Connect MiniCRM and Urable

Both apps 35MiniCRM 24Urable 11

• 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.

• Trigger
  Completed Job

  Triggers when a job in Urable is marked completed.

• Trigger
  Fulfilled Order

  Triggers when an order in Urable is marked fulfilled.

• Trigger
  New Customer

  Triggers when a new customer is added in Urable.

• Trigger
  New Event

  Triggers when a new event (meeting, consultation, reminder, time off, etc.) is created in Urable.

• Trigger
  New Job

  Triggers when a new job is created in Urable.

• Trigger
  New or Updated Customer

  Triggers when a customer is added or an existing customer's details change in Urable.

• Trigger
  New or Updated Event

  Triggers when an event (meeting, consultation, reminder, time off and so on) is created or modified in Urable.

• Trigger
  New or Updated Job

  Triggers when a job is created or updated in Urable.

• Trigger
  Paid Order

  Triggers when an order in Urable is marked paid, newest paid first.

• Action
  List customers

  Returns the customers in your Urable account, optionally only those matching an email address.

• Action
  Update/Create Customer

  Updates an existing Urable customer when a Customer ID is given, otherwise creates a new customer. Returns the customer's id.

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