Connect CRM in Cloud and Habitify

Both apps 30CRM in Cloud 11Habitify 19

• Trigger
  New or Updated Company

  Triggers when a given action is performed on Company.

• Trigger
  New or Updated Contact

  Triggers when a given action is performed on Contact.

• Trigger
  New or Updated Lead

  Triggers when a given action is performed on Lead.

• Trigger
  New or Updated Opportunity

  Triggers when a given action is performed on Opportunity.

• Action
  Create or Update Activity

  Creates a new activity in CRM in Cloud, or updates an existing one when an Activity ID is supplied. Returns the id of the activity.

• Action
  Create or Update Company

  Creates a new Company, or update an exising one specifying its ID field value.

• Action
  Create or Update Contact

  Creates a new Contact, or update an exising one specifying its ID field value.

• Action
  Create or Update Lead

  Creates a new Lead, or update an exising one specifying its ID field value.

• Action
  Create or Update Opportunity

  Creates a new Opportunity, or update an exising one specifying its ID field value.

• Action
  Find Anagraphic Emails in List

  Finds the email addresses of the companies, contacts or leads that belong to a CRM in Cloud list, optionally narrowed to one email address, one record, or one email type.

• Action
  Find Company

  Returns up to 100 companies that match the specified search filter.

• Trigger
  New Log

  Triggers when a new log entry is recorded for the selected habit.

• Trigger
  New Mood

  Triggered when a new mood is logged on a note for the chosen habit.

• Trigger
  New Note

  Triggers when a new note is added to the selected habit.

• Trigger
  New Status

  Triggers when a habit is marked completed, skipped or failed for a day.

• Action
  Add area

  Creates a new area for organizing and categorizing habits, and returns the created area.

• Action
  Add Log

  Adds a log entry with a specific value and unit to a measurable habit, for today or a chosen date.

• Action
  Add Note

  Adds a note to a habit, with any combination of text, a mood level and photos. Returns the note that was created.

• Action
  Complete habit

  Marks a habit as completed for a specific date, with Habitify working out the log value from the habit's goal.

• Action
  Delete habit

  Permanently deletes a habit along with its logs, notes, goals and reminders. This cannot be undone.

• Action
  Delete habit log

  Permanently deletes one log entry from a habit, removing the recorded value from its tracking history.

• Action
  Fail habit

  Marks a habit as failed for a specific date, defaulting to today.

• Action
  Get habit

  Returns the full details of a habit, including its schedule, goals, reminders, areas and time-of-day periods. An error occurs if the habit is not found.

• Action
  Get Habit Journal

  Returns all your habits for a given day, with each habit's completion status, current streak and progress toward its goal.

• Action
  Get habit statistics

  Returns aggregated statistics for a habit over an optional date range, including completion, skip and failure counts, total and average logged values, and a day-by-day progress breakdown.

• Action
  List areas

  Returns all of the areas in the Habitify account, the groups used to organize habits such as Health or Work.

• Action
  List habit logs

  Returns the log entries recorded for a habit, newest first, optionally limited to a date range.

• Action
  List habit notes

  Returns the notes attached to a habit, including each note's text, mood level, photos and creation time.

• Action
  List habits

  Returns the habits in the account, optionally filtered by archived status, area, habit type or time of day.

• Action
  Skip habit

  Marks a habit as skipped for a specific date, for days you intentionally decide not to perform it. Returns Habitify's confirmation message.

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