Connect MarketSharp to Payaca

Both apps 29MarketSharp 14Payaca 15

• 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 invoice

  Creates an invoice against a Payaca project for a fixed amount, a percentage of the accepted project value, or everything still payable, and can optionally send it or mark it as sent.

• Action
  Add payment

  Records a payment against a Payaca project, optionally reconciling it to a specific invoice and emailing the customer a receipt. Returns the created payment and how it was reconciled.

• Action
  Add project note

  Adds one or more notes to a Payaca project and returns the notes that were created.

• Action
  Add proposal

  Creates a proposal on a Payaca project, with its line items, optional payment schedule and any grants. Returns the new proposal with its totals.

• Action
  Add scheduled event

  Creates a scheduled event in Payaca with a name, start and end time, and optionally links it to a project, assigns team members, and sets its location and the contacts to notify.

• Action
  Get customer

  Returns a customer by id, including their contacts, addresses, custom field values and tags.

• Action
  Get invoice

  Returns a Payaca invoice by its ID, including its status, totals, line items and linked project. An error occurs if the invoice is not found.

• Action
  Get project

  Returns a project by its id, including its customer, pipeline stage, site address, custom fields, totals, grants and expected payments.

• Action
  Get scheduled event

  Returns a single scheduled event, including its times, location, customer, project, assignees, notes, tags and contacts to notify. An error occurs if the event is not found.

• Action
  List customers

  Returns all customers in the Payaca account, optionally narrowed to those with a contact on a given email address or phone number.

• Action
  List pipelines

  Returns all pipelines in the Payaca account, including each pipeline's stages in order.

• Action
  List projects

  Returns the projects in the Payaca account, optionally only those belonging to one customer.

• Action
  Mark proposal as accepted

  Marks a proposal that was already sent to the customer as accepted and returns the updated proposal.

• Action
  Update project

  Updates the custom field values on an existing project and returns the updated project. Service-type projects cannot be updated.

• Action
  Update scheduled event

  Updates the name, description, start time or end time of an existing scheduled event, and returns the updated event.

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