Connect Leap CRM and WorkRamp

Both apps 34Leap CRM 13WorkRamp 21

• 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
  Assignment Completed: Challenge

  Triggers when a user completes the selected challenge, returning the user, completion date, grade and pass status.

• Trigger
  Assignment Completed: Path

  Triggers when a user completes an assignment for the selected path.

• Trigger
  Assignment Completed: Scorm

  Triggers when a user completes an assignment for the chosen SCORM course.

• Trigger
  Assignment Created: Challenge

  Triggers when a user is newly assigned to the selected challenge.

• Trigger
  Assignment Created: Path

  Triggers when a user is assigned to the selected WorkRamp path.

• Trigger
  Assignment Created: Scorm

  Triggers when a user is assigned the selected SCORM course.

• Trigger
  Training Complete

  Triggers when a contact completes a training in your Customer Learning Cloud academy.

• Trigger
  User Created

  Triggers when a new user is created in your WorkRamp enterprise.

• Trigger
  User Deleted

  Triggers when a user in your WorkRamp enterprise is deleted.

• Action
  Add group

  Creates a new group in WorkRamp, optionally with initial member users.

• Action
  Delete contact

  Deactivates (soft-deletes) a contact in a WorkRamp Customer Learning Cloud academy.

• Action
  Delete path assignment

  Deletes a path assignment, unassigning the learning path from the user.

• Action
  Delete user

  Deletes an existing user from your WorkRamp enterprise.

• Action
  Find User

  Returns the WorkRamp users that match an email address, a name or a custom attribute value.

• Action
  Get contact

  Returns a single contact from a WorkRamp Customer Learning Cloud academy, including name and email.

• Action
  List certifications

  Returns all certifications (badges) set up in your WorkRamp account.

• Action
  List events

  Returns the events in a WorkRamp academy, including each event's title, description, publication status and session counts.

• Action
  List groups

  Returns all groups in the WorkRamp enterprise, with each group's name and created and updated times.

• Action
  List guides

  Returns all guides in your WorkRamp account, including each guide's title, task count, test question count and tags.

• Action
  List paths

  Returns the learning paths in your WorkRamp enterprise, including each path's name, description, content counts and tags.

• Action
  List users

  Returns the users in your WorkRamp enterprise, optionally filtered by email, name or a custom attribute.

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