Connect Bookingmood and RiskAdvisor

Both apps 55Bookingmood 32RiskAdvisor 23

• Trigger
  Product Updated

  Triggers when a product was updated.

• Trigger
  Widget Updated

  Triggers when a widget was updated.

• Action
  Create Attribute

  Create a new attribute

• Action
  Create Attribute Option

  Create a new attribute option

• Action
  Create Booking

  Creates a booking for a product over a date range through the Bookingmood booking flow.

• Action
  Create Contact

  Create a new contact

• Action
  Create Coupon

  Create a new coupon

• Action
  Create Coupon Product

  Limits a coupon to a specific product in Bookingmood.

• Action
  Create Coupon Service

  Limits a coupon to a specific service in Bookingmood.

• Action
  Create Email Template

  Create a new email template

• Action
  Create External Calendar

  Create a new external calendar

• Action
  Create Occupancy Group

  Creates an occupancy (capacity) group in Bookingmood, such as adults, children or pets.

• Action
  Create Occupancy Group Dependency

  Create a new occupancy group dependency

• Action
  Create Permission

  Create a new permission

• Action
  Create Product

  Register a new unit in your organization. This action will automatically update your subscription.

• Action
  Create Product Attribute Option

  Create a new product attribute option

• Action
  Create Product Email Template

  Create a new product email template

• Action
  Create Product Occupancy

  Sets how many guests of one occupancy group a Bookingmood product accepts.

• Action
  Create Product Reply-To Address

  Create a new product reply to address

• Action
  Create Product Service

  Offers a service on a Bookingmood product.

• Action
  Create Product Task

  Create a new product task

• Action
  Create Reply-To Address

  Create a new reply to address

• Action
  Create Season

  Creates a season in Bookingmood for seasonal pricing and availability.

• Action
  Create Service

  Create a new service

• Action
  Create Service Deposit Moment

  Create a new service deposit moment

• Action
  Create Service Discount

  Create a new service discount

• Action
  Create Service Payment Moment

  Create a new service payment moment

• Action
  Create Service Tax

  Create a new service tax

• Action
  Create Tax

  Create a new tax

• Action
  Create Widget

  Create a new widget

• Action
  Create Widget Listing

  Create a new widget listing

• Action
  Invite Member

  Invites someone to the Bookingmood organization by email.

• Trigger
  Call-In Quote Submitted

  Triggers when a call-in quote is submitted to the current RiskAdvisor team.

• Trigger
  Custom QuoteForm Submitted

  Triggers when a custom quote form is submitted to the current RiskAdvisor team.

• Trigger
  New Client

  Triggers when a new client is created in RiskAdvisor.

• Trigger
  New Policy

  Triggers when a new policy-link result is captured in RiskAdvisor.

• Trigger
  New Risk Profile

  Triggers when a new risk profile is created in RiskAdvisor.

• Trigger
  QuoteForm Submitted

  Triggers when a quote form is submitted to the current RiskAdvisor team.

• Trigger
  Updated Client

  Triggers when a client is created or updated in RiskAdvisor.

• Action
  Add Notes

  Appends notes to a RiskAdvisor risk profile; existing notes are kept.

• Action
  Archive Client

  Archives a RiskAdvisor client together with its related risk profiles.

• Action
  Create Client

  Creates a client on the connected user's current RiskAdvisor team.

• Action
  Create Driver

  Adds a driver to a risk profile that has auto insurance.

• Action
  Create Risk Profile

  Creates a draft risk profile for an existing client on the current RiskAdvisor team.

• Action
  Create Vehicle

  Adds a vehicle to a risk profile that has auto insurance.

• Action
  Find Client

  Finds RiskAdvisor clients by exact email, or by a search over name, email and phone.

• Action
  Find Policy

  Finds policy-link results by client email or client ID.

• Action
  Find Risk Profile

  Finds risk profiles by the primary client's email, draft status or insurance type.

• Action
  Get Client

  Returns one RiskAdvisor client by its ID, with name, contact details and lead source.

• Action
  Get current user

  Returns the RiskAdvisor user who owns the connected account's API token.

• Action
  List call-in quotes

  Returns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.

• Action
  List Drivers

  Returns the drivers on a risk profile's auto insurance.

• Action
  List Teams

  Returns the teams (agencies) the connected RiskAdvisor user belongs to.

• Action
  List Vehicles

  Returns the vehicles on a risk profile's auto insurance.

• Action
  Update Client

  Updates an existing RiskAdvisor client; fields left blank stay unchanged.

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