Connect CleverReach and Sortd for Gmail

Both apps 47CleverReach 22Sortd for Gmail 25

• Trigger
  New Campaign

  Triggers when a new mailing campaign is created.

• Trigger
  New Subscriber

  Triggers when a new subscriber is added to a specified integration list.

• Trigger
  New Unsubscriber

  Triggers when any current subscriber unsubscribes from a specified list.

• Action
  Add attribute

  Create a global attribute.

• Action
  Add group

  Create a group (receiver list).

• Action
  Add mailing

  Create a mailing.

• Action
  Add Order Item

  Add a new order item for subscriber.

• Action
  Add subscriber tags

  Add tags to a receiver.

• Action
  Add/Update Subscriber

  Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.

• Action
  Delete group

  Delete a group (receiver list).

• Action
  Delete subscriber

  Delete a receiver from a group.

• Action
  Delete subscriber tags

  Remove tags from a receiver.

• Action
  Find Subscriber

  Search for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id.

• Action
  Get group

  Get a group (receiver list) by id.

• Action
  Get mailing

  Get a mailing by id.

• Action
  Get subscriber

  Get a receiver by id or email.

• Action
  List attributes

  List attributes.

• Action
  List groups

  List all groups (receiver lists).

• Action
  List mailings

  List mailings.

• Action
  List subscribers

  List receivers in a group.

• Action
  Unsubscribe Email

  Unsubscribes an email address from a selected list.

• Action
  Update group

  Update a group (receiver list).

• Trigger
  New Task Created

  Triggers when a new task is created on the chosen Sortd board.

• Trigger
  Task Archived

  Triggers when a task on the chosen Sortd board is archived.

• Trigger
  Task Assigned

  Triggers when a task on the chosen Sortd board is assigned to the given team member.

• Trigger
  Task Completed

  Triggers when a task on the chosen Sortd board is marked complete.

• Trigger
  Task Moved to List

  Triggers when a task arrives on the chosen Sortd list, whether created there or moved in.

• Action
  Add comment

  Adds a plain-text comment to a Sortd task, with optional @email mentions of board members.

• Action
  Add company

  Creates a CRM company in a Sortd team, with optional type, stage, company details and tags.

• Action
  Add contact

  Creates a CRM contact in a Sortd team, optionally linked to an existing or new company.

• Action
  Archive task

  Archives a Sortd task, moving its card off the board into the board's archive.

• Action
  Assign a Task

  Assigns a Sortd task to a member of its board and returns the updated task.

• Action
  Complete Task

  Marks a Sortd task as complete and returns the updated task.

• Action
  Create Task

  Creates a new task on a Sortd list and returns it.

• Action
  Create Task From Gmail Thread

  Creates a Sortd task from a Gmail thread (title defaults to the email subject) and returns it.

• Action
  Delete task

  Deletes a Sortd task. The task stops appearing in boards and lists but can be recovered; linked email threads are left intact.

• Action
  Find contacts by criteria

  Searches a Sortd team's CRM contacts by text, contact type and stage, returning the matching contacts.

• Action
  Get a Lists Tasks

  Returns the tasks on a Sortd list.

• Action
  Get task

  Returns a single Sortd task, including its board and list, status, assignee, due date, linked email threads and custom-field values.

• Action
  List boards

  Returns all boards owned by a Sortd team, with each board's id, name and type.

• Action
  List lists

  Returns the task lists (columns) on a Sortd board.

• Action
  Mark Task as Incomplete

  Reopens a completed Sortd task and returns the updated task.

• Action
  Move a Task to a New List

  Moves a Sortd task to another list (on the same or another board) and returns the updated task.

• Action
  Send email

  Composes and sends a new email from the connected Sortd user's Gmail mailbox, optionally onto an existing thread.

• Action
  Unassign Task

  Clears the assignee on a Sortd task and returns the updated task.

• Action
  Update contact

  Updates an existing CRM contact in Sortd, changing only the fields you fill in.

• Action
  Update task

  Updates a Sortd task — its title, notes, next step, due or planned date, colour, status, assignee, deal details or custom-field values. Returns the updated task.

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