Connect CRM in Cloud to Priority

Both apps 27CRM in Cloud 11Priority 16

• 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.

• Action
  Add record

  Creates a new record in the Priority form (entity) you choose, such as CUSTOMERS or ORDERS, and returns the created record.

• Action
  Add Shipping Charges to an Order

  Adds a shipping charge to an existing Priority sales order as an order line for your shipping part, with the charge amount as its price.

• Action
  Create a New Sales Order

  Creates a sales order for a customer in Priority, optionally with order lines.

• Action
  Create Exist Customer Sales Order

  Creates a sales order in Priority for an existing customer, optionally with order lines.

• Action
  Create Potential Customer

  Creates a potential customer record in Priority.

• Action
  Delete record

  Deletes a record from a Priority form, such as a customer or an order, by its key.

• Action
  Find Customer by Email

  Finds customers in Priority whose email address matches the one you provide.

• Action
  Find records by filter

  Returns the records of a Priority form (such as CUSTOMERS or ORDERS) that match a filter expression.

• Action
  Find the Country Name by Two Letter Code

  Looks up a country in Priority by its two-letter code and returns the country's name.

• Action
  Get Campaigns

  Returns the marketing campaigns defined in Priority, optionally filtered and sorted.

• Action
  Get Customers

  Returns customers from Priority, optionally filtered, sorted and limited to chosen fields.

• Action
  Get Lead Types

  Returns the lead types defined in Priority, optionally filtered and sorted.

• Action
  Get record

  Returns a single record from a Priority form (such as a customer or order) by its key.

• Action
  List records

  Returns records from a Priority form, such as customers or orders, optionally filtered, sorted and limited.

• Action
  Update record

  Updates an existing record in any API-enabled Priority form, changing only the fields you supply, and returns the updated record.

• Action
  Update Sales Order Status

  Changes the status of an existing sales order in Priority.

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