Connect Sortd for Gmail and Stora

Both apps 52Sortd for Gmail 25Stora 27

• 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.

• Trigger
  Completed Task

  Triggers when a task is completed.

• Trigger
  Finalized Order

  Triggers when an order is finalized (ready for payment).

• Trigger
  New Contact

  Fires when a contact is created in Stora.

• Trigger
  New Note

  Triggers when a new note is created.

• Trigger
  New Order

  Triggers when a new order is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Reopened Task

  Triggers when a completed task is reopened.

• Trigger
  Updated Contact

  Triggers when a contact is updated.

• Trigger
  Updated Note

  Triggers when a note is updated.

• Trigger
  Updated Task

  Triggers when a task is updated.

• Action
  Complete Task

  Marks a Stora task as complete.

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Note

  Create a note attached to a contact, unit, subscription or task in Stora.

• Action
  Create Task

  Creates a new task.

• Action
  Create Timeline Event

  Creates a new timeline event.

• Action
  Delete Contact

  deletes a contact by id (scope public.contact:write). Only lead contacts without invoices can be deleted; others return 409.

• Action
  Find Contact

  Returns the contacts that match the given email, name/phone search or filters. The first match is also returned on its own.

• Action
  Find Order

  Finds orders matching the given contact, site, status, source, billing period or date criteria and returns the matches plus the first match.

• Action
  Find Site

  Find self-storage sites by name, optionally narrowed by creation or update date.

• Action
  Find Staff Member

  Finds Stora staff members by name or email.

• Action
  Find Task

  Find tasks in Stora by related record, assignee, status or date range.

• Action
  Find Unit

  Finds a unit by ID, reference ID, unit type, or site.

• Action
  Find Unit Type

  Finds unit types whose name contains the text you give, optionally narrowed to a site and a created/updated date range.

• Action
  Reopen Task

  Mark a completed Stora task as open again.

• Action
  Update Contact

  Update an existing Stora contact. Only the fields you fill in are changed.

• Action
  Update Note

  Update an existing note in Stora: change its text, move it to a different contact, unit, subscription or task, or replace its metadata. Fields left blank are not changed.

• Action
  Update Task

  Update an existing Stora task's title, description, due date, site, assignee, related record or metadata. Fields left blank are not changed.

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