Connect Apizeal and Order Sender

Both apps 48Apizeal 23Order Sender 25

• 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 Client

  Triggers when a new customer is added to your Order Sender Business account.

• Trigger
  New Order

  Triggers when a new order is sent in Order Sender Business. Fires once per order line (article) of orders sent in the last 7 days.

• Trigger
  New Product

  Triggers when a new product is added to your Order Sender catalog.

• Action
  Delete Discount

  Deletes a discount in Order Sender Business, identified by its customer and supplier codes and optionally its product or product category.

• Action
  Delete Payment Condition

  Deletes a payment condition from Order Sender Business by its code.

• Action
  Delete Product

  Deletes a product of a supplier by its product code.

• Action
  Delete Secondary Address

  Deletes a customer's secondary address, identified by the customer code and the address name.

• Action
  Export Clients

  Returns every customer in your Order Sender Business account, with contact details, address, tax data and assigned agents.

• Action
  Export Commissions

  Returns the commission rules defined in Order Sender Business, optionally limited to one supplier.

• Action
  Export Discounts

  Returns the discounts defined in Order Sender Business, optionally only those for one customer.

• Action
  Export Orders

  Exports orders from Order Sender Business, optionally filtered by date range, order number range, supplier or specific order numbers.

• Action
  Export Payment Conditions

  Returns the payment conditions defined in Order Sender, optionally limited to one supplier.

• Action
  Export Price Lists

  Returns the price lists in your Order Sender account, with each product's price and discounts, optionally limited to one supplier.

• Action
  Export Products

  Returns the products in your Order Sender account, optionally limited to one supplier.

• Action
  Export Secondary Addresses

  Returns the secondary addresses (sedi) of your Order Sender customers, optionally only those of one customer.

• Action
  Export Suppliers

  Returns every supplier in the Order Sender Business account with its code, name, contacts, address and commission settings.

• Action
  Import Client

  Creates or updates a customer in Order Sender Business, matched by its unique customer code.

• Action
  Import Client Payment Condition

  Assigns a payment condition to a customer in Order Sender Business, optionally scoped to a supplier.

• Action
  Import Commission

  Imports a commission rate for a supplier, optionally limited to a product or product category, into Order Sender Business.

• Action
  Import Discount

  Creates or updates a discount for a customer and supplier, optionally limited to a product or product category.

• Action
  Import Payment Condition

  Creates or updates a payment condition in Order Sender by its code.

• Action
  Import Price List

  Imports a product price into a supplier's price list in Order Sender, creating or updating the price list entry.

• Action
  Import Product

  Creates or updates a product in the Order Sender catalog.

• Action
  Import Secondary Address

  Creates or updates a secondary address (sede) for a customer in Order Sender Business.

• Action
  Import Supplier

  Creates or updates a supplier in Order Sender Business, matched by its unique supplier code.

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