Connect SmartMatchApp to Bland AI

Both apps 44SmartMatchApp 28Bland AI 16

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Client Note

  Triggers when a note is added to a client.

• Trigger
  New Task

  Triggers when a new task is created.

• Action
  Create Client

  Creates a new client in your SmartMatchApp agency and returns its ID.

• Action
  Create Client Match

  Creates a match between a client and another client and returns the match ID.

• Action
  Create Client Note

  Adds a note to a client and returns the note ID.

• Action
  Create Email Draft

  Creates an email draft and returns its ID.

• Action
  Create Task

  Creates a task and returns its ID.

• Action
  Create Task Note

  Adds a note to a task and returns the note ID.

• Action
  Delete Client

  Deletes a client.

• Action
  Delete Client Match

  Deletes a client match.

• Action
  Delete Client Note

  Deletes a client note.

• Action
  Delete Email Draft

  Deletes an email draft.

• Action
  Delete Task

  Deletes a task.

• Action
  Find a Client

  Returns clients, newest first, with paging.

• Action
  Get Client

  Returns a client's type, status, created date and assigned users.

• Action
  Get Client Note

  Returns one note on a client.

• Action
  Get Email Draft

  Returns an email draft.

• Action
  Get Task

  Returns a task with its board, status and folder.

• Action
  List Client Matches

  Returns a client's matches.

• Action
  List Client Notes

  Returns a client's notes.

• Action
  List Email Drafts

  Returns email drafts.

• Action
  List Tasks

  Returns tasks, optionally filtered by board, status or assignee.

• Action
  Update Client

  Updates a client's type, status flags or assigned users.

• Action
  Update Client Match

  Updates a client match's group, priorities, due dates or statuses.

• Action
  Update Client Note

  Updates a client note's content or date.

• Action
  Update Email Draft

  Updates an email draft's subject, message or campaign.

• Action
  Update Task

  Updates a task.

• Action
  Add Contact

  Adds a contact to Bland. If a contact with the same phone number, email or external ID already exists, that contact is returned instead of creating a duplicate.

• Action
  Add Knowledge Base

  Creates a new Bland knowledge base item from text you provide, so your AI agents can search it during calls.

• Action
  Add Pathway

  Create a new, empty conversational pathway in Bland AI.

• Action
  Delete Knowledge Base

  Delete a knowledge base item.

• Action
  Delete Pathway

  Delete a conversational pathway.

• Action
  Find Contacts by criteria

  Finds a contact matching the specified phone number, email or external ID.

• Action
  Get Batch

  Retrieve metadata for a specific batch.

• Action
  Get Contact

  Retrieve a Bland contact by ID, including identifiers, memories and metadata.

• Action
  Get Knowledge Base

  Retrieves a specific knowledge base item by ID, including its status, metadata and file information.

• Action
  Get Pathway

  Returns a conversational pathway in your Bland account, including its name, description, nodes and edges.

• Action
  List Contacts

  Lists the contacts in your Bland organization, including each contact's identifiers and memories.

• Action
  List Knowledge Bases

  Lists the knowledge base items in your Bland organization, including their name, status and type.

• Action
  List Pathways

  Returns all conversational pathways in the Bland account, including each pathway's name, description, nodes and edges.

• Action
  Update Contact

  Update an existing contact's information.

• Action
  Update Knowledge Base

  Updates a knowledge base item's name and/or description. The item's content is not changed.

• Action
  Update Pathway

  Updates a conversational pathway's name, description, nodes and edges. Fields left blank are not changed.

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