Connect MiniCRM to SmartSuite

Both apps 34MiniCRM 24SmartSuite 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 Comment

  Adds a comment (or a reply to an existing comment) to a SmartSuite record, optionally assigning it to a member.

• Action
  Create Record

  Creates a record in a SmartSuite table, setting the table's own fields.

• Action
  Delete Record

  Deletes a record from a SmartSuite table, moving it to the Solution's trash.

• Action
  Find a Record in SmartSuite

  Finds the first record in a SmartSuite table whose chosen field matches the value you give, and returns it.

• Action
  Find Many Records (As Line Items) in SmartSuite

  Finds all records in a SmartSuite Table matching a field condition and returns them as line items.

• Action
  Get Record

  Returns a single record from a SmartSuite table, with all of its field values.

• Action
  List Comments

  Returns the comments on a SmartSuite record, table or solution.

• Action
  List Solutions

  Returns every Solution in the connected SmartSuite workspace.

• Action
  List Tables

  Returns the tables in your SmartSuite workspace, optionally limited to one solution.

• Action
  Update Record

  Updates the fields you set on an existing SmartSuite record, leaving every other field unchanged.

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