Connect Relate to Prembly

Both apps 33Relate 22Prembly 11

• Trigger
  Contact Created

  Triggers when a new contact is added in Relate.

• Trigger
  Entry Created

  Triggers when a new entry is added to a Relate list or process.

• Trigger
  Entry Updated

  Triggers when an entry in a Relate list or process is added or changed.

• Trigger
  New Recorded Meeting

  Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).

• Trigger
  Note Created

  Triggers when a new note is added in Relate.

• Trigger
  Organization Created

  Triggers when a new organization is added in Relate.

• Action
  Create Contact

  Creates a contact in Relate from a first name and/or email address, optionally linked to an organization.

• Action
  Create Note

  Creates a note on an organization in Relate, optionally linked to a deal.

• Action
  Create Organization

  Creates an organization in Relate from a name and/or website domain.

• Action
  Delete Contact

  Deletes a Relate contact.

• Action
  Delete Note

  Deletes a note in Relate.

• Action
  Delete Organization

  Deletes a Relate organization.

• Action
  Find Contact

  Finds a contact in Relate by email address or phone number and returns the first match.

• Action
  Find Entry From Organization Process

  Finds an organization's entry in a Relate process by organization ID.

• Action
  Find Note

  Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.

• Action
  Find Organization

  Returns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.

• Action
  Get Contact

  Returns one Relate contact by its ID.

• Action
  Get Organization

  Returns one Relate organization by its ID.

• Action
  Get Recording

  Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).

• Action
  Update Contact

  Updates a Relate contact's name or email addresses.

• Action
  Update Note

  Updates a note's text or linked deal in Relate.

• Action
  Update Organization

  Updates a Relate organization's name or domains.

• Action
  Get Wallet Balance

  Returns your Prembly wallet's current balance, currency and account status. Works on live accounts only.

• Action
  List bank codes

  Returns the list of Nigerian banks with their bank codes, for use when verifying a bank account.

• Action
  Verify bank account

  Verifies a Nigerian bank account number against its bank and returns the account holder's name.

• Action
  Verify BVN

  Verifies a Nigerian Bank Verification Number (BVN) and returns the holder's identity details.

• Action
  Verify CAC

  Verifies a Nigerian company's Corporate Affairs Commission (CAC) registration number and returns the registered company details.

• Action
  Verify driver's license

  Verifies a Nigerian driver's license number and returns the license holder's details.

• Action
  Verify international passport

  Verifies a Nigerian international passport number against the holder's last name and returns the passport holder's details.

• Action
  Verify NIN

  Verifies a Nigerian Virtual NIN and returns the holder's identity details.

• Action
  Verify phone number

  Verifies a Nigerian phone number and returns the registered owner's name and date of birth.

• Action
  Verify TIN

  Verifies a Nigerian Tax Identification Number (or the company's CAC RC number or phone number) and returns the taxpayer's registered details.

• Action
  Verify voter's card

  Verifies a Nigerian voter's card (VIN) and returns the cardholder's registered details, such as name, date of birth, state, LGA and polling unit.

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