Connect Sally to Surefire Local Platform

Both apps 35Sally 18Surefire Local Platform 17

• 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 backlink

  Creates a backlink record for a client, saving the source, the linking URL and the date it was referenced.

• Action
  Add client

  Creates a new client in Surefire Local with its business contact details and enabled services.

• Action
  Add group

  Creates a new group in Surefire from an existing client, recording the user who created it.

• Action
  Add message

  Creates a content-calendar message (a WordPress or third-party blog post) for a client, as scheduled, pending approval, or draft.

• Action
  Add order

  Creates a content order for a Surefire Local client, including its title, due date, word limit, keywords and briefing.

• Action
  Add review comment

  Adds a reply comment to a Yext review for a location.

• Action
  Create Lead

  Creates a lead (customer contact) for a client location in Surefire Local.

• Action
  Get message

  Returns a content-calendar message (social post) for a client, including its comments and the per-network posts it was published as.

• Action
  List backlinks

  Returns all the saved backlinks of a client, with each backlink's source, link and referenced date.

• Action
  List groups

  Returns the client groups in the account, optionally filtered by national client or group client.

• Action
  List leads activity

  Returns the lead activity (calls, chats, form fills and other lead events) recorded for a location, optionally filtered by date range, status, activity type, channel and tags.

• Action
  List orders

  Returns the orders placed for a client.

• Action
  List tags

  Returns all tags defined for a Surefire location.

• Action
  List users

  Returns the list of active users, optionally filtered to one client.

• Action
  List Yext reviews

  Returns the Yext reviews for a location, optionally filtered by rating, keyword, source, comment status and date range.

• Action
  Update client

  Updates an existing client's business details, contact info and service flags. Only the fields you fill in are changed.

• Action
  Update message

  Updates an existing content message (post), such as its text, subject, status, photos or SEO details, and returns the result reported by Surefire.

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