Connect EFC Aquila and Refersion

Both apps 31EFC Aquila 17Refersion 14

• Trigger
  Assessment Query

  Triggers when a member's assessment standing on a Programme is recorded or re-assessed, optionally limited by grade, progress, attendance, age or group filters.

• Trigger
  Birthday

  Triggers when a member at the Location has a birthday within the chosen window (today by default), once per member per year.

• Trigger
  Classes Attended

  Triggers when a member reaches a lifetime (or this month's) classes-attended count in your chosen range — fires again each time their attendance count changes within it.

• Trigger
  Did Not Show

  Triggers when a member booked onto a class or event today is marked absent (did not show).

• Trigger
  Expired Member

  Triggers when a member's enrolment expires at the Location (members whose status becomes lapsed), newest expiry first.

• Trigger
  Member Query

  Triggers when a member newly appears in a saved roster search at a Location, such as members who become enrolled or fall inactive.

• Trigger
  New Appointment

  Triggers when a new appointment (a 1-on-1 slot with a member) is booked at the Location, scheduled from yesterday through the next year.

• Trigger
  New Lead

  Triggers when a new lead (prospective member) is registered at the selected Location.

• Trigger
  New Member

  Triggers when a member enrols at the selected Location (school).

• Action
  Add Lead

  Captures a lead at a Location, merging into an existing matching lead instead of creating a duplicate. Returns the created or matched Member.

• Action
  Book Session

  Books a member onto one occurrence of a class session, or every occurrence from that date forward. Returns the confirmed booking; if the member is already booked, the existing booking is returned.

• Action
  Create Appointment

  Creates a one-on-one appointment with a member at a location, optionally as a recurring series.

• Action
  Create Note

  Adds a note to a member's record, optionally pinning it to the top of their note feed or raising it to EFC.

• Action
  Enrol Member

  Enrols a member at a location and sets the programmes they are enrolled on, replacing their current programme set. Returns the member's updated enrolment.

• Action
  Send Email

  Sends an email from a Location to a recipient, optionally filing it in a member's conversation. Returns the queued message.

• Action
  Send SMS

  Sends an SMS text message from a Location through its connected SMS provider, optionally filing it in a member's conversation.

• Action
  Send Template

  Emails a member using one of the Location's library email templates, with merge fields filled in from the member's record. The message is queued for delivery.

• Trigger
  New Affiliate

  Triggers when a new affiliate signs up or is added.

• Trigger
  New Conversion

  Triggers when a new conversion is recorded.

• Action
  Delete Affiliate

  Deletes an affiliate.

• Action
  Delete Offer

  Deletes an offer.

• Action
  Find an Affiliate

  Finds an affiliate by email address, name or affiliate code.

• Action
  Generate Affiliate Tracking Link

  Returns a tracking link for an affiliate, optionally to a specific URL.

• Action
  Get Affiliate

  Returns the affiliate with a given affiliate code.

• Action
  Get Conversion

  Returns one conversion's details.

• Action
  List Affiliates

  Returns affiliates, optionally filtered by status, search text or offer.

• Action
  List Clicks

  Returns affiliate link clicks in a date range.

• Action
  List Conversions

  Returns conversions, optionally filtered by status, affiliate, order or date.

• Action
  List Offers

  Returns the account's offers.

• Action
  Search Orders

  Searches orders that can be credited to an affiliate.

• Action
  Update Conversion Status

  Changes a conversion's status, e.g. approve or deny it.

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