Connect noCRM.io to Vouchsafe

Both apps 34noCRM.io 24Vouchsafe 10

• 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
  User Needs Review

  Triggers when a user could not be automatically verified, and needs your review.

• Trigger
  User Verified

  Triggers when a verification is automatically completed.

• Action
  Find addresses by postcode

  Search for addresses matching a given postcode. GET /api/v1/postcode-search (SearchPostcode).

• Action
  Get account detail

  Retrieve details for a specific monitored account (subject of an alert). GET /api/v1/accounts/{id} (GetAccountDetail).

• Action
  Get team

  Retrieve details for a Vouchsafe team/workspace by ID. GET /api/v1/teams/{id} (GetTeam).

• Action
  Get verification

  Retrieve a verification case's status and check results by ID. GET /api/v1/verifications/{id}.

• Action
  List verifications

  List verification cases for the team. GET /api/v1/verifications.

• Action
  Perform smart lookup

  Look up and enrich identity details (e.g. email/phone) via Vouchsafe's smart lookup service. POST /api/v1/smart-lookups (PerformSmartLookup).

• Action
  Request Verification

  Starts a verification session for an applicant, new user or customer.

• Action
  Toggle alerts

  Enable or disable proactive alert monitoring for an account. POST /api/v1/accounts/{id}/toggle-alerts (ToggleAlerts).

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