Connect Expiration Reminder and Vitally

Both apps 45Expiration Reminder 18Vitally 27

• 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
  Customer Created

  Triggers when a new account (customer) is created in Vitally.

• Trigger
  Custom Object Instance Created

  Triggers when a new instance of a custom object is created.

• Trigger
  Custom Object Instance Updated

  Triggers when an instance of a custom object is created or updated.

• Trigger
  Note Created

  Triggers when a new note is created in Vitally.

• Trigger
  NPS Response Created

  Triggers when a new NPS response is recorded in Vitally.

• Trigger
  Organization Created

  Triggers when a new organization is created in Vitally.

• Trigger
  Project Created

  Triggers when a new project is created in Vitally.

• Trigger
  Task Created

  Triggers when a new task is created in Vitally.

• Action
  Create Account

  Creates an account (customer) in Vitally, identified by your own external ID.

• Action
  Create Note

  Creates a note on an account or organization in Vitally.

• Action
  Create NPS Response

  Records an NPS survey response from a user in Vitally.

• Action
  Create Organization

  Creates an organization in Vitally, identified by your own external ID.

• Action
  Create Project From Template

  Creates a project for an account or organization from a project template.

• Action
  Create Task

  Creates a task on an account or organization in Vitally.

• Action
  Find a Customer

  Returns a account by its Vitally ID or external ID.

• Action
  Find a Custom Object Instance

  Finds a custom object instance by ID, external ID, linked account or a custom field value.

• Action
  Find a Note

  Returns a note by its Vitally ID or external ID.

• Action
  Find a Organization

  Returns a organization by its Vitally ID or external ID.

• Action
  Find a Task

  Returns a task by its Vitally ID or external ID.

• Action
  Find a Teammate

  Finds a Vitally team member by email address.

• Action
  Find a User

  Finds a user by email address, external ID or email domain.

• Action
  Get Account Health Scores

  Returns an account's health score and its breakdown.

• Action
  Update Customer Traits

  Updates the name or traits of a account in Vitally; traits are merged with existing ones.

• Action
  Update Organization Traits

  Updates the name or traits of a organization in Vitally; traits are merged with existing ones.

• Action
  Update Project Status

  Changes a project's status in Vitally.

• Action
  Update Task

  Updates a task in Vitally, for example to reassign or complete it.

• Action
  Update User Traits

  Updates the name or traits of a user in Vitally; traits are merged with existing ones.

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