Connect OneDeck to iClosed

Both apps 24OneDeck 16iClosed 8

• Trigger
  Record Created

  Triggers when a new record is created on the selected OneDeck board.

• Trigger
  Record Updated

  Triggers when a record on the chosen OneDeck board is created or updated.

• Action
  Add attachment

  Uploads a file and attaches it to a record on a OneDeck board.

• Action
  Add board

  Creates a new board in a OneDeck workspace, with a default table view.

• Action
  Add field

  Adds a new field (column) to a OneDeck board. The field is added to every view of the board.

• Action
  Add workspace

  Creates a new workspace in your OneDeck account.

• Action
  Create Record

  Creates a new record on a OneDeck board, with a name and optional field values.

• Action
  Find Record

  Finds records on a OneDeck board that match a search text, optionally narrowed by field filters.

• Action
  Get record

  Returns one record from a board, including its field values, attachments and share link.

• Action
  List fields

  Returns every field defined on a OneDeck board, including its type and option settings.

• Action
  List records

  Returns the records on a OneDeck board, optionally filtered by field values or search text.

• Action
  List users

  Returns every user in the OneDeck account with their name, email, status and role.

• Action
  List workspaces

  Returns every workspace in the OneDeck account, with each workspace's id, name and icon.

• Action
  Update board

  Renames a board, moves it to another workspace, or both.

• Action
  Update Record

  Updates the name and field values of an existing record on a OneDeck board.

• Action
  Update workspace

  Renames a workspace or changes its icon. Only the values you fill in are changed.

• 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
  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 Contact

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

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