Connect Meet Alfred and Planports

Both apps 23Meet Alfred 7Planports 16

• Trigger
  New Campaign

  Triggers when a new campaign is created in Meet Alfred.

• Trigger
  New Connection Found

  Triggers when a new connection is added to your LinkedIn network in Meet Alfred.

• Trigger
  New Lead Found

  Triggers when a new lead is added to a Meet Alfred campaign.

• Trigger
  New Reply Detected

  Triggers when Meet Alfred detects a LinkedIn or email reply from a lead.

• Action
  List Recent Actions

  Returns the latest actions Meet Alfred performed of one type, such as invites sent, messages sent or replies received.

• Action
  List Team Member Connections

  Returns a team member's LinkedIn connections for a date range, today's by default. Call it with that member's webhook key.

• Action
  List Team Members

  Returns your Meet Alfred team members with their webhook keys and timezones. Only the team owner can use it.

• Trigger
  New Contact

  Triggered when a new contact, either an individual or an organization, is added in Planports.

• Action
  Add meeting

  Creates a meeting record in Planports, with its type, content, schedule, participants and links to a project or opportunity.

• Action
  Add opportunity

  Creates a new sales opportunity in Planports for a customer.

• Action
  Add project

  Creates a new project in Planports and returns the project that was created.

• Action
  Add proposal

  Creates a sales proposal for a Planports contact, optionally with product lines.

• Action
  Create Lead

  Creates a new lead in Planports from a person's name, contact details, address and source information. Returns the response Planports gives for the new lead.

• Action
  Create Task

  Creates a task in Planports, optionally linked to a project, meeting or opportunity and assigned to responsible users.

• Action
  Find contact by phone number

  Finds a Planports contact by phone number and returns the matching contact.

• Action
  List contacts

  Returns all contacts in the Planports account, both individuals and organizations, optionally filtered by type, state, name or tag and sorted by name or date added.

• Action
  List meetings

  Returns meetings in Planports, optionally filtered by owner, date, conclusion, subject or content.

• Action
  List products

  Returns the products in the Planports account, optionally filtered by text, product code, product name or date added, and sorted as requested.

• Action
  List projects

  Returns the projects in your Planports account, optionally filtered by project name.

• Action
  List proposals

  Returns proposals from Planports, optionally filtered by customer name, proposal number, type, state, date range or the user who added them.

• Action
  List tasks

  Returns the tasks in your Planports account, optionally filtered by project, stage or task detail.

• Action
  Update contact

  Updates an existing contact (person or organization) in Planports.

• Action
  Update opportunity

  Updates an existing opportunity in Planports. Only the fields you fill in are changed.

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