Connect Mercury Connect and PassEngine

Both apps 29Mercury Connect 14PassEngine 15

• Trigger
  Deleted Opportunity

  Triggers when an opportunity is deleted in Mercury.

• Trigger
  Deleted Person

  Triggers when a person is deleted in Mercury.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Mercury.

• Trigger
  New Person

  Triggers when a new person is created in Mercury.

• Trigger
  Opportunity Status Updated

  Triggers when an opportunity's status changes in Mercury.

• Trigger
  Updated Opportunity

  Triggers when an opportunity is updated in Mercury.

• Trigger
  Updated Person

  Triggers when a person is updated in Mercury.

• Action
  Attach a Person to an Opportunity

  Attaches an existing person to an opportunity as a related party, such as the primary applicant.

• Action
  Create Opportunity

  Creates a new opportunity (loan deal) in Mercury and returns its ID.

• Action
  Create Person

  Creates a new person (contact) in Mercury and returns the new person's ID.

• Action
  Find an Opportunity

  Finds the first opportunity in Mercury whose name matches.

• Action
  Find a Person

  Finds the first person in Mercury whose name matches.

• Action
  Update an Opportunity

  Updates an existing opportunity in Mercury.

• Action
  Update a Person

  Updates an existing person (contact) in Mercury.

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Pass

  Triggers when a new pass is created in PassEngine.

• Trigger
  Pass Scanned

  Triggers each time a pass is successfully scanned, with the pass code, scan result, location and the operator who scanned it.

• Trigger
  Pass Status Changed

  Triggers when a pass status changes (active, used, expired, revoked).

• Action
  Activate Pass

  Reactivates a pass, setting its status back to active and notifying wallet apps.

• Action
  Create Client

  Creates a client (customer) in PassEngine with a name and optional email, phone and internal notes.

• Action
  Create Pass

  Creates a new single-use or multi-use pass, optionally attached to a client and emailed to a recipient. Returns the new pass with its code and public link.

• Action
  Get client

  Returns a single client (customer) by ID, including their name, email, phone and notes.

• Action
  Get pass

  Returns a pass by its ID, including its custom fields, attached client, recent email deliveries and public URL.

• Action
  List clients

  Returns the clients in your PassEngine account, optionally filtered by name, email or phone.

• Action
  List passes

  Returns the passes in your PassEngine account, optionally filtered by name/code text or status.

• Action
  Revoke Pass

  Revokes a pass so it can no longer be scanned, and notifies wallet apps of the change.

• Action
  Scan Pass

  Scans (redeems) a pass by its code, validating its status, validity dates and usage limits, and records the scan. Returns whether the scan succeeded and, if not, why.

• Action
  Send pass email

  Emails an existing pass to a recipient. Returns the queued email delivery with its status.

• Action
  Update Pass

  Updates an existing pass's label, note, status, scan limit, validity dates or custom fields. Changing the status notifies subscribers that the pass status changed.

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