Connect Assembly.com and REsimpli

Both apps 119Assembly.com 82REsimpli 37

• Trigger
  Client Activated

  Triggers when a client authenticates in the Assembly for the first time

• Trigger
  Client Created

  Triggers when a new client is created.

• Trigger
  Client Updated

  High-frequency trigger for each client user update.

• Trigger
  Company Created

  Triggers when a company gets created in the Assembly for the first time

• Trigger
  Company Custom Fields Updated

  Triggers only when a company has updates to custom fields.

• Trigger
  Contract Requested

  Triggers when a contract is assigned to a client.

• Trigger
  Contract Signed

  Triggers when a contract is signed.

• Trigger
  File Created

  Triggers when a file gets created within a file channel

• Trigger
  File Updated

  Triggers when a file has been updated within a file channel

• Trigger
  Folder Created

  Triggers when a folder gets created within a file channel

• Trigger
  Folder Deleted

  Triggers when a folder gets deleted within a file channel

• Trigger
  Folder Updated

  Triggers when a folder gets updated within a file channel

• Trigger
  Form Response Completed

  Triggers when a form response has been completed by a recipient

• Trigger
  Internal User Created

  Triggers when a new internal user is created.

• Trigger
  Invoice Created

  Triggers when an invoice is created

• Trigger
  Invoice Deleted

  Triggers when an invoice is deleted

• Trigger
  Invoice Paid

  Triggers when an invoice is paid

• Trigger
  Invoice Sent

  Triggers when an invoice is sent

• Trigger
  Invoice Updated

  Triggers when an invoice is updated

• Trigger
  Invoice Voided

  Triggers when an invoice is voided

• Trigger
  Link Created

  Triggers when a link gets created within a file channel

• Trigger
  Link Updated

  Triggers when a link gets updated within a file channel

• Trigger
  List Clients

  Lists the clients.

• Trigger
  List Companies

  Lists the companies.

• Trigger
  List Form Responses

  List Form Responses for a specific form

• Trigger
  List Invoice Templates

  Lists the invoice templates.

• Trigger
  List Message Channels

  Lists the message channels.

• Trigger
  List Messages

  Lists messages in a channel

• Trigger
  List Notes

  Lists notes in a workspace.

• Trigger
  List Payments

  Lists the payments.

• Trigger
  List Prices

  Lists the prices.

• Trigger
  List Products

  Lists the products.

• Trigger
  List Subscriptions

  Lists the subscriptions.

• Trigger
  List Subscription Templates

  Lists the subscription templates.

• Trigger
  List Task Comments

  Lists task comments in a workspace.

• Trigger
  List Tasks

  Lists tasks in a workspace.

• Trigger
  List Task Templates

  Lists task templates in a workspace.

• Trigger
  Message Channel Created

  Triggers when a new message channel is created.

• Trigger
  Message Channel Deleted

  Triggers when a message channel is deleted.

• Trigger
  Message Sent

  Triggers when a message gets sent in any channels belonging to the portal

• Trigger
  Note Created

  Triggers when a new note is created.

• Trigger
  Note Updated

  Triggers when a note is updated.

• Trigger
  Notification Created

  Triggers when a new notification is created.

• Trigger
  Payment Failed

  Triggers when a payment is failed for an invoice

• Trigger
  Payment Succeeded

  Triggers when a payment is successful for an invoice

• Trigger
  Price Created

  Triggers when a price is created

• Trigger
  Product Created

  Triggers when a product is created

• Trigger
  Product Updated

  Triggers when a product is updated

• Trigger
  Subscription Canceled

  Triggers when an subscription is canceled

• Trigger
  Subscription Created

  Triggers when an subscription is created

• Trigger
  Task Archived

  Triggers when a task gets archived in your workspace.

• Trigger
  Task Completed

  Triggers when a task gets completed in your workspace.

• Trigger
  Task Created

  Triggers when a task gets created in your workspace.

• Trigger
  Task Deleted

  Triggers when a task gets deleted in your workspace.

• Trigger
  Task Updated

  Triggers when a task gets updated in your workspace.

• Action
  Create Client

  Creates a new client.

• Action
  Create Company

  Creates a new company.

• Action
  Create File

  Creates a file in a specified files channel.

• Action
  Create Folder

  Creates a folder in a specified file channel.

• Action
  Create Link

  Creates a link in a specified files channel.

• Action
  Create Message Channel

  Creates a new message channel.

• Action
  Create Note

  Creates a new note.

• Action
  Find a Client

  Search for a client by ID, email, or company.

• Action
  Find a Company

  Search for a company by ID or name.

• Action
  Find a File

  Search for a file by ID.

• Action
  Find a Form

  Search for a Form by ID.

• Action
  Find a Message Channel

  Search for a message channel by ID or by filters

• Action
  Find an Internal User

  Search for an internal user by ID.

• Action
  Find an Invoice

  Search for an invoice by ID.

