Connect Exercise.com and Salesmsg

Both apps 49Exercise.com 19Salesmsg 30

• 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.

• Trigger
  Contact Updated

  Triggers when a contact in Salesmsg is created or updated.

• Trigger
  Missed Incoming Phone Call

  Triggers when an incoming phone call to your Salesmsg number is missed.

• Trigger
  New Contact

  Triggers when a new contact is created in Salesmsg.

• Trigger
  New Contact Opted-Out

  Triggers when a contact in Salesmsg is opted out of text messaging.

• Trigger
  New or Updated Conversation

  Triggers when an open Salesmsg conversation starts or gets a new message (its latest message time changes). Returns the conversation, including its contact and inbox, not the message text.

• Trigger
  New Phone Call Received

  Triggers when a new incoming phone call is logged in Salesmsg call history.

• Action
  Add broadcast

  Creates a broadcast in Salesmsg that sends a message from one of your numbers to the selected contacts, now or on a schedule, or saves it as a draft. Returns the new broadcast.

• Action
  Add tag

  Creates a new tag in your Salesmsg account that can then be applied to contacts.

• Action
  Add Tag to Contact

  Adds an existing tag to a Salesmsg contact.

• Action
  Assign conversation

  Assigns a conversation to a team member. Leave the user blank to set the conversation to Unassigned.

• Action
  Close conversation

  Closes a conversation for everyone on the team. The conversation and its messages stay visible under Closed Conversations, and the closed conversation is returned.

• Action
  Create Note

  Creates a note on a Salesmsg contact.

• Action
  Create or Update Contact

  Creates a Salesmsg contact for a phone number, or returns the existing contact with that number, setting name and email.

• Action
  Delete contact

  Deletes a contact from your Salesmsg account.

• Action
  Delete note

  Permanently deletes a note from a Salesmsg contact and returns the vendor's confirmation message.

• Action
  Find Contact

  Finds contacts whose name, email or phone number matches a search term.

• Action
  Find Salesmsg Member

  Searches the members of your Salesmsg organization by name or email and returns the matches.

• Action
  Get contact

  Returns a Salesmsg contact by its id, including its tags, notes and custom field values.

• Action
  Get conversation

  Returns a conversation by its ID, including its contact participants, owner, assigned user, phone number, status dates and reassignment history.

• Action
  List conversations

  Returns the conversations in the connected Salesmsg account that match a status filter, with each conversation's contact, owner and number details.

• Action
  List tags

  Returns the tags in the Salesmsg account, with optional search, sorting and filtering by tag.

• Action
  List teams

  Returns the teams (inboxes) in your Salesmsg organization, with each team's name, owner and phone number.

• Action
  Opt-in a contact

  Opts a contact back in so messages can be sent to them again, and returns the updated contact. A contact who opted out by replying (a hard opt-out) cannot be opted in this way.

• Action
  Opt-Out a Contact

  Opts out a Salesmsg contact so they no longer receive messages from your local and toll-free numbers. Returns the updated contact.

• Action
  Phone Number Lookup (PhoneCheckr)

  Looks up a phone number and returns its formatted form, country, carrier and line type.

• Action
  Remove Tag From Contact

  Removes a tag from a Salesmsg contact.

• Action
  Send a Group Text Message (SMS / MMS)

  Sends the same SMS or MMS to several phone numbers from one Salesmsg inbox, one message per recipient.

• Action
  Send a Text Message (SMS / MMS)

  Sends an SMS or MMS text message to a phone number from one of your Salesmsg inboxes.

• Action
  Update contact custom field

  Updates the value of one custom field on a Salesmsg contact and returns the updated contact.

• Action
  Update note

  Updates the text of an existing note on a Salesmsg contact.

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