Connect Apex27 to SalesSuite

Both apps 31Apex27 19SalesSuite 12

• 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
  Create Contact

  Creates a contact (for example a company) with its main contact person.

• Action
  Create Deal

  Creates a deal for an existing contact in the chosen pipeline phase.

• Action
  Create Note

  Adds a note to a contact or a deal. The note may be plain text or simple HTML.

• Action
  Create or Update Contact

  Creates a contact, or updates the existing contact whose contact person has the given email.

• Action
  Find Contact by Email

  Finds the contacts that have a contact person with the given primary email address.

• Action
  Find Contact by Id

  Returns a contact by its ID, with its main contact person and any additional contact persons.

• Action
  Find Contact by Search

  Searches contacts by matching text against contact and contact-person data, searchable properties and related notes.

• Action
  Find Deal by Id

  Returns a deal by its ID, including its contact, pipeline, phase, closing date and volume.

• Action
  Find Deals by Email

  Finds the deals linked to contacts that have a contact person with the given primary email address.

• Action
  List Pipelines

  Returns the pipelines you can read, with their phases.

• Action
  Update Contact

  Updates a contact's properties without changing its contact persons. Fields left empty are not changed.

• Action
  Update Deal

  Updates a deal's name, closing date or value, and can move it to another contact or pipeline phase. Fields left empty are not changed.

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