Connect Cirqll and Paperless

Both apps 30Cirqll 22Paperless 8

• 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.

• Action
  Update User

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

• Trigger
  Document updated

  Fires when a document is updated (e.g. name changed). Backed by the document.updated webhook event.

• Trigger
  New document created

  Fires when a new document is created. Backed by the document.created webhook event.

• Action
  Create Document (From Template)

  Creates a new Paperless document from an existing template, optionally filling in recipients, form-field defaults and variables, and optionally sending it right away.

• Action
  Delete Document

  Permanently delete a document by ID.

• Action
  Get Document

  Retrieves a single Paperless document by its id.

• Action
  Get Template

  Retrieves a single Paperless template by its id.

• Action
  List Templates

  List all templates the API key's integration has access to, used to pick a template_id before creating a document.

• Action
  Update Document

  Updates an existing Paperless document: rename it, set its recipients, form field defaults and variables, or send it by setting its state to dispatched.

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