Connect eWay-CRM and PassEngine

Both apps 31eWay-CRM 16PassEngine 15

• Trigger
  New or Updated Company

  Triggers when a company is created or changed in eWay-CRM.

• Trigger
  New or Updated Contact

  Triggers when a contact is created or updated in eWay-CRM.

• Trigger
  New or Updated Deal

  Triggers when a deal is created or updated in eWay-CRM.

• Trigger
  New or Updated Journal

  Triggers when a journal entry is created or updated in eWay-CRM.

• Trigger
  New or Updated Project

  Triggers when a project is created or updated in eWay-CRM.

• Trigger
  New or Updated Task

  Triggers when a task is created or changed in eWay-CRM.

• Action
  Find a Contact

  Finds contacts in eWay-CRM matching an email, name, company or phone number.

• Action
  Find a Deal

  Finds deals in eWay-CRM matching the supplied name, customer, contact or other criteria.

• Action
  Find a Drop-Down Menu Value

  Finds drop-down menu values in eWay-CRM, filtered by the drop-down's name and the value's label.

• Action
  Find a Task

  Finds eWay-CRM tasks matching the subject, status, dates or linked records you supply.

• Action
  Save a Company

  Creates a new company in eWay-CRM, or updates an existing one when a company ID is given.

• Action
  Save a Contact

  Creates a new contact in eWay-CRM, or updates an existing one when its ID is supplied.

• Action
  Save a Deal

  Creates a new deal in eWay-CRM, or updates an existing one when a deal ID is given.

• Action
  Save a Journal

  Creates a new journal entry in eWay-CRM, or updates an existing one when its ID is given.

• Action
  Save a Project

  Creates a new project in eWay-CRM, or updates an existing project when its ID is given.

• Action
  Save a Task

  Creates a new task in eWay-CRM, or updates an existing task when its ID is supplied.

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Pass

  Triggers when a new pass is created in PassEngine.

• Trigger
  Pass Scanned

  Triggers each time a pass is successfully scanned, with the pass code, scan result, location and the operator who scanned it.

• Trigger
  Pass Status Changed

  Triggers when a pass status changes (active, used, expired, revoked).

• Action
  Activate Pass

  Reactivates a pass, setting its status back to active and notifying wallet apps.

• Action
  Create Client

  Creates a client (customer) in PassEngine with a name and optional email, phone and internal notes.

• Action
  Create Pass

  Creates a new single-use or multi-use pass, optionally attached to a client and emailed to a recipient. Returns the new pass with its code and public link.

• Action
  Get client

  Returns a single client (customer) by ID, including their name, email, phone and notes.

• Action
  Get pass

  Returns a pass by its ID, including its custom fields, attached client, recent email deliveries and public URL.

• Action
  List clients

  Returns the clients in your PassEngine account, optionally filtered by name, email or phone.

• Action
  List passes

  Returns the passes in your PassEngine account, optionally filtered by name/code text or status.

• Action
  Revoke Pass

  Revokes a pass so it can no longer be scanned, and notifies wallet apps of the change.

• Action
  Scan Pass

  Scans (redeems) a pass by its code, validating its status, validity dates and usage limits, and records the scan. Returns whether the scan succeeded and, if not, why.

• Action
  Send pass email

  Emails an existing pass to a recipient. Returns the queued email delivery with its status.

• Action
  Update Pass

  Updates an existing pass's label, note, status, scan limit, validity dates or custom fields. Changing the status notifies subscribers that the pass status changed.

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