Connect ProcessPlan to Flodesk

Both apps 32ProcessPlan 17Flodesk 15

• Trigger
  Field Updated

  Triggers when a field value on a running process is changed.

• Trigger
  Process Instance Completed

  Triggers when a process is completed.

• Trigger
  Process Instance Started

  Triggers when a new process is started.

• Trigger
  Task Assigned

  Triggers when a task is assigned to someone.

• Trigger
  Task Canceled

  Triggers when a task is canceled.

• Trigger
  Task Completed

  Triggers when a task is completed.

• Trigger
  Task Due Date Changed

  Triggers when a pending task's due date is set or changed.

• Trigger
  Task Notes Updated

  Triggers when the notes on a pending task are updated.

• Trigger
  Task Past Due

  Triggers when a pending task becomes past due.

• Trigger
  Task Start Date Changed

  Triggers when a pending task's start date is set or changed.

• Action
  Cancel a Process

  Cancels a running process.

• Action
  Cancel a Process Task

  Cancels a pending task in a running process.

• Action
  Complete a Task

  Completes a pending task by submitting one of its responses.

• Action
  Find a Process Instance

  Finds process instances whose properties match a filter, such as the instance description.

• Action
  Start a New Process

  Starts a new process from a process template and fills in its starting fields.

• Action
  Start a Process Task

  Starts a task in a running process out of its normal order. Use with caution.

• Action
  Update Process Fields

  Saves new values into one or more fields of a running process.

• 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.