Connect CrewForm to Wicked Reports

Both apps 27CrewForm 11Wicked Reports 16

• Trigger
  AI Agent Task Failed

  Triggers when a CrewForm AI agent task fails.

• Action
  Add agent

  Creates a new AI agent in your CrewForm workspace with the model, instructions and settings you choose.

• Action
  Delete agent

  Deletes an AI agent from your CrewForm workspace.

• Action
  Delete task

  Deletes a task from your CrewForm workspace.

• Action
  Get agent

  Returns a single CrewForm agent by its id, including its model, prompt and settings.

• Action
  Get task

  Returns a single CrewForm task by its id, including its title, status, priority, assigned agent and results.

• Action
  List agents

  Returns all AI agents in your CrewForm workspace, with each agent's name, model, prompt and settings.

• Action
  List tasks

  Returns the tasks in your CrewForm workspace, newest first, optionally only those with a given status.

• Action
  Send Task to AI Agent

  Creates a task in CrewForm assigned to an AI agent, which dispatches it to that agent to work on right away. Returns the created task.

• Action
  Update agent

  Updates an existing CrewForm agent's name, model, prompt, temperature, tools, status or configuration. Only the fields you fill in are changed.

• Action
  Update task

  Updates an existing CrewForm task's title, description, priority, status, assigned agent or team, or metadata.

• Action
  Add Marketing Cost

  Sends ad spend, clicks and conversions from an ad platform Wicked Reports does not integrate with, so cost is included in ROI reports.

• Action
  Create Contact

  Sends a contact (lead) from your CRM or email platform into Wicked Reports for attribution. Contacts already present by email are ignored.

• Action
  Create Order

  Sends an order from your cart or payment system into Wicked Reports so revenue is attributed to marketing.

• Action
  Create Order Item

  Adds a line item (product, quantity, unit price) to an order already sent to Wicked Reports.

• Action
  Create Order Payment

  Records a payment, failure or refund against an order in Wicked Reports.

• Action
  Create or Update Product

  Creates a product in Wicked Reports, or updates it if one with the same ID already exists.

• Action
  Get Export Results

  Returns one page of records (contacts, clicks or orders) for a result ID from any Request ... Export or Lookup operation, and whether more pages remain.

• Action
  Get Last Updated Date

  Returns the date your Wicked Reports reports are up to.

• Action
  List Saved Views

  Returns the report views saved in your Wicked Reports dashboard, with their IDs and names.

• Action
  Request Clicks Export

  Starts an export of clicks tied to contacts in a date range and returns a result ID; pass it to Get Export Results to read the clicks.

• Action
  Request Contact Clicks Export

  Starts an export of one contact's raw clicks and returns a result ID; pass it to Get Export Results to read the clicks.

• Action
  Request Contact Lookup

  Starts a lookup of one contact by Wicked Reports ID, your source-system ID or email, and returns a result ID; pass it to Get Export Results to read the contact.

• Action
  Request Contact Orders Export

  Starts an export of one contact's orders in a date range and returns a result ID; pass it to Get Export Results to read the orders.

• Action
  Request Contacts Export

  Starts an export of all contacts created in a date range and returns a result ID; pass it to Get Export Results to read the contacts.

• Action
  Request Orders Export

  Starts an export of orders (with attribution, products and payments) in a date range and returns a result ID; pass it to Get Export Results to read the orders.

• Action
  Track a Click

  Sends a click or conversion event you tracked yourself (lead, meeting, webinar, last click on an order, etc.) into Wicked Reports.

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