Connect servis.ai to Trolley

Both apps 10servis.ai 5Trolley 5

• Trigger
  Created or Updated App Record

  Triggers when a record in the chosen servis.ai app is created or updated.

• Action
  Create App Record

  Creates a new record in any servis.ai app (contacts, deals, accounts or a custom app) and returns its ID and field values.

• Action
  Find App Record

  Finds the first record in a servis.ai app whose chosen field equals a value.

• Action
  Update App Record

  Updates fields on an existing record in any servis.ai app and returns the updated record.

• Action
  Upsert App Record With Lines

  Creates or updates a servis.ai record together with its line items in one step.

• Action
  Create Recipient

  Creates a new recipient (individual or business) in Trolley that you can later send payments to.

• Action
  Delete recipient

  Deletes (archives) a Trolley recipient. The recipient can be un-archived later from Trolley.

• Action
  Find Recipient

  Finds recipients by email, name, reference ID or keyword, with optional status, country and payout-method filters.

• Action
  Retrieve a Recipient

  Returns the details of a single Trolley recipient, including status, address, payout method and accounts.

• Action
  Update recipient

  Updates an existing Trolley recipient's profile details such as name, email, address, tags or status.

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