• Action
  Find a Note

  Search for a note by ID or by filters

• Action
  Find a Price

  Search for a Price by ID.

• Action
  Find a Product

  Search for a Product by ID.

• Action
  Find a Subscription

  Search for a Subscription by ID.

• Action
  Find a Task

  Search for a task by ID or by filters

• Action
  Find a Task Comment

  Search for a task comment by ID

• Action
  Find a Task Template

  Search for a task template by ID or by filters

• Action
  Request Form Responses

  Ask clients to fill out a form.

• Action
  Send Message

  Create and send a message to a designated message channel.

• Action
  Update Client

  Update a client

• Action
  Update Company

  Update the name of a company

• Action
  Update Internal User

  Update an internal user

• Action
  Update Note

  Update the title and content of a note.

• Trigger
  New Agent

  Triggers when a new agent is added in REsimpli.

• Trigger
  New Buyer

  Triggers when a new buyer is added in REsimpli.

• Trigger
  New Lead

  Triggers when a new lead is added in REsimpli.

• Trigger
  New Vendor

  Triggers when a new vendor is added in REsimpli.

• Action
  Add Activity

  Adds an activity comment to a lead, buyer, vendor, agent or list stacking record in REsimpli.

• Action
  Add Contact Details to Lead

  Creates a contact from the details you supply and links it to an existing lead. If a contact with the same phone or email already exists, that contact is linked instead.

• Action
  Add Contact to Lead

  Links an existing contact to a lead in REsimpli, optionally making it the lead's primary contact.

• Action
  Add Tags to Agent

  Adds one or more existing agent tags to an agent in REsimpli.

• Action
  Add Tags to Buyer

  Adds one or more existing buyer tags to a buyer in REsimpli.

• Action
  Add Tags to Lead

  Adds one or more existing lead tags to a lead in REsimpli.

• Action
  Add Tags to Vendor

  Adds one or more existing vendor tags to a vendor in REsimpli.

• Action
  Create Buyer

  Creates a new buyer in REsimpli with contact details, pipeline status, marketing campaign and buy-box preferences.

• Action
  Create Lead

  Creates a new lead (property and seller contact) in REsimpli and returns the created lead.

• Action
  Create Tag

  Creates one or more tags in REsimpli for a chosen record type (leads, buyers, vendors, agents and more).

• Action
  Create Vendor

  Creates a new vendor in REsimpli with its contact details, pipeline status, vendor type and targeting.

• Action
  Delete Agent

  Deletes an agent in REsimpli (soft delete).

• Action
  Delete Buyer

  Deletes a buyer in REsimpli (soft-delete).

• Action
  Download File

  Downloads a file stored on a REsimpli lead, buyer, vendor or agent record.

• Action
  Get Buyer

  Returns the full details of a buyer in REsimpli.

• Action
  Get Vendor

  Returns the full details of a vendor in REsimpli.

• Action
  List Activities

  Returns the activity history (or conversations only) for a REsimpli lead, buyer, vendor, agent or list stacking record.

• Action
  List Agents

  Returns agents in your REsimpli account, optionally filtered by search text, status, pipeline, assigned user, tags or target area.

• Action
  List Buyers

  Returns buyers in your REsimpli account, optionally filtered by search text, pipeline, status, assigned users, tags, or target cities and states.

• Action
  List Call Logs

  Returns the call logs recorded on a lead, buyer, vendor, agent or list stacking record.

• Action
  List Contacts

  Returns contacts in your REsimpli account with their names, phone numbers and emails, optionally filtered by a search term.

• Action
  List Files

  Returns the files stored in a folder on a REsimpli lead, buyer, vendor, agent or other record, optionally filtered by category or search text.

• Action
  List Leads

  Returns leads in REsimpli, optionally filtered by search text, status or pipeline (up to 100 per call).

• Action
  List Vendors

  Returns vendors in your REsimpli account, optionally filtered by search text, status, pipeline, assigned users, tags or target areas.

• Action
  Remove Contact from Lead

  Unlinks a contact from a lead in REsimpli. If the removed contact was primary, another contact on the lead becomes primary.

• Action
  Remove Tags from Agent

  Removes one or more tags from an agent in REsimpli.

• Action
  Remove Tags from Buyer

  Removes one or more tags from a buyer in REsimpli.

• Action
  Remove Tags from Lead

  Removes one or more tags from a lead in REsimpli.

• Action
  Update Agent Status

  Moves an agent to another pipeline status in REsimpli, optionally completing open tasks.

• Action
  Update Buyer Status

  Moves a buyer to another pipeline status in REsimpli.

• Action
  Update Custom Question Answers

  Saves answers to custom questions on a lead, buyer, vendor or agent. Answers to other questions are kept.

• Action
  Update Lead Status

  Moves a lead to another pipeline status in REsimpli, optionally completing its open tasks.

• Action
  Update Vendor Status

  Moves a vendor to another pipeline status in REsimpli.

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