Connect InflatableOffice and Liaison

Both apps 33InflatableOffice 20Liaison 13

• Trigger
  New Customer

  Triggers when a new customer is created in InflatableOffice.

• Trigger
  New Lead

  Triggers when a new lead is created in InflatableOffice.

• Action
  Create Customer

  Creates a customer with contact details, address and tags. If a matching customer already exists, returns that customer's ID.

• Action
  Create Journal Entry

  Creates a journal (CRM note) entry on a lead or customer.

• Action
  Create Lead

  Creates a lead (event quote or booking) for a new or existing customer, with event date, location and rentals.

• Action
  Create Task

  Creates a task linked to a customer, lead or organization.

• Action
  Delete Customer

  Deletes a customer. A customer that has leads is marked inactive instead.

• Action
  Delete Lead

  Deletes a lead.

• Action
  Get Customer

  Returns one customer's contact details, address and notes by customer ID.

• Action
  Get Lead

  Returns one lead (event booking) with its event details and totals by lead ID.

• Action
  Get Rental

  Returns one rental inventory item with its name, description, quantity and category.

• Action
  Get Worker

  Returns one worker's contact details and pay rate.

• Action
  List Categories

  Returns the inventory categories in your account.

• Action
  List Customers

  Returns a page of customers in your account.

• Action
  List Leads

  Returns a page of leads, optionally matched by keyword, modified-date range or a saved lead filter.

• Action
  List Rentals

  Returns a page of active rental inventory items, optionally limited to one category.

• Action
  List Workers

  Returns a page of approved workers in your account.

• Action
  Record Payment

  Records a payment taken outside InflatableOffice on a lead. It does not charge a card.

• Action
  Update Customer

  Updates an existing customer; fields left blank keep their current values.

• Action
  Update Lead

  Updates an existing lead; fields left blank keep their current values.

• Trigger
  New or Updated Application

  Triggers when an application for an organization is created or updated.

• Action
  Get Account Info

  Returns the CAS API user's account settings: user name, user level, and the application forms and user groups the user can reach.

• Action
  Get applicant

  Returns an applicant's account information, including profile, user principal, email and telephones.

• Action
  Get Application

  Gets one application on a CAS application form, including the applicant's submitted data.

• Action
  Get Organization

  Gets one organization on a CAS application form, with its codes, contacts and program selection rules.

• Action
  Get program

  Returns the details of a program offered by an organization on an application form, including its custom program attributes.

• Action
  List Applicants

  Lists applicants on a CAS application form, either by CAS ID or by a date range.

• Action
  List Applications

  Lists the application IDs for an organization, optionally only those last updated within a date range.

• Action
  List Organizations

  Lists the organizations (schools or departments) on a CAS application form.

• Action
  List Programs

  Lists the programs offered on a CAS application form, with their deadlines, terms and organizations.

• Action
  List subscriptions

  Returns the business event subscriptions set up for an application form.

• Action
  Update organization

  Updates an existing organization (name, codes, state, group and contacts) on a Liaison CAS application form.

• Action
  Update program

  Updates an existing program under an organization in a Liaison application form, returning the updated program.

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