Connect Cheddar to Cirqll

Both apps 29Cheddar 8Cirqll 21

• Trigger
  New Bill Reminder

  The bill reminder event occurs prior to recurring invoice execution according to your configuration. Up to two reminder events are possible.

• Trigger
  New Customer Delete

  A customer record was deleted.

• Trigger
  New Subscription

  The New Subscription event occurs when a new customer is created in Cheddar.

• Trigger
  New Subscription Billable

  The subscription billable event occurs prior to recurring invoice execution. Last chance to update item quantities, add custom charges/credits, etc.

• Trigger
  New Subscription Cancellation

  Subscription was canceled.

• Trigger
  New Subscription Change

  Subscription pricing plan change occured (upgrade/downgrade).

• Trigger
  New Subscription Reactivation

  A previously canceled subscription has been reactivated.

• Trigger
  New Transaction

  A transaction has been executed or a transaction's status has changed.

• Trigger
  New Note Event

  Triggers when a note is created, updated or deleted.

• Trigger
  New Task Event

  Triggers when a task is created, updated or deleted.

• Action
  Create Appointment

  Creates a new appointment.

• Action
  Create Assignment

  Creates a new assignment.

• Action
  Create Chance

  Creates a new chance.

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Contract

  Create a new contract and associate it with a customer.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Email

  Logs an email in Cirqll and associates it with a customer.

• Action
  Create Note

  Creates a new note.

• Action
  Create Task

  Creates a new task.

• Action
  Find Contact

  Finds Cirqll contacts matching a filter and returns the matches, the first match, and whether any matched.

• Action
  Find Contract

  Find contracts in Cirqll that match a filter. Returns up to 100 matches plus the first match.

• Action
  Find Customer

  Searches for an existing customer.

• Action
  Find Email

  Find emails tracked in Cirqll that match a filter. Returns up to 100 matches plus the first match.

• Action
  Find Field

  Find custom field definitions in Cirqll by a filter (name, type, category and so on).

• Action
  Find Note

  Searches for an existing note.

• Action
  Find Task

  Finds tasks in Cirqll that match a filter, returning up to 100 matches and the first match.

• Action
  Find User

  Find users in your Cirqll organisation that match a filter, such as a name or email address.

• Action
  Update Appointment

  Update an existing appointment's time, participants, or details.

• Action
  Update Chance

  Update a chance.

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