Connect Jodoo to iClosed

Both apps 14Jodoo 6iClosed 8

• Trigger
  New Record or Workflow

  Fires when a new record (including a workflow record) is submitted to the chosen Jodoo form.

• Action
  Delete Record

  Deletes a record by specifying the Data ID. The Instance ID equals the Data ID when the record is in a workflow form.

• Action
  Find Record

  Finds a record in the form with the Data ID. The Instance ID equals the Data ID when the record is in a workflow form.

• Action
  List apps

  List Jodoo apps accessible to the API key.

• Action
  List forms

  List forms in a Jodoo app.

• Action
  Update Record

  Updates the values of specific fields in a record.

• Action
  Create Contact

  Creates a new contact in iClosed, or updates the existing contact with the same email or phone number.

• Action
  Create Note

  Adds a note to an existing contact in iClosed.

• Action
  Search Call

  Returns scheduled calls that match the search text and filters you specify, such as invitee email, contact, closer, event, outcome or date range.

• Action
  Search Contact

  Searches contacts by name, email or phone number, with optional filters for owner, status, event and join date. Returns up to 100 matching contacts.

• Action
  Search Custom Fields

  Searches the custom fields defined for one iClosed object type (contacts, calls, events, deals, users or iScore), optionally filtered by name, input type or identifier.

• Action
  Search Transaction

  Searches transactions by name, email, phone number or value, with optional filters for source, sync status and creation date.

• Action
  Search Users

  Finds users in your iClosed account whose name or email matches the search text, including removed users.

• Action
  Update Contact

  Updates an existing iClosed contact's name, emails, phone numbers, status or referrer URL. Only the fields you fill in are changed.

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