Connect Planports and rasa.io

Both apps 25Planports 12rasa.io 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.

• Trigger
  New Insights Action

  Triggers when a contact performs a new engagement action, such as a click or open, on the selected newsletter.

• Trigger
  New Insights Topics

  Triggers when a newsletter subscriber gets a new weekly topic cloud, showing the topics and categories they engage with.

• Trigger
  New Person

  Triggered when a new person is added to your rasa.io contacts, optionally only within a chosen list.

• Action
  Add list

  Creates a new mailing list in the rasa.io account and returns the new list's id.

• Action
  Create or Update Person

  Creates a contact for the email address, or updates the existing active contact with that email, and returns the contact.

• Action
  Delete contact

  Permanently deletes a contact and the personal data held for them across this account's newsletters. A contact that cannot be fully deleted is archived instead.

• Action
  Get contact

  Returns a single contact by ID, including its subscriptions, external identifiers and custom attributes. An error occurs if the contact is not found.

• Action
  Get newsletter

  Returns a single newsletter by ID, including its associated lists and subscription types.

• Action
  List contacts

  Returns the contacts in the rasa.io account, optionally narrowed to one list or to contacts matching an external system identifier.

• Action
  List newsletters

  Returns all active newsletters in your rasa.io account, including their associated lists and subscription types.

• Action
  List segments

  Returns the segments defined on your rasa.io account, including each segment's code, name, description and any account-level attribute rule.

• Action
  List subscription types

  Returns all active subscription types in your rasa.io account, along with their active integration mappings.

• Action
  Remove contact from list

  Removes a contact from a list. The contact itself is kept and stays on any other lists.

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