Connect Perfit to Payaca

Both apps 33Perfit 18Payaca 15

• Trigger
  New Contact

  Triggers when a new contact appears in your Perfit account.

• Action
  Add Interest to Contact

  Adds an existing interest to a Perfit contact without changing the contact's other interests.

• Action
  Create Custom Field

  Creates a custom field that Perfit contacts can store values in.

• Action
  Create Interest

  Creates a new Perfit interest that contacts can be tagged with.

• Action
  Create List

  Creates a new Perfit contact list.

• Action
  Create/Update Contact

  Adds a contact to a Perfit list, creating the contact if the email is new or updating it if it already exists.

• Action
  Delete Contact

  Deletes a Perfit contact.

• Action
  Delete Interest

  Deletes a Perfit interest.

• Action
  Delete List

  Deletes a Perfit list.

• Action
  Find Contact

  Finds a Perfit contact by email address.

• Action
  Find Interest

  Finds a Perfit interest by name.

• Action
  Find List

  Finds a Perfit list by name.

• Action
  Get Campaign Metrics

  Returns sent, delivered, opened, clicked, bounced and unsubscribed counts for a Perfit campaign.

• Action
  Get Contact

  Returns one Perfit contact, with its lists, interests and custom fields.

• Action
  Get List

  Returns one Perfit list with its contact counts.

• Action
  Rename List

  Renames an existing Perfit list.

• Action
  Unsubscribe Contact

  Marks a Perfit contact as unsubscribed so it receives no further emails. This cannot be undone through the API.

• Action
  Update Contact

  Updates an existing Perfit contact's name, gender or language.

• Action
  Add invoice

  Creates an invoice against a Payaca project for a fixed amount, a percentage of the accepted project value, or everything still payable, and can optionally send it or mark it as sent.

• Action
  Add payment

  Records a payment against a Payaca project, optionally reconciling it to a specific invoice and emailing the customer a receipt. Returns the created payment and how it was reconciled.

• Action
  Add project note

  Adds one or more notes to a Payaca project and returns the notes that were created.

• Action
  Add proposal

  Creates a proposal on a Payaca project, with its line items, optional payment schedule and any grants. Returns the new proposal with its totals.

• Action
  Add scheduled event

  Creates a scheduled event in Payaca with a name, start and end time, and optionally links it to a project, assigns team members, and sets its location and the contacts to notify.

• Action
  Get customer

  Returns a customer by id, including their contacts, addresses, custom field values and tags.

• Action
  Get invoice

  Returns a Payaca invoice by its ID, including its status, totals, line items and linked project. An error occurs if the invoice is not found.

• Action
  Get project

  Returns a project by its id, including its customer, pipeline stage, site address, custom fields, totals, grants and expected payments.

• Action
  Get scheduled event

  Returns a single scheduled event, including its times, location, customer, project, assignees, notes, tags and contacts to notify. An error occurs if the event is not found.

• Action
  List customers

  Returns all customers in the Payaca account, optionally narrowed to those with a contact on a given email address or phone number.

• Action
  List pipelines

  Returns all pipelines in the Payaca account, including each pipeline's stages in order.

• Action
  List projects

  Returns the projects in the Payaca account, optionally only those belonging to one customer.

• Action
  Mark proposal as accepted

  Marks a proposal that was already sent to the customer as accepted and returns the updated proposal.

• Action
  Update project

  Updates the custom field values on an existing project and returns the updated project. Service-type projects cannot be updated.

• Action
  Update scheduled event

  Updates the name, description, start time or end time of an existing scheduled event, and returns the updated event.

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