Connect Loyalzoo and Sortd for Gmail

Both apps 44Loyalzoo 19Sortd for Gmail 25

• Trigger
  Checkin

  Triggers when a customer checks in at your Loyalzoo place, and returns that customer's details.

• Trigger
  Customer Updated

  Triggers when a customer of your Loyalzoo place changes, such as their contact details, points or memberships.

• Trigger
  Membership Created

  Triggers when a new membership is created for a customer of the place. Returns the membership along with the customer who holds it.

• Trigger
  Membership Ended

  Triggers when a customer's membership at the place is no longer active, returning the membership and the customer who held it.

• Trigger
  New Charge

  Triggers when a customer's membership is charged at your place, each time the membership's last payment date changes.

• Trigger
  New Counter Event

  Triggers when a customer's membership counter first appears or its count changes, returning the counter's id and count with the customer's details.

• Trigger
  New Customer Created

  Triggers when a new customer is added to the merchant's place.

• Trigger
  Points Given

  Triggers when a customer is given points, returning the customer with their new points balance and the amount of the latest change.

• Action
  Create New Customer

  Creates a new customer and associates them with your Loyalzoo place, returning the customer's id.

• Action
  Export Latest Customer Data

  Returns the latest data for all customers of your Loyalzoo place, including their points, rewards, memberships and payment methods.

• Action
  Export Latest Transaction Data

  Returns a customer's transaction history at the merchant's place, as an ordered list of actions such as charges, points and rewards.

• Action
  Get Customer Payment Method

  Returns the saved payment methods of one Loyalzoo customer, including card details and which method is the default.

• Action
  Get Membership

  Returns one membership held by a customer of your place, including its amount, billing dates and status.

• Action
  Get Merchant Info

  Returns the details of your Loyalzoo place, including its contact details, address, plans and loyalty scheme, and optionally its counter events.

• Action
  Give Points

  Adds points to, or subtracts points from, a customer's loyalty balance at a place, and returns the updated customer.

• Action
  Increase Counter

  Increases one of a customer's counters, which track behaviours, benefits or membership allowances, by the amount you choose.

• Action
  Retrieve Customer Details

  Returns the details of one customer of the merchant's place, including their points, rewards, memberships and payment methods.

• Action
  Search for Loyalty Customer via Email

  Returns the customers of your Loyalzoo place whose email address matches the one you specify.

• Action
  Update Customer

  Updates an existing Loyalzoo customer at your place with the values provided and returns the full customer record.

• Trigger
  New Task Created

  Triggers when a new task is created on the chosen Sortd board.

• Trigger
  Task Archived

  Triggers when a task on the chosen Sortd board is archived.

• Trigger
  Task Assigned

  Triggers when a task on the chosen Sortd board is assigned to the given team member.

• Trigger
  Task Completed

  Triggers when a task on the chosen Sortd board is marked complete.

• Trigger
  Task Moved to List

  Triggers when a task arrives on the chosen Sortd list, whether created there or moved in.

• Action
  Add comment

  Adds a plain-text comment to a Sortd task, with optional @email mentions of board members.

• Action
  Add company

  Creates a CRM company in a Sortd team, with optional type, stage, company details and tags.

• Action
  Add contact

  Creates a CRM contact in a Sortd team, optionally linked to an existing or new company.

• Action
  Archive task

  Archives a Sortd task, moving its card off the board into the board's archive.

• Action
  Assign a Task

  Assigns a Sortd task to a member of its board and returns the updated task.

• Action
  Complete Task

  Marks a Sortd task as complete and returns the updated task.

• Action
  Create Task

  Creates a new task on a Sortd list and returns it.

• Action
  Create Task From Gmail Thread

  Creates a Sortd task from a Gmail thread (title defaults to the email subject) and returns it.

• Action
  Delete task

  Deletes a Sortd task. The task stops appearing in boards and lists but can be recovered; linked email threads are left intact.

• Action
  Find contacts by criteria

  Searches a Sortd team's CRM contacts by text, contact type and stage, returning the matching contacts.

• Action
  Get a Lists Tasks

  Returns the tasks on a Sortd list.

• Action
  Get task

  Returns a single Sortd task, including its board and list, status, assignee, due date, linked email threads and custom-field values.

• Action
  List boards

  Returns all boards owned by a Sortd team, with each board's id, name and type.

• Action
  List lists

  Returns the task lists (columns) on a Sortd board.

• Action
  Mark Task as Incomplete

  Reopens a completed Sortd task and returns the updated task.

• Action
  Move a Task to a New List

  Moves a Sortd task to another list (on the same or another board) and returns the updated task.

• Action
  Send email

  Composes and sends a new email from the connected Sortd user's Gmail mailbox, optionally onto an existing thread.

• Action
  Unassign Task

  Clears the assignee on a Sortd task and returns the updated task.

• Action
  Update contact

  Updates an existing CRM contact in Sortd, changing only the fields you fill in.

• Action
  Update task

  Updates a Sortd task — its title, notes, next step, due or planned date, colour, status, assignee, deal details or custom-field values. Returns the updated task.

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