Connect CRM in Cloud to Tagbox.io

Both apps 26CRM in Cloud 11Tagbox.io 15

• 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 collection

  Creates a collection in your Tagbox workspace. If a collection with the same name already exists, that existing collection is returned instead of creating a duplicate.

• Action
  Add file to collections

  Adds a Tagbox file to one or more existing collections and returns the updated file.

• Action
  Add tag

  Creates a new tag in your Tagbox workspace, optionally placing it in a category.

• Action
  Add tags to file

  Adds one or more existing tags to a file in your Tagbox workspace and returns the updated file.

• Action
  Delete file

  Deletes a file from your Tagbox workspace. The file disappears from search and the app but can be restored from Tagbox.

• Action
  Delete tag

  Permanently deletes a tag from your Tagbox workspace and removes it from every file it was applied to.

• Action
  Find files

  Returns the files in your Tagbox workspace that match the search text and filters you specify, such as tags, collections, people, file type, colors, rating and creation date.

• Action
  Get file

  Returns a single file from your Tagbox workspace, including its name, tags, collections and preview links.

• Action
  Get file transcription

  Returns the speech-to-text transcript of a video or audio file, including the full text, timestamped segments and WebVTT/SRT subtitles. When no transcript is available yet, returns its status instead.

• Action
  List collections

  Returns every collection in your Tagbox workspace, with each collection's name and file count.

• Action
  List tags

  Returns every tag in the Tagbox workspace, with each tag's name, file count and categories.

• Action
  Remove tags from file

  Removes one or more tags from a file in your Tagbox workspace. The tags themselves are not deleted.

• Action
  Update file

  Updates a file's name, description or star rating in your Tagbox workspace and returns the updated file.

• Action
  Update tag

  Renames a tag in your Tagbox workspace. If another tag already has the new name, the two tags are merged into one.

• Action
  Upload File

  Uploads a file into your Tagbox workspace from a URL, optionally naming, describing, tagging and adding it to collections.

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