Connect Sortd for Gmail to Agendor

Both apps 50Sortd for Gmail 25Agendor 25

• Trigger
  New Task Created

  Triggers when a new task is created on the chosen Sortd board.

• Trigger
  Task Archived

  Triggers when a task on the chosen Sortd board is archived.

• Trigger
  Task Assigned

  Triggers when a task on the chosen Sortd board is assigned to the given team member.

• Trigger
  Task Completed

  Triggers when a task on the chosen Sortd board is marked complete.

• Trigger
  Task Moved to List

  Triggers when a task arrives on the chosen Sortd list, whether created there or moved in.

• Action
  Add comment

  Adds a plain-text comment to a Sortd task, with optional @email mentions of board members.

• Action
  Add company

  Creates a CRM company in a Sortd team, with optional type, stage, company details and tags.

• Action
  Add contact

  Creates a CRM contact in a Sortd team, optionally linked to an existing or new company.

• Action
  Archive task

  Archives a Sortd task, moving its card off the board into the board's archive.

• Action
  Assign a Task

  Assigns a Sortd task to a member of its board and returns the updated task.

• Action
  Complete Task

  Marks a Sortd task as complete and returns the updated task.

• Action
  Create Task

  Creates a new task on a Sortd list and returns it.

• Action
  Create Task From Gmail Thread

  Creates a Sortd task from a Gmail thread (title defaults to the email subject) and returns it.

• Action
  Delete task

  Deletes a Sortd task. The task stops appearing in boards and lists but can be recovered; linked email threads are left intact.

• Action
  Find contacts by criteria

  Searches a Sortd team's CRM contacts by text, contact type and stage, returning the matching contacts.

• Action
  Get a Lists Tasks

  Returns the tasks on a Sortd list.

• Action
  Get task

  Returns a single Sortd task, including its board and list, status, assignee, due date, linked email threads and custom-field values.

• Action
  List boards

  Returns all boards owned by a Sortd team, with each board's id, name and type.

• Action
  List lists

  Returns the task lists (columns) on a Sortd board.

• Action
  Mark Task as Incomplete

  Reopens a completed Sortd task and returns the updated task.

• Action
  Move a Task to a New List

  Moves a Sortd task to another list (on the same or another board) and returns the updated task.

• Action
  Send email

  Composes and sends a new email from the connected Sortd user's Gmail mailbox, optionally onto an existing thread.

• Action
  Unassign Task

  Clears the assignee on a Sortd task and returns the updated task.

• Action
  Update contact

  Updates an existing CRM contact in Sortd, changing only the fields you fill in.

• Action
  Update task

  Updates a Sortd task — its title, notes, next step, due or planned date, colour, status, assignee, deal details or custom-field values. Returns the updated task.

• Action
  Add deal

  Creates a new deal in Agendor linked to an organization.

• Action
  Add organization

  Creates a new organization (company) in Agendor, with its contact details, address, classification and custom fields.

• Action
  Add person

  Creates a new person (contact) in Agendor, optionally linked to an organization, with contact details, address and custom fields.

• Action
  Add product

  Creates a new product in your Agendor product catalog.

• Action
  Create or Update Organization

  Finds an organization by exact name or CNPJ and updates it, or creates a new organization when none matches.

• Action
  Create or Update Person

  Finds a person by email or CPF and updates them, or creates a new person when no match exists. Returns the person record.

• Action
  Delete deal

  Deletes a deal from Agendor by its ID and returns the deleted deal.

• Action
  Delete organization

  Deletes an organization from Agendor.

• Action
  Delete person

  Deletes a person from Agendor by ID.

• Action
  Delete task

  Deletes a task or activity in Agendor by its ID.

• Action
  Find Deal

  Finds deals in Agendor matching a title search and optional filters such as status, stage, owner, organization or person. Returns up to 100 matching deals with their custom fields.

• Action
  Find Organization

  Searches your Agendor organizations by name, CNPJ, email, phone, location, owner and other criteria, and returns the matching organizations.

• Action
  Find Person

  Finds people in Agendor matching a name, email, document number, phone or other criteria, and returns the matching people with their custom fields.

• Action
  Get deal

  Returns a single Agendor deal by its ID, including its stage, status, owner, products and custom fields.

• Action
  Get organization

  Returns an Agendor organization by its ID, including contact details, address, owner, people and custom fields.

• Action
  Get person

  Returns a person from Agendor by ID, including their contact details, organization and custom fields.

• Action
  List products

  Returns all products in your Agendor account, including their custom fields.

• Action
  List tasks

  Returns tasks and activities in your Agendor account, optionally filtered by date ranges, related deal/person/organization, users, type and completion status.

• Action
  List users

  Returns the users of your Agendor account, optionally filtered by ID, name, email or active status.

• Action
  Update Deal Basic Data

  Updates an existing deal's basic data in Agendor, such as its title, value, dates, owner, products and custom fields.

• Action
  Update Deal Stage

  Moves a deal to a different stage of its sales funnel, or into another funnel.

• Action
  Update Deal Status

  Marks a deal as won or lost, or reopens it, and returns the updated deal.

• Action
  Update Organization

  Updates an existing organization in Agendor, changing only the details you fill in.

• Action
  Update Person

  Updates an existing person in Agendor. Only the fields you fill in are changed.

• Action
  Update task

  Updates an existing task or activity in Agendor: its text, type, due date, assigned users, metrics or completion.

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