Connect Expiration Reminder and Projectworks

Both apps 48Expiration Reminder 18Projectworks 30

• Trigger
  New Contact

  Triggered when a new contact is added to your Expiration Reminder account.

• Trigger
  New Expiration Item

  Triggered when a new expiration item is added to your Expiration Reminder account.

• Trigger
  Status Changed Expiration Item

  Triggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired.

• Action
  Add Location

  Creates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location.

• Action
  Create Contact

  Creates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact.

• Action
  Create Expiration Item

  Creates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item.

• Action
  Create Expiration Item for Contact

  Creates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item.

• Action
  Delete Contact

  Deletes a contact from Expiration Reminder. Returns the contact record that was deleted.

• Action
  Delete Expiration Item

  Deletes an expiration item from Expiration Reminder. Returns the item record after deletion.

• Action
  Find Contact

  Returns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches.

• Action
  Find Expiration

  Returns the Expiration Reminder expiration items matching a search term and status, with the total number of matches.

• Action
  Get Contact

  Returns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them.

• Action
  Get Expiration Item

  Returns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it.

• Action
  List Contacts

  Returns the contacts in your Expiration Reminder account, with the total number of contacts.

• Action
  List Expiration Items

  Returns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items.

• Action
  List Locations

  Returns the locations in your Expiration Reminder account, with the total number of locations.

• Action
  Renew Expiration

  Renews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item.

• Action
  Update Expiration Item

  Updates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item.

• Trigger
  New Leave Request

  Triggers when a new leave request is created.

• Action
  Add expense claim

  Creates an expense claim against a project and module for a user, optionally with an attached receipt file.

• Action
  Add task

  Creates a task under a budget (module) of a Projectworks project.

• Action
  Create Budget

  Creates a budget (module) on a project.

• Action
  Create Company

  Creates a new client company.

• Action
  Create Leave

  Creates a leave request for a user for one day.

• Action
  Create Project

  Creates a new project.

• Action
  Create Timecode

  Creates a timecode (task) on a project.

• Action
  Create Timesheet Entry

  Creates a timesheet entry.

• Action
  Delete task

  Deletes a task from a Projectworks project.

• Action
  Find ClientID

  Finds a client company by name or external reference.

• Action
  Find CurrencyID

  Finds a currency by its name or code.

• Action
  Find GLCode ID

  Finds a GL code by its code or description.

• Action
  Find ModuleID

  Finds a budget (module) by name or external reference.

• Action
  Find OfficeID

  Finds an office by name or external reference.

• Action
  Find ProjectID

  Finds a project by name, number or external reference.

• Action
  Find TaskID

  Finds a timecode (task) by name or external reference.

• Action
  Find UserID

  Finds a user by name, email address or external reference.

• Action
  Get Budgets

  Returns a list of budgets (modules).

• Action
  Get Clients

  Returns a list of client companies.

• Action
  Get Leave Statuses

  Returns the list of leave statuses.

• Action
  Get Offices

  Returns a list of offices.

• Action
  Get Projects

  Returns a list of projects.

• Action
  Get Timecodes

  Returns a list of timecodes (tasks).

• Action
  Get Timesheet Entries

  Returns a list of timesheet entries.

• Action
  Get Users

  Returns a list of users.

• Action
  List tasks

  Returns tasks in Projectworks, optionally filtered by project, budget, user, name, external reference or last-modified date.

• Action
  Set Resourcing

  Sets the resourcing for a person on a project on a given day.

• Action
  Update CustomFieldValue

  Sets the value of a custom field on a record.

• Action
  Update Timesheet Entry

  Updates a timesheet entry.

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