Connect Ambivo and CONSENSUS

Both apps 41Ambivo 24CONSENSUS 17

• Trigger
  Contact Status Updated

  Triggers when the status of a contact is updated.

• Trigger
  Lead Status Updated

  Triggers when the status of a lead is updated.

• Trigger
  New Contact

  Triggers when a new contact record is created.

• Trigger
  New Lead

  Triggers when a new lead is created.

• Action
  Add account

  /crm/accounts on fapi.ambivo.com. Creates a company account.

• Action
  Add appointment

  /reports/appointments on fapi.ambivo.com.

• Action
  Add invoice

  /crm/invoices on fapi.ambivo.com.

• Action
  Add order

  /crm/orders on fapi.ambivo.com.

• Action
  Add task

  /crm/tasks on fapi.ambivo.com.

• Action
  Create Contact

  Creates a New Contact or returns an updated contact.

• Action
  Create Lead

  Creates a New Lead or returns an updated lead.

• Action
  Delete task

  /crm/tasks/{task_id} on fapi.ambivo.com.

• Action
  List accounts

  /crm/accounts on fapi.ambivo.com.

• Action
  List appointments

  Lists appointments in the Ambivo account.

• Action
  List contacts

  /crm/contacts on fapi.ambivo.com.

• Action
  List invoices

  Lists invoices with optional MongoDB-style match_filter_dict, sort and created-date range; returns the invoice records.

• Action
  List leads

  /crm/leads on fapi.ambivo.com.

• Action
  List orders

  Lists orders with optional MongoDB-style match_filter_dict, sort and created-date range; returns the order records.

• Action
  Update account

  /crm/accounts/{account_id} on fapi.ambivo.com.

• Action
  Update contact

  /crm/contacts/{contact_id} on fapi.ambivo.com. Updates fields of a contact.

• Action
  Update invoice

  /crm/invoices/{invoice_id} on fapi.ambivo.com.

• Action
  Update lead

  /crm/leads/{lead_id} on fapi.ambivo.com. Updates fields of a lead.

• Action
  Update order

  /crm/orders/{order_id} on fapi.ambivo.com.

• Action
  Update task

  /crm/tasks/{task_id} on fapi.ambivo.com.

• Trigger
  Demo Watched

  Triggers when a demo you sent from Sales Accelerator is watched again (its view count goes up).

• Trigger
  New Lead

  Triggers when a new lead is captured in Consensus, such as a viewer filling out a demo's lead form.

• Action
  Create Demo Link

  Creates a marketing share link for a demo.

• Action
  Create Lead

  Creates a lead in Consensus from a contact's name, email and company.

• Action
  Create Mail Merge Link

  Creates a mail merge link for a demo using your email platform's merge tags.

• Action
  Delete Recipient

  Deletes a demo recipient and their data by email address.

• Action
  Find Leads

  Returns leads captured by your demos, optionally filtered by email address or date range.

• Action
  Find Recipient

  Finds a demo recipient by email address.

• Action
  Find Sent Demos

  Returns the demos your team has sent to prospects, with their view counts and recipients.

• Action
  Get Current User

  Returns the Consensus user this connection acts as and their organization.

• Action
  Get Demo by Link Hash

  Returns the demo that a Consensus share link points to.

• Action
  Get Mail Merge Link

  Returns one mail merge link.

• Action
  List Mail Merge Links

  Returns your mail merge links.

• Action
  List Mail Merge Platforms

  Returns the email platforms you can build mail merge links for.

• Action
  Search Demos

  Returns the demos whose title matches your search text, with their preview links and owners.

• Action
  Send Demo

  Sends a demo to a prospect contact and returns the personal share link.

• Action
  Update Sent Demo

  Updates the company or opportunity on a demo you sent.

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