Connect Cerca to iClosed

Both apps 48Cerca 22iClosed 26

• 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 call

  Books a new call on an iClosed event for a contact at a chosen date and time, and returns the scheduled call with its assigned closer and confirmation link.

• Action
  Add Call Outcome

  Records the outcome of a scheduled iClosed call (won, no sale, approved or rejected), with optional notes, objection, no-sale reason and deal details for a won call.

• Action
  Add custom field

  Creates a new custom field on iClosed contacts, calls, events, deals, users or iScores, and returns the created field.

• Action
  Add deal

  Creates a new deal from an iClosed call booking, with an optional product, value, and linked transactions.

• Action
  Add product

  Creates a new product in your iClosed account and returns the created product.

• Action
  Cancel Call

  Cancels a scheduled iClosed call, optionally recording the reason. Invitees lose the booking.

• Action
  Create Contact

  Creates a new contact in iClosed, or updates the existing contact with the same email or phone number.

• Action
  Create Note

  Adds a note to an existing contact in iClosed.

• Action
  Create Transaction

  Creates a transaction (a payment or sale) in iClosed with its value and the buyer's contact details.

• Action
  Delete transaction

  Permanently deletes a transaction by its ID. This cannot be undone.

• Action
  Get event

  Returns one iClosed event, including its settings, hosts, invitee questions and routing rules, looked up by event ID or booking link prefix.

• Action
  List contact notes

  Returns the notes recorded on an iClosed contact, optionally only those written by a specific user.

• Action
  List deals

  Returns the deals in the iClosed account, with their contact, assigned user, product and event, optionally filtered by contact, user, product, event, type, contact status, search text or time range.

• Action
  List events

  Returns the events (booking pages) in the iClosed account, optionally narrowed by search text, host or event type.

• Action
  List products

  Returns the products in the iClosed account, with optional filtering by name, parent product and date range, and optional sorting.

• Action
  Search Call

  Returns scheduled calls that match the search text and filters you specify, such as invitee email, contact, closer, event, outcome or date range.

• Action
  Search Contact

  Searches contacts by name, email or phone number, with optional filters for owner, status, event and join date. Returns up to 100 matching contacts.

• Action
  Search Custom Fields

  Searches the custom fields defined for one iClosed object type (contacts, calls, events, deals, users or iScore), optionally filtered by name, input type or identifier.

• Action
  Search Transaction

  Searches transactions by name, email, phone number or value, with optional filters for source, sync status and creation date.

• Action
  Search Users

  Finds users in your iClosed account whose name or email matches the search text, including removed users.

• Action
  Update call

  Updates a scheduled call's date and time, and optionally its assigned closer, reason, notes and additional guests. Returns the updated call.

• Action
  Update Contact

  Updates an existing iClosed contact's name, emails, phone numbers, status or referrer URL. Only the fields you fill in are changed.

• Action
  Update Contact Custom Field

  Sets or replaces the value of one custom field on an iClosed contact. Choose the field by its id or its identifier.

• Action
  Update deal

  Updates an existing deal's value, product, closer, time, transaction type and linked transactions, and returns the updated deal.

• Action
  Update product

  Updates an existing product's name or description in iClosed and returns the updated product.

• Action
  Update transaction

  Updates an existing iClosed transaction's name, contact details, description, value or source, and returns the updated transaction.

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