Connect SmartMatchApp and Yext

Both apps 41SmartMatchApp 28Yext 13

• 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.

• Trigger
  New Entity

  Triggers when a new entity, such as a location, is added to your Yext Knowledge Graph.

• Trigger
  New Review

  Triggers when a new review of one of your locations arrives in Yext.

• Action
  Create User

  Creates a user in your Yext account.

• Action
  Delete Entity

  Deletes an entity from your Yext Knowledge Graph.

• Action
  Delete User

  Deletes a user from your Yext account.

• Action
  Get Entity

  Returns one Yext entity, such as a location, with all its fields.

• Action
  Get Review

  Returns one review with its rating, content and replies.

• Action
  List Entities

  Returns up to 50 entities (locations, events, FAQs and more) from your Yext Knowledge Graph, optionally limited to certain entity types.

• Action
  List Folders

  Returns the folders that organize your Yext entities.

• Action
  List Reviews

  Returns up to 50 reviews of your locations, with their average rating.

• Action
  List Users

  Returns up to 100 users of your Yext account.

• Action
  Reply to Review

  Posts a reply on a review, publicly or privately.

• Action
  Update Entity

  Updates the name, description or phone of an existing Yext entity; blank fields are left unchanged.

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