Connect EFC Aquila and VaultRE

Both apps 45EFC Aquila 17VaultRE 28

• 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 Enquiry

  Triggers when a new enquiry arrives in the VaultRE holding area.

• Trigger
  New or Updated Contact

  Triggers when a VaultRE contact is created or modified.

• Trigger
  New Property Listing (Sales)

  Triggers when a residential sale property in VaultRE becomes a listing.

• Action
  Add Contact Note

  Adds a text note to a VaultRE contact.

• Action
  Add contact requirement

  Adds a buying or renting requirement (price range, bedrooms, suburbs, property types) to a contact.

• Action
  Add property note

  Adds a note to a property in VaultRE, optionally with a note type and read-only flag.

• Action
  Add property offer

  Records an offer from a contact on a property's sale or lease listing. Returns the created offer.

• Action
  Add residential lease property

  Creates a residential lease property in VaultRE with its address, type, pricing, room counts and marketing text.

• Action
  Add residential sale property

  Creates a residential sale property (prospect or appraisal) in VaultRE and returns the new property record.

• Action
  Create Contact

  Creates a new contact in VaultRE with a name, company, email and mobile number.

• Action
  Create Enquiry in Holding Area

  Submits a listing or agent enquiry into the VaultRE holding area, where the office can process it into a contact.

• Action
  Delete Contact

  Deletes a VaultRE contact by its ID.

• Action
  Delete task

  Deletes a task from VaultRE.

• Action
  Get Contact

  Returns one VaultRE contact by its ID, including name, company and email addresses.

• Action
  Get Enquiry

  Returns one enquiry from the VaultRE holding area by its ID.

• Action
  Get residential lease property

  Returns a single residential lease (rental) property, including its address, features, current tenancy, property manager and lease history.

• Action
  Get Residential Sale Property

  Returns one VaultRE residential sale property by its ID.

• Action
  Get task

  Returns a single VaultRE task, including its subject, description, start date, completion status and linked contact, property and user.

• Action
  List Contacts

  Returns a page of VaultRE contacts, optionally only those modified since a date.

• Action
  List property offers

  Returns the property offers in your VaultRE account, optionally filtered to one sale listing, lease listing or contact.

• Action
  List residential lease properties

  Returns residential lease properties in the VaultRE account, optionally filtered by status, dates, suburbs, staff and other criteria.

• Action
  List residential sale properties

  Returns residential sale properties in your VaultRE account, optionally filtered by status, modification date, suburb, branch, staff and more.

• Action
  List tasks

  Returns tasks for the VaultRE account or a user, optionally filtered by start date, creation date, assignee and completion status.

• Action
  Send email to contact

  Sends an email to a VaultRE contact from the authenticated user, or from another user in the account if one is chosen.

• Action
  Send SMS to contact

  Sends an SMS to a VaultRE contact from the connected user or a chosen user (charges may apply).

• Action
  Update Contact

  Updates a VaultRE contact's name, company or email address.

• Action
  Update residential sale property

  Updates an existing residential sale property in VaultRE, such as its price, description, room counts, rates and sale details. Fields left blank are not changed.

• Action
  Update task

  Updates the subject, description or start time of an existing VaultRE task.

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