Connect SmartMatchApp to Harvestr

Both apps 44SmartMatchApp 28Harvestr 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 company

  Creates a company in Harvestr, optionally with an external id and segments.

• Action
  Add discovery

  Creates a discovery in Harvestr under a component or parent discovery.

• Action
  Add user

  Creates a user (feedback contributor) in Harvestr, optionally linked to a company and segments.

• Action
  Create Message

  Creates a feedback message in Harvestr, upserting the requester (user or company) and optional submitter.

• Action
  Get company

  Returns a single Harvestr company by its id or client id.

• Action
  Get discovery

  Returns a single Harvestr discovery by its ID, optionally including its custom field values and linked issues.

• Action
  Get message

  Returns a single Harvestr message (feedback item) by its id or client id.

• Action
  Get Submitters

  Returns a single submitter (user) in Harvestr by its ID, including contact details, company and segments.

• Action
  List companies

  Returns the companies in your Harvestr workspace, optionally filtered by creation or update date or by external identifier.

• Action
  List messages

  Returns messages from your Harvestr inbox, optionally filtered by date, channel, requester, feedback status or custom inbox.

• Action
  Search Discovery

  Searches Harvestr discoveries whose title contains the given text and returns the matching discoveries.

• Action
  Search Submitters

  Searches Harvestr submitters (users) by email, company, external ID or date range and returns the matches.

• Action
  Update company

  Updates a company's name, external identifier or segments in Harvestr.

• Action
  Update discovery

  Updates a discovery's state or parent in Harvestr and returns the updated discovery.

• Action
  Update message

  Updates a Harvestr message's labels or moves it between the new, processed and bin inboxes.

• Action
  Update user

  Updates an existing Harvestr user's name, email, phone, external id, company or segments.

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