Connect Circleback and Saasu

Both apps 48Circleback 26Saasu 22

• Trigger
  New Action Item

  Triggers when a new action item is created in your Circleback meetings.

• Trigger
  New Meeting

  Triggers when a new meeting appears in your Circleback account.

• Action
  Create Action Item

  Creates a Circleback action item owned by you.

• Action
  Create Folder

  Creates a shared Circleback folder in a workspace.

• Action
  Create Tag

  Creates a Circleback tag.

• Action
  Delete Action Item

  Deletes a Circleback action item.

• Action
  Delete Folder

  Deletes a shared Circleback folder; its meetings stay with their owners.

• Action
  Delete Meeting

  Deletes a Circleback meeting you own.

• Action
  Delete Tag

  Permanently deletes a Circleback tag and removes it from every meeting.

• Action
  Get Company

  Returns a company by its domain, with its people and external links.

• Action
  Get Folder

  Returns a Circleback folder with its members, teams and rules.

• Action
  Get Meeting

  Returns a Circleback meeting with its notes, attendees, recording link and action items.

• Action
  Get Meeting Transcript

  Returns the speaker-labeled transcript of a Circleback meeting, one entry per spoken segment.

• Action
  Get Person

  Returns a person by profile ID with their profile details.

• Action
  Import Meeting

  Imports an existing meeting into Circleback with its name and notes.

• Action
  List Action Items

  Returns action items across your Circleback meetings, optionally filtered by status.

• Action
  List Calendar Events

  Returns upcoming events from your calendars connected to Circleback.

• Action
  List Companies

  Returns the companies whose people attend your Circleback meetings.

• Action
  List Folders

  Returns the Circleback folders you can see.

• Action
  List Meetings

  Returns a page of your Circleback meetings.

• Action
  List People

  Returns the people who attend your Circleback meetings, most recent first.

• Action
  List Tags

  Returns every Circleback tag available to you.

• Action
  Search Meetings

  Searches your Circleback meetings by name and content.

• Action
  Update Action Item

  Updates a Circleback action item's title, description or status.

• Action
  Update Meeting

  Updates a Circleback meeting's name, notes or private notes; fields left blank stay the same.

• Action
  Update Tag

  Updates a Circleback tag's name or description.

• Trigger
  New Contact

  Triggers when a new contact is added to your Saasu file.

• Action
  Add activity

  Creates an activity (task, call, meeting, note) in your Saasu file, optionally attached to a contact or transaction.

• Action
  Add company

  Creates a company record in Saasu.

• Action
  Add item

  Creates an inventory or combo item in Saasu.

• Action
  Add journal

  Creates a manual journal entry with debit and credit lines in a Saasu file.

• Action
  Create Contact

  Creates a new contact (person) in your Saasu file and returns its id.

• Action
  Create Item Invoice

  Creates an item-layout invoice, quote or order in Saasu with inventory item line items.

• Action
  Create Service Invoice

  Creates a service-layout sale or purchase invoice in Saasu, with line items described by account and amount.

• Action
  Delete contact

  Deletes a contact from your Saasu file.

• Action
  Delete invoice

  Deletes a sale or purchase invoice from the Saasu file.

• Action
  Delete item

  Deletes an inventory item from the Saasu file.

• Action
  Email invoice

  Emails a Saasu invoice to the email address you specify.

• Action
  Find accounts

  Returns the accounts in your Saasu chart of accounts, filtered by type, status, bank-account flag or header account.

• Action
  Find companies

  Returns the companies in your Saasu file whose name matches, optionally limited to a last-modified date range.

• Action
  Find Contact

  Finds Saasu contacts matching an email, name, company or other criteria and returns the matching contacts.

• Action
  Find items

  Returns the inventory and combo items whose code or description matches the search text.

• Action
  Get contact

  Returns a single Saasu contact by its ID.

• Action
  Get invoice

  Returns a single Saasu invoice (sale or purchase) by its ID, including line items and totals.

• Action
  Get journal

  Returns a single journal transaction, including its date, reference, summary and journal line items.

• Action
  Update contact

  Updates an existing contact in Saasu, such as their name, email, phone numbers, addresses and customer/supplier flags.

• Action
  Update invoice

  Updates an existing Saasu sale or purchase invoice, replacing its details and line items.

• Action
  Update item

  Updates an existing inventory or combo item in Saasu, such as its code, description, prices, accounts and tax codes.

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