Connect MiniCRM to Formaloo

Both apps 34MiniCRM 24Formaloo 10

• Trigger
  New Card

  Triggers when a new card is created in the selected module.

• Trigger
  New Contact

  Triggers when a new company or person contact is created in MiniCRM.

• Trigger
  Updated Card

  Triggers when a card in the selected module is created or updated, including status changes.

• Trigger
  Updated Contact

  Triggers when a company or person contact is created or updated in MiniCRM.

• Action
  Create Address

  Adds a postal address to a contact or company and returns its ID.

• Action
  Create Card

  Creates a new card in a module for a contact and returns its ID.

• Action
  Create Contact

  Creates a company or person contact in MiniCRM and returns its ID.

• Action
  Create To-Do

  Creates a to-do on a card and returns its ID.

• Action
  Find Cards

  Searches cards in a module, optionally by main contact or status, and returns the matches.

• Action
  Find Contacts

  Searches companies and contacts by name, email, phone or free text and returns the matches.

• Action
  Get Address

  Returns a postal address by its ID.

• Action
  Get Card

  Returns a card (project) with its module, contact, status and owner.

• Action
  Get Contact

  Returns a company or person contact by its MiniCRM ID.

• Action
  Get Template

  Returns a template with its name, subject and content.

• Action
  Get To-Do

  Returns a to-do with its card, assignee, status and deadline.

• Action
  List Addresses

  Lists the postal addresses of a contact or company.

• Action
  List Modules

  Lists the modules (card categories) in your MiniCRM system with their IDs.

• Action
  List Templates

  Lists the email and document templates of a module.

• Action
  List To-Dos

  Lists the to-dos on a card, optionally only open or closed ones.

• Action
  Update Address

  Updates a postal address. Only the fields you fill in are changed.

• Action
  Update Card Field

  Updates one data field on a card, such as its name, owner or a module-specific field.

• Action
  Update Card Status

  Moves a card to a new status.

• Action
  Update Contact

  Updates a company or person contact in MiniCRM. Only the fields you fill in are changed.

• Action
  Update To-Do

  Updates or closes a to-do. Only the fields you fill in are changed.

• Action
  Add field

  Adds a new field (question) of the chosen type to an existing Formaloo form and returns the created field.

• Action
  Add form

  Creates a new form in your Formaloo workspace.

• Action
  Add Row

  Adds a new row (submission) to a Formaloo form, filling in the form's fields with the values you provide.

• Action
  Delete field

  Deletes a field from a Formaloo form. Logic or integrations that use the field may be affected.

• Action
  Delete row

  Deletes a submitted row (form response) from a Formaloo form.

• Action
  Get row

  Returns one submitted form row (response) by its slug, including its field values.

• Action
  List forms

  Returns the forms created by or shared with you in the workspace, optionally filtered by board, folder, tag, field type or a search term.

• Action
  List rows

  Returns the submitted rows (responses) of a Formaloo form, with optional search, status, tag and date filters.

• Action
  Update field

  Updates an existing field on a Formaloo form, such as its title, help text, position, required flag or default value.

• Action
  Update row

  Updates the status, tags, position or submission details of an existing Formaloo form row (submission).

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