Connect Signable and Terros

Both apps 42Signable 16Terros 26

• Trigger
  New Contact

  Triggers when a new contact is added to your Signable account.

• Trigger
  New Envelope

  Triggers when a new envelope is created in your Signable account.

• Action
  Cancel Envelope

  Cancels a sent Signable envelope so its parties can no longer sign it.

• Action
  Create Contact

  Creates a contact in your Signable contact list.

• Action
  Delete Contact

  Deletes a Signable contact.

• Action
  Delete Envelope

  Deletes a Signable envelope.

• Action
  Expire Envelope

  Expires a Signable envelope.

• Action
  Get Contact

  Returns one Signable contact by ID.

• Action
  Get Envelope

  Returns one Signable envelope with its parties and documents.

• Action
  Get Template

  Returns one Signable template with its parties and merge fields.

• Action
  List Contacts

  Returns contacts in your Signable account.

• Action
  List Envelopes

  Returns envelopes in your Signable account.

• Action
  List Templates

  Returns templates in your Signable account.

• Action
  Send an Envelope Using a Template

  Sends a new Signable envelope built from one of your templates to one signer.

• Action
  Send Envelope Reminder

  Sends a reminder to the parties of a Signable envelope who have not signed yet.

• Action
  Update Contact

  Updates a Signable contact's name or email.

• Trigger
  List Calendar Events

  Triggers when a new calendar event appears in Terros.

• Trigger
  List Status Ids

  Triggers when a new disposition (account status) is added in Terros.

• Trigger
  List Tasks

  Triggers when a new task appears in Terros.

• Trigger
  List Workflow Action IDs

  Triggers when a new action is added to a Terros workflow.

• Trigger
  List Workflow IDs

  Triggers when a new workflow is added in Terros.

• Trigger
  List Workflow Stage IDs

  Triggers when a new stage is added to a Terros workflow.

• Trigger
  New Account

  Triggers when a new account is added in Terros.

• Trigger
  New User

  Triggers when a new user is added to your Terros company.

• Action
  Add meeting

  Creates a recurring team meeting in Terros with a schedule, reminders and optional check-in rules.

• Action
  Create/Update Account

  Creates a Terros account, or updates it when the account ID is given.

• Action
  Create User

  Adds a user to your Terros company.

• Action
  Delete Account

  Deletes an account (a homeowner or lead record) from Terros by its account ID.

• Action
  Delete Calendar Event

  Deletes a calendar event.

• Action
  Delete meeting

  Archives a meeting in Terros, or permanently deletes it when Archive is set to false.

• Action
  Delete task

  Removes one or more Terros tasks, archiving them by default or deleting them permanently.

• Action
  Delete User

  Removes a user from your Terros company.

• Action
  Find Account

  Finds a Terros account by account ID, external lead ID or source ID.

• Action
  Find User

  Finds users whose name or email matches the search text.

• Action
  Get task

  Returns a single Terros task by its ID, including its subject, status, owner and criteria.

• Action
  List Accounts

  Returns accounts, optionally filtered by user, workflow or search text.

• Action
  List Available Closers

  Lists closers and their open appointment times for a team or user.

• Action
  List Users

  Returns the users in your Terros company, optionally limited to one team.

• Action
  List Workflow IDs

  Returns the workflows you can see, with their IDs.

• Action
  Make Report

  Runs a KPI report for the chosen KPIs, grouped by user, team or another dimension.

• Action
  Update meeting

  Updates a Terros meeting, replacing its team, name, recurring schedule, reminders, check-in options, location and meeting link.

• Action
  Update User

  Updates a Terros user's name, email, phone or time zone.

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