Connect Apex27 and Ekklo

Both apps 38Apex27 19Ekklo 19

• 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 Prospect Created

  Fires when a new prospect is created in Ekklo. Registers a prospect.created webhook subscription automatically.

• Trigger
  Prospect Converted to Client

  Triggers when a prospect is converted into a paying client.

• Trigger
  Prospect Deleted

  Triggers when a prospect is removed from your CRM.

• Trigger
  Prospect Stage Changed

  Triggers when a prospect moves to a different funnel stage (first_contact, discovery, proposal, closing).

• Trigger
  Prospect Updated

  Triggers when an existing prospect is modified (any field).

• Action
  Add Note to Prospect

  Adds a free-form note to a prospect (useful for logging calls, emails, meetings).

• Action
  Block Client

  Blocks a client. This action is idempotent.

• Action
  Convert Prospect to Client

  Converts a prospect into a paying client and sends an invitation email. The prospect must have a first name, last name, and email.

• Action
  Create Client

  Creates a new client and sends them an invitation email.

• Action
  Create Prospect

  Creates a new prospect in your CRM funnel.

• Action
  Delete Prospect

  Permanently deletes a prospect from your CRM.

• Action
  Find Client by Email

  Finds a client by their exact email address.

• Action
  Find Clients

  Finds clients with optional filters.

• Action
  Find Prospects

  Finds prospects with optional filters (free-text search, stage).

• Action
  Move Prospect to Stage

  Moves a prospect to a different funnel stage (first_contact, discovery, proposal, closing).

• Action
  Resend Invitation

  Resends the invitation email to a client.

• Action
  Unblock Client

  Unblocks a client. This action is idempotent.

• Action
  Update Client

  Updates an existing client. Only provided fields are changed.

• Action
  Update Prospect

  Updates an existing prospect. Only provided fields are changed.

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