Connect AMcards.com and Terros

Both apps 46AMcards.com 20Terros 26

• Trigger
  New Card

  Triggers when a new card is created in your AMcards account.

• Trigger
  New Contact

  Triggers when a contact is added to your AMcards address book.

• Trigger
  New Mailing

  Triggers when a new mailing is scheduled in your AMcards account.

• Action
  Cancel Editable Cards by Contact

  Cancels every still-editable card sent to the contact with your contact ID, crediting the cost back.

• Action
  Cancel Mailing

  Cancels a mailing and its unsent cards; unprocessed cards and gifts are refunded.

• Action
  Create Contact

  Creates a contact in your AMcards address book.

• Action
  Create Group

  Creates a contact group.

• Action
  Delete Contact

  Permanently deletes a contact.

• Action
  Delete Group

  Deletes a contact group.

• Action
  Find Contacts

  Searches your contacts by name or other text and returns the matches.

• Action
  Get Contact

  Returns one contact's name, address and email.

• Action
  Get Mailing

  Returns one mailing and whether it is complete (0) or processing (1).

• Action
  List Campaigns

  Lists your drip campaigns with their IDs.

• Action
  List Gifts

  Lists the gifts AMcards offers with their IDs and prices in cents.

• Action
  List Groups

  Lists your contact groups with their IDs.

• Action
  List Templates

  Lists your quick-send card templates with their IDs.

• Action
  Schedule a Drip Campaign

  Starts one of your AMcards drip campaigns for a recipient, scheduling its cards.

• Action
  Send a Card

  Mails a physical greeting card from one of your AMcards templates to a recipient, optionally with a message, photo or gift.

• Action
  Update Contact

  Updates a contact's details; only the fields you fill in change.

• Action
  Update Group

  Renames a contact group.

• Trigger
  List Calendar Events

  Triggers when a new calendar event appears in Terros.

• Trigger
  List Status Ids

  Triggers when a new disposition (account status) is added in Terros.

• Trigger
  List Tasks

  Triggers when a new task appears in Terros.

• Trigger
  List Workflow Action IDs

  Triggers when a new action is added to a Terros workflow.

• Trigger
  List Workflow IDs

  Triggers when a new workflow is added in Terros.

• Trigger
  List Workflow Stage IDs

  Triggers when a new stage is added to a Terros workflow.

• Trigger
  New Account

  Triggers when a new account is added in Terros.

• Trigger
  New User

  Triggers when a new user is added to your Terros company.

• Action
  Add meeting

  Creates a recurring team meeting in Terros with a schedule, reminders and optional check-in rules.

• Action
  Create/Update Account

  Creates a Terros account, or updates it when the account ID is given.

• Action
  Create User

  Adds a user to your Terros company.

• Action
  Delete Account

  Deletes an account (a homeowner or lead record) from Terros by its account ID.

• Action
  Delete Calendar Event

  Deletes a calendar event.

• Action
  Delete meeting

  Archives a meeting in Terros, or permanently deletes it when Archive is set to false.

• Action
  Delete task

  Removes one or more Terros tasks, archiving them by default or deleting them permanently.

• Action
  Delete User

  Removes a user from your Terros company.

• Action
  Find Account

  Finds a Terros account by account ID, external lead ID or source ID.

• Action
  Find User

  Finds users whose name or email matches the search text.

• Action
  Get task

  Returns a single Terros task by its ID, including its subject, status, owner and criteria.

• Action
  List Accounts

  Returns accounts, optionally filtered by user, workflow or search text.

• Action
  List Available Closers

  Lists closers and their open appointment times for a team or user.

• Action
  List Users

  Returns the users in your Terros company, optionally limited to one team.

• Action
  List Workflow IDs

  Returns the workflows you can see, with their IDs.

• Action
  Make Report

  Runs a KPI report for the chosen KPIs, grouped by user, team or another dimension.

• Action
  Update meeting

  Updates a Terros meeting, replacing its team, name, recurring schedule, reminders, check-in options, location and meeting link.

• Action
  Update User

  Updates a Terros user's name, email, phone or time zone.

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