Connect Apex27 and CleverReach

Both apps 41Apex27 19CleverReach 22

• Trigger
  New / Updated Listing

  Triggers when a listing is created or updated inside Apex27.

• Trigger
  New / Updated Task

  Triggers when a task is created or updated inside Apex27.

• Trigger
  New / Updated Valuation

  Triggers when a valuation is created or updated inside Apex27.

• Trigger
  New / Updated Viewing

  Triggers when a viewing is created or updated inside Apex27.

• Action
  Add Listing Valuation

  creates a valuation on a listing (body: userId, thirdPartyContactId, dtsValued, status, valuedPrice, recommendedPrice, vendorsEstimate, notes). Fires listing_valuation.create.

• Action
  Add Listing Viewing

  books a viewing on a listing (required body: contactId, userId, event, isAccompanied). Fires listing_viewing.create.

• Action
  Create Call Log

  Creates a call log record in Apex27.

• Action
  Create Notification

  Sends an in-app notification to Apex27 users. Provide at least one of User, Branch, Main Branch, Listing or Contact.

• Action
  Create / Update Contact

  Creates a new contact or updates an existing contact in Apex27.

• Action
  Create / Update Contact Note

  Creates a note linked to a contact

• Action
  Create / Update Listing

  Creates a new listing, or updates an existing listing if you pass the existing listing ID

• Action
  Create / Update Listing Note

  Creates or updates a listing note

• Action
  Create / Update Task

  Creates or updates a task if you pass the task ID.

• Action
  Find Contact

  Finds a contact by ID, Email or Phone

• Action
  Get Contact Note

  Returns one contact note by id.

• Action
  List Contact Call Logs

  Returns the call logs recorded against a contact.

• Action
  List Listing Valuations

  Returns the valuations recorded on a listing.

• Action
  Upload Document

  This will upload a document to either a listing or a contact

• Action
  Upload Image for Listing

  Uploads an image to a listing

• Trigger
  New Campaign

  Triggers when a new mailing campaign is created.

• Trigger
  New Subscriber

  Triggers when a new subscriber is added to a specified integration list.

• Trigger
  New Unsubscriber

  Triggers when any current subscriber unsubscribes from a specified list.

• Action
  Add attribute

  Create a global attribute.

• Action
  Add group

  Create a group (receiver list).

• Action
  Add mailing

  Create a mailing.

• Action
  Add Order Item

  Add a new order item for subscriber.

• Action
  Add subscriber tags

  Add tags to a receiver.

• Action
  Add/Update Subscriber

  Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.

• Action
  Delete group

  Delete a group (receiver list).

• Action
  Delete subscriber

  Delete a receiver from a group.

• Action
  Delete subscriber tags

  Remove tags from a receiver.

• Action
  Find Subscriber

  Search for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id.

• Action
  Get group

  Get a group (receiver list) by id.

• Action
  Get mailing

  Get a mailing by id.

• Action
  Get subscriber

  Get a receiver by id or email.

• Action
  List attributes

  List attributes.

• Action
  List groups

  List all groups (receiver lists).

• Action
  List mailings

  List mailings.

• Action
  List subscribers

  List receivers in a group.

• Action
  Unsubscribe Email

  Unsubscribes an email address from a selected list.

• Action
  Update group

  Update a group (receiver list).

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