Connect Relatel to Mercury

Both apps 42Relatel 23Mercury 19

• Trigger
  New Call

  Triggers when a new call is made or received in Relatel.

• Trigger
  New message

  Triggered when a new message is sent or received in Relatel.

• Trigger
  New Smiley

  Triggers when a caller or chat visitor gives a new smiley (satisfaction rating) in Relatel.

• Trigger
  New voicemail

  Triggers when a new voicemail is left for an employee or reception.

• Action
  Add comment

  Adds a comment to a contact in Relatel, optionally notifying a colleague.

• Action
  Add contact

  Adds a new contact to your Relatel company and returns the new contact's id.

• Action
  Cloak Reception

  Sets which reception's number is shown as the caller ID on the authenticated employee's outgoing calls.

• Action
  Delete contact

  Deletes a contact from your Relatel organization and returns Relatel's confirmation message.

• Action
  Dial call

  Initiates a phone call: rings the authenticated employee's phone, then connects them to the given number.

• Action
  Do Not Disturb

  Turns Do Not Disturb on or off for the connected employee and returns the updated employee.

• Action
  Find contact by phone number

  Finds a Relatel contact by its phone number and returns the contact's details.

• Action
  Get contact

  Returns a single contact, including its phone number, name, email, tags and latest activity, by its contact ID.

• Action
  Get employee

  Returns one employee in your Relatel company by ID, including name, email, phone number, presence and do-not-disturb status.

• Action
  Join a Group

  Adds the authenticated employee to an employee group and returns the group's details after joining.

• Action
  Leave a Group

  Removes the authenticated employee from the chosen employee group and returns the group's details.

• Action
  List calls

  Returns calls in the Relatel account, optionally filtered by start time, end time, direction or the employee or reception that took the call.

• Action
  List contacts

  Returns the contacts in your Relatel account, optionally only those with a given phone number.

• Action
  List employee groups

  Returns all employee groups in your Relatel account, with each group's name, presence status and member employees.

• Action
  List employees

  Returns all employees in your Relatel company, including their phone numbers, presence and group memberships.

• Action
  List receptions

  Returns all receptions (phone lines/queues) in the Relatel account.

• Action
  List voicemails

  Returns the account's voicemails, optionally filtered by recording time, recipient or phone number. Returns up to 100 voicemails.

• Action
  Send SMS

  Sends an SMS to one or more phone numbers from your Relatel account or one of your receptions.

• Action
  Update contact

  Updates an existing contact's phone number, name, email, flag or tags, and returns the updated contact.

• Action
  Add customer

  Creates a new Accounts Receivable customer in Mercury that you can invoice.

• Action
  Add internal transfer

  Transfers funds between two Mercury accounts in the same organization and returns the paired debit and credit transactions.

• Action
  Add invoice

  Creates an invoice in Mercury for one of your customers, with line items, due date and payment options.

• Action
  Add recipient

  Creates a new payment recipient in Mercury, with optional ACH, wire, real-time payment or check details.

• Action
  Get account

  Returns a Mercury bank account by its ID, including its name, status, account and routing numbers, and current and available balances.

• Action
  Get invoice

  Returns the details of a Mercury invoice, including its customer, amount, status, dates and line items.

• Action
  Get organization

  Returns your Mercury organization's details, including legal business name, EIN, DBAs and subscription tier.

• Action
  Get recipient

  Returns the details of a Mercury payment recipient, including name, emails, default payment method and routing information.

• Action
  Get transaction

  Returns a single Mercury transaction by its ID, including amount, status, counterparty, attachments and related transactions.

• Action
  List accounts

  Returns all Mercury bank accounts in your organization, including balances, account and routing numbers, and status.

• Action
  List account statements

  Returns the monthly statements for a Mercury checking or savings account, optionally limited to a date range.

• Action
  List categories

  Returns the organization's custom expense categories used to classify transactions.

• Action
  List customers

  Returns the accounts receivable customers on your Mercury account (up to 1000).

• Action
  List invoices

  Returns the accounts receivable invoices in your Mercury organization, up to 1,000 at a time.

• Action
  List recipients

  Returns the payment recipients saved in your Mercury account (up to 1000).

• Action
  List transactions

  Returns transactions across all Mercury accounts, optionally filtered by date, status, account, card, category or search text.

• Action
  Send money

  Sends money from a Mercury account to a saved recipient by ACH, check, domestic wire or real-time payment. Returns the created transaction.

• Action
  Update recipient

  Updates an existing payment recipient's name, contact details and payment routing information.

• Action
  Update transaction

  Updates the note and/or category of an existing Mercury transaction.

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