Connect OfficeRnD to iClosed

Both apps 68OfficeRnD 42iClosed 26

• Trigger
  New Booking

  Triggers when a new booking is added.

• Trigger
  New Company

  Triggers when a new company is added.

• Trigger
  New Contract

  Triggers when a new contract is added.

• Trigger
  New Event

  Triggers when a new event is added.

• Trigger
  New Invoice

  Triggers when a new invoice is added.

• Trigger
  New Member/Member Status Updated

  Triggers when a new member is added or a member's status changes.

• Trigger
  New Membership

  Triggers when a new membership is added.

• Trigger
  New Opportunity

  Triggers when a new opportunity is added.

• Trigger
  New Post

  Triggers when a new community post is added.

• Trigger
  New Visitor Check-In

  Triggers when a visitor checks in.

• Action
  Add ticket

  Creates a new help-desk ticket in OfficeRnD on behalf of a member.

• Action
  Add ticket comment

  Adds a comment to an existing OfficeRnD ticket on behalf of a member.

• Action
  Add visit

  Records a new visit by a visitor at one of your locations, optionally hosted by a member.

• Action
  Check in member

  Checks a member in to a location in OfficeRnD, returning the new check-in.

• Action
  Create Booking

  Creates a booking of a room, desk or other resource.

• Action
  Create Company

  Creates a new company at a location.

• Action
  Create Event

  Creates a community event at a location.

• Action
  Create Member

  Creates a new member at a location.

• Action
  Create Membership

  Creates a membership on a plan for a member or company.

• Action
  Create One-Off Fee

  Creates a one-off fee for a member or company.

• Action
  Create Opportunity

  Creates a sales opportunity for a member or company.

• Action
  Create Post

  Publishes a community post to one or more locations.

• Action
  Create Visitor

  Registers a new visitor.

• Action
  Delete member

  Deletes a member from your OfficeRnD organization and returns the deleted member's details.

• Action
  Find Booking

  Finds a booking by ID or reference and returns the first match.

• Action
  Find Company

  Finds a company by ID, name or email and returns the first match.

• Action
  Find Location

  Finds a location by ID or name and returns the first match.

• Action
  Find Member

  Finds a member by ID, name or email and returns the first match.

• Action
  Find opportunities

  Returns the opportunities that match the filters you give — by opportunity, company, member, or created/modified date.

• Action
  Find payments

  Finds invoices, credit notes and overpayments matching filters such as member, company, number, status or date range.

• Action
  Find plans

  Finds billing plans by name, code, ID, location or date, returning the matching plans.

• Action
  Find resources

  Finds rooms, desks and other space resources by name, ID, location or type.

• Action
  Find tickets

  Returns support tickets matching the filters you give, such as status, company, member or location.

• Action
  Find visitors

  Finds visitors in your OfficeRnD organization by ID, name, email or visitor type, returning up to 50 matches.

• Action
  Terminate contract

  Terminates a signed contract in OfficeRnD as of the given date. Only signed contracts that are not already terminated or expired can be terminated.

• Action
  Update Booking

  Updates the time, resource or details of an existing booking.

• Action
  Update company

  Updates an existing company in OfficeRnD, such as its name, contact details, address, billing details or custom properties.

• Action
  Update event

  Updates the title or venue of an existing community event in OfficeRnD.

• Action
  Update member

  Updates an existing member's details, such as name, email, phone, address, billing details, portal privacy, social profiles, tags and custom properties.

• Action
  Update membership

  Updates an existing membership's price, start date, end date or custom properties.

• Action
  Update opportunity

  Updates an existing opportunity's name, start date, status or custom properties in OfficeRnD.

• Action
  Update ticket

  Updates an existing support ticket's subject, message, severity, priority or status.

• Action
  Add call

  Books a new call on an iClosed event for a contact at a chosen date and time, and returns the scheduled call with its assigned closer and confirmation link.

• Action
  Add Call Outcome

  Records the outcome of a scheduled iClosed call (won, no sale, approved or rejected), with optional notes, objection, no-sale reason and deal details for a won call.

• Action
  Add custom field

  Creates a new custom field on iClosed contacts, calls, events, deals, users or iScores, and returns the created field.

• Action
  Add deal

  Creates a new deal from an iClosed call booking, with an optional product, value, and linked transactions.

• Action
  Add product

  Creates a new product in your iClosed account and returns the created product.

• Action
  Cancel Call

  Cancels a scheduled iClosed call, optionally recording the reason. Invitees lose the booking.

• Action
  Create Contact

  Creates a new contact in iClosed, or updates the existing contact with the same email or phone number.

• Action
  Create Note

  Adds a note to an existing contact in iClosed.

• Action
  Create Transaction

  Creates a transaction (a payment or sale) in iClosed with its value and the buyer's contact details.

• Action
  Delete transaction

  Permanently deletes a transaction by its ID. This cannot be undone.

• Action
  Get event

  Returns one iClosed event, including its settings, hosts, invitee questions and routing rules, looked up by event ID or booking link prefix.

• Action
  List contact notes

  Returns the notes recorded on an iClosed contact, optionally only those written by a specific user.

• Action
  List deals

  Returns the deals in the iClosed account, with their contact, assigned user, product and event, optionally filtered by contact, user, product, event, type, contact status, search text or time range.

• Action
  List events

  Returns the events (booking pages) in the iClosed account, optionally narrowed by search text, host or event type.

• Action
  List products

  Returns the products in the iClosed account, with optional filtering by name, parent product and date range, and optional sorting.

• Action
  Search Call

  Returns scheduled calls that match the search text and filters you specify, such as invitee email, contact, closer, event, outcome or date range.

• Action
  Search Contact

  Searches contacts by name, email or phone number, with optional filters for owner, status, event and join date. Returns up to 100 matching contacts.

• Action
  Search Custom Fields

  Searches the custom fields defined for one iClosed object type (contacts, calls, events, deals, users or iScore), optionally filtered by name, input type or identifier.

• Action
  Search Transaction

  Searches transactions by name, email, phone number or value, with optional filters for source, sync status and creation date.

• Action
  Search Users

  Finds users in your iClosed account whose name or email matches the search text, including removed users.

• Action
  Update call

  Updates a scheduled call's date and time, and optionally its assigned closer, reason, notes and additional guests. Returns the updated call.

• Action
  Update Contact

  Updates an existing iClosed contact's name, emails, phone numbers, status or referrer URL. Only the fields you fill in are changed.

• Action
  Update Contact Custom Field

  Sets or replaces the value of one custom field on an iClosed contact. Choose the field by its id or its identifier.

• Action
  Update deal

  Updates an existing deal's value, product, closer, time, transaction type and linked transactions, and returns the updated deal.

• Action
  Update product

  Updates an existing product's name or description in iClosed and returns the updated product.

• Action
  Update transaction

  Updates an existing iClosed transaction's name, contact details, description, value or source, and returns the updated transaction.

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