Connect ContentStudio and RiskAdvisor

Both apps 37ContentStudio 14RiskAdvisor 23

• Trigger
  List Campaigns

  Lists campaigns (folders) in a workspace. Useful for getting campaign IDs to assign to posts.

• Trigger
  List Labels

  Lists labels in a workspace. Useful for getting label IDs to assign to posts.

• Trigger
  List Media

  Lists media assets in a workspace media library with filtering, search, and sort options.

• Trigger
  List Team Members

  Lists team members in a workspace. Useful for getting user IDs for approval workflows.

• Trigger
  List Workspaces

  Returns all workspaces you have access to so you can choose where to post.

• Action
  Add Campaign

  Create a new campaign in a workspace to group posts.

• Action
  Add Label

  Create a new label for organizing posts.

• Action
  Delete Campaign

  Delete a campaign.

• Action
  Delete Label

  Delete a label.

• Action
  Delete Workspace

  Delete a workspace.

• Action
  Update Campaign

  Update an existing campaign's details.

• Action
  Update Label

  Update an existing label's name or color.

• Action
  Update Workspace

  Update an existing workspace's settings.

• Action
  Upload Media

  Uploads a media file from URL into the workspace media library.

• Trigger
  Call-In Quote Submitted

  Triggers when a call-in quote is submitted to the current RiskAdvisor team.

• Trigger
  Custom QuoteForm Submitted

  Triggers when a custom quote form is submitted to the current RiskAdvisor team.

• Trigger
  New Client

  Triggers when a new client is created in RiskAdvisor.

• Trigger
  New Policy

  Triggers when a new policy-link result is captured in RiskAdvisor.

• Trigger
  New Risk Profile

  Triggers when a new risk profile is created in RiskAdvisor.

• Trigger
  QuoteForm Submitted

  Triggers when a quote form is submitted to the current RiskAdvisor team.

• Trigger
  Updated Client

  Triggers when a client is created or updated in RiskAdvisor.

• Action
  Add Notes

  Appends notes to a RiskAdvisor risk profile; existing notes are kept.

• Action
  Archive Client

  Archives a RiskAdvisor client together with its related risk profiles.

• Action
  Create Client

  Creates a client on the connected user's current RiskAdvisor team.

• Action
  Create Driver

  Adds a driver to a risk profile that has auto insurance.

• Action
  Create Risk Profile

  Creates a draft risk profile for an existing client on the current RiskAdvisor team.

• Action
  Create Vehicle

  Adds a vehicle to a risk profile that has auto insurance.

• Action
  Find Client

  Finds RiskAdvisor clients by exact email, or by a search over name, email and phone.

• Action
  Find Policy

  Finds policy-link results by client email or client ID.

• Action
  Find Risk Profile

  Finds risk profiles by the primary client's email, draft status or insurance type.

• Action
  Get Client

  Returns one RiskAdvisor client by its ID, with name, contact details and lead source.

• Action
  Get current user

  Returns the RiskAdvisor user who owns the connected account's API token.

• Action
  List call-in quotes

  Returns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.

• Action
  List Drivers

  Returns the drivers on a risk profile's auto insurance.

• Action
  List Teams

  Returns the teams (agencies) the connected RiskAdvisor user belongs to.

• Action
  List Vehicles

  Returns the vehicles on a risk profile's auto insurance.

• Action
  Update Client

  Updates an existing RiskAdvisor client; fields left blank stay unchanged.

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