Connect SmartMatchApp to Workflowy

Both apps 38SmartMatchApp 28Workflowy 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
  Complete a bullet

  Marks an existing Workflowy bullet as complete. Give it the bullet's ID; Workflowy checks the bullet off in place.

• Action
  Create Bullet

  Creates a new bullet in Workflowy, optionally under a parent bullet, with its text, note, layout and position.

• Action
  Delete a bullet

  Deletes a bullet from Workflowy by its ID, along with anything nested under it.

• Action
  Export all bullets

  Returns the entire Workflowy outline for the account — every bullet with its text, note and nested children. Workflowy allows one export per minute.

• Action
  Get a bullet

  Returns one Workflowy bullet by its ID, including its text, note, parent, completion state and timestamps.

• Action
  List bullets

  Lists Workflowy bullets — the children of a given bullet, or the top-level bullets when no parent is given.

• Action
  List targets

  Lists the saved target locations in Workflowy — the places this connection is allowed to add bullets to.

• Action
  Move a bullet

  Moves a Workflowy bullet under a different parent bullet, optionally at a specific position among its new siblings.

• Action
  Uncomplete a bullet

  Un-checks a completed Workflowy bullet, putting it back to not-done.

• Action
  Update a bullet

  Updates an existing Workflowy bullet's text, note or layout. Anything left blank is left as it is.

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