Connect CRM in Cloud and Vision6

Both apps 28CRM in Cloud 11Vision6 17

• 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
  Contact Was Added

  Triggered when a contact is added to the chosen list.

• Trigger
  Contact Was Deactivated

  Triggered when a contact in the chosen list is deactivated.

• Trigger
  Contact Was Unsubscribed

  Triggered when a contact in the chosen list unsubscribes from email.

• Trigger
  Contact Was Updated

  Triggered when a contact in the chosen list is updated.

• Action
  Add a Contact

  Adds one or more contacts to a Vision6 list and returns how many were sent. Vision6 does not return the new contact IDs; use Find contacts by criteria to look them up.

• Action
  Add field

  Adds a new field to a Vision6 list and returns the new field's ID.

• Action
  Add list

  Creates a new contact list in a Vision6 folder.

• Action
  Deactivate a Contact

  Deactivates a contact in a Vision6 list so they no longer receive messages sent to that list.

• Action
  Delete a Contact

  Deletes a contact from a Vision6 list.

• Action
  Find contacts by criteria

  Returns the contacts in a list that match the search conditions you supply.

• Action
  Find messages by criteria

  Returns the email and SMS messages that match your search criteria, such as subject, name or folder.

• Action
  List lists

  Returns the contact lists in your Vision6 account, optionally filtered by search criteria and sorted.

• Action
  Reactivate a Contact

  Reactivates a previously deactivated contact in a Vision6 list so they receive messages again.

• Action
  Send transactional email

  Sends an email with the supplied subject and content to up to 100 recipients, adding or updating them as contacts on the chosen list.

• Action
  Subscribe a Contact

  Subscribes a single contact to a Vision6 list, triggering the list's subscribe campaigns and autoresponders, and returns the contact's ID.

• Action
  Unsubscribe a Contact

  Unsubscribes every contact with the given email address or mobile number from a list and adds them to the Unsubscriber List.

• Action
  Update a Contact

  Updates one or more existing contacts in a Vision6 list with new field values.

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