Connect CompanyHub to AFrame

Both apps 32CompanyHub 13AFrame 19

• Trigger
  New Company

  Triggers when a new company is added in CompanyHub.

• Trigger
  New Contact

  Triggers when a new contact is created in CompanyHub.

• Trigger
  New Deal

  Triggers when a new deal is created in CompanyHub.

• Trigger
  New Record (Custom Table)

  Triggers when a new record is added to the CompanyHub table you choose, such as one of your custom tables.

• Trigger
  New Task

  Triggers when a new task is created in CompanyHub.

• Trigger
  Record Updated

  Triggers when a record in the chosen CompanyHub table is created or changed.

• Action
  Create a Record (Custom Table)

  Creates a record in any CompanyHub table, including custom tables, from the field values you supply, and returns the new record's ID.

• Action
  Create Company

  Creates a new company record in CompanyHub and returns its ID.

• Action
  Create Contact

  Creates a contact in CompanyHub and returns the new contact's ID.

• Action
  Create Deal

  Creates a deal in CompanyHub and returns the new deal's ID.

• Action
  Create Task

  Creates a task in CompanyHub with the given title, type, category, assignee and end time, plus any other Task fields you set.

• Action
  Find Record

  Returns the records in a CompanyHub table (Contact, Company, Deal or a custom table) whose chosen field matches the value you supply.

• Action
  Update Record

  Updates an existing record in a CompanyHub table (Contact, Company, Deal or a custom table), changing only the fields you supply.

• Action
  Add contact note

  Adds a note to an existing contact in AFrame and returns the created note.

• Action
  Add event

  Creates a new event (date or appointment) on an AFrame transaction, with a fixed date or a date calculated from another transaction date.

• Action
  Add task

  Creates a new Task in AFrame, assigned to a team member and optionally linked to a transaction or contact.

• Action
  Add transaction attachment

  Creates a new attachment entry (a file placeholder or a web link) on an AFrame transaction.

• Action
  Add transaction note

  Adds a note (or showing / price-change activity) to an existing AFrame transaction.

• Action
  Add transaction participant

  Adds a participant to an AFrame transaction in a given role, either linking an existing contact, creating a new contact inline, or holding the role as a placeholder.

• Action
  Create Contact

  Creates a new Contact in your AFrame team, with name, company, emails, phones, addresses and categories.

• Action
  Find contacts

  Searches AFrame contacts by name, company, team, email, categories, or created/edited date range and returns the matching contacts (up to 100).

• Action
  Find tasks

  Returns tasks matching the given status, due/completion dates, transaction, contact or assignee filters (up to 100).

• Action
  Find team members

  Finds team members in your AFrame team by name, email, role, type or active status.

• Action
  Find transactions

  Searches transactions by ID, stage, property address, or created/edited date range and returns the matching transactions (up to 100).

• Action
  Get contact

  Returns a contact's details, including name, emails, phones, addresses, owners and categories.

• Action
  Get contact note

  Returns a single contact note by its ID, including its content, type, date and any attached file details.

• Action
  Get Event

  Returns one event (a date or appointment such as a closing date) on a transaction.

• Action
  Get transaction

  Returns a single AFrame transaction by its ID, including its status, property details, participants and custom field values.

• Action
  Get Transaction Note

  Returns a transaction note by its ID, including its content, activity date, contact details and visibility settings.

• Action
  Update contact

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

• Action
  Update task

  Updates an existing AFrame task, changing only the fields you fill in, and returns the updated task.

• Action
  Update transaction

  Updates an existing AFrame transaction's property address, status, assigned team members, prices, dates and commission. Only the fields you fill in are changed.

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