Connect Cerca to Alphacrm

Both apps 38Cerca 22Alphacrm 16

• Trigger
  Applicant Archived

  Triggers when a Cerca applicant is archived.

• Trigger
  Applicant Created

  Triggers when a new applicant (franchise candidate) is created in Cerca.

• Trigger
  Applicant Progressed

  Triggers when a Cerca applicant moves to a different step.

• Trigger
  New Agency

  Triggers when a new agency is added to your Cerca network.

• Action
  Approve user

  Approves a user awaiting moderation, taking them out of moderation and activating their account.

• Action
  Create Agency

  Creates a Cerca agency (a location in the network) and returns it.

• Action
  Create Applicant Request

  Creates an applicant request (a new franchise candidate lead) on one of your Cerca applicant sources.

• Action
  Create User

  Creates a user in the Cerca extranet and returns it.

• Action
  Delete Agency

  Deletes a Cerca agency.

• Action
  Delete user

  Deletes a user from your Cerca extranet.

• Action
  Demote applicant

  Moves an applicant back to the previous step of their recruitment scenario and returns the updated applicant.

• Action
  Find Applicant

  Finds Cerca applicants whose name, email or phone matches the search text, and returns the first match.

• Action
  Find users

  Searches users by name or email and returns the matching users.

• Action
  Get Agency

  Returns one Cerca agency (a location in the network) by its ID.

• Action
  Get Current User

  Returns the Cerca user the access token acts as, with their name, email and agencies.

• Action
  Get user

  Returns a single user of your Cerca extranet, including profile details, groups, agencies and custom fields.

• Action
  List Agencies

  Returns a page of Cerca agencies, optionally filtered by a search term.

• Action
  List applicant scenarios

  Returns every applicant scenario (recruitment funnel) in the extranet, the default one first.

• Action
  List Users

  Returns a page of users in the Cerca extranet, optionally filtered by a search term.

• Action
  Promote Applicant

  Advances a Cerca applicant to the next step of their recruitment scenario.

• Action
  Update Agency

  Updates a Cerca agency's details; only the fields you fill in are changed.

• Action
  Update user

  Updates an existing user's profile, contact details, address, groups, agencies and custom fields. Only the fields you fill in are changed.

• Action
  Add communication

  Adds a communication (for example a comment) to a customer or lead card in AlfaCRM.

• Action
  Add customer

  Create a customer (lead or student).

• Action
  Add group

  Create a study group.

• Action
  Add lesson

  Create a lesson.

• Action
  Add payment

  Create a payment.

• Action
  Add task

  Create a task.

• Action
  Archive customer

  Moves a customer or lead to the archive in AlfaCRM. AlfaCRM has no way to permanently delete a customer; an archived customer drops out of the active list but can be restored later.

• Action
  Find customers

  Returns customers and leads that match the specified criteria (name, phone, status and more).

• Action
  List branches

  Lists the branches in the CRM account, optionally only active or only disabled ones.

• Action
  List communications

  Lists the communications (comments and notes) on an AlfaCRM customer or lead, optionally filtered by communication ID, type, author, or comment text.

• Action
  List groups

  List groups.

• Action
  List lead statuses

  List sales funnel stages.

• Action
  List lessons

  List lessons.

• Action
  List payments

  Lists payments in a branch, optionally filtered by customer, date range, amount, payment type and more.

• Action
  List tasks

  Lists the tasks in an AlfaCRM branch, optionally filtered by task ID, author, assignee, text, priority, or done/archived status.

• Action
  Update customer

  Updates an existing customer (lead or client) by ID. Only the fields you fill in are changed.

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