Connect noCRM.io and Relatel

Both apps 47noCRM.io 24Relatel 23

• Trigger
  Lead Status Changed

  Triggers when a specific status of the lead is changed.

• Trigger
  New Client Folder

  Triggers when a client folder is created.

• Trigger
  New Deleted Lead

  Triggers when a lead is deleted. This trigger only works for Expert edition and above .

• Trigger
  New Lead

  Triggers when a lead is created.

• Trigger
  New Lead Assigned

  Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above .

• Trigger
  New Lead Comment

  Triggers when a lead is comment on. This trigger only works for Expert edition and above .

• Trigger
  New Lead Content or Title Changed

  Triggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above .

• Trigger
  New Prospect

  Triggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above .

• Action
  Add Attachment

  Add an attachment to a lead

• Action
  Add Comment

  Create a comment on a specific lead based on the parameters given. This action only works for Expert edition and above .

• Action
  Add Tags

  Create a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above .

• Action
  Assign Lead

  Assign the lead to a user

• Action
  Call Simplified API

  Call our simplified API to interact with your data

• Action
  Change Lead's Title

  Change the title of a lead

• Action
  Change Status

  Change the status of a lead to Standby, Won, Cancelled or Lost

• Action
  Change Step

  Change the step of a lead

• Action
  Create Lead

  Creates a new lead.

• Action
  Create Prospect

  Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above .

• Action
  Delete Lead

  Moves a lead to the trash.

• Action
  Find Lead

  Finds a lead from an email address.

• Action
  Get Lead

  Look up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields.

• Action
  Log an Activity

  Log an activity on a specific lead based on the parameters given. This action only works for Expert edition and above .

• Action
  Set Amount and Probability

  Set the amount and the probability of a lead

• Action
  Set the Estimated Closing Date

  Set the estimated closing date on a lead

• Trigger
  New Call

  Triggers when a new call is made or received in Relatel.

• Trigger
  New message

  Triggered when a new message is sent or received in Relatel.

• Trigger
  New Smiley

  Triggers when a caller or chat visitor gives a new smiley (satisfaction rating) in Relatel.

• Trigger
  New voicemail

  Triggers when a new voicemail is left for an employee or reception.

• Action
  Add comment

  Adds a comment to a contact in Relatel, optionally notifying a colleague.

• Action
  Add contact

  Adds a new contact to your Relatel company and returns the new contact's id.

• Action
  Cloak Reception

  Sets which reception's number is shown as the caller ID on the authenticated employee's outgoing calls.

• Action
  Delete contact

  Deletes a contact from your Relatel organization and returns Relatel's confirmation message.

• Action
  Dial call

  Initiates a phone call: rings the authenticated employee's phone, then connects them to the given number.

• Action
  Do Not Disturb

  Turns Do Not Disturb on or off for the connected employee and returns the updated employee.

• Action
  Find contact by phone number

  Finds a Relatel contact by its phone number and returns the contact's details.

• Action
  Get contact

  Returns a single contact, including its phone number, name, email, tags and latest activity, by its contact ID.

• Action
  Get employee

  Returns one employee in your Relatel company by ID, including name, email, phone number, presence and do-not-disturb status.

• Action
  Join a Group

  Adds the authenticated employee to an employee group and returns the group's details after joining.

• Action
  Leave a Group

  Removes the authenticated employee from the chosen employee group and returns the group's details.

• Action
  List calls

  Returns calls in the Relatel account, optionally filtered by start time, end time, direction or the employee or reception that took the call.

• Action
  List contacts

  Returns the contacts in your Relatel account, optionally only those with a given phone number.

• Action
  List employee groups

  Returns all employee groups in your Relatel account, with each group's name, presence status and member employees.

• Action
  List employees

  Returns all employees in your Relatel company, including their phone numbers, presence and group memberships.

• Action
  List receptions

  Returns all receptions (phone lines/queues) in the Relatel account.

• Action
  List voicemails

  Returns the account's voicemails, optionally filtered by recording time, recipient or phone number. Returns up to 100 voicemails.

• Action
  Send SMS

  Sends an SMS to one or more phone numbers from your Relatel account or one of your receptions.

• Action
  Update contact

  Updates an existing contact's phone number, name, email, flag or tags, and returns the updated contact.

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