Connect Investment Dominator to Dex

Both apps 42Investment Dominator 16Dex 26

• Trigger
  New contact

  Triggered when a new contact is created in your Investment Dominator CRM. Optional filters limit which new contacts fire it.

• Trigger
  New property

  Triggers when a new property is created in Investment Dominator, optionally limited to properties matching the filters you set.

• Trigger
  New task

  Triggered when a new task is created in Investment Dominator, optionally limited to tasks matching the chosen filters.

• Action
  Add comment

  Adds a comment to a property in Investment Dominator and returns the new comment.

• Action
  Add contact

  Adds a new contact to your Investment Dominator CRM and returns the new contact's id.

• Action
  Add property

  Creates a property in Investment Dominator with its owner, location, status and listing details, and returns the new property.

• Action
  Add tag to property

  Adds an existing tag to a property in Investment Dominator and returns the vendor's confirmation.

• Action
  Add task

  Creates a task in Investment Dominator, optionally linked to a property, contact or owner, and returns the new task.

• Action
  Delete contact

  Deletes a contact from Investment Dominator by its id.

• Action
  Get contact

  Returns a contact by its ID, including name, email, phone, address, status, type and tags. An error occurs if the contact is not found.

• Action
  Get property

  Returns a property by its ID, including its owner, status, tags, location, pricing and listing details. An error occurs if the property is not found.

• Action
  List contacts

  Returns the contacts in your Investment Dominator CRM, optionally narrowed by search term, tag, or any contact field.

• Action
  List properties

  Returns the properties in your Investment Dominator CRM, optionally narrowed by search term, tags, owner, location, price and other property details.

• Action
  List tasks

  Returns the tasks in your Investment Dominator CRM, optionally filtered by property, contact, owner, status, dates and other task details.

• Action
  Update contact

  Updates an existing contact in Investment Dominator, changing only the fields you fill in, and returns the updated contact.

• Action
  Update property

  Updates an existing property in Investment Dominator, changing only the fields you fill in, and returns the updated property.

• Action
  Create Group

  Creates a group in Dex for organizing contacts, optionally nested under a parent group and seeded with starter members.

• Action
  Create Note

  Creates a note in Dex, optionally linked to one or more contacts, and returns the created note.

• Action
  Create Tag

  Creates a tag in Dex that can be assigned to contacts. If a tag with the same name already exists, the existing tag is returned.

• Action
  Delete company

  Permanently deletes a company from a Dex workspace. Its contacts are kept, but their roles at the company are removed.

• Action
  Delete Contact

  Permanently deletes a contact from Dex.

• Action
  Delete note

  Deletes a note from your Dex timeline.

• Action
  Delete reminder

  Permanently deletes a reminder in Dex. Deleting a recurring reminder cancels all of its future occurrences.

• Action
  Delete tag

  Permanently deletes a tag by its ID and removes it from every contact it was assigned to. This cannot be undone.

• Action
  Find Contact

  Finds contacts whose full name matches the text you enter and returns the matching contacts.

• Action
  Find Group

  Finds groups in Dex whose name matches the search text.

• Action
  Find notes by keyword

  Returns the notes whose text, or the names of their linked contacts, match a keyword, most recent first. Can be narrowed by contact, group, meeting type and date range.

• Action
  Find Tag

  Finds tags in Dex whose names match the search text and returns them, with the first match separately.

• Action
  Get company

  Returns one company in a Dex workspace by its id, including archived companies, with its details, tags and custom field values.

• Action
  Get contact

  Returns one Dex contact by its id, including its email addresses, phone numbers and custom field values. An error occurs if the contact is not found.

• Action
  Get note

  Returns a single Dex note by its ID, including the contacts it is linked to and its attachments.

• Action
  Get reminder

  Returns a single Dex reminder by its ID, including its due date, completion status and recurrence. An error occurs if the reminder is not found.

• Action
  Get tag

  Returns a single Dex tag by its ID, optionally with the number of contacts carrying it.

• Action
  List companies

  Returns the companies in a Dex workspace, optionally filtered to archived companies or by owner.

• Action
  List contacts

  Returns the contacts in your Personal Dex or in a chosen workspace.

• Action
  List groups

  Returns the groups in your Dex account, optionally filtered by name, parent/subgroup status or archived state, and sorted by name or contact count.

• Action
  List reminders

  Returns the reminders in your Dex account, optionally filtered by completion, overdue status, text, assignee, contact, tag, company, due date or creation date.

• Action
  List tags

  Returns all tags in your Dex account, optionally with how many contacts carry each tag.

• Action
  Tag Contact

  Assigns an existing tag to a contact in Dex.

• Action
  Update note

  Updates an existing Dex note. Only the fields you fill in are changed.

• Action
  Update reminder

  Updates an existing Dex reminder: change its text, due date, completion, repeat schedule, contacts, assignee or tags. Fields left blank are not changed.

• Action
  Update tag

  Renames an existing tag in Dex.

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