Connect Coworks and Expiration Reminder

Both apps 35Coworks 17Expiration Reminder 18

• Trigger
  Contact Updated

  Triggers when a contact in your Coworks CRM is created or changed.

• Trigger
  CRM Entry Updated

  Triggers when a CRM contact or lead is added or changed in Coworks.

• Trigger
  Lead Updated

  Triggers when a lead in Coworks is created or changed, including changes to its status, custom fields, or any other returned detail.

• Trigger
  Member Deactivate

  Triggered when a member is deactivated and is no longer an active member.

• Trigger
  Member Updated

  Triggers when a member is added or any of a member's details change.

• Trigger
  New Checkin

  Triggered when a new check-in is recorded for a member, visitor or passport holder in your Coworks community.

• Trigger
  New Contact

  Triggered when a new contact is created in your Coworks CRM.

• Trigger
  New CRM Entry

  Triggered when a new CRM entry, either a contact or a lead, is created.

• Trigger
  New Lead

  Triggers when a new lead is created in the Coworks CRM.

• Trigger
  New Member

  Triggered when a new member is created in your Coworks community.

• Action
  Get room occupancy

  Returns the rooms at a campus with their occupancy, optionally limited to one room type.

• Action
  List active memberships

  Returns the community's paid memberships, optionally limited to one status. Free subscriptions are not included.

• Action
  List checkins

  Returns check-ins for your Coworks community, optionally filtered by campus, check-in type, date range or person name.

• Action
  List CRM contacts and leads

  Returns the contacts and leads in your Coworks CRM, optionally filtered by campus, type, lead status, source and date.

• Action
  List members

  Returns the members of your Coworks community, optionally narrowed to specific teams or a campus, and optionally including inactive members.

• Action
  List rooms

  Returns the rooms at a campus, optionally narrowed to one room type.

• Action
  List teams

  Returns the teams in your Coworks community, optionally narrowed by team, campus, or join date.

• Trigger
  New Contact

  Triggered when a new contact is added to your Expiration Reminder account.

• Trigger
  New Expiration Item

  Triggered when a new expiration item is added to your Expiration Reminder account.

• Trigger
  Status Changed Expiration Item

  Triggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired.

• Action
  Add Location

  Creates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location.

• Action
  Create Contact

  Creates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact.

• Action
  Create Expiration Item

  Creates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item.

• Action
  Create Expiration Item for Contact

  Creates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item.

• Action
  Delete Contact

  Deletes a contact from Expiration Reminder. Returns the contact record that was deleted.

• Action
  Delete Expiration Item

  Deletes an expiration item from Expiration Reminder. Returns the item record after deletion.

• Action
  Find Contact

  Returns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches.

• Action
  Find Expiration

  Returns the Expiration Reminder expiration items matching a search term and status, with the total number of matches.

• Action
  Get Contact

  Returns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them.

• Action
  Get Expiration Item

  Returns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it.

• Action
  List Contacts

  Returns the contacts in your Expiration Reminder account, with the total number of contacts.

• Action
  List Expiration Items

  Returns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items.

• Action
  List Locations

  Returns the locations in your Expiration Reminder account, with the total number of locations.

• Action
  Renew Expiration

  Renews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item.

• Action
  Update Expiration Item

  Updates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item.

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