Connect Sally to EveryAction

Both apps 32Sally 18EveryAction 14

• Trigger
  New Recording

  Triggers when a new recording appears in a Sally directory.

• Trigger
  New Summary for Appointment Created

  Triggers when Sally finishes a new meeting summary.

• Trigger
  New Task

  Triggers when a new task is created in a Sally directory.

• Action
  Create Recording from URL

  Creates a Sally recording from an audio or video file URL and starts transcription.

• Action
  Create Tag

  Creates a tag in the Sally tag catalog (admins and owners only).

• Action
  Create Task

  Creates a task in Sally.

• Action
  Create Vocabulary Entry

  Adds a vocabulary phrase that improves Sally transcription.

• Action
  Delete Task

  Deletes a Sally task.

• Action
  Find Summaries

  Searches Sally recording summaries by words in their content.

• Action
  Find Tasks

  Searches Sally tasks by text.

• Action
  Get Recording

  Returns one Sally recording by id.

• Action
  Get Recording Transcript

  Returns the transcript of a Sally recording with its time-coded segments and speakers.

• Action
  Get Summary

  Returns one Sally recording summary with its sections.

• Action
  Get Task

  Returns one Sally task by id.

• Action
  List Directories

  Returns the Sally company accounts (directories) your token can access.

• Action
  List Recording Summaries

  Returns the AI summaries of a Sally recording, one per language.

• Action
  Toggle Task Done

  Marks a Sally task done, or reopens it.

• Action
  Update Task

  Updates the fields you supply on a Sally task.

• Action
  Add a Contribution

  Creates a contribution (donation) for a contact in EveryAction, credited to a designation.

• Action
  Add Activist Codes

  Applies or removes an activist code on a person in EveryAction.

• Action
  Add Canvass Responses

  Records a canvass interaction with a person: either a result code (e.g. not home) or a set of activist code, survey and volunteer activity responses.

• Action
  Add Contact History

  Records a contact attempt (contact history with a result code, such as Not Home or Wrong Number) on a person in EveryAction.

• Action
  Add event

  Creates a new event in EveryAction with its date range, event type, and optional locations, shifts, roles and notes.

• Action
  Add Note to Contact

  Adds a free-form note to a contact (person) in EveryAction, optionally with a category and a contact history record.

• Action
  Add Survey Responses

  Records a contact's answer to a survey question in EveryAction.

• Action
  Create Financial Batch

  Creates a financial batch for grouping contributions under a designation.

• Action
  Create or Update Contact

  Finds a contact matching the details given and updates it, or creates a new contact when no match exists. Returns the contact's VAN ID.

• Action
  Find Contact

  Finds contacts matching the name, address, phone, or email criteria you provide. Matches are case-insensitive and match any value starting with what you enter.

• Action
  Find Financial Batch

  Finds financial batches whose names contain the given text, optionally including unassigned, auto-generated and closed batches.

• Action
  Get activist code

  Returns one activist code by its id, including its name, type, description, script question and status.

• Action
  Subscribe Email

  Finds or creates a contact by email and marks that email address as subscribed.

• Action
  Tag a Contact

  Applies a tag (or source code) to an existing contact in EveryAction.

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