Connect Convirza and Salesloft

Both apps 45Convirza 25Salesloft 20

• 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).

• Trigger
  Account Created, Updated or Deleted

  Triggers when an account (company) is created or updated in Salesloft.

• Trigger
  Cadence Created, Updated or Deleted

  Triggers when a cadence is created or updated in Salesloft.

• Trigger
  Call Created or Updated

  Triggers when a call is created or updated in Salesloft.

• Trigger
  Meeting Created or Updated

  Triggers when a meeting is created or updated in Salesloft.

• Trigger
  Note Created, Updated or Deleted

  Triggers when a note is created or updated in Salesloft.

• Trigger
  Person Created, Updated or Deleted

  Triggers when a person is created or updated in Salesloft.

• Trigger
  Step Created, Created/Updated or Deleted

  Triggers when a cadence step is created or updated in Salesloft.

• Trigger
  Task Created, Completed or Deleted

  Triggers when a task is created or updated in Salesloft.

• Trigger
  User Created or Updated

  Triggers when a user is created or updated in Salesloft.

• Action
  Add note

  Creates a note on a Salesloft person or account, optionally linked to a call.

• Action
  Add person to cadence

  Adds a person to a cadence, optionally on behalf of a teammate or starting at a specific step. Returns the new cadence membership.

• Action
  Add task

  Creates a call, email or general task in Salesloft for a person, assigned to a user.

• Action
  Create Person

  Creates a new person (prospect) in Salesloft. Needs an email address, or a phone number together with a last name.

• Action
  Delete person

  Deletes a person from Salesloft. This cannot be undone without contacting Salesloft support.

• Action
  Find accounts by criteria

  Finds Salesloft accounts (companies) matching criteria such as name, domain, tags, owner, industry or location.

• Action
  Find Person

  Finds people in Salesloft by email address. Returns the first match and the list of all matches.

• Action
  Find User

  Finds users on your Salesloft team by name or email. Returns the first match and the list of all matches.

• Action
  Get person

  Returns a Salesloft person by ID, including contact details, company, owner, cadences, tags and custom fields.

• Action
  List cadences

  Returns the cadences in your Salesloft team, optionally filtered by name, owner, group, sharing or archived status.

• Action
  Remove person from cadence

  Removes a person from a cadence by deleting their cadence membership.

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