Connect Mercury Connect and ReadyCloud Suite

Both apps 31Mercury Connect 14ReadyCloud Suite 17

• 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 Contact

  Triggers when a new Contact is created.

• Trigger
  New Order

  Triggers when a new order is created in the selected ReadyCloud organization.

• Action
  Add order note

  Adds a note to an existing ReadyCloud order, optionally attributed to a named author.

• Action
  Add product

  Creates a product (SKU) in a ReadyCloud organization's product catalog.

• Action
  Add tag

  Adds a tag to a ReadyCloud order.

• Action
  Create Contact

  Creates a new contact in a ReadyCloud organization's directory, with optional addresses and custom fields.

• Action
  Create Member Event

  Creates a calendar event for a member of a ReadyCloud organization, with its title, times, location and alert.

• Action
  Create Order

  Creates a new order in a ReadyCloud organization, with its shipping and billing addresses, boxes, tags, notes and custom fields.

• Action
  Find boxes

  Returns every box packed for a ReadyCloud order, with dimensions, weight, shipping options, tracking number and custom fields.

• Action
  Find Contact

  Returns the contacts in a ReadyCloud organization's directory that match the email address and/or first and last name you supply.

• Action
  Find Order

  Returns the orders in a ReadyCloud organization that match a search phrase and/or filters such as order number, primary ID, PO number, customer email, tag, status or date range.

• Action
  Find products

  Returns the products in a ReadyCloud organization whose code, part number, EAN, ISBN or UPS matches the search text, or whose description contains it.

• Action
  Get contact

  Returns one contact from a ReadyCloud organization's directory, including its addresses, custom fields and optionally its notes.

• Action
  Get order

  Returns one ReadyCloud order with its billing and shipping details, addresses, boxes, tags, notes, relations and custom fields.

• Action
  Update contact

  Updates an existing contact in a ReadyCloud organization's directory. Only the details you fill in are changed.

• Action
  Update order

  Updates an existing order in a ReadyCloud organization, changing only the details you fill in, and returns the updated order.

• Action
  Update product

  Updates an existing product in a ReadyCloud organization's product catalog. Only the details 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.