Connect Sortd for Gmail to MILKEE

Both apps 40Sortd for Gmail 25MILKEE 15

• 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
  Create Account

  Creates a new ledger account in a MILKEE company's chart of accounts.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Entry

  Creates a new booking entry (Buchung) in a MILKEE company. The entry type (income, expense or swap) is determined automatically from the debit and credit accounts.

• Action
  Create Invoice

  Creates a new invoice with line items for a customer/project.

• Action
  Create Product

  Creates a new reusable product or service in a MILKEE company, for use on invoices and proposals.

• Action
  Create Project

  Creates a new project in a MILKEE company, linked to an existing customer or to a new customer created on the fly.

• Action
  Create Tag

  Creates a new tag in a MILKEE company.

• Action
  Create Task

  Creates a new task within a MILKEE project.

• Action
  Create Tax Rate

  Creates a new tax rate (e.g. a VAT rate) for a MILKEE company.

• Action
  Create Time Track

  Creates a time tracking entry on a MILKEE project.

• Action
  Find Entry

  Returns the MILKEE bookkeeping entries (Buchungen) of a company that match the given filters, such as entry ID, date range, type, customer, project, account or tag.

• Action
  Find Project

  Returns the MILKEE projects whose name matches the specified name, optionally narrowed by customer and archive status.

• Action
  Find Task

  Returns the tasks in a MILKEE company whose title contains the text you give, optionally narrowed to one status.

• Action
  Find Time Track

  Returns the time entries in a MILKEE company that match the specified criteria (entry id, user, customer, project, invoice, status, billable flag or date range).

• Action
  Update Invoice

  Updates an existing MILKEE invoice by ID. Only invoices in status open can be edited.

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