Connect MiniCRM to Pascal

Both apps 36MiniCRM 24Pascal 12

• 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
  Create a Business Case

  Creates a Business case in Pascal and screens it immediately, returning the case with its search results.

• Action
  Create a Client

  Create a new client in Pascal — an organisation-level record that groups related screening cases.

• Action
  Find a Case

  Returns up to 100 cases that match the search text and any other filters you set.

• Action
  Generate & Email a Case Report

  Starts generating PDF case reports for the cases matching the filters and has Pascal email them to you. Returns a batch id you can use to track progress and download the reports.

• Action
  Get case

  Retrieve a single Pascal case by its Pascal ID, UUID, or external identifier, including hit counts, labels, clients and sources.

• Action
  Get client

  Fetches a client by ID. An error occurs if the client is not found.

• Action
  Link clients

  Link a Pascal client to one or more other clients.

• Action
  List cases

  Returns all cases, optionally narrowed by filters such as name, status, type, assignee, labels, clients, dates and hit resolution.

• Action
  List clients

  List clients in Pascal, optionally filtered by id, identifier, assignee, status, risk, labels, dates and linked cases.

• Action
  Unlink clients

  Unlink a client from one or more other clients in Pascal.

• Action
  Update a Case

  Updates an existing case by ID. Only the fields you fill in are changed.

• Action
  Update a Client

  Updates an existing client by ID. 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.