Connect Magentrix to Priority

Both apps 26Magentrix 10Priority 16

• Trigger
  Entity Records Updated

  Triggers when a record in the entity of your choice is updated.

• Trigger
  New Document Added

  Triggers when a new document is added to the Magentrix document library.

• Trigger
  New Entity Records Added

  Triggers when a new record is added to the entity of your choice.

• Action
  Create Entity Record

  Creates a new record of your chosen Entity Type (for example a Contact or Account) and returns its ID.

• Action
  Delete Entity Record

  Deletes a record of your chosen Entity Type. Native Magentrix records go to the recycle bin for 30 days.

• Action
  Get Entity Record

  Returns one record of your chosen Entity Type by its ID.

• Action
  Update an Existing File

  Updates an existing document, attachment or Salesforce file — its details, or a new version from a public download link.

• Action
  Update Entity Record

  Updates fields on an existing record of your chosen Entity Type.

• Action
  Upload a New File

  Uploads a new file to the Magentrix document library, as a record attachment, or as a Salesforce file, from a public download link.

• Action
  Upsert Entity Record

  Creates a record of your chosen Entity Type, or updates the existing one whose match field (such as Email) has the same value.

• Action
  Add record

  Creates a new record in the Priority form (entity) you choose, such as CUSTOMERS or ORDERS, and returns the created record.

• Action
  Add Shipping Charges to an Order

  Adds a shipping charge to an existing Priority sales order as an order line for your shipping part, with the charge amount as its price.

• Action
  Create a New Sales Order

  Creates a sales order for a customer in Priority, optionally with order lines.

• Action
  Create Exist Customer Sales Order

  Creates a sales order in Priority for an existing customer, optionally with order lines.

• Action
  Create Potential Customer

  Creates a potential customer record in Priority.

• Action
  Delete record

  Deletes a record from a Priority form, such as a customer or an order, by its key.

• Action
  Find Customer by Email

  Finds customers in Priority whose email address matches the one you provide.

• Action
  Find records by filter

  Returns the records of a Priority form (such as CUSTOMERS or ORDERS) that match a filter expression.

• Action
  Find the Country Name by Two Letter Code

  Looks up a country in Priority by its two-letter code and returns the country's name.

• Action
  Get Campaigns

  Returns the marketing campaigns defined in Priority, optionally filtered and sorted.

• Action
  Get Customers

  Returns customers from Priority, optionally filtered, sorted and limited to chosen fields.

• Action
  Get Lead Types

  Returns the lead types defined in Priority, optionally filtered and sorted.

• Action
  Get record

  Returns a single record from a Priority form (such as a customer or order) by its key.

• Action
  List records

  Returns records from a Priority form, such as customers or orders, optionally filtered, sorted and limited.

• Action
  Update record

  Updates an existing record in any API-enabled Priority form, changing only the fields you supply, and returns the updated record.

• Action
  Update Sales Order Status

  Changes the status of an existing sales order in Priority.

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