Connect Salesmsg to Easybizy

Both apps 49Salesmsg 30Easybizy 19

• 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 Group Text Message (SMS / MMS)

  Sends the same SMS or MMS to several phone numbers from one Salesmsg inbox, one message per recipient.

• 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.

• Action
  Add activity to customer

  Adds an activity note to a customer in Easybizy, shown in the app like a note added there.

• Action
  Add appointment

  Books an appointment for an existing customer from an availability option previously returned by Easybizy's availability search. Returns the booking status, any payment link, and every appointment the booking created.

• Action
  Add catalog item

  Creates a new catalog item in Easybizy — either a service or a product — and returns the created item.

• Action
  Add customer

  Creates a new customer in Easybizy with their contact details, tags and marketing consent.

• Action
  Create Lead

  Creates a new lead in Easybizy, or adds the details to an existing lead with the same mobile number. Returns the lead's id.

• Action
  Delete customer

  Deletes (deactivates) a customer in Easybizy by its id.

• Action
  Delete lead

  Deletes (deactivates) an existing lead in Easybizy.

• Action
  Get catalog item

  Returns one catalog item (a product or a service) by its type and id.

• Action
  Get customer

  Returns a single Easybizy customer by id, including contact details, punchcards, loyalty points and balance.

• Action
  Get invoice

  Returns an invoice, receipt or partial tax invoice by its type and id, including its line items, payments and customer.

• Action
  Get lead

  Returns a single Easybizy lead by its id, including contact details, status and tags.

• Action
  List appointments

  Returns the appointments scheduled in a date range of up to 21 days, optionally narrowed to one customer, employee, appointment or cancelled bookings.

• Action
  List catalog items

  Returns the business's catalog items (products and services), optionally filtered by type or a search term.

• Action
  List customers

  Returns the business's customers, optionally filtered, searched and sorted.

• Action
  List leads

  Returns leads in your Easybizy account, optionally filtered, searched and sorted.

• Action
  Send WhatsApp message

  Sends a free-form WhatsApp message (text, or an uploaded file) to a customer, optionally with reply buttons or a link button. Requires an open 24-hour service window with that customer.

• Action
  Send WhatsApp template message

  Sends an approved WhatsApp template message to a customer by phone number or Easybizy customer id, creating the conversation if needed.

• Action
  Update customer

  Updates only the fields you provide on an existing Easybizy customer.

• Action
  Update lead

  Updates only the fields you provide on an existing Easybizy lead.

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