Connect SmartMatchApp to Mailazy

Both apps 40SmartMatchApp 28Mailazy 12

• 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

  Creates a contact in Mailazy, optionally adding it to one or more lists right away.

• Action
  Add contact to list

  Adds a contact to a Mailazy list by contact id or email, which schedules that list's automation emails.

• Action
  Add list

  Creates a new contact list in your Mailazy product.

• Action
  Add suppression

  Adds an email address to the product's suppression list so no more email is sent to it. Re-adding an address already suppressed returns the existing entry.

• Action
  Add tag

  Creates a new tag in your Mailazy product. Tag names are unique, ignoring case.

• Action
  Delete contact

  Deletes a contact from your Mailazy product.

• Action
  Find contact by email

  Finds a Mailazy contact by its email address and returns the contact record.

• Action
  Get contact

  Returns a single Mailazy contact by its ID, including email, name and metadata.

• Action
  List contacts

  Returns contacts in your Mailazy product, optionally filtered and sorted by created date.

• Action
  List lists

  Returns all contact lists in your Mailazy product.

• Action
  Remove contact from list

  Removes a contact from a list and cancels any pending sends for that list.

• Action
  Update contact

  Updates a Mailazy contact's name and merges new values into its metadata.

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