Connect SmartMatchApp to FilePost

Both apps 38SmartMatchApp 28FilePost 10

• 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
  Create Intake Link

  Creates a FilePost intake link — a public upload page you can send to someone so they can drop files to you, with your own limits on file type, size, count and how long it stays open.

• Action
  Delete File

  Permanently deletes a file from FilePost. The stored file and its public link are removed and cannot be recovered.

• Action
  Delete intake link

  Closes a FilePost intake link so it stops accepting uploads. Files already uploaded through it are untouched, and the slot frees up against your plan's limit on active links.

• Action
  Get file

  Returns the details FilePost holds about one stored file — its name, size, type, download link and when it expires.

• Action
  Get intake link

  Returns one intake link from your FilePost account, looked up by its intake link ID. FilePost has no single-link endpoint, so the link is selected out of your full list of intake links.

• Action
  List Files

  Returns the files stored in your FilePost account, newest first, together with the total number of files.

• Action
  List intake links

  Returns the intake links on your FilePost account, with each link's label, public upload page, limits and expiry.

• Action
  Update file

  Changes whether a stored file's name appears in its public link, and returns the file with its new link.

• Action
  Upload File

  Uploads a file to FilePost and returns its shareable link.

• Action
  Upload File From URL

  Stores a file from a public web link in FilePost and returns its shareable link.

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