Connect Sortd for Gmail to Everfit

Both apps 63Sortd for Gmail 25Everfit 38

• 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 Clients to Recipe Book

  Gives one or more clients access to a recipe book. Returns which clients were added and which were rejected, with the reason.

• Action
  Archive Client

  Archives a client so they no longer count toward your subscription. You choose which of the client's assigned content to keep.

• Action
  Assign Clients to Autoflow

  Assigns one or more clients to an autoflow. Returns which clients were assigned and which were rejected, with the reason.

• Action
  Assign Clients to Onboarding Flow

  Assigns one or more clients to an onboarding flow. Returns which clients were assigned and which were rejected, with the reason.

• Action
  Assign Client to Group

  Adds a client to a client group.

• Action
  Assign Client to Program

  Assigns a library program to one or more clients, syncing its workouts to their training calendars. Returns the program instances created.

• Action
  Assign Client to Resource Collection

  Gives one or more clients access to a resource collection on their on-demand screen.

• Action
  Assign Client to Studio Program

  Gives a client access to a studio program, which they can start any time.

• Action
  Assign Client to Workout Collection

  Gives a client access to an on-demand workout collection.

• Action
  Get Assigned Client List of Resource Collection

  Returns the clients assigned to a resource collection.

• Action
  Get Assigned Program of Client

  Returns the programs assigned to a client, including each program instance ID needed to unassign it.

• Action
  Get Assigned Studio Program List of Client

  Returns the studio programs assigned to a client, one page at a time.

• Action
  Get Assigned Workout Collection List of Client

  Returns the on-demand workout collections assigned to a client, one page at a time.

• Action
  Get Autoflow List

  Returns the autoflows in your Everfit library, with their type, length and client counts.

• Action
  Get Clients by Emails

  Returns client details (ID, name, email, archived status, trainer) for a list of email addresses.

• Action
  Get Client's Detailed Information

  Returns a client's details: name, email, archived status and trainer name.

• Action
  Get Client's ID

  Returns the ID of the client with the given email address.

• Action
  Get Client's Last Activity

  Returns the date and time of a client's last activity in Everfit.

• Action
  Get Coach ID by Email

  Returns the ID of the coach in your workspace with the given email address.

• Action
  Get Forum List

  Returns the community forums in your Everfit workspace.

• Action
  Get Group List

  Returns the client groups in your Everfit workspace, with each group's ID and name.

• Action
  Get Participant List of Forum

  Returns the members of a community forum.

• Action
  Get Program List

  Returns the programs in your Everfit library.

• Action
  Get Resource Collection List

  Returns the resource collections in your Everfit workspace, one page at a time.

• Action
  Get Studio Program List

  Returns the studio programs in your Everfit workspace, one page at a time, optionally only published ones.

• Action
  Get Workout Collection List

  Returns the on-demand workout collections in your Everfit workspace, one page at a time.

• Action
  Invite New Client

  Adds a new client to your Everfit workspace under a coach, optionally emailing them an invitation. Returns the new client and their invitation link.

• Action
  Register Client by Public Invite Link

  Registers a client account in your workspace with a password and assigns them to a coach. Returns the new client.

• Action
  Remove Clients From Recipe Book

  Removes one or more clients' access to a recipe book. Returns which clients were removed and which were rejected, with the reason.

• Action
  Search Client by Email

  Finds every client matching an email address and returns each one's ID and name.

• Action
  Unarchive Client

  Reactivates an archived client so they can resume training.

• Action
  Unassign Client From Autoflow

  Removes one or more clients from an autoflow, along with the autoflow's assigned content. Returns which clients were removed and which were rejected.

• Action
  Unassign Client From Group

  Removes a client from a client group.

• Action
  Unassign Client From List of Program

  Unassigns several assigned programs at once; their workouts from today onward are removed from the clients' calendars. Use Get Assigned Program of Client for the instance IDs.

• Action
  Unassign Client From Program

  Unassigns one assigned program from a client; its workouts from today onward are removed from the client's calendar. Use Get Assigned Program of Client for the instance ID.

• Action
  Unassign Client From Resource Collection

  Removes one or more clients' access to a resource collection.

• Action
  Unassign Client From Studio Program

  Removes a client's access to a studio program.

• Action
  Unassign Client From Workout Collection

  Removes a client's access to an on-demand workout collection.

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