Connect MarketSharp to Modern Treasury

Both apps 28MarketSharp 14Modern Treasury 14

• Trigger
  New or Updated Contact

  Triggers when a MarketSharp contact is created or modified.

• Trigger
  New or Updated Inquiry

  Triggers when a MarketSharp inquiry (lead) is created or modified.

• Action
  Create Activity

  Creates an activity (task) on a MarketSharp contact.

• Action
  Create or Update Appointment

  Creates an appointment on a MarketSharp inquiry, or updates an existing appointment.

• Action
  Create or Update Job

  Creates a job and its contract for a MarketSharp contact, or updates an existing job.

• Action
  Find Contacts

  Searches MarketSharp contacts by name, business, email, phone or zip and returns the matches.

• Action
  Get Appointment

  Returns one MarketSharp appointment by its ID.

• Action
  Get Contact

  Returns one MarketSharp contact by its ID, with name, address, emails and phones.

• Action
  Get Inquiry

  Returns one MarketSharp inquiry (lead) by its ID.

• Action
  Get Job

  Returns one MarketSharp job by its ID.

• Action
  List Contact Inquiries

  Returns every inquiry (lead) on a MarketSharp contact.

• Action
  List Contact Notes

  Returns the notes on a MarketSharp contact.

• Action
  List Employees

  Returns the employees of the MarketSharp company.

• Action
  List Primary Lead Sources

  Returns the company's active primary lead sources.

• Action
  Add counterparty

  Creates a counterparty — a person or business you send payments to or receive payments from — optionally with its bank accounts and legal entity.

• Action
  Add expected payment

  Creates an expected payment in Modern Treasury so an incoming or outgoing payment can be reconciled automatically when it arrives.

• Action
  Add external account

  Creates an external bank account for a counterparty in Modern Treasury, with its account numbers, routing details and owner information.

• Action
  Add invoice

  Creates an invoice for a counterparty, payable to one of your internal accounts.

• Action
  Add ledger transaction

  Creates a ledger transaction made of balanced debit and credit entries against your ledger accounts.

• Action
  Add payment order

  Creates a payment order that moves money between one of your internal accounts and a counterparty's or another internal account.

• Action
  Delete counterparty

  Deletes a counterparty from your Modern Treasury organization.

• Action
  Get counterparty

  Returns a single counterparty, including its accounts, contact details and metadata.

• Action
  Get invoice

  Returns a single invoice by its ID, including its amounts, status, counterparty and line-item details.

• Action
  Get ledger transaction

  Returns one ledger transaction, including its ledger entries, status and metadata.

• Action
  Get payment order

  Returns the details of a single payment order, including its amount, status, direction and accounts.

• Action
  List internal accounts

  Returns the organization's internal (bank) accounts, optionally filtered by counterparty, legal entity, currency, status or payment capability.

• Action
  Update counterparty

  Updates an existing counterparty's name, email, external ID, legal entity, metadata, remittance-advice setting or taxpayer identifier. Returns the updated counterparty.

• Action
  Update payment order

  Updates an existing payment order, for example changing its amount, description, metadata or status (such as cancelling or approving it). Returns the updated payment order.

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