Connect Sortd for Gmail to Rezdy

Both apps 40Sortd for Gmail 25Rezdy 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
  Add availability

  Creates a new availability session for a Rezdy product at a specific start time, with its seat count and optional price overrides. Returns the created session.

• Action
  Add booking

  Creates a new booking in Rezdy for one or more products and returns its order number.

• Action
  Add customer

  Creates a new customer in your Rezdy account and returns the created customer record.

• Action
  Delete booking

  Cancels an existing Rezdy booking and returns the cancelled booking. Rezdy notifies the customer unless notifications are turned off, and refunds Automated Payment bookings.

• Action
  Find availability

  Returns the sessions of one or more products in a date range, with seats available and pricing for each session.

• Action
  Find bookings

  Returns the bookings that match your search, such as a customer name, order status, product, tour date or creation date.

• Action
  Find customers

  Returns customers whose first or last name, company name or email match the search text.

• Action
  Find products

  Returns your Rezdy products whose name, product code or internal code match the search text, or all your products when the search is left blank.

• Action
  Find vouchers

  Returns the gift card vouchers in your Rezdy account whose voucher code matches the search text.

• Action
  Get booking

  Returns one Rezdy booking by its order number, including the customer, booked items, participants, payments and booking fields.

• Action
  Get customer

  Returns a customer by their Rezdy ID, including contact details, address and marketing preferences. An error occurs if the customer is not found.

• Action
  Get product

  Returns one Rezdy product by its product code, including its price options, images, extras and booking fields.

• Action
  Update availability

  Updates one session of a product, identified by its local start time, changing its total seats, seats available, or session prices. Returns the updated session.

• Action
  Update booking

  Updates an existing booking's customer, booking fields, participant details, pickup location and reseller details. Details you leave blank keep their current values.

• Action
  Update product

  Updates an existing Rezdy product's details, booking fields and price options, and returns the updated product.

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