Connect Sortd for Gmail to Superchat

Both apps 57Sortd for Gmail 25Superchat 32

• 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 contact list

  Creates a new contact list in your Superchat workspace.

• Action
  Add Contact to Contact List

  Adds a Superchat contact to one of your contact lists and returns the contact list it was added to.

• Action
  Add conversation export

  Starts an export job for a Superchat conversation covering the chosen time range, and returns the export with its status and download link once ready.

• Action
  Add label

  Creates a new conversation label in your Superchat workspace.

• Action
  Create Contact

  Creates a new contact in your Superchat workspace with a name, gender, email addresses or phone numbers, and custom attribute values.

• Action
  Create Note

  Creates an internal note on a Superchat conversation, optionally with attached files.

• Action
  Delete contact

  Deletes a contact from your Superchat workspace.

• Action
  Find a Contact

  Finds contacts whose email address, phone number, Instagram or WhatsApp username, or a custom attribute exactly matches the value you give, and returns the first match plus the full list.

• Action
  Find a File

  Finds a file in your Superchat workspace by its ID and returns its name, type and a temporary download link.

• Action
  Get contact

  Returns a single Superchat contact by its ID, including its handles (email, phone, social usernames) and custom attribute values.

• Action
  Get conversation

  Returns a single conversation, including its status, channel, inbox, labels, assigned users and contacts.

• Action
  Get file

  Returns a single file in your Superchat workspace, including its name, type and a temporary download link.

• Action
  Get message

  Returns a single message by its ID, including its content, sender, recipients, direction and delivery status.

• Action
  List channels

  Returns the message channels (WhatsApp, SMS, email, Instagram, Messenger, Telegram, live chat) in your Superchat workspace, optionally only those in one inbox.

• Action
  List contact lists

  Returns all contact lists in your Superchat workspace.

• Action
  List contacts

  Returns all contacts in your Superchat workspace, newest first, with their handles and custom attribute values.

• Action
  List conversation messages

  Returns the messages in a Superchat conversation, optionally filtered by direction and creation date.

• Action
  List conversations

  Returns the conversations in the Superchat workspace, each with its status, channel, inbox, labels, assigned users and contacts.

• Action
  List custom attributes

  Returns all custom contact attributes defined in the Superchat workspace, with their names, types and select options.

• Action
  List inboxes

  Returns all inboxes in the Superchat workspace, including each inbox's name, timezone and users.

• Action
  List labels

  Returns all conversation labels in your Superchat workspace.

• Action
  List notes

  Returns all notes in a Superchat conversation, including each note's author, content and attached files.

• Action
  Remove contact from contact list

  Removes a contact from one of your Superchat contact lists.

• Action
  Send Email

  Sends an email from one of your Superchat email channels to a new or existing contact, with a subject, a plain-text and/or HTML body and optional file attachments.

• Action
  Send Message

  Sends a text, media, template, quick-reply or list message to a contact on a Superchat channel such as WhatsApp, SMS, Instagram, Facebook Messenger or Telegram. A new contact is created if the recipient is not yet known.

• Action
  Send WhatsApp Template

  Sends an approved WhatsApp template message from a Superchat WhatsApp channel to a new or existing contact, filling in the template's variables.

• Action
  Update Contact

  Updates an existing Superchat contact's name, gender, email addresses and phone numbers, and custom attribute values. Fields left blank keep their current values.

• Action
  Update Conversation Assignees

  Replaces the users assigned to a Superchat conversation and returns the updated conversation.

• Action
  Update Conversation Inbox

  Moves a Superchat conversation into a different inbox and returns the updated conversation.

• Action
  Update Conversation Labels

  Replaces the labels on a Superchat conversation with the labels you choose, and returns the updated conversation.

• Action
  Update Conversation Status

  Changes the status of a Superchat conversation to open, done, spam, archived or snoozed, optionally setting when a snooze ends. Returns the updated conversation.

• Action
  Upload File

  Uploads a file (document, image, audio or video) to your Superchat workspace so it can be attached to messages. Returns the new file's id, name, type and a temporary download link.

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