Connect Planports to Attentive

Both apps 25Planports 12Attentive 13

• Trigger
  New Contact

  Triggered when a new contact, either an individual or an organization, is added in Planports.

• Action
  Add meeting

  Creates a meeting record in Planports, with its type, content, schedule, participants and links to a project or opportunity.

• Action
  Add proposal

  Creates a sales proposal for a Planports contact, optionally with product lines.

• Action
  Find contact by phone number

  Finds a Planports contact by phone number and returns the matching contact.

• Action
  List contacts

  Returns all contacts in the Planports account, both individuals and organizations, optionally filtered by type, state, name or tag and sorted by name or date added.

• Action
  List meetings

  Returns meetings in Planports, optionally filtered by owner, date, conclusion, subject or content.

• Action
  List products

  Returns the products in the Planports account, optionally filtered by text, product code, product name or date added, and sorted as requested.

• Action
  List projects

  Returns the projects in your Planports account, optionally filtered by project name.

• Action
  List proposals

  Returns proposals from Planports, optionally filtered by customer name, proposal number, type, state, date range or the user who added them.

• Action
  List tasks

  Returns the tasks in your Planports account, optionally filtered by project, stage or task detail.

• Action
  Update contact

  Updates an existing contact (person or organization) in Planports.

• Action
  Update opportunity

  Updates an existing opportunity in Planports. Only the fields you fill in are changed.

• Action
  Add to Cart

  Records that a shopper added a product to their cart in Attentive, so cart-abandonment journeys can fire.

• Action
  Custom Attributes

  Sets custom attributes (such as age, birthday or favorite team) on an Attentive user identified by phone, email, or external identifier.

• Action
  Custom Events

  Sends a custom event (such as "Order Shipped") for a user to Attentive, which can trigger Journeys.

• Action
  Delete Request

  Creates a privacy (CCPA) deletion request that deletes a subscriber within thirty days, identified by email, phone or client user id.

• Action
  Get Custom Attributes for a User

  Returns all custom attributes (name and value) stored on an Attentive user, looked up by phone number or email.

• Action
  Get Subscription Eligibility for a User

  Returns the subscription types and channels (SMS or email) a subscriber is eligible to receive messages on, looked up by phone number or email.

• Action
  Identity

  Associates a client user identifier or custom identifiers with an Attentive subscriber identified by phone, email, Shopify ID or Klaviyo ID.

• Action
  Lookup Product Catalog Ingestion

  Returns the status, validation errors and product counts of a product catalog upload.

• Action
  Product View

  Records that a shopper viewed one or more products in Attentive, so product-view journeys can fire.

• Action
  Purchase

  Records a purchase (order) event for a shopper in Attentive so it can trigger purchase-based journeys.

• Action
  Subscribe User

  Opts a person in to Attentive text or email subscriptions by phone or email, using a sign-up unit or a locale and subscription type.

• Action
  Unsubscribe Subscriptions for a User

  Unsubscribes a user (by phone or email) from specific Attentive subscription types and channels, or from all subscriptions when none are given.

• Action
  View Recent Catalog Uploads

  Returns your recent product catalog uploads with their ingestion status, product counts and validation errors, newest first.

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