Connect Runn to IXACT Contact CRM

Both apps 36Runn 24IXACT Contact CRM 12

• 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.

• Action
  Add group

  Adds a new contact group to the IXACT Contact account and returns the new group's id.

• Action
  Add note

  Adds a note to a contact in IXACT Contact and returns the new note.

• Action
  Create Contact

  Creates a new contact in IXACT Contact and returns the new contact's id.

• Action
  Create Lead

  Creates a new lead in IXACT Contact and returns the created lead record.

• Action
  Delete contact

  Deletes a contact by ID from your IXACT Contact account.

• Action
  Get contact

  Returns a single IXACT contact by ID, including emails, phones, addresses, groups and family details.

• Action
  List contacts

  Returns the contacts in your IXACT Contact account, optionally narrowed to those matching an email address or updated since a given date.

• Action
  List groups

  Returns the contact groups in the IXACT Contact account, optionally narrowed by name or last-updated date.

• Action
  List notes

  Returns the notes recorded on a contact, optionally narrowed to a note date or note type.

• Action
  List note types

  Returns the note types defined in the IXACT Contact account, optionally only those with a given name.

• Action
  Update contact

  Updates an existing contact by ID, changing only the fields you fill in and keeping the rest of the contact as it is.

• Action
  Update note

  Updates an existing note on a contact in IXACT Contact, changing its text, type or date.

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