Connect SmartMatchApp to TeamUp

Both apps 52SmartMatchApp 28TeamUp 24

• 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 event

  Creates a new class (event) on the TeamUp calendar at a venue, with its instructors, offering type and times.

• Action
  Add instructor

  Creates a new instructor (staff member) in your TeamUp business with a name, email, description and staff permissions.

• Action
  Add interaction

  Logs a CRM interaction (call, email, meeting or contact) against a customer.

• Action
  Add membership

  Creates a new membership offering (a pack, prepaid plan or recurring plan) that customers can buy.

• Action
  Add venue

  Creates a venue (a physical location or an online venue) in your TeamUp business.

• Action
  Cancel customer membership

  Cancels a customer's membership, optionally setting an explicit expiration date. Returns the updated customer membership.

• Action
  Create Customer Membership

  Gives a TeamUp customer one of the business's membership plans, optionally from a chosen start date.

• Action
  Get Customer

  Returns one TeamUp customer by ID, including name, email and status.

• Action
  Get Customer Membership

  Returns one customer membership by ID, including its plan, dates and status.

• Action
  Get Event

  Returns one TeamUp class or appointment by ID, including its times, venue and occupancy.

• Action
  Get invoice

  Returns a single invoice, including its status, due date, amount due, payer and receipt link.

• Action
  List Attendances

  Returns up to 100 class and appointment registrations per page, optionally for one customer or one event.

• Action
  List Customer Memberships

  Returns up to 100 customer memberships per page, optionally only those held by one customer.

• Action
  List Customers

  Returns up to 100 TeamUp customers per page, optionally filtered by a name or email search.

• Action
  List Events

  Returns up to 100 TeamUp classes and appointments per page, optionally within a start-time window.

• Action
  List instructors

  Returns the business's instructors, optionally filtered by name, offering type or event.

• Action
  List invoices

  Returns the invoices in your TeamUp business, optionally filtered by status, customer membership or store order.

• Action
  List Memberships

  Returns up to 100 of the membership plans the business offers per page.

• Action
  List Venues

  Returns up to 100 of the business's venues per page.

• Action
  Mark attendee no-show

  Marks a customer's attendance at an event (class or appointment) as a no-show and returns the updated attendance.

• Action
  Register customer for event

  Registers a customer for an event (class or appointment) and returns the new attendance.

• Action
  Unregister customer from event

  Removes a customer from an event (class or appointment) in TeamUp, optionally as a late cancellation.

• Action
  Update customer

  Updates an existing customer's name, lead source, participation or visibility.

• Action
  Update event

  Updates an existing class or event in TeamUp — its name, times, venue, instructors, capacity, description and more. Only the fields you fill in are changed.

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