personalized for a customer company and contact.

• Action
  Delete Space

  Deletes a Space.

• Action
  Get Space by Slug

  Finds a Space by its URL slug.

• Action
  List Form Submissions

  Returns the submissions of a form.

• Action
  List Spaces

  Returns Spaces, optionally filtered by company/Space name and active or archived state.

• Action
  Remove External ID from Space

  Removes an external record ID link from a Space.

• Action
  Return All Custom Properties of Space

  Returns all custom properties set on a Space.

• Action
  Return All Forms for Space

  Returns all forms in a Space, completed or not.

• Action
  Return External IDs by Space ID

  Returns the external record IDs linked to a Space.

• Action
  Return Spaces by External ID

  Returns Spaces linked to a record in another system by its external ID.

• Action
  Update Space

  Changes a Space's owner and whether participants may share it or download files.

• Action
  Update Space Custom Property

  Sets the value of a custom property on a Space.

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