Connect Apizeal and Lettr

Both apps 50Apizeal 23Lettr 27

• Trigger
  Contact Created

  Triggers when a new contact (not a lead) is added in Apizeal.

• Trigger
  Lead Created

  Triggers when a new lead is added in Apizeal.

• Trigger
  Policy Created

  Triggers when a new insurance policy is added in Apizeal.

• Trigger
  Policy Status Updated

  Triggers when a policy's status changes in Apizeal.

• Trigger
  Task Created

  Triggers when a new task is added in Apizeal.

• Trigger
  Task Status Updated

  Triggers when a task's status changes in Apizeal.

• Action
  Find Contact

  Finds contacts and leads by name, email, phone or creation date.

• Action
  Find Task

  Finds tasks by status, related contact or policy, or due date range.

• Action
  Get Contact

  Returns one contact (or lead) by its ID, with address, employment and agent.

• Action
  Get Medical Appointment

  Returns one of a contact's medical appointments by its ID.

• Action
  Get Policy

  Returns one insurance policy by its ID, with its carrier, plan, premium and holder.

• Action
  Get Policy Members

  Returns the members (holder, applicants and dependents) of a policy.

• Action
  Get Task

  Returns one task by its ID, with its status, due date and assignees.

• Action
  List Carriers

  Returns the insurance carriers defined in your Apizeal organization, each with its ID and name.

• Action
  List Contact Notes

  Lists the notes on a contact.

• Action
  List Contact Policies

  Lists the policies a contact holds or belongs to.

• Action
  List Contact Reminders

  Lists the reminders on a contact.

• Action
  List Medical Appointments

  Lists a contact's medical appointments.

• Action
  List Policies

  Lists insurance policies, optionally filtered by code, effective date or submitted date.

• Action
  List Policy Notes

  Lists the notes on a policy.

• Action
  List Policy Reminders

  Lists the reminders on a policy.

• Action
  List Policy Statuses

  Returns the policy statuses defined in your Apizeal organization, each with its ID and name.

• Action
  List Product Types

  Returns the product types defined in your Apizeal organization, each with its ID and name.

• Trigger
  New email event

  Triggers instantly when Lettr reports an email event, such as a delivery, bounce, open, click, spam complaint or unsubscribe.

• Action
  Add audience list

  Creates a new audience list in Lettr with the given name and returns the created list.

• Action
  Add contact

  Adds a new contact to your Lettr audience, optionally placing it on a list, setting custom properties, and sending a double opt-in confirmation email.

• Action
  Add contact to list

  Adds an existing contact to one of your audience lists. Succeeds whether the contact was newly added or was already on the list.

• Action
  Add template

  Creates a new email template in Lettr from HTML or Topol editor JSON content, and publishes its first version with the merge tags found in the content.

• Action
  Create campaign

  Creates a draft email campaign in Lettr with its subject, sender, content and audience, ready to send or schedule.

• Action
  Create webhook

  Creates a Lettr webhook that sends email delivery and engagement events to a URL.

• Action
  Delete contact

  Permanently deletes a contact from your Lettr audience.

• Action
  Delete webhook

  Deletes a Lettr webhook so it stops sending events.

• Action
  Get campaign

  Returns one Lettr campaign with its settings, audience, status and delivery stats.

• Action
  Get contact

  Returns a single audience contact, including its subscription status, custom properties, lists and topics.

• Action
  Get email

  Returns a sent email's details — sender, subject, recipients, delivery state — and all of its delivery, bounce, open and click events.

• Action
  Get template

  Returns a single email template by its slug, including its HTML, editor content, purpose, status and version details.

• Action
  Get webhook

  Gets one Lettr webhook by ID: its name, URL, event types, whether it is enabled and its last delivery status.

• Action
  List audience lists

  Returns all audience lists in your Lettr team, with each list's name and contact count.

• Action
  List campaigns

  Returns the email campaigns in your Lettr account, optionally only those with a given status.

• Action
  List contacts

  Returns the contacts in your Lettr audience, optionally narrowed by a search term, subscription status, list or segment.

• Action
  List domains

  Returns every sending domain registered in your Lettr account, with its approval status, whether it can send, and its DNS verification state.

• Action
  List emails

  Returns emails sent from your Lettr account in the last few days, optionally filtered by recipient address and date range.

• Action
  List templates

  Returns the email templates in a Lettr project, optionally limited to one folder or to transactional or campaign templates.

• Action
  Schedule campaign

  Schedules a Lettr campaign to send at a future time, or moves an already scheduled campaign to a new time.

• Action
  Schedule email

  Schedules a transactional email for delivery at a future time (at least 5 minutes ahead and within 30 days), using your own content or a saved template.

• Action
  Send campaign

  Sends a draft Lettr campaign to its audience right away. The campaign needs a subject, a sender on a verified domain, and content.

• Action
  Send Email

  Sends a transactional email through Lettr to one or more recipients, using your own HTML/text content or a saved template.

• Action
  Send Email Template

  Sends an email using one of your saved Lettr templates, filling its merge variables with the values you provide. Returns the send's request ID and how many recipients were accepted.

• Action
  Unschedule campaign

  Cancels a scheduled Lettr campaign send and returns the campaign to draft.

• Action
  Update contact

  Updates an existing contact in your Lettr audience, changing its email address, subscription status or custom properties. Fields left blank 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.