Connect SmartEmailing to iClosed

Both apps 42SmartEmailing 17iClosed 25

• Trigger
  New Contact

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

• Trigger
  Updated Contact

  Triggers when an existing contact is updated in SmartEmailing.

• Action
  Add Contact list

  Creates a new contact list in SmartEmailing.

• Action
  Add Custom field

  Creates a new contact custom field in SmartEmailing with the given name and type.

• Action
  Delete Contact

  Permanently deletes a contact and anonymizes its data (GDPR forget). This cannot be undone.

• Action
  Get Contact

  Returns a single contact by email address or ID, including contact list memberships and custom field values.

• Action
  Get Contact list

  Returns a single contact list by its ID with all its properties, such as name, sender details and engagement rates.

• Action
  List Contact lists

  Returns all contact lists in your SmartEmailing account.

• Action
  List Contacts

  Returns contacts in your SmartEmailing account, optionally filtered by email, name, company and other contact details, including their list memberships and custom field values.

• Action
  List Contacts in list

  Returns the contacts that belong to a contact list, with their details and list memberships.

• Action
  List Custom fields

  Returns the custom field definitions set up in your SmartEmailing account, optionally with their options.

• Action
  List Newsletters

  Returns your finished newsletters with their sender details, send times and open, click and unsubscribe counts.

• Action
  Send custom email

  Sends a SmartEmailing email or email template to one recipient, with optional subject, preheader and dynamic content overrides.

• Action
  Send transactional email

  Sends a transactional email (no unsubscribe link) to one recipient, either from a saved email/template or from a subject and body you supply.

• Action
  Unsubscribe Contact

  Unsubscribes a contact from a chosen contact list.

• Action
  Update Contact email address

  Changes a contact's email address in SmartEmailing, moving all of the contact's data to the new address.

• Action
  Update Contact list

  Updates an existing contact list's name, public name, sender name, sender email or reply-to address. Only the values you provide are changed.

• Action
  Add Call Outcome

  Records the outcome of a scheduled iClosed call (won, no sale, approved or rejected), with optional notes, objection, no-sale reason and deal details for a won call.

• Action
  Add custom field

  Creates a new custom field on iClosed contacts, calls, events, deals, users or iScores, and returns the created field.

• Action
  Add deal

  Creates a new deal from an iClosed call booking, with an optional product, value, and linked transactions.

• Action
  Add product

  Creates a new product in your iClosed account and returns the created product.

• Action
  Cancel Call

  Cancels a scheduled iClosed call, optionally recording the reason. Invitees lose the booking.

• Action
  Create Contact

  Creates a new contact in iClosed, or updates the existing contact with the same email or phone number.

• Action
  Create Note

  Adds a note to an existing contact in iClosed.

• Action
  Create Transaction

  Creates a transaction (a payment or sale) in iClosed with its value and the buyer's contact details.

• Action
  Delete transaction

  Permanently deletes a transaction by its ID. This cannot be undone.

• Action
  Get event

  Returns one iClosed event, including its settings, hosts, invitee questions and routing rules, looked up by event ID or booking link prefix.

• Action
  List contact notes

  Returns the notes recorded on an iClosed contact, optionally only those written by a specific user.

• Action
  List deals

  Returns the deals in the iClosed account, with their contact, assigned user, product and event, optionally filtered by contact, user, product, event, type, contact status, search text or time range.

• Action
  List events

  Returns the events (booking pages) in the iClosed account, optionally narrowed by search text, host or event type.

• Action
  List products

  Returns the products in the iClosed account, with optional filtering by name, parent product and date range, and optional sorting.

• Action
  Search Call

  Returns scheduled calls that match the search text and filters you specify, such as invitee email, contact, closer, event, outcome or date range.

• Action
  Search Contact

  Searches contacts by name, email or phone number, with optional filters for owner, status, event and join date. Returns up to 100 matching contacts.

• Action
  Search Custom Fields

  Searches the custom fields defined for one iClosed object type (contacts, calls, events, deals, users or iScore), optionally filtered by name, input type or identifier.

• Action
  Search Transaction

  Searches transactions by name, email, phone number or value, with optional filters for source, sync status and creation date.

• Action
  Search Users

  Finds users in your iClosed account whose name or email matches the search text, including removed users.

• Action
  Update call

  Updates a scheduled call's date and time, and optionally its assigned closer, reason, notes and additional guests. Returns the updated call.

• Action
  Update Contact

  Updates an existing iClosed contact's name, emails, phone numbers, status or referrer URL. Only the fields you fill in are changed.

• Action
  Update Contact Custom Field

  Sets or replaces the value of one custom field on an iClosed contact. Choose the field by its id or its identifier.

• Action
  Update deal

  Updates an existing deal's value, product, closer, time, transaction type and linked transactions, and returns the updated deal.

• Action
  Update product

  Updates an existing product's name or description in iClosed and returns the updated product.

• Action
  Update transaction

  Updates an existing iClosed transaction's name, contact details, description, value or source, and returns the updated transaction.

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