Connect Cerca and PassEngine

Both apps 37Cerca 22PassEngine 15

• 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.

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Pass

  Triggers when a new pass is created in PassEngine.

• Trigger
  Pass Scanned

  Triggers each time a pass is successfully scanned, with the pass code, scan result, location and the operator who scanned it.

• Trigger
  Pass Status Changed

  Triggers when a pass status changes (active, used, expired, revoked).

• Action
  Activate Pass

  Reactivates a pass, setting its status back to active and notifying wallet apps.

• Action
  Create Client

  Creates a client (customer) in PassEngine with a name and optional email, phone and internal notes.

• Action
  Create Pass

  Creates a new single-use or multi-use pass, optionally attached to a client and emailed to a recipient. Returns the new pass with its code and public link.

• Action
  Get client

  Returns a single client (customer) by ID, including their name, email, phone and notes.

• Action
  Get pass

  Returns a pass by its ID, including its custom fields, attached client, recent email deliveries and public URL.

• Action
  List clients

  Returns the clients in your PassEngine account, optionally filtered by name, email or phone.

• Action
  List passes

  Returns the passes in your PassEngine account, optionally filtered by name/code text or status.

• Action
  Revoke Pass

  Revokes a pass so it can no longer be scanned, and notifies wallet apps of the change.

• Action
  Scan Pass

  Scans (redeems) a pass by its code, validating its status, validity dates and usage limits, and records the scan. Returns whether the scan succeeded and, if not, why.

• Action
  Send pass email

  Emails an existing pass to a recipient. Returns the queued email delivery with its status.

• Action
  Update Pass

  Updates an existing pass's label, note, status, scan limit, validity dates or custom fields. Changing the status notifies subscribers that the pass status changed.

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