Connect Kustomer and VaultRE

Both apps 56Kustomer 27VaultRE 29

• Trigger
  Conversation Created

  Triggers when a new conversation is created in Kustomer.

• Trigger
  Conversation Updated

  Triggers when a Kustomer conversation is created or updated.

• Trigger
  Customer Created

  Triggers when a new customer is created in Kustomer.

• Trigger
  Customer Updated

  Triggers when a Kustomer customer is created or updated.

• Trigger
  Message Created

  Triggers when a new message is sent or received in Kustomer.

• Trigger
  Message Updated

  Triggers when a Kustomer message is created or updated.

• Action
  Add custom object

  Creates a new custom object (KObject) of the chosen custom object type in Kustomer.

• Action
  Add message

  Adds a message to an existing Kustomer conversation; the message belongs to the conversation's customer.

• Action
  Create Company

  Creates a company in Kustomer that customers can be linked to.

• Action
  Create Conversation

  Creates a new conversation for a Kustomer customer, with an optional name, status and tags.

• Action
  Create Customer

  Creates a new customer in Kustomer with a name, email, phone and optional external ID.

• Action
  Create Notes

  Adds an internal note to a Kustomer conversation. Notes are visible to agents only, not the customer.

• Action
  Create User

  Invites a new agent user to your Kustomer org by name and email.

• Action
  Delete Customer

  Deletes a Kustomer customer by ID.

• Action
  Find Conversation

  Finds a Kustomer conversation by the external ID your own system gave it.

• Action
  Find Customer

  Finds a Kustomer customer by email address and returns their ID, name and phone.

• Action
  Find custom objects by criteria

  Returns the custom objects (KObjects) of a chosen Klass, optionally only those after a given date, sorted and limited to selected fields.

• Action
  Find User

  Finds a Kustomer agent user by email address.

• Action
  Get Company

  Returns one Kustomer company by ID.

• Action
  Get Conversation

  Returns one Kustomer conversation by ID, with its subject, status, customer and timestamps.

• Action
  Get Customer

  Returns one Kustomer customer by ID, with name, emails, phones and timestamps.

• Action
  Get message

  Returns a single Kustomer message by its ID, including its attributes and related conversation and customer.

• Action
  Get user

  Returns a Kustomer user (agent) by their ID, including name, email and other profile attributes.

• Action
  List teams

  Returns the teams in your Kustomer organization, optionally filtered by role group or deleted status.

• Action
  Update company

  Updates an existing Kustomer company's name, external ID, emails, phones, tags and custom attributes.

• Action
  Update Conversation

  Updates a Kustomer conversation's subject or status. Only the fields you fill in are changed.

• Action
  Update Customer

  Updates an existing Kustomer customer's name, email, phone or external ID. Only the fields you fill in are changed.

• Trigger
  New Enquiry

  Triggers when a new enquiry arrives in the VaultRE holding area.

• Trigger
  New or Updated Contact

  Triggers when a VaultRE contact is created or modified.

• Trigger
  New Property Listing (Sales)

  Triggers when a residential sale property in VaultRE becomes a listing.

• Action
  Add Contact Note

  Adds a text note to a VaultRE contact.

• Action
  Add contact requirement

  Adds a buying or renting requirement (price range, bedrooms, suburbs, property types) to a contact.

• Action
  Add property note

  Adds a note to a property in VaultRE, optionally with a note type and read-only flag.

• Action
  Add property offer

  Records an offer from a contact on a property's sale or lease listing. Returns the created offer.

• Action
  Add residential lease property

  Creates a residential lease property in VaultRE with its address, type, pricing, room counts and marketing text.

• Action
  Add residential sale property

  Creates a residential sale property (prospect or appraisal) in VaultRE and returns the new property record.

• Action
  Create Contact

  Creates a new contact in VaultRE with a name, company, email and mobile number.

• Action
  Create Enquiry in Holding Area

  Submits a listing or agent enquiry into the VaultRE holding area, where the office can process it into a contact.

• Action
  Delete Contact

  Deletes a VaultRE contact by its ID.

• Action
  Delete task

  Deletes a task from VaultRE.

• Action
  Get Contact

  Returns one VaultRE contact by its ID, including name, company and email addresses.

• Action
  Get Enquiry

  Returns one enquiry from the VaultRE holding area by its ID.

• Action
  Get residential lease property

  Returns a single residential lease (rental) property, including its address, features, current tenancy, property manager and lease history.

• Action
  Get Residential Sale Property

  Returns one VaultRE residential sale property by its ID.

• Action
  Get task

  Returns a single VaultRE task, including its subject, description, start date, completion status and linked contact, property and user.

• Action
  List Contacts

  Returns a page of VaultRE contacts, optionally only those modified since a date.

• Action
  List property offers

  Returns the property offers in your VaultRE account, optionally filtered to one sale listing, lease listing or contact.

• Action
  List residential lease properties

  Returns residential lease properties in the VaultRE account, optionally filtered by status, dates, suburbs, staff and other criteria.

• Action
  List residential sale properties

  Returns residential sale properties in your VaultRE account, optionally filtered by status, modification date, suburb, branch, staff and more.

• Action
  List tasks

  Returns tasks for the VaultRE account or a user, optionally filtered by start date, creation date, assignee and completion status.

• Action
  Send email to contact

  Sends an email to a VaultRE contact from the authenticated user, or from another user in the account if one is chosen.

• Action
  Send SMS to contact

  Sends an SMS to a VaultRE contact from the connected user or a chosen user (charges may apply).

• Action
  Update Contact

  Updates a VaultRE contact's name, company or email address.

• Action
  Update residential lease property

  Updates an existing residential lease property in VaultRE, such as its address, rent price, bond, descriptions, rooms and property manager.

• Action
  Update residential sale property

  Updates an existing residential sale property in VaultRE, such as its price, description, room counts, rates and sale details. Fields left blank are not changed.

• Action
  Update task

  Updates the subject, description or start time of an existing VaultRE task.

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