Connect Leap CRM and Mixmax

Both apps 27Leap CRM 13Mixmax 14

• Trigger
  New Customer

  Triggers when a new customer is added in Leap.

• Trigger
  New Job

  Triggers when a new job is created in Leap.

• Action
  Add Job Note

  Adds a note to a Leap job.

• Action
  Add job payment

  Records a payment against a Leap job, returning the new payment record.

• Action
  Create Customer

  Creates a customer in Leap with contact details, phone and address.

• Action
  Create Job

  Creates a job for a Leap customer with a trade and description.

• Action
  Create Lead

  Creates a lead (prospect) in Leap with a phone number and optional job description.

• Action
  Get Customer

  Returns one Leap customer by ID, with contact details and address.

• Action
  Get Job

  Returns one Leap job by ID, including its number, customer and trades.

• Action
  Get job financial summary

  Returns a job's financial summary: price, change orders, payments received, credits, refunds and the amount still owed.

• Action
  List job workflow history

  Returns the workflow stage history of a Leap job: each stage it passed through with start and completion dates.

• Action
  Update Customer

  Updates an existing Leap customer's name, email, company or note.

• Action
  Update job stage

  Moves a Leap job to a different workflow stage.

• Trigger
  New message sent

  Triggers when a Mixmax message (email) has been sent. Draft, scheduled and failed messages are skipped.

• Action
  Add contact

  Creates a Mixmax contact, or updates your existing contact with the same email address.

• Action
  Add sequence recipient

  Adds a recipient to a Mixmax sequence and starts sending the sequence to them, and returns whether they were added.

• Action
  Add unsubscribe

  Adds one or more email addresses to your Mixmax unsubscribe list, or your workspace's list if you belong to one, so sequences stop sending to them.

• Action
  Find sequences by name

  Returns the Mixmax sequences whose name matches the text you supply.

• Action
  Get message

  Returns one Mixmax message by its ID, including its recipients, subject, tracking settings and send status. An error occurs if the message is not found.

• Action
  List calls

  Returns calls placed with the Mixmax Dialer, newest first, optionally filtered to calls with or without recordings or widened to the whole workspace.

• Action
  List contacts

  Returns the contacts you own in Mixmax, newest first, optionally filtered by a search on name, email, group or Salesforce account.

• Action
  List messages

  Returns your Mixmax messages (drafts, scheduled, sent, or failed), newest first.

• Action
  List sequence recipients

  Returns the recipients that were added to a Mixmax sequence, with each recipient's state and per-stage activity.

• Action
  List sequences

  Returns the Mixmax sequences you can access, optionally filtered by name or folder.

• Action
  List tasks

  Returns the Mixmax tasks (email, call, LinkedIn and to-do) visible to the connected user, optionally filtered and sorted.

• Action
  List templates

  Returns the email templates you can access in Mixmax, optionally filtered by name, subject, folder or owner.

• Action
  Send message

  Sends a saved Mixmax draft message, optionally updating its properties first. The message is queued and delivered shortly after.

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