Connect Checkvist and MarketSharp

Both apps 41Checkvist 17MarketSharp 24

• Trigger
  New List

  Triggered when a new checklist is created in Checkvist.

• Trigger
  New List Item

  Triggered when a new item is added to the chosen Checkvist checklist.

• Action
  Close Task

  Marks a task in a Checkvist checklist as closed (done) and returns the updated task.

• Action
  Create List Item

  Adds a new item (task) to a Checkvist checklist and returns the created item.

• Action
  Create New List

  Creates a new Checkvist checklist and returns it.

• Action
  Create Several List Items

  Adds several items to a Checkvist checklist at once from a block of text (one item per line) and returns the created items.

• Action
  Create Task Note

  Adds a note (comment) to a task in a Checkvist checklist and returns the new note.

• Action
  Delete Checklist

  Deletes a Checkvist checklist and returns the deleted list.

• Action
  Delete List Item

  Deletes an item (task) from a Checkvist checklist and returns the deleted item.

• Action
  Get Checklist

  Returns a single Checkvist checklist by its ID, with its name, sharing settings and item counts.

• Action
  Get List Item

  Returns a single item (task) from a Checkvist checklist, optionally with its notes.

• Action
  List Checklists

  Returns the Checkvist checklists the connected account can see.

• Action
  List List Items

  Returns the items (tasks) in a Checkvist checklist.

• Action
  List Task Notes

  Returns the notes (comments) on a task in a Checkvist checklist.

• Action
  Reopen Task

  Reopens a closed task in a Checkvist checklist and returns the updated task.

• Action
  Update Checklist

  Updates a Checkvist checklist's name or sharing setting and returns the updated list.

• Action
  Update List Item

  Updates an item (task) in a Checkvist checklist and returns the updated item.

• Trigger
  New or Updated Contact

  Triggers when a MarketSharp contact is created or modified.

• Trigger
  New or Updated Inquiry

  Triggers when a MarketSharp inquiry (lead) is created or modified.

• Action
  Add calendar event

  Creates a calendar event in MarketSharp, optionally emailing the event's resources.

• Action
  Create Activity

  Creates an activity (task) on a MarketSharp contact.

• Action
  Create or Update Appointment

  Creates an appointment on a MarketSharp inquiry, or updates an existing appointment.

• Action
  Create or Update Job

  Creates a job and its contract for a MarketSharp contact, or updates an existing job.

• Action
  Delete calendar event

  Deletes a calendar event, either a single occurrence or an entire recurring series.

• Action
  Delete opportunity note

  Deletes a note from an opportunity (inquiry) in MarketSharp.

• Action
  Find Appointments

  Returns appointments matching a modified-date range, appointment-date range, salesperson, or list of inquiries.

• Action
  Find Contacts

  Searches MarketSharp contacts by name, business, email, phone or zip and returns the matches.

• Action
  Find Inquiries

  Searches inquiries by name, business, address, email or phone and returns the matching inquiries.

• Action
  Get Appointment

  Returns one MarketSharp appointment by its ID.

• Action
  Get Contact

  Returns one MarketSharp contact by its ID, with name, address, emails and phones.

• Action
  Get Inquiry

  Returns one MarketSharp inquiry (lead) by its ID.

• Action
  Get Job

  Returns one MarketSharp job by its ID.

• Action
  List Contact Inquiries

  Returns every inquiry (lead) on a MarketSharp contact.

• Action
  List Contact Notes

  Returns the notes on a MarketSharp contact.

• Action
  List divisions

  Returns all divisions defined for the connected MarketSharp company.

• Action
  List Employees

  Returns the employees of the MarketSharp company.

• Action
  List pricebook items

  Returns the company's pricebook: every product type with its product details, unit prices and units of measure.

• Action
  List Primary Lead Sources

  Returns the company's active primary lead sources.

• Action
  List secondary lead sources

  Returns the company's secondary lead sources, optionally including inactive ones.

• Action
  Result appointment

  Records the result of an appointment, with an optional result reason, notes and resulting employee, and returns the updated appointment.

• Action
  Update calendar event

  Updates an existing MarketSharp calendar event, optionally emailing the event's resources.

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