Connect Beekeeper and Terros

Both apps 35Beekeeper 9Terros 26

• Trigger
  Anniversary

  Triggers when a user's upcoming work anniversary appears in Beekeeper's reminders.

• Trigger
  Navigation Extension Created

  Triggers when a new navigation extension (link or section) is created in Beekeeper.

• Trigger
  New Post

  Triggers when a new post is published in any Beekeeper stream the connected user can access.

• Action
  Create Post

  Creates a new post in a Beekeeper stream, optionally with a title, labels, attachments or a poll.

• Action
  Find User

  Searches users in Beekeeper by name, username or email and returns the matching users. Requires admin rights.

• Action
  Send Message to Group Chat

  Sends a message to a Beekeeper group chat (conversation) as the connected user.

• Action
  Send Message to User

  Sends a direct chat message to a Beekeeper user, opening the one-on-one conversation with them.

• Action
  Update Navigation Extension Item

  Edits an existing navigation extension (a link or a section in the Beekeeper navigation menu), changing its title, link, icon, visibility and permissions.

• Action
  Update Profile

  Updates a Beekeeper user's profile, such as name, contact details, role, settings and custom profile fields.

• Trigger
  List Calendar Events

  Triggers when a new calendar event appears in Terros.

• Trigger
  List Status Ids

  Triggers when a new disposition (account status) is added in Terros.

• Trigger
  List Tasks

  Triggers when a new task appears in Terros.

• Trigger
  List Workflow Action IDs

  Triggers when a new action is added to a Terros workflow.

• Trigger
  List Workflow IDs

  Triggers when a new workflow is added in Terros.

• Trigger
  List Workflow Stage IDs

  Triggers when a new stage is added to a Terros workflow.

• Trigger
  New Account

  Triggers when a new account is added in Terros.

• Trigger
  New User

  Triggers when a new user is added to your Terros company.

• Action
  Add meeting

  Creates a recurring team meeting in Terros with a schedule, reminders and optional check-in rules.

• Action
  Create/Update Account

  Creates a Terros account, or updates it when the account ID is given.

• Action
  Create User

  Adds a user to your Terros company.

• Action
  Delete Account

  Deletes an account (a homeowner or lead record) from Terros by its account ID.

• Action
  Delete Calendar Event

  Deletes a calendar event.

• Action
  Delete meeting

  Archives a meeting in Terros, or permanently deletes it when Archive is set to false.

• Action
  Delete task

  Removes one or more Terros tasks, archiving them by default or deleting them permanently.

• Action
  Delete User

  Removes a user from your Terros company.

• Action
  Find Account

  Finds a Terros account by account ID, external lead ID or source ID.

• Action
  Find User

  Finds users whose name or email matches the search text.

• Action
  Get task

  Returns a single Terros task by its ID, including its subject, status, owner and criteria.

• Action
  List Accounts

  Returns accounts, optionally filtered by user, workflow or search text.

• Action
  List Available Closers

  Lists closers and their open appointment times for a team or user.

• Action
  List Users

  Returns the users in your Terros company, optionally limited to one team.

• Action
  List Workflow IDs

  Returns the workflows you can see, with their IDs.

• Action
  Make Report

  Runs a KPI report for the chosen KPIs, grouped by user, team or another dimension.

• Action
  Update meeting

  Updates a Terros meeting, replacing its team, name, recurring schedule, reminders, check-in options, location and meeting link.

• Action
  Update User

  Updates a Terros user's name, email, phone or time zone.

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