Connect REsimpli and Salesmsg

Both apps 66REsimpli 37Salesmsg 29

• Trigger
  New Agent

  Triggers when a new agent is added in REsimpli.

• Trigger
  New Buyer

  Triggers when a new buyer is added in REsimpli.

• Trigger
  New Lead

  Triggers when a new lead is added in REsimpli.

• Trigger
  New Vendor

  Triggers when a new vendor is added in REsimpli.

• Action
  Add Activity

  Adds an activity comment to a lead, buyer, vendor, agent or list stacking record in REsimpli.

• Action
  Add Contact Details to Lead

  Creates a contact from the details you supply and links it to an existing lead. If a contact with the same phone or email already exists, that contact is linked instead.

• Action
  Add Contact to Lead

  Links an existing contact to a lead in REsimpli, optionally making it the lead's primary contact.

• Action
  Add Tags to Agent

  Adds one or more existing agent tags to an agent in REsimpli.

• Action
  Add Tags to Buyer

  Adds one or more existing buyer tags to a buyer in REsimpli.

• Action
  Add Tags to Lead

  Adds one or more existing lead tags to a lead in REsimpli.

• Action
  Add Tags to Vendor

  Adds one or more existing vendor tags to a vendor in REsimpli.

• Action
  Create Buyer

  Creates a new buyer in REsimpli with contact details, pipeline status, marketing campaign and buy-box preferences.

• Action
  Create Lead

  Creates a new lead (property and seller contact) in REsimpli and returns the created lead.

• Action
  Create Tag

  Creates one or more tags in REsimpli for a chosen record type (leads, buyers, vendors, agents and more).

• Action
  Create Vendor

  Creates a new vendor in REsimpli with its contact details, pipeline status, vendor type and targeting.

• Action
  Delete Agent

  Deletes an agent in REsimpli (soft delete).

• Action
  Delete Buyer

  Deletes a buyer in REsimpli (soft-delete).

• Action
  Download File

  Downloads a file stored on a REsimpli lead, buyer, vendor or agent record.

• Action
  Get Buyer

  Returns the full details of a buyer in REsimpli.

• Action
  Get Vendor

  Returns the full details of a vendor in REsimpli.

• Action
  List Activities

  Returns the activity history (or conversations only) for a REsimpli lead, buyer, vendor, agent or list stacking record.

• Action
  List Agents

  Returns agents in your REsimpli account, optionally filtered by search text, status, pipeline, assigned user, tags or target area.

• Action
  List Buyers

  Returns buyers in your REsimpli account, optionally filtered by search text, pipeline, status, assigned users, tags, or target cities and states.

• Action
  List Call Logs

  Returns the call logs recorded on a lead, buyer, vendor, agent or list stacking record.

• Action
  List Contacts

  Returns contacts in your REsimpli account with their names, phone numbers and emails, optionally filtered by a search term.

• Action
  List Files

  Returns the files stored in a folder on a REsimpli lead, buyer, vendor, agent or other record, optionally filtered by category or search text.

• Action
  List Leads

  Returns leads in REsimpli, optionally filtered by search text, status or pipeline (up to 100 per call).

• Action
  List Vendors

  Returns vendors in your REsimpli account, optionally filtered by search text, status, pipeline, assigned users, tags or target areas.

• Action
  Remove Contact from Lead

  Unlinks a contact from a lead in REsimpli. If the removed contact was primary, another contact on the lead becomes primary.

• Action
  Remove Tags from Agent

  Removes one or more tags from an agent in REsimpli.

• Action
  Remove Tags from Buyer

  Removes one or more tags from a buyer in REsimpli.

• Action
  Remove Tags from Lead

  Removes one or more tags from a lead in REsimpli.

• Action
  Update Agent Status

  Moves an agent to another pipeline status in REsimpli, optionally completing open tasks.

• Action
  Update Buyer Status

  Moves a buyer to another pipeline status in REsimpli.

• Action
  Update Custom Question Answers

  Saves answers to custom questions on a lead, buyer, vendor or agent. Answers to other questions are kept.

• Action
  Update Lead Status

  Moves a lead to another pipeline status in REsimpli, optionally completing its open tasks.

• Action
  Update Vendor Status

  Moves a vendor to another pipeline status in REsimpli.

• Trigger
  Contact Updated

  Triggers when a contact in Salesmsg is created or updated.

• Trigger
  Missed Incoming Phone Call

  Triggers when an incoming phone call to your Salesmsg number is missed.

• Trigger
  New Contact

  Triggers when a new contact is created in Salesmsg.

• Trigger
  New Contact Opted-Out

  Triggers when a contact in Salesmsg is opted out of text messaging.

• Trigger
  New or Updated Conversation

  Triggers when an open Salesmsg conversation starts or gets a new message (its latest message time changes). Returns the conversation, including its contact and inbox, not the message text.

• Trigger
  New Phone Call Received

  Triggers when a new incoming phone call is logged in Salesmsg call history.

• Action
  Add broadcast

  Creates a broadcast in Salesmsg that sends a message from one of your numbers to the selected contacts, now or on a schedule, or saves it as a draft. Returns the new broadcast.

• Action
  Add tag

  Creates a new tag in your Salesmsg account that can then be applied to contacts.

• Action
  Add Tag to Contact

  Adds an existing tag to a Salesmsg contact.

• Action
  Assign conversation

  Assigns a conversation to a team member. Leave the user blank to set the conversation to Unassigned.

• Action
  Close conversation

  Closes a conversation for everyone on the team. The conversation and its messages stay visible under Closed Conversations, and the closed conversation is returned.

• Action
  Create Note

  Creates a note on a Salesmsg contact.

• Action
  Create or Update Contact

  Creates a Salesmsg contact for a phone number, or returns the existing contact with that number, setting name and email.

• Action
  Delete contact

  Deletes a contact from your Salesmsg account.

• Action
  Delete note

  Permanently deletes a note from a Salesmsg contact and returns the vendor's confirmation message.

• Action
  Find Contact

  Finds contacts whose name, email or phone number matches a search term.

• Action
  Find Salesmsg Member

  Searches the members of your Salesmsg organization by name or email and returns the matches.

• Action
  Get contact

  Returns a Salesmsg contact by its id, including its tags, notes and custom field values.

• Action
  Get conversation

  Returns a conversation by its ID, including its contact participants, owner, assigned user, phone number, status dates and reassignment history.

• Action
  List conversations

  Returns the conversations in the connected Salesmsg account that match a status filter, with each conversation's contact, owner and number details.

• Action
  List tags

  Returns the tags in the Salesmsg account, with optional search, sorting and filtering by tag.

• Action
  List teams

  Returns the teams (inboxes) in your Salesmsg organization, with each team's name, owner and phone number.

• Action
  Opt-in a contact

  Opts a contact back in so messages can be sent to them again, and returns the updated contact. A contact who opted out by replying (a hard opt-out) cannot be opted in this way.

• Action
  Opt-Out a Contact

  Opts out a Salesmsg contact so they no longer receive messages from your local and toll-free numbers. Returns the updated contact.

• Action
  Phone Number Lookup (PhoneCheckr)

  Looks up a phone number and returns its formatted form, country, carrier and line type.

• Action
  Remove Tag From Contact

  Removes a tag from a Salesmsg contact.

• Action
  Send a Text Message (SMS / MMS)

  Sends an SMS or MMS text message to a phone number from one of your Salesmsg inboxes.

• Action
  Update contact custom field

  Updates the value of one custom field on a Salesmsg contact and returns the updated contact.

• Action
  Update note

  Updates the text of an existing note on a Salesmsg contact.

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