Connect EspoCRM to Virtualbadge.io

Both apps 29EspoCRM 13Virtualbadge.io 16

• Trigger
  New contact

  Triggers when a new contact is created in EspoCRM.

• Trigger
  New Lead

  Triggers when a new lead is created in EspoCRM.

• Trigger
  New opportunity

  Triggers when a new opportunity is created in EspoCRM.

• Action
  Add opportunity

  Creates a new opportunity (deal) in EspoCRM and returns the created record.

• Action
  Add task

  Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case.

• Action
  Find accounts

  Finds EspoCRM accounts whose name matches the text you supply.

• Action
  Find contacts

  Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact.

• Action
  Find Lead

  Finds leads in EspoCRM matching a value on a chosen attribute (email address by default).

• Action
  Get contact

  Returns a single EspoCRM contact by its ID, with all its attributes including custom fields.

• Action
  Get Lead

  Returns a single EspoCRM lead by its ID, with all of its fields.

• Action
  Get Task

  Returns one task by its ID, with its subject, status, dates, parent record and assignee.

• Action
  Update account

  Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed.

• Action
  Update Lead

  Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead.

• Action
  Add credential collection

  Creates a credential collection that groups certificates and badges.

• Action
  Create a Training

  Creates a training in Virtualbadge.io that participants can be added to and issued certificates from.

• Action
  Delete recipient

  Deletes a recipient from a certificate or badge.

• Action
  Get certificate

  Returns a certificate or badge by its ID, including its name, status, issuer, recipient count, dynamic fields and metadata.

• Action
  Get credential collection

  Returns one credential collection by its id, including its name, sharing setting and the credentials in it.

• Action
  Get recipient

  Returns a recipient of a certificate by ID, including their details, email status and certificate links.

• Action
  Get training

  Returns a single training by its ID, including its status, date, trainer, certificates, collections and form details.

• Action
  List certificates

  Returns the certificates and badges in your organisation, newest first, optionally filtered by type, status, shared collection or user access.

• Action
  List credential collections

  Returns the credential collections in your organisation, most recently added first, optionally filtered by shared status or by a user's access.

• Action
  List recipients

  Returns the certificate and badge recipients in your organisation, most recently added first, optionally filtered by certificate, email status, email or a metadata value.

• Action
  List training participants

  Returns the participants of a training, most recently added first, with their status, form answers, dynamic fields and metadata.

• Action
  List trainings

  Returns all trainings in your organisation, with the most recently added first.

• Action
  Revoke recipient

  Revokes a recipient's certificate so it can no longer be validated or distributed. Revocation is final, and the updated recipient is returned.

• Action
  Send email to recipient

  Sends the certificate email to a recipient and returns the updated recipient. Emails cannot be sent to voided, revoked or disabled recipients, and at most 10 times per recipient.

• Action
  Update certificate

  Updates a certificate or badge's description and custom metadata, and returns the updated certificate.

• Action
  Update training

  Updates a draft training's name, date, trainer, certificates, delivery options and forms, and returns the updated training.

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