Connect Exercise.com to LEAP (Legal)

Both apps 29Exercise.com 19LEAP (Legal) 10

• Trigger
  List Staff

  Triggers when a new staff member becomes available to be assigned tasks.

• Trigger
  New Client

  Triggers when a new user (client) is created in Exercise.com.

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New Plan Purchased

  Triggers when a member purchases a package or plan.

• Trigger
  New Staff Task

  Triggers when a new staff task is created.

• Trigger
  Session Booked

  Triggers when a member books a session (a new visit appears).

• Action
  Create Staff Task

  Creates a staff task assigned to a staff member, optionally about a member or staff user.

• Action
  Delete Staff Task

  Deletes a staff task.

• Action
  Find User

  Finds an Exercise.com user by user ID and returns the profile, or nothing when no user matches.

• Action
  Get Staff Task

  Returns one staff task with its assignee, status and due time.

• Action
  Get User

  Returns one Exercise.com user's profile: name, contact details, address and body measurements.

• Action
  List Invoices

  Lists invoices, optionally for one user or filtered by status or overdue.

• Action
  List Packages

  Lists the packages (memberships and service bundles) you sell.

• Action
  List Staff Tasks

  Lists staff tasks, optionally filtered by assignee, status or due-date range.

• Action
  List User Packages

  Lists the packages members hold, with status, billing and renewal dates.

• Action
  List Users

  Lists Exercise.com users, newest first, optionally filtered by creation date, IDs or location.

• Action
  List Visits

  Lists member visits (bookings and check-ins), optionally for one user or a date range.

• Action
  Update Staff Task

  Updates a staff task; only the fields you supply change.

• Action
  Update User

  Updates a user's profile; only the fields you supply change. Email cannot be changed.

• Action
  Create Matter

  Creates a new matter in LEAP and returns the id of the matter that was created.

• Action
  Find persons by criteria

  Returns the persons in your LEAP firm that match the search criteria you specify, such as last name, email or contact number.

• Action
  Get fee

  Returns a time and fee entry by its ID, along with its special fees, matter details, and the tax codes, task codes and billing units that apply to it.

• Action
  List cards

  Returns the firm's cards with their ID, short name, description, type and deleted status, optionally only those changed or created since a given row version.

• Action
  List matters

  Returns the firm's matters, optionally narrowed to archived or current matters, or to those changed since an earlier run.

• Action
  List persons

  Returns the persons in the LEAP firm, optionally only those changed or created since a given row version.

• Action
  List staff

  Returns the staff members of the connected LEAP firm, with their names, emails, initials, charge rates and status.

• Action
  Search Cards

  Returns the LEAP cards matching a search term, looking across card name, address, email, contact numbers, card type and card roles.

• Action
  Search Matters

  Returns the matters whose cards match a search term, such as a client's name, address, email or phone number.

• Action
  Update card

  Updates an existing LEAP card, such as its name, addresses, contact details and organisation details. Returns the update status.

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