Connect Planports to Flodesk

Both apps 27Planports 12Flodesk 15

• 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 custom field

  Creates a new subscriber custom field in your Flodesk account with the label you choose.

• Action
  Add Existing Subscriber to Segment

  Adds an existing Flodesk subscriber to one or more segments and returns the updated subscriber.

• Action
  Add Existing Subscriber to Workflow

  Adds an existing Flodesk subscriber to a workflow, identified by subscriber ID or email address.

• Action
  Add segment

  Creates a new segment in your Flodesk account and returns it.

• Action
  Create/Update Subscriber

  Creates a new Flodesk subscriber, or updates the existing one with the same email address or id, optionally adding them to segments.

• Action
  Find a Subscriber by Email Address

  Looks up a Flodesk subscriber by email address and returns their status, name, segments and custom field values.

• Action
  Get segment

  Returns a single Flodesk segment, including its name, color, type and number of active subscribers.

• Action
  List campaigns

  Returns the email campaigns in your Flodesk account, optionally filtered by status or a search term.

• Action
  List custom fields

  Returns every subscriber custom field defined in your Flodesk account, with each field's key and display label.

• Action
  List segments

  Returns all segments in your Flodesk account, with each segment's name, color, type and active subscriber count.

• Action
  List subscribers

  Returns subscribers in your Flodesk account, optionally filtered by status or segment.

• Action
  List workflows

  Returns the workflows in your Flodesk account, optionally filtered by status (active, paused or draft).

• Action
  Remove Existing Subscriber From Segment

  Removes an existing Flodesk subscriber from one or more segments and returns the updated subscriber.

• Action
  Remove Existing Subscriber From Workflow

  Removes an existing subscriber, identified by subscriber ID or email address, from a Flodesk workflow.

• Action
  Unsubscribe Subscriber

  Unsubscribes a subscriber from all of your Flodesk lists so they no longer receive marketing emails, and returns the updated subscriber.

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