Connect Ekklo and LiveSwitch

Both apps 45Ekklo 19LiveSwitch 26

• Trigger
  New Prospect Created

  Fires when a new prospect is created in Ekklo. Registers a prospect.created webhook subscription automatically.

• Trigger
  Prospect Converted to Client

  Triggers when a prospect is converted into a paying client.

• Trigger
  Prospect Deleted

  Triggers when a prospect is removed from your CRM.

• Trigger
  Prospect Stage Changed

  Triggers when a prospect moves to a different funnel stage (first_contact, discovery, proposal, closing).

• Trigger
  Prospect Updated

  Triggers when an existing prospect is modified (any field).

• Action
  Add Note to Prospect

  Adds a free-form note to a prospect (useful for logging calls, emails, meetings).

• Action
  Block Client

  Blocks a client. This action is idempotent.

• Action
  Convert Prospect to Client

  Converts a prospect into a paying client and sends an invitation email. The prospect must have a first name, last name, and email.

• Action
  Create Client

  Creates a new client and sends them an invitation email.

• Action
  Create Prospect

  Creates a new prospect in your CRM funnel.

• Action
  Delete Prospect

  Permanently deletes a prospect from your CRM.

• Action
  Find Client by Email

  Finds a client by their exact email address.

• Action
  Find Clients

  Finds clients with optional filters.

• Action
  Find Prospects

  Finds prospects with optional filters (free-text search, stage).

• Action
  Move Prospect to Stage

  Moves a prospect to a different funnel stage (first_contact, discovery, proposal, closing).

• Action
  Resend Invitation

  Resends the invitation email to a client.

• Action
  Unblock Client

  Unblocks a client. This action is idempotent.

• Action
  Update Client

  Updates an existing client. Only provided fields are changed.

• Action
  Update Prospect

  Updates an existing prospect. Only provided fields are changed.

• Trigger
  New Contact Matching Filter

  Triggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter.

• Trigger
  New Conversation Matching Filter

  Triggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter.

• Trigger
  New Guided Instructions

  Triggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps.

• Trigger
  New Project

  Triggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID.

• Trigger
  New Tag

  Triggers when a new tag is created in LiveSwitch.

• Action
  Create Conversation

  Creates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links.

• Action
  Create Project

  Creates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links.

• Action
  Create Tag

  Creates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag.

• Action
  Find All Tags

  Returns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose.

• Action
  Find Contact by ID

  Returns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values.

• Action
  Find Contact by Phone

  Returns the LiveSwitch contact that has the given phone number, including its custom attributes.

• Action
  Find Conversation by ID

  Returns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes.

• Action
  Find Conversations

  Returns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order.

• Action
  Find Document by ID

  Returns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links.

• Action
  Find Form by ID

  Returns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects.

• Action
  Find Form Submission by ID

  Returns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given.

• Action
  Find Guided Instructions

  Returns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type.

• Action
  Find Project by ID

  Returns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes.

• Action
  Find Projects

  Returns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter.

• Action
  Find Recording by ID

  Returns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags.

• Action
  Find Recordings by Conversation

  Returns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags.

• Action
  Find Recordings by Project

  Returns the recordings that belong to the specified project, including their public links, status, type and tags.

• Action
  Get Current User (Me)

  Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization.

• Action
  Get Organization Settings

  Returns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled.

• Action
  Update Conversation

  Updates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation.

• Action
  Update Tag

  Updates the name or display color of an existing tag and returns the updated tag.

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