Connect KonnektiveCRM to Simplicate

Both apps 34KonnektiveCRM 17Simplicate 17

• Trigger
  New Customer

  Triggers when a new customer is created in Konnektive.

• Trigger
  New Order

  Triggers when a new order is completed in Konnektive. If QA is active, the order must be approved first.

• Trigger
  New Transaction

  Triggers when a new payment transaction is created in Konnektive.

• Action
  Add Customer Note

  Adds a note to a Konnektive customer's history.

• Action
  Cancel Order

  Cancels a Konnektive order.

• Action
  Cancel Purchase

  Cancels a Konnektive subscription purchase.

• Action
  Create a Complete Order

  Creates and charges a complete order for one campaign product in Konnektive.

• Action
  Create a Complete Order (With Line Item Support)

  Creates and charges a complete order with up to five product lines in Konnektive.

• Action
  Create Partial Order

  Creates a partial order (a lead) in Konnektive, which can later be completed into a sale.

• Action
  Find Customers

  Finds Konnektive customers by ID, email, phone or name within a creation date range.

• Action
  Find Orders

  Finds Konnektive orders by order ID, customer email, status, campaign or date range.

• Action
  Find Purchases

  Finds Konnektive subscription purchases by purchase, customer, order, email, status or date range.

• Action
  Find Transactions

  Finds Konnektive payment transactions by customer, order, purchase, result, type or date range.

• Action
  List Campaigns

  Lists the campaigns in a Konnektive CRM.

• Action
  Refund Order

  Refunds a Konnektive order, fully or by a set amount.

• Action
  Update Customer

  Updates a Konnektive customer's name, contact details and billing address.

• Action
  Update Fulfillment

  Updates a Konnektive order's fulfillment status, carrier and tracking number.

• Action
  Create Company

  Creates a company (organization) in Simplicate CRM.

• Action
  Create Contact

  Creates a contact (person) in Simplicate.

• Action
  Create (Fixed Fee) Sales Service

  Creates a fixed-fee service on a Simplicate sale.

• Action
  Create (Fixed Fee) Service

  Creates a fixed-fee service on a Simplicate project.

• Action
  Create Project

  Creates a project in Simplicate.

• Action
  Create Sales

  Creates a sale in Simplicate.

• Action
  Create Timeline Note

  Adds a note to the Simplicate timeline, linked to a company, person, project or sale.

• Action
  Find Company by ID

  Returns one company by its Simplicate ID.

• Action
  Find Company by Name

  Finds the first company whose name matches, and returns it.

• Action
  Find Contact by Email

  Finds the first contact whose email matches, and returns it.

• Action
  Find Contact by ID

  Returns one contact by its Simplicate ID.

• Action
  Find Project by ID

  Returns one project by its Simplicate ID.

• Action
  Find Sales by ID

  Returns one sale by its Simplicate ID.

• Action
  Update Company

  Updates an existing company in Simplicate; only the fields you fill in change.

• Action
  Update Contact

  Updates an existing contact in Simplicate; only the fields you fill in change.

• Action
  Update Project

  Updates an existing project in Simplicate; only the fields you fill in change.

• Action
  Update Sales

  Updates an existing sale in Simplicate; only the fields you fill in change.

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