Connect Playbook Creative and Terros

Both apps 46Playbook Creative 20Terros 26

• Trigger
  Asset Added

  Triggers when a new asset is added to the chosen Playbook board. Returns the asset, the board and the organization it belongs to.

• Trigger
  Asset Updated in Board

  Triggers when an asset on a chosen Playbook board is updated, returning the asset and what changed.

• Action
  Create Asset

  Creates an asset in a Playbook workspace, either from a file URL (fetched by Playbook or saved as a link) or as a text note, optionally placing it on a board.

• Action
  Create Board

  Creates a new board in a Playbook workspace, optionally nested under an existing board as a sub-board.

• Action
  Create Organization

  Creates a new Playbook organization (workspace) with the given name and returns its id and slug.

• Action
  Delete asset

  Deletes an asset from a Playbook workspace.

• Action
  Delete board

  Deletes a board from a Playbook workspace.

• Action
  Find Asset

  Searches a Playbook workspace for assets matching the words you enter, best match first, with optional filters for media type, boards, tags, statuses, uploader and more.

• Action
  Find Board

  Returns the boards in a Playbook workspace whose title matches the text you search for.

• Action
  Get asset

  Returns one asset from a Playbook workspace, including its title, media type, tags, status, custom field values and preview URLs.

• Action
  Get board

  Returns one Playbook board, including its title, description, asset count, published-page state and preview assets.

• Action
  List assets

  Returns the assets in a Playbook workspace, optionally limited to one board, one uploader, or assets uploaded after a given time.

• Action
  List boards

  Returns the boards in a Playbook workspace, optionally filtered by title and sorted by title or creation date.

• Action
  List organizations

  Returns every Playbook organization (workspace) the connected user belongs to, with each one's name, slug, plan and usage limits.

• Action
  List users

  Returns the members of a Playbook workspace, optionally narrowed to those whose name or email matches a search.

• Action
  Move Asset

  Moves one or more assets into a different board in a Playbook workspace.

• Action
  Update Asset

  Updates an existing Playbook asset's title, board placement, status, tags or custom field values, and can save a new version of it.

• Action
  Update Asset Status

  Sets the status of an asset in a Playbook workspace and returns the updated asset.

• Action
  Update asset tags

  Adds and/or removes tags on a Playbook asset, leaving its other tags untouched, and returns the updated asset.

• Action
  Update board

  Updates a board's title, description, or parent board in a Playbook workspace and returns the updated board.

• Trigger
  List Calendar Events

  Triggers when a new calendar event appears in Terros.

• Trigger
  List Status Ids

  Triggers when a new disposition (account status) is added in Terros.

• Trigger
  List Tasks

  Triggers when a new task appears in Terros.

• Trigger
  List Workflow Action IDs

  Triggers when a new action is added to a Terros workflow.

• Trigger
  List Workflow IDs

  Triggers when a new workflow is added in Terros.

• Trigger
  List Workflow Stage IDs

  Triggers when a new stage is added to a Terros workflow.

• Trigger
  New Account

  Triggers when a new account is added in Terros.

• Trigger
  New User

  Triggers when a new user is added to your Terros company.

• Action
  Add meeting

  Creates a recurring team meeting in Terros with a schedule, reminders and optional check-in rules.

• Action
  Create/Update Account

  Creates a Terros account, or updates it when the account ID is given.

• Action
  Create User

  Adds a user to your Terros company.

• Action
  Delete Account

  Deletes an account (a homeowner or lead record) from Terros by its account ID.

• Action
  Delete Calendar Event

  Deletes a calendar event.

• Action
  Delete meeting

  Archives a meeting in Terros, or permanently deletes it when Archive is set to false.

• Action
  Delete task

  Removes one or more Terros tasks, archiving them by default or deleting them permanently.

• Action
  Delete User

  Removes a user from your Terros company.

• Action
  Find Account

  Finds a Terros account by account ID, external lead ID or source ID.

• Action
  Find User

  Finds users whose name or email matches the search text.

• Action
  Get task

  Returns a single Terros task by its ID, including its subject, status, owner and criteria.

• Action
  List Accounts

  Returns accounts, optionally filtered by user, workflow or search text.

• Action
  List Available Closers

  Lists closers and their open appointment times for a team or user.

• Action
  List Users

  Returns the users in your Terros company, optionally limited to one team.

• Action
  List Workflow IDs

  Returns the workflows you can see, with their IDs.

• Action
  Make Report

  Runs a KPI report for the chosen KPIs, grouped by user, team or another dimension.

• Action
  Update meeting

  Updates a Terros meeting, replacing its team, name, recurring schedule, reminders, check-in options, location and meeting link.

• Action
  Update User

  Updates a Terros user's name, email, phone or time zone.

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