Connect Hiver and Sunwise

Both apps 35Hiver 13Sunwise 22

• Trigger
  New Inbound Conversation

  Triggers when a new conversation appears in a shared inbox.

• Action
  Create Note

  Adds an internal note to a conversation, optionally as a reply to another note.

• Action
  Create Shared Draft

  Creates a shared reply draft on a conversation that inbox members can review and send.

• Action
  Create Tag

  Creates a tag in a shared inbox, with an optional color and description.

• Action
  Find Inbox User by Email

  Finds a user in a shared inbox by exact email address.

• Action
  Find Tag by Name

  Finds tags in a shared inbox by name.

• Action
  Get Conversation

  Returns one conversation in a shared inbox, with its status, assignee, tags, permalinks and message IDs.

• Action
  Get Inbox

  Returns one shared inbox by its ID, including its name, email address and whether Hiver still has mailbox access.

• Action
  List Conversations

  Returns the conversations in a shared inbox, newest first, with status, assignee, tags and permalinks.

• Action
  List Inboxes

  Returns the shared inboxes in your Hiver account, with each inbox's ID, name and email address.

• Action
  List Inbox Tags

  Returns the tags defined in a shared inbox.

• Action
  List Inbox Users

  Returns the users who belong to a shared inbox, with their names, emails and phone numbers.

• Action
  Update Conversation

  Changes a conversation's status, assignee or tags in a shared inbox.

• Trigger
  Created Project

  Triggers when a new project is created in Sunwise.

• Trigger
  New Contact

  Triggers when a new contact is created in Sunwise.

• Trigger
  Updated Contact

  Triggers when a contact is created or its details change in Sunwise.

• Action
  Add Contact Tracking

  Logs a follow-up activity (call, email, visit, message) against a Sunwise contact, with an optional reminder.

• Action
  Add Proposal

  Creates a new proposal inside an existing Sunwise project, optionally from a preset plan and optionally generated right away.

• Action
  Add Report

  Creates a new report for a project from one of its historical records.

• Action
  Create or Update Contact

  Creates a contact in Sunwise with name, email and telephone.

• Action
  Get All Proposals for a Project

  Returns every proposal in a project along with its contact.

• Action
  Get Contact

  Returns a single Sunwise contact by its ID, including name, email, telephone, company and status.

• Action
  Get Favorite Proposal ID

  Returns the favorite proposal of a project.

• Action
  Get Project

  Returns a Sunwise project by its ID, including its location, contact, agent and favorite commercial offer.

• Action
  Get Proposal

  Returns the details of one proposal.

• Action
  List Contacts

  Returns the contacts visible to the connected account, optionally filtered by text, agent, status or contact status.

• Action
  List Contact Trackings

  Returns all tracking records (follow-ups) for a contact, most recent first, each with its comments.

• Action
  List Presets

  Returns all active proposal presets (plans) for your Sunwise company.

• Action
  Search Contacts

  Searches active contacts matching the given text and returns the matches.

• Action
  Search Projects

  Searches active projects matching the given text and returns the matches.

• Action
  Search Project Summaries

  Searches active project summaries matching the given text and returns the matches.

• Action
  Search Proposals

  Searches active proposals matching the given text and returns the matches.

• Action
  Search Proposal Summaries

  Searches active proposal summaries matching the given text and returns the matches.

• Action
  Search Reports

  Searches active reports matching the given text and returns the matches.

• Action
  Update Contact

  Updates an existing Sunwise contact's name, email, telephone and details.

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