Connect Apex27 to Referral Rock

Both apps 25Apex27 19Referral Rock 6

• 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

• Action
  Delete member

  Deletes a member from a Referral Rock program, identified by member id or referral code, or by external id/email together with a program.

• Action
  Delete referral

  Deletes a referral from a Referral Rock program, identified by its referral id or by contact details within a program.

• Action
  Delete reward

  Deletes a reward from a member or referral in a Referral Rock program.

• Action
  Find Member

  Searches your Referral Rock members by name, email, referral code or other text, optionally within one program, and returns the matching members.

• Action
  Find Referral

  Searches referrals by text such as an email address, name or external id, optionally narrowed by program, referring member, status or creation date.

• Action
  Find rewards

  Returns the rewards that match a search, optionally narrowed by program, member, status and date.

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