Connect Cirqll and ConvertFlow

Both apps 38Cirqll 25ConvertFlow 13

• 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
  Contact Created or Updated

  Triggers when a ConvertFlow contact is created or updated.

• Trigger
  New Campaign

  Triggers when a new campaign is created in ConvertFlow.

• Action
  Archive Campaign

  Archives a ConvertFlow campaign so visitors no longer see it.

• Action
  Create or Update Contact

  Creates a contact in ConvertFlow, or updates the existing contact with the same email.

• Action
  Delete Contact

  Permanently deletes a ConvertFlow contact by email address, for data compliance requests.

• Action
  Find Contact

  Finds ConvertFlow contacts by email address or contact ID.

• Action
  Get Campaign

  Returns one ConvertFlow campaign by ID, with its format, live state and page settings.

• Action
  Get Campaign Performance

  Returns performance metrics for one ConvertFlow campaign and its variants over a chosen timeframe.

• Action
  List Campaigns

  Returns the website's ConvertFlow campaigns, optionally filtered by status, one page at a time.

• Action
  List Segments

  Returns the website's ConvertFlow audience segments and their conditions, optionally filtered by name.

• Action
  List Websites

  Returns the websites your ConvertFlow API token can access, with their IDs and account names.

• Action
  Publish Campaign

  Publishes a ConvertFlow campaign's latest changes so visitors see them.

• Action
  Update Campaign

  Updates a ConvertFlow campaign's name, format, page path and SEO settings. Only the fields you fill in change.

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