Connect Debitura and Sortd for Gmail

Both apps 37Debitura 12Sortd for Gmail 25

• Trigger
  New Case

  Triggers when a new collection case appears in your Debitura account.

• Action
  Add Case Message

  Posts a message on a Debitura collection case, visible to you and the assigned collection partner, who is emailed about it.

• Action
  Check Collection Eligibility

  Checks whether a debt can be collected in the debtor's country, and tells you which collection partner would take the case.

• Action
  Create Case

  Opens a debt collection case in Debitura for a debtor you specify, with either a total owed or the unpaid invoices behind it.

• Action
  Find Case

  Looks up a single debt collection case in Debitura by its case reference, your own reference, or its id, and returns the case.

• Action
  Find Payment

  Finds one payment recorded on a Debitura case, by the payment's id, and returns it.

• Action
  Get Case Files

  Returns the documents attached to a collection case.

• Action
  Get Case Messages

  Returns the messages posted on a Debitura collection case, in the order they were sent.

• Action
  Get Case Timeline

  Returns everything that has happened on a collection case, in order, plus the stage the case has reached.

• Action
  Get Contract Status

  Returns whether the agreements needed to collect on a case have been signed yet.

• Action
  Preview Case

  Checks a debt before you file it: whether Debitura can collect it, which collection partner would take it, what it would cost, and any agreements you would need to sign. No case is created.

• Action
  Upload File to Case

  Attach a document to a collection case, such as an invoice, contract, or correspondence. Supporting documents help the collection partner resolve the case faster.

• Trigger
  New Task Created

  Triggers when a new task is created on the chosen Sortd board.

• Trigger
  Task Archived

  Triggers when a task on the chosen Sortd board is archived.

• Trigger
  Task Assigned

  Triggers when a task on the chosen Sortd board is assigned to the given team member.

• Trigger
  Task Completed

  Triggers when a task on the chosen Sortd board is marked complete.

• Trigger
  Task Moved to List

  Triggers when a task arrives on the chosen Sortd list, whether created there or moved in.

• Action
  Add comment

  Adds a plain-text comment to a Sortd task, with optional @email mentions of board members.

• Action
  Add company

  Creates a CRM company in a Sortd team, with optional type, stage, company details and tags.

• Action
  Add contact

  Creates a CRM contact in a Sortd team, optionally linked to an existing or new company.

• Action
  Archive task

  Archives a Sortd task, moving its card off the board into the board's archive.

• Action
  Assign a Task

  Assigns a Sortd task to a member of its board and returns the updated task.

• Action
  Complete Task

  Marks a Sortd task as complete and returns the updated task.

• Action
  Create Task

  Creates a new task on a Sortd list and returns it.

• Action
  Create Task From Gmail Thread

  Creates a Sortd task from a Gmail thread (title defaults to the email subject) and returns it.

• Action
  Delete task

  Deletes a Sortd task. The task stops appearing in boards and lists but can be recovered; linked email threads are left intact.

• Action
  Find contacts by criteria

  Searches a Sortd team's CRM contacts by text, contact type and stage, returning the matching contacts.

• Action
  Get a Lists Tasks

  Returns the tasks on a Sortd list.

• Action
  Get task

  Returns a single Sortd task, including its board and list, status, assignee, due date, linked email threads and custom-field values.

• Action
  List boards

  Returns all boards owned by a Sortd team, with each board's id, name and type.

• Action
  List lists

  Returns the task lists (columns) on a Sortd board.

• Action
  Mark Task as Incomplete

  Reopens a completed Sortd task and returns the updated task.

• Action
  Move a Task to a New List

  Moves a Sortd task to another list (on the same or another board) and returns the updated task.

• Action
  Send email

  Composes and sends a new email from the connected Sortd user's Gmail mailbox, optionally onto an existing thread.

• Action
  Unassign Task

  Clears the assignee on a Sortd task and returns the updated task.

• Action
  Update contact

  Updates an existing CRM contact in Sortd, changing only the fields you fill in.

• Action
  Update task

  Updates a Sortd task — its title, notes, next step, due or planned date, colour, status, assignee, deal details or custom-field values. Returns the updated task.

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