Connect Chaser (Task Manager) and Relate

Both apps 36Chaser (Task Manager) 14Relate 22

• Trigger
  New Completed Task

  Triggers when a Chaser task is fully completed.

• Trigger
  New or Updated Task

  Triggers when a Chaser task is created or changed.

• Trigger
  New Task

  Triggers when a new task is created in Chaser.

• Action
  Acknowledge Task

  Acknowledges a Chaser task for the owner of the API key.

• Action
  Complete Task

  Completes a Chaser task for the owner of the API key; on a multi-assignee task only their part is completed.

• Action
  Complete Task for All

  Completes a Chaser task for every assignee at once.

• Action
  Complete Task for Assignees

  Completes a Chaser task on behalf of the named assignees.

• Action
  Delete Task

  Deletes a Chaser task.

• Action
  Get Task

  Returns one Chaser task by its ID, including assignees, due date, status and history.

• Action
  List Tasks

  Returns Chaser tasks you can see, filtered by assignee, channel, tags, completion or overdue status.

• Action
  Log Time on Task

  Logs minutes of time on a Chaser task; a negative number subtracts time.

• Action
  Reopen Task

  Reopens a completed Chaser task, optionally changing its summary, due date or assignees.

• Action
  Send Task

  Creates a new Chaser task in a Slack channel, thread or DM, with optional assignees and due date.

• Action
  Update Task

  Updates a Chaser task's summary, due date, due time, assignees or custom status; blank fields are left unchanged.

• Trigger
  Contact Created

  Triggers when a new contact is added in Relate.

• Trigger
  Entry Created

  Triggers when a new entry is added to a Relate list or process.

• Trigger
  Entry Updated

  Triggers when an entry in a Relate list or process is added or changed.

• Trigger
  New Recorded Meeting

  Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).

• Trigger
  Note Created

  Triggers when a new note is added in Relate.

• Trigger
  Organization Created

  Triggers when a new organization is added in Relate.

• Action
  Create Contact

  Creates a contact in Relate from a first name and/or email address, optionally linked to an organization.

• Action
  Create Note

  Creates a note on an organization in Relate, optionally linked to a deal.

• Action
  Create Organization

  Creates an organization in Relate from a name and/or website domain.

• Action
  Delete Contact

  Deletes a Relate contact.

• Action
  Delete Note

  Deletes a note in Relate.

• Action
  Delete Organization

  Deletes a Relate organization.

• Action
  Find Contact

  Finds a contact in Relate by email address or phone number and returns the first match.

• Action
  Find Entry From Organization Process

  Finds an organization's entry in a Relate process by organization ID.

• Action
  Find Note

  Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.

• Action
  Find Organization

  Returns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.

• Action
  Get Contact

  Returns one Relate contact by its ID.

• Action
  Get Organization

  Returns one Relate organization by its ID.

• Action
  Get Recording

  Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).

• Action
  Update Contact

  Updates a Relate contact's name or email addresses.

• Action
  Update Note

  Updates a note's text or linked deal in Relate.

• Action
  Update Organization

  Updates a Relate organization's name or domains.

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