Connect RiskAdvisor to Mailsoftly

Both apps 43RiskAdvisor 23Mailsoftly 20

• Trigger
  Call-In Quote Submitted

  Triggers when a call-in quote is submitted to the current RiskAdvisor team.

• Trigger
  Custom QuoteForm Submitted

  Triggers when a custom quote form is submitted to the current RiskAdvisor team.

• Trigger
  New Client

  Triggers when a new client is created in RiskAdvisor.

• Trigger
  New Policy

  Triggers when a new policy-link result is captured in RiskAdvisor.

• Trigger
  New Risk Profile

  Triggers when a new risk profile is created in RiskAdvisor.

• Trigger
  QuoteForm Submitted

  Triggers when a quote form is submitted to the current RiskAdvisor team.

• Trigger
  Updated Client

  Triggers when a client is created or updated in RiskAdvisor.

• Action
  Add Notes

  Appends notes to a RiskAdvisor risk profile; existing notes are kept.

• Action
  Archive Client

  Archives a RiskAdvisor client together with its related risk profiles.

• Action
  Create Client

  Creates a client on the connected user's current RiskAdvisor team.

• Action
  Create Driver

  Adds a driver to a risk profile that has auto insurance.

• Action
  Create Risk Profile

  Creates a draft risk profile for an existing client on the current RiskAdvisor team.

• Action
  Create Vehicle

  Adds a vehicle to a risk profile that has auto insurance.

• Action
  Find Client

  Finds RiskAdvisor clients by exact email, or by a search over name, email and phone.

• Action
  Find Policy

  Finds policy-link results by client email or client ID.

• Action
  Find Risk Profile

  Finds risk profiles by the primary client's email, draft status or insurance type.

• Action
  Get Client

  Returns one RiskAdvisor client by its ID, with name, contact details and lead source.

• Action
  Get current user

  Returns the RiskAdvisor user who owns the connected account's API token.

• Action
  List call-in quotes

  Returns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.

• Action
  List Drivers

  Returns the drivers on a risk profile's auto insurance.

• Action
  List Teams

  Returns the teams (agencies) the connected RiskAdvisor user belongs to.

• Action
  List Vehicles

  Returns the vehicles on a risk profile's auto insurance.

• Action
  Update Client

  Updates an existing RiskAdvisor client; fields left blank stay unchanged.

• Action
  Add contact list

  Creates a new, empty contact list in Mailsoftly with the name you give it and returns the new list's id.

• Action
  Add contact note

  Writes a plain-text note on a Mailsoftly contact, visible to the whole team on the contact record. Optionally backdates the note to when the conversation happened.

• Action
  Add Global Unsubscribe

  Globally unsubscribes an email address from all email campaigns and newsletters in the account, creating the contact if it does not exist yet.

• Action
  Add or update contact

  Creates a new contact in Mailsoftly, or updates the existing contact with the same email address (or the given contact ID).

• Action
  Add Tag to Contact

  Adds a tag to a contact, either an existing tag or one found or created by name.

• Action
  Add to Contact List

  Adds an existing contact to an existing contact list. If the contact is already on the list, it returns an informational message instead of an error.

• Action
  Add to Suppression List

  Adds an email address to your Mailsoftly suppression list so no further mail from the account goes to it, creating a contact for the address if none exists.

• Action
  Create Contact

  Creates a new contact in your Mailsoftly account and returns the saved contact, including its new ID.

• Action
  Create Tag

  Creates a contact tag in Mailsoftly, or returns the existing tag when one with the same name already exists.

• Action
  Delete contact

  Permanently deletes a contact from Mailsoftly, along with its list memberships, tags and activity.

• Action
  Find contacts

  Returns the contacts that exactly match the email address, first name and/or last name you supply.

• Action
  Get contact

  Returns one contact by its id, with all of its details including address, company, subscription dates and custom fields.

• Action
  Get Contact Activity

  Returns one contact's activity timeline, newest first: list and subscription events, campaign emails with their opens and clicks, and teammate notes.

• Action
  Get Contact Subscriptions

  Returns one contact's email subscription state: whether the address is suppressed or globally unsubscribed, and which email types the contact receives.

• Action
  List contact lists

  Returns all contact lists in your Mailsoftly account with their ids, names and contact counts.

• Action
  List Contacts in Contact List

  Returns the contacts that belong to one contact list, with when each was added to the list.

• Action
  List Tags

  Returns every contact tag in the account with its id, name and color.

• Action
  Remove contact from contact list

  Removes a contact from one of your Mailsoftly contact lists. The contact record and its other list memberships are left untouched.

• Action
  Remove Tag to Contact

  Removes one or more tags from a Mailsoftly contact, by tag or by tag name. The tags stay defined on the account for other contacts.

• Action
  Update Contact

  Updates an existing Mailsoftly contact. Only the fields you fill in are changed; everything else on the contact keeps its current value.

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