Connect PassEngine to InvestorBase

Both apps 22PassEngine 15InvestorBase 7

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Pass

  Triggers when a new pass is created in PassEngine.

• Trigger
  Pass Scanned

  Triggers each time a pass is successfully scanned, with the pass code, scan result, location and the operator who scanned it.

• Trigger
  Pass Status Changed

  Triggers when a pass status changes (active, used, expired, revoked).

• Action
  Activate Pass

  Reactivates a pass, setting its status back to active and notifying wallet apps.

• Action
  Create Client

  Creates a client (customer) in PassEngine with a name and optional email, phone and internal notes.

• Action
  Create Pass

  Creates a new single-use or multi-use pass, optionally attached to a client and emailed to a recipient. Returns the new pass with its code and public link.

• Action
  Get client

  Returns a single client (customer) by ID, including their name, email, phone and notes.

• Action
  Get pass

  Returns a pass by its ID, including its custom fields, attached client, recent email deliveries and public URL.

• Action
  List clients

  Returns the clients in your PassEngine account, optionally filtered by name, email or phone.

• Action
  List passes

  Returns the passes in your PassEngine account, optionally filtered by name/code text or status.

• Action
  Revoke Pass

  Revokes a pass so it can no longer be scanned, and notifies wallet apps of the change.

• Action
  Scan Pass

  Scans (redeems) a pass by its code, validating its status, validity dates and usage limits, and records the scan. Returns whether the scan succeeded and, if not, why.

• Action
  Send pass email

  Emails an existing pass to a recipient. Returns the queued email delivery with its status.

• Action
  Update Pass

  Updates an existing pass's label, note, status, scan limit, validity dates or custom fields. Changing the status notifies subscribers that the pass status changed.

• Action
  Find buyers by criteria

  Finds flippers and landlords actively buying near a property, with their contact details, filtered by property type, distance, price and other criteria.

• Action
  Find investor comps

  Returns recent investor purchases (flips and landlord rental acquisitions) near a location, optionally ranked by similarity to a subject property.

• Action
  Find retail comps

  Returns a subject property and up to 10 comparable recent sales nearby, for estimating values such as after repair value.

• Action
  Get buyer deal history

  Returns a buyer's deal history: portfolio statistics plus their most recent flips and rentals, found by entity name, mailing address, or a property they bought.

• Action
  Get buyer search results

  Returns the buyers found by an earlier buyer search that was started in async mode. The list is empty while the search is still running.

• Action
  Get investor market summary

  Returns investor market metrics near a location: flip and rental counts within 1, 2, 5 and 10 miles, plus flipper pricing/ARV and landlord purchase statistics.

• Action
  Get usage

  Returns your account's plan, current usage period, and how much of each API allowance the account and you have used this period.

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