Connect Apollo to ManyRequests

Both apps 41Apollo 14ManyRequests 27

• Trigger
  Account Updated

  Polls Apollo accounts/search for new or updated accounts (dedup on MD5 of the record; accounts/search returns no updated_at). Apollo has no record-change webhook API, so this is a polling trigger.

• Trigger
  Contact Updated

  Polls Apollo contacts/search for new or updated contacts (dedup on MD5 of the record). Apollo has no record-change webhook API, so this is a polling trigger.

• Trigger
  New Account

  Polls Apollo accounts/search for newly created accounts (dedup on account id). Apollo has no record-change webhook API, so this is a polling trigger.

• Trigger
  New Contact

  Polls Apollo contacts/search for newly created contacts (dedup on contact id). Apollo has no record-change webhook API, so this is a polling trigger.

• Action
  Create Account

  An Account is a company that your team has added to Apollo.

• Action
  Create Contact

  A Contact is a person your team has added to Apollo.

• Action
  Create Deal

  Deals are records that you can use to track possible opportunities with your prospective customers.

• Action
  Create Task

  Creates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact).

• Action
  Find Contact

  Find a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first.

• Action
  Find Deal

  Returns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals.

• Action
  Find Task

  Returns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks.

• Action
  Get Account

  Returns the details of an existing Apollo account (a company saved in Apollo), including its custom field values.

• Action
  Update Account

  Update an existing Account.

• Action
  Update Contact

  Update an already existing Contact.

• Action
  Add invoice

  Adds a new invoice for a client from catalog services, pricing variations or custom line items, and returns the new invoice's id. The invoice is emailed to the client unless it is created as a draft.

• Action
  Add organization

  Creates a new organization in your ManyRequests portal along with its owner client user. Returns the organization that was added.

• Action
  Add organization member

  Adds a member to an organization, creating a new client user if no user with that email exists yet.

• Action
  Add subscription to organization

  Adds a recurring service subscription to a client organization and returns the new subscription.

• Action
  Add time entry

  Logs time worked on a request for a team member, from a start time to an end time.

• Action
  Cancel Client Subscription

  Cancels an active recurring service subscription belonging to a client organization.

• Action
  Create Client

  Creates a client user in a ManyRequests organization. If a user with the email already exists, they are added to the organization.

• Action
  Create Comment

  Adds a comment to a request, posted as the chosen user, optionally internal-only or scheduled for later delivery.

• Action
  Create organization brand

  Creates a new brand within an organization.

• Action
  Create Request

  Creates a new service request for a client under one of your services, with an optional description, priority, status, due date, brand, assignees and tags.

• Action
  Delete client

  Deletes a client and removes them from their organization. A client who is the sole owner of an organization with active subscriptions cannot be deleted.

• Action
  Delete organization

  Deletes an organization and all of its members from your ManyRequests portal.

• Action
  Delete request

  Deletes a request in ManyRequests.

• Action
  Find Comments for Request

  Returns the comments on a ManyRequests request, optionally limited to internal or non-internal comments.

• Action
  Find Organization

  Finds organizations whose name, owner name or owner email matches the search text, optionally narrowed by tags or subscription status.

• Action
  Find Request

  Returns the service requests that match your search text or filters, such as status, priority, client, organization, assignee or request number.

• Action
  Get client

  Returns a single client by ID, including their name, email and organization.

• Action
  Get invoice

  Returns a single invoice with its status, number, notes, payment details and dates, optionally with its line items, taxes, client, coupon and payment gateway.

• Action
  Get organization

  Returns a single organization by its ID, with its name, logo and dates, plus any related records you ask to include. An error occurs if the organization is not found.

• Action
  Get request

  Returns a single service request by its ID or slug, with optional related records such as status, client, service, tags and form fields.

• Action
  List clients

  Returns the clients in your ManyRequests portal, with optional search, organization filter and sorting.

• Action
  List services

  Returns the services offered in your ManyRequests portal, optionally filtered by search text, type, allocation or sale status.

• Action
  List team members

  Returns the portal admins, admins and team members in your ManyRequests portal, optionally filtered by email or role.

• Action
  Update client

  Updates a client's name and/or email address.

• Action
  Update organization

  Updates the name of an existing organization and returns the updated organization.

• Action
  Update Request

  Updates an existing request's title, description, priority, status, due date, brand, assignees, tags or form fields.

• Action
  Update Request Status

  Moves a ManyRequests request to a different status.

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