Connect SetSmart to Fax.Plus

Both apps 26SetSmart 13Fax.Plus 13

• Trigger
  AI Switched Off

  Triggers when the AI is switched off for a SetSmart lead.

• Trigger
  Failed Message

  Triggers when a message to a SetSmart lead fails to send.

• Trigger
  Lead Accepts to Book a Sales Call

  Triggers when a SetSmart lead agrees to book a sales call.

• Trigger
  Lead Answered

  Triggers when a SetSmart lead answers the AI for the first time.

• Trigger
  New Lead

  Triggers when a new lead (conversation) is created in SetSmart.

• Trigger
  New Resume for Lead

  Triggers when the SetSmart AI generates or updates a lead's qualification summary.

• Action
  Cancel Scheduled Message

  Cancels a pending scheduled template message before it is sent.

• Action
  Export Conversations

  Exports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time.

• Action
  Find Contact

  Finds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details.

• Action
  List Scheduled Messages

  Lists scheduled WhatsApp template messages, filtered by status, template, contact or date range.

• Action
  Set Lead to Booked

  Marks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event.

• Action
  Turn Off AI

  Turns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email.

• Action
  Turn On AI

  Turns the SetSmart AI back on for an existing contact, so it resumes replying. Identify the contact by ID, phone or email.

• Action
  Add contact

  Creates a new contact in your Fax.Plus address book with a name and fax number, plus optional email, phone numbers, notes and groups.

• Action
  Delete contact

  Deletes a contact from your Fax.Plus address book.

• Action
  Delete fax

  Deletes a received or sent fax record from a Fax.Plus account by its ID.

• Action
  Delete outbox fax

  Deletes an outgoing fax that is still scheduled for sending from the Fax.Plus outbox.

• Action
  Get account

  Returns the profile, status and notification and fax settings of your Fax.Plus account or of a member of your corporate account.

• Action
  Get outbox fax

  Returns the details of a fax currently waiting to be sent from the outbox, including its status, recipients, files and send settings.

• Action
  List contacts

  Returns the contacts in your Fax.Plus account, optionally filtered by name, fax number, group or note, or looked up by specific contact IDs.

• Action
  List faxes

  Returns the fax records in your inbox, sent or spam folder, or a corporate member's, optionally filtered by date, status, number, read state and page count.

• Action
  List numbers

  Returns the fax numbers purchased by or assigned to an account, with each number's status, owner, assignees and notification settings.

• Action
  List outbox faxes

  Returns the faxes in an account's outbox that have not been sent yet.

• Action
  Send a Fax

  Sends a fax to one or more numbers, from a document link, previously uploaded files, or an existing fax, and returns the ID of the fax created for each recipient.

• Action
  Update contact

  Updates an existing contact in your Fax.Plus address book and returns the updated contact. Fields left blank keep their current values.

• Action
  Update fax

  Updates a received or sent fax record's comment or shared note, or marks it as read or unread.

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