Connect MiniCRM to Posh

Both apps 36MiniCRM 24Posh 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
  Add blocked number

  Adds a phone number to a Posh account's block list.

• Action
  Add calendar event

  Adds a new event to your Posh calendar, optionally recurring.

• Action
  Add message note

  Adds a note to a Posh message.

• Action
  Create Contact

  Creates a contact in Posh, optionally with an email address and a phone number.

• Action
  Create Email Assist

  Submits an email assist request asking the Posh receptionist team to handle a task for you.

• Action
  Delete contact

  Deletes a contact from your Posh account.

• Action
  Get account

  Returns a Posh account record, including its billing details, phone numbers, invoices and users.

• Action
  List calendar events

  Returns the signed-in user's calendar events, optionally limited to a start and end date range.

• Action
  List contacts

  Returns all contacts of the signed-in Posh user, including their contact methods.

• Action
  List messages

  Returns messages taken for you (and optionally an account or location) within a date range, plus text conversations.

• Action
  Send SMS

  Sends an SMS text message from one of your Posh phone numbers to a destination number.

• Action
  Update contact

  Updates an existing contact's name, title or business.

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