Connect Prospect CRM and Runn

Both apps 45Prospect CRM 21Runn 24

• Trigger
  New contact

  Triggers when a new contact is added in Prospect CRM.

• Trigger
  New lead

  Triggers when a new lead is created in Prospect CRM.

• Action
  Add booking

  Creates a booking (a scheduled appointment or reservation) in Prospect CRM.

• Action
  Add contact

  Creates a new contact in Prospect CRM and returns the created contact record.

• Action
  Add enquiry

  Creates a new enquiry in Prospect CRM with the person's name, contact details, company, address and marketing source details.

• Action
  Add lead

  Creates a new lead in Prospect CRM, optionally linked to a contact, and returns the created lead.

• Action
  Create Customer

  Creates a customer (company) record in Prospect CRM and returns the new company.

• Action
  Create Entity

  Creates a new record of any kind in Prospect CRM, such as a contact, company, lead or enquiry, and returns the created record.

• Action
  Find companies

  Returns the companies in Prospect CRM that match a filter, such as a company name.

• Action
  Find contacts

  Returns the contacts that match a filter, such as an email address or surname.

• Action
  Find Entity

  Finds Prospect CRM records of any kind (contacts, companies, leads, enquiries and more) that match a filter condition.

• Action
  Find leads

  Finds leads in Prospect CRM that match a filter condition and returns the matching lead records.

• Action
  Get company

  Returns a single company record by its ID.

• Action
  Get contact

  Returns a single Prospect CRM contact by its contact ID.

• Action
  List webhook actions

  Returns the webhook event types Prospect CRM can subscribe to.

• Action
  Update company

  Updates an existing company in Prospect CRM, changing only the fields you fill in.

• Action
  Update contact

  Updates an existing contact in Prospect CRM. Only the fields you fill in are changed.

• Action
  Update Entity

  Updates any Prospect CRM record (contact, company, lead, enquiry and so on) by changing the fields you supply.

• Action
  Update lead

  Updates an existing lead in Prospect CRM. Only the fields you fill in are changed.

• Action
  Update Opportunity Status

  Changes the status of an opportunity (lead) in Prospect CRM.

• Action
  Update Problem Status

  Updates the status of an existing problem (support case) in Prospect CRM.

• Trigger
  New Assignment

  Triggers when a new assignment is created in Runn, optionally limited to one person, role or project.

• Trigger
  New Client

  Triggers when a new client is created in Runn.

• Trigger
  New Contract

  Triggers when a new contract is added to a person in Runn.

• Trigger
  New Holiday Group

  Triggers when a new holiday group is added to your Runn account.

• Trigger
  New Person

  Triggers when a new person is added in Runn.

• Trigger
  New Project

  Triggers when a new project is created in Runn.

• Trigger
  New Rate Card

  Triggers when a new rate card is created in Runn.

• Trigger
  New Role

  Triggers when a new role is created in Runn.

• Trigger
  New Skill

  Triggers when a new skill is created in Runn.

• Trigger
  New Team

  Triggers when a new team is created in Runn.

• Trigger
  New User

  Triggers when a new user is added to your Runn account.

• Action
  Assign a Manager

  Adds a Runn user as a manager of a person or placeholder, keeping any managers they already have. Returns the updated person.

• Action
  Create Assignment

  Creates an assignment that schedules a person or placeholder on a project in a role for a date range, with the same number of minutes on each working day.

• Action
  Create Client

  Creates a new client in Runn with a name and, optionally, a website and links to external systems.

• Action
  Create Contract

  Adds a new contract to a person in Runn, setting their role, dates, employment type, cost and working hours.

• Action
  Create Person

  Creates a person in Runn, along with their first contract (role, employment type, cost and working hours).

• Action
  Create Project

  Creates a project in Runn for a client, optionally setting its budget, pricing model, rate card, team and managers, or duplicating it from an existing template project.

• Action
  Create Role

  Creates a role in Runn, with optional default hourly cost, standard charge-out rate and external references.

• Action
  Create Skill

  Creates a new skill in Runn that can be assigned to people and placeholders.

• Action
  Create Timesheet (Actual)

  Records the time a person actually spent on a project for one day, creating the actual or overwriting an existing one for the same date, person, project, role and workstream.

• Action
  Find Client

  Returns Runn clients whose name contains the text you enter (case-insensitive), with each client's id, website, archived status and external references.

• Action
  Find Person

  Finds people in Runn by email, first name, last name or external id, returning every match and the first matching person.

• Action
  Find Project

  Returns the projects whose name contains the text you give (ignoring case), optionally narrowed by external ID or last-modified date.

• Action
  Find Role

  Finds roles in Runn whose name contains the text you give, ignoring case. Returns the matching roles, how many matched, and the first match.

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