Connect Cling and Convirza

Both apps 51Cling 26Convirza 25

• Trigger
  Document Accepted

  Triggers when a Cling document is fully accepted (signed by all clients).

• Trigger
  Document Denied

  Triggers when a client denies a Cling document.

• Trigger
  Document Expired

  Triggers when a Cling document passes its expiration date.

• Trigger
  Document Sent

  Triggers when a Cling document is sent to its clients.

• Trigger
  New Document

  Triggers when a new document is created in Cling.

• Action
  Add project

  Creates a new project in Cling to group documents.

• Action
  Add template

  Creates a new document template in your Cling company.

• Action
  Create Client

  Creates a new client (end customer) in Cling that documents can be sent to.

• Action
  Create Document

  Creates a new Cling document from a template for one signing client. The document is created as a draft; use Send Document to deliver it.

• Action
  Delete client

  Deletes a client (end customer) from your Cling account.

• Action
  Delete Document

  Deletes a Cling document by its ID.

• Action
  Delete project

  Deletes a project in Cling by its ID.

• Action
  Delete template

  Deletes a template from your Cling account.

• Action
  Get client

  Returns a single client (end customer) by its ID, including contact details, addresses and notes.

• Action
  Get Document

  Returns one Cling document by its ID, including its status and dates.

• Action
  Get project

  Returns a single Cling project by its ID, including its status, totals, clients and main document summary.

• Action
  Get template

  Returns a single Cling template by its ID.

• Action
  List Clients

  Returns the clients (end customers) in your Cling account.

• Action
  List documents

  Returns documents in your Cling account, optionally filtered by status or an advanced filter and sorted.

• Action
  List projects

  Returns the projects in your Cling account, optionally filtered and sorted.

• Action
  List Templates

  Returns the document templates in your Cling account.

• Action
  Send Document

  Sends an existing Cling document to its clients for signing.

• Action
  Update client

  Updates an existing client's details in Cling, such as name, contact information and addresses. Fields left blank are not changed.

• Action
  Update document

  Updates a Cling document's status or assigned company user. Only the values you fill in are changed.

• Action
  Update project

  Updates an existing project's name or status in Cling.

• Action
  Update template

  Renames an existing Cling template.

• Trigger
  New Call

  Triggers when a new tracked call is recorded.

• Action
  Add group

  Creates a new group (organizational unit) in your Convirza account under the parent group you choose.

• Action
  Add phone number

  Orders (purchases) a phone number from a carrier and reserves it in your Convirza inventory, returning the new number's id.

• Action
  Add SMS broadcast

  Creates an SMS broadcast that sends a message to selected contacts or contact lists, immediately or at a scheduled time.

• Action
  Delete group

  Deletes a group (organizational unit) in Convirza. The group's history is kept, but it no longer appears in active views.

• Action
  Delete SMS broadcast

  Cancels a scheduled SMS broadcast so it is not sent. Fails if the broadcast is scheduled within the next 15 minutes or has already been sent.

• Action
  Delete User

  Deletes a user.

• Action
  Find phone numbers

  Searches for phone numbers available to order or provision, by area code, exchange, digit pattern or rate center.

• Action
  Get AI voice agent

  Returns the full configuration of one AI voice agent, including its prompt, greeting, voice, phone number and knowledge base.

• Action
  Get Call

  Returns one tracked call, with its caller, campaign, routing and disposition details.

• Action
  Get group

  Returns the details of a single group (organizational unit), including its name, parent group, address and industry.

• Action
  Get Group Tree

  Returns the organization's group hierarchy.

• Action
  Get SMS broadcast

  Returns the details of one SMS broadcast, including its message, tracking number, recipients and next scheduled run.

• Action
  Get User

  Returns one user by ID.

• Action
  List Ad Sources

  Returns the advertising sources campaigns can be attributed to.

• Action
  List AI voice agents

  Returns the AI voice agents configured in the account, optionally filtered by status, group or search text.

• Action
  List Calls

  Returns tracked calls matching a date range and optional campaign, group, disposition and caller filters.

• Action
  List groups

  Returns the sub-groups under your organization's group (or a chosen parent group), optionally filtered by name or status.

• Action
  List media prompts

  Returns the call flow audio recordings (prompts, whispers and voicemails) available to a group and its parent groups.

• Action
  List phone numbers

  Returns the tracking phone numbers provisioned in your Convirza account, optionally filtered by area code, exchange or number pattern.

• Action
  List SMS broadcasts

  Returns SMS broadcasts with their status and delivery counts, optionally filtered by name, sender, status or date range (last 7 days by default).

• Action
  List SMS Conversations

  Returns SMS conversation threads, filterable by date range and search text.

• Action
  List Users

  Returns users in a group and its sub-groups, filterable by name, email and role.

• Action
  Update group

  Updates only the supplied details of an existing group (organizational unit), such as its name, address or industry.

• Action
  Update user

  Updates an existing Convirza user, changing only the details you fill in (name, email, role, status, group, ring-to number and permissions).

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