Connect COR and LiveSwitch

Both apps 62COR 36LiveSwitch 26

• Trigger
  Create Brand

  Triggers when a new brand is created in COR.

• Trigger
  Create Client

  Triggers when a new client is created in COR.

• Trigger
  Create Hour

  Triggers when a new time entry is logged in COR.

• Trigger
  Create Invoice

  Triggers when a new transaction is recorded in COR. COR has no separate invoice record, so this watches all transactions, invoices included; use the type field to tell them apart.

• Trigger
  Create Product

  Triggers when a new product is created in COR.

• Trigger
  Create Project

  Triggers when a new project is created in COR.

• Trigger
  Create Task

  Triggers when a new task is created in COR. Returns the new task's details.

• Trigger
  Create User

  Triggers when a new user is created in COR.

• Trigger
  Updated Client

  Triggers when an existing client is changed in COR.

• Trigger
  Updated Project

  Triggers when an existing project is updated in COR.

• Trigger
  Updated Task

  Triggers when a task is changed, such as a new title, status, priority or deadline. Also fires when a new task appears.

• Trigger
  Updated User

  Triggers when a user in COR is created or changed, such as their name, email, role, position or labels.

• Action
  Add brand

  Creates a new brand under a client in COR.

• Action
  Add team

  Creates a new team in COR with a name and, optionally, a description and workspace. Returns the team that was created.

• Action
  Create Client

  Creates a new client in COR with its company details and primary contact, and returns the new client's id.

• Action
  Create Fee

  Creates a fee for a client in COR, with its name, estimate and work order, and optional details such as dates, status and currency. Returns the new fee.

• Action
  Create Hour

  Logs a time entry against a task in COR and returns the new entry's id.

• Action
  Create Invoice

  Creates an invoice (a COR transaction) for the given date, total and currency, optionally linked to a client, and returns the new transaction.

• Action
  Create Project

  Creates a new project for a client in COR and returns the created project.

• Action
  Create Task

  Creates a new task in COR, optionally within a project, and returns the created task.

• Action
  Delete Project

  Deletes a project in COR by its ID.

• Action
  Delete task

  Deletes a task in COR by its ID.

• Action
  Find clients by name

  Returns the clients whose name matches the specified name.

• Action
  Find projects by name

  Returns the COR projects whose name matches the name you search for, including each project's client, project manager, status and budget details.

• Action
  Get client

  Returns a single COR client by its id, including its business name, contact details, website and description.

• Action
  Get project

  Returns a single COR project by its id, including its client, project manager, dates, status, budget figures and assigned labels. An error occurs if the project is not found.

• Action
  Get task

  Returns a single COR task by its id, including its title, project, deadline, status and priority.

• Action
  List clients

  Returns all clients in the COR account, optionally narrowed by filter criteria.

• Action
  List fees

  Returns the fees in the COR account, including each fee's name, estimate, status and dates.

• Action
  List hours

  Returns the time entries logged in the COR account, optionally narrowed by date range, client, project, user, label or team, and sorted as you choose.

• Action
  List products

  Returns all products in the COR account, each with its name, client and brand.

• Action
  List projects

  Returns the company's projects, optionally narrowed by client, team, user, brand, product, dates, status, health or archived state.

• Action
  List tasks

  Returns the tasks in your COR account, optionally narrowed by project, project manager, status and other criteria, and sorted the way you choose.

• Action
  List teams

  Returns the teams in the COR workspace, including each team's name and description.

• Action
  Update Project

  Updates an existing project in COR, changing only the fields you fill in, and returns the updated project.

• Action
  Update Task

  Updates an existing task by its id, changing its title, project, description, deadline, status, priority or archived state, and returns the updated task.

• Trigger
  New Contact Matching Filter

  Triggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter.

• Trigger
  New Conversation Matching Filter

  Triggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter.

• Trigger
  New Guided Instructions

  Triggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps.

• Trigger
  New Project

  Triggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID.

• Trigger
  New Tag

  Triggers when a new tag is created in LiveSwitch.

• Action
  Create Conversation

  Creates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links.

• Action
  Create Project

  Creates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links.

• Action
  Create Tag

  Creates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag.

• Action
  Find All Tags

  Returns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose.

• Action
  Find Contact by ID

  Returns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values.

• Action
  Find Contact by Phone

  Returns the LiveSwitch contact that has the given phone number, including its custom attributes.

• Action
  Find Conversation by ID

  Returns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes.

• Action
  Find Conversations

  Returns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order.

• Action
  Find Document by ID

  Returns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links.

• Action
  Find Form by ID

  Returns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects.

• Action
  Find Form Submission by ID

  Returns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given.

• Action
  Find Guided Instructions

  Returns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type.

• Action
  Find Project by ID

  Returns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes.

• Action
  Find Projects

  Returns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter.

• Action
  Find Recording by ID

  Returns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags.

• Action
  Find Recordings by Conversation

  Returns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags.

• Action
  Find Recordings by Project

  Returns the recordings that belong to the specified project, including their public links, status, type and tags.

• Action
  Get Current User (Me)

  Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization.

• Action
  Get Organization Settings

  Returns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled.

• Action
  Update Conversation

  Updates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation.

• Action
  Update Tag

  Updates the name or display color of an existing tag and returns the updated tag.

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