Connect FreeScout and VaultRE

Both apps 57FreeScout 28VaultRE 29

• Trigger
  Conversation Created

  Triggers when a new conversation is created in FreeScout.

• Trigger
  New Customer

  Triggers when a new customer is created in FreeScout.

• Trigger
  New or Updated Conversation

  Triggers when a FreeScout conversation is created or updated.

• Action
  Create Customer

  Creates a FreeScout customer. If a customer with the email already exists, none is created.

• Action
  Create Thread

  Adds a customer reply, agent reply or internal note to a FreeScout conversation.

• Action
  Create Timelog

  Logs a finished time entry of the given duration on a FreeScout conversation (Time Tracking module).

• Action
  Create User

  Creates a regular FreeScout user (no invitation email; no mailbox access by default).

• Action
  Delete Conversation

  Deletes a FreeScout conversation permanently.

• Action
  Delete User

  Deletes a FreeScout user.

• Action
  Get Conversation

  Returns one FreeScout conversation by ID, with its threads and tags.

• Action
  Get Current User

  Returns the FreeScout user who owns the API key (works only with a per-user API key).

• Action
  Get Customer

  Returns one FreeScout customer by ID, with their name, company, emails and phones.

• Action
  Get Report

  Returns metrics and chart data for a FreeScout report (conversations, productivity, satisfaction or time); requires the Reports module.

• Action
  Get User

  Returns one FreeScout user by ID.

• Action
  List Conversations

  Returns FreeScout conversations matching the filters you give, newest first.

• Action
  List Conversation Timelogs

  Returns the time-tracking entries logged on a FreeScout conversation (Time Tracking module).

• Action
  List Customers

  Returns FreeScout customers matching the filters you give, such as email or name.

• Action
  List Mailbox Custom Fields

  Returns the custom fields defined for a FreeScout mailbox.

• Action
  List Mailboxes

  Returns the FreeScout mailboxes, optionally only those a given user can access.

• Action
  List Mailbox Folders

  Returns the folders of a FreeScout mailbox with their conversation counts.

• Action
  List Tags

  Returns FreeScout tags, optionally only the tags on one conversation.

• Action
  List Timelogs

  Returns FreeScout time-tracking entries, optionally filtered by conversation, user and date range.

• Action
  List Users

  Returns FreeScout users, optionally looked up by email.

• Action
  Update Conversation

  Changes a FreeScout conversation's status, assignee, mailbox, customer or subject.

• Action
  Update Conversation Custom Fields

  Sets one custom field value on a FreeScout conversation. For a dropdown field, pass the option's ID.

• Action
  Update Conversation Tags

  Replaces all tags on a FreeScout conversation with the list you give; missing tags are created, and an empty list removes all tags.

• Action
  Update Customer

  Updates a FreeScout customer's name, contact details, company or notes.

• Action
  Update Customer Fields

  Sets one customer field value on a FreeScout customer (Customer Fields module).

• Trigger
  New Enquiry

  Triggers when a new enquiry arrives in the VaultRE holding area.

• Trigger
  New or Updated Contact

  Triggers when a VaultRE contact is created or modified.

• Trigger
  New Property Listing (Sales)

  Triggers when a residential sale property in VaultRE becomes a listing.

• Action
  Add Contact Note

  Adds a text note to a VaultRE contact.

• Action
  Add contact requirement

  Adds a buying or renting requirement (price range, bedrooms, suburbs, property types) to a contact.

• Action
  Add property note

  Adds a note to a property in VaultRE, optionally with a note type and read-only flag.

• Action
  Add property offer

  Records an offer from a contact on a property's sale or lease listing. Returns the created offer.

• Action
  Add residential lease property

  Creates a residential lease property in VaultRE with its address, type, pricing, room counts and marketing text.

• Action
  Add residential sale property

  Creates a residential sale property (prospect or appraisal) in VaultRE and returns the new property record.

• Action
  Create Contact

  Creates a new contact in VaultRE with a name, company, email and mobile number.

• Action
  Create Enquiry in Holding Area

  Submits a listing or agent enquiry into the VaultRE holding area, where the office can process it into a contact.

• Action
  Delete Contact

  Deletes a VaultRE contact by its ID.

• Action
  Delete task

  Deletes a task from VaultRE.

• Action
  Get Contact

  Returns one VaultRE contact by its ID, including name, company and email addresses.

• Action
  Get Enquiry

  Returns one enquiry from the VaultRE holding area by its ID.

• Action
  Get residential lease property

  Returns a single residential lease (rental) property, including its address, features, current tenancy, property manager and lease history.

• Action
  Get Residential Sale Property

  Returns one VaultRE residential sale property by its ID.

• Action
  Get task

  Returns a single VaultRE task, including its subject, description, start date, completion status and linked contact, property and user.

• Action
  List Contacts

  Returns a page of VaultRE contacts, optionally only those modified since a date.

• Action
  List property offers

  Returns the property offers in your VaultRE account, optionally filtered to one sale listing, lease listing or contact.

• Action
  List residential lease properties

  Returns residential lease properties in the VaultRE account, optionally filtered by status, dates, suburbs, staff and other criteria.

• Action
  List residential sale properties

  Returns residential sale properties in your VaultRE account, optionally filtered by status, modification date, suburb, branch, staff and more.

• Action
  List tasks

  Returns tasks for the VaultRE account or a user, optionally filtered by start date, creation date, assignee and completion status.

• Action
  Send email to contact

  Sends an email to a VaultRE contact from the authenticated user, or from another user in the account if one is chosen.

• Action
  Send SMS to contact

  Sends an SMS to a VaultRE contact from the connected user or a chosen user (charges may apply).

• Action
  Update Contact

  Updates a VaultRE contact's name, company or email address.

• Action
  Update residential lease property

  Updates an existing residential lease property in VaultRE, such as its address, rent price, bond, descriptions, rooms and property manager.

• Action
  Update residential sale property

  Updates an existing residential sale property in VaultRE, such as its price, description, room counts, rates and sale details. Fields left blank are not changed.

• Action
  Update task

  Updates the subject, description or start time of an existing VaultRE task.

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