Connect Cirqll and CONSENSUS

Both apps 42Cirqll 25CONSENSUS 17

• 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 Appointment

  Returns up to 100 appointments that match the specified filter.

• Action
  Find Assignment

  Returns up to 100 assignments that match the specified Cirqll filter.

• Action
  Find Chance

  Find chances (sales opportunities) in Cirqll matching a filter. Returns up to 100 matches, the first match, and the total count.

• 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.

• Action
  Update User

  Updates a Cirqll user's name, email, two-factor mode or language.

• Trigger
  Demo Watched

  Triggers when a demo you sent from Sales Accelerator is watched again (its view count goes up).

• Trigger
  New Lead

  Triggers when a new lead is captured in Consensus, such as a viewer filling out a demo's lead form.

• Action
  Create Demo Link

  Creates a marketing share link for a demo.

• Action
  Create Lead

  Creates a lead in Consensus from a contact's name, email and company.

• Action
  Create Mail Merge Link

  Creates a mail merge link for a demo using your email platform's merge tags.

• Action
  Delete Recipient

  Deletes a demo recipient and their data by email address.

• Action
  Find Leads

  Returns leads captured by your demos, optionally filtered by email address or date range.

• Action
  Find Recipient

  Finds a demo recipient by email address.

• Action
  Find Sent Demos

  Returns the demos your team has sent to prospects, with their view counts and recipients.

• Action
  Get Current User

  Returns the Consensus user this connection acts as and their organization.

• Action
  Get Demo by Link Hash

  Returns the demo that a Consensus share link points to.

• Action
  Get Mail Merge Link

  Returns one mail merge link.

• Action
  List Mail Merge Links

  Returns your mail merge links.

• Action
  List Mail Merge Platforms

  Returns the email platforms you can build mail merge links for.

• Action
  Search Demos

  Returns the demos whose title matches your search text, with their preview links and owners.

• Action
  Send Demo

  Sends a demo to a prospect contact and returns the personal share link.

• Action
  Update Sent Demo

  Updates the company or opportunity on a demo you sent.

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