Connect Campaign Refinery and Circleback

Both apps 44Campaign Refinery 18Circleback 26

• Trigger
  New Custom Attribute

  Triggers when there is a new custom attribute.

• Trigger
  New Custom Attribute Group

  Triggers when there is a new custom attribute group.

• Trigger
  New Form

  Triggers when there is a new form.

• Trigger
  New Goal

  Triggers when there is a new goal.

• Trigger
  New Tag

  Triggers when a new tag is created.

• Action
  Create Custom Attribute

  Creates a custom attribute.

• Action
  Create Custom Attribute Group

  Creates a custom attribute group.

• Action
  Create Form

  Creates a form.

• Action
  Create Goal

  Creates a goal.

• Action
  Create Tag

  Creates a tag.

• Action
  Delete Tag

  Schedules a tag for deletion.

• Action
  Find Custom Attribute

  Finds a custom attribute by key.

• Action
  Find Form

  Finds a form by name.

• Action
  Find Goal

  Finds a goal by name.

• Action
  Find Tag

  Finds a tag by name.

• Action
  Update Custom Attribute

  Updates a custom attribute.

• Action
  Update Form

  Updates a form.

• Action
  Update Goal

  Updates a goal.

• Trigger
  New Action Item

  Triggers when a new action item is created in your Circleback meetings.

• Trigger
  New Meeting

  Triggers when a new meeting appears in your Circleback account.

• Action
  Create Action Item

  Creates a Circleback action item owned by you.

• Action
  Create Folder

  Creates a shared Circleback folder in a workspace.

• Action
  Create Tag

  Creates a Circleback tag.

• Action
  Delete Action Item

  Deletes a Circleback action item.

• Action
  Delete Folder

  Deletes a shared Circleback folder; its meetings stay with their owners.

• Action
  Delete Meeting

  Deletes a Circleback meeting you own.

• Action
  Delete Tag

  Permanently deletes a Circleback tag and removes it from every meeting.

• Action
  Get Company

  Returns a company by its domain, with its people and external links.

• Action
  Get Folder

  Returns a Circleback folder with its members, teams and rules.

• Action
  Get Meeting

  Returns a Circleback meeting with its notes, attendees, recording link and action items.

• Action
  Get Meeting Transcript

  Returns the speaker-labeled transcript of a Circleback meeting, one entry per spoken segment.

• Action
  Get Person

  Returns a person by profile ID with their profile details.

• Action
  Import Meeting

  Imports an existing meeting into Circleback with its name and notes.

• Action
  List Action Items

  Returns action items across your Circleback meetings, optionally filtered by status.

• Action
  List Calendar Events

  Returns upcoming events from your calendars connected to Circleback.

• Action
  List Companies

  Returns the companies whose people attend your Circleback meetings.

• Action
  List Folders

  Returns the Circleback folders you can see.

• Action
  List Meetings

  Returns a page of your Circleback meetings.

• Action
  List People

  Returns the people who attend your Circleback meetings, most recent first.

• Action
  List Tags

  Returns every Circleback tag available to you.

• Action
  Search Meetings

  Searches your Circleback meetings by name and content.

• Action
  Update Action Item

  Updates a Circleback action item's title, description or status.

• Action
  Update Meeting

  Updates a Circleback meeting's name, notes or private notes; fields left blank stay the same.

• Action
  Update Tag

  Updates a Circleback tag's name or description.

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