Connect Kit and Relate

Both apps 36Kit 14Relate 22

• Trigger
  New Form Subscriber

  Triggers when a subscription occurs on a specific form.

• Trigger
  New Purchase

  Triggers when a new purchase is added to your account.

• Trigger
  New Sequence Subscriber

  Triggers when a subscriber is added to a sequence.

• Trigger
  New Subscriber

  Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

• Trigger
  New Unsubscribe

  Triggers when a subscriber unsubscribes from your emails.

• Trigger
  Subscriber Added to Tag

  Triggers when a specific tag is added to a subscriber.

• Trigger
  Tag Removed From Subscriber

  Triggers when a specific tag is removed from a subscriber.

• Action
  Add Subscriber to Form

  Subscribe someone to a specific form.

• Action
  Add Tag to Subscriber

  Add a subscriber to a specific tag.

• Action
  Create or Update Subscriber

  Creates a Kit subscriber, or updates the first name and custom fields of an existing subscriber with the same email address. Returns the subscriber.

• Action
  Find Subscriber

  Finds an existing confirmed subscriber by email.

• Action
  Get Subscriber

  Returns one Kit subscriber by ID, with their name, email address, state and custom field values.

• Action
  List Tags for Subscriber

  Lists the tags on a Kit subscriber, with each tag's ID, name and the date it was applied.

• Action
  Remove Tag From Subscriber

  Remove a specific tag from a subscriber if they have it.

• Trigger
  Contact Created

  Triggers when a new contact is added in Relate.

• Trigger
  Entry Created

  Triggers when a new entry is added to a Relate list or process.

• Trigger
  Entry Updated

  Triggers when an entry in a Relate list or process is added or changed.

• Trigger
  New Recorded Meeting

  Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).

• Trigger
  Note Created

  Triggers when a new note is added in Relate.

• Trigger
  Organization Created

  Triggers when a new organization is added in Relate.

• Action
  Create Contact

  Creates a contact in Relate from a first name and/or email address, optionally linked to an organization.

• Action
  Create Note

  Creates a note on an organization in Relate, optionally linked to a deal.

• Action
  Create Organization

  Creates an organization in Relate from a name and/or website domain.

• Action
  Delete Contact

  Deletes a Relate contact.

• Action
  Delete Note

  Deletes a note in Relate.

• Action
  Delete Organization

  Deletes a Relate organization.

• Action
  Find Contact

  Finds a contact in Relate by email address or phone number and returns the first match.

• Action
  Find Entry From Organization Process

  Finds an organization's entry in a Relate process by organization ID.

• Action
  Find Note

  Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.

• Action
  Find Organization

  Returns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.

• Action
  Get Contact

  Returns one Relate contact by its ID.

• Action
  Get Organization

  Returns one Relate organization by its ID.

• Action
  Get Recording

  Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).

• Action
  Update Contact

  Updates a Relate contact's name or email addresses.

• Action
  Update Note

  Updates a note's text or linked deal in Relate.

• Action
  Update Organization

  Updates a Relate organization's name or domains.

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