Connect Sortd for Gmail to Tango

Both apps 36Sortd for Gmail 25Tango 11

• 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 account

  Creates a new account under a Tango customer, with its display name, contact email and currency.

• Action
  Add customer

  Creates a new customer (a group that holds reward accounts) on your Tango platform.

• Action
  Get account

  Returns the details of a specific Tango account, including its current balance, currency, status and contact email.

• Action
  Get customer

  Returns the details of a specific customer (group) on your Tango platform, including its accounts.

• Action
  Get order

  Returns the full details of a single Tango reward order, including recipient, amount charged, status and reward credentials.

• Action
  List accounts

  Returns the accounts on your Tango platform, optionally filtered by number, name, status, email, currency, balance or creation date.

• Action
  List brand categories

  Returns all brand categories used to group brands in the Tango rewards catalog.

• Action
  List catalog items

  Returns the brands and reward items in your Tango platform's catalog, optionally filtered by brand, reward, status, type, currency, country or category.

• Action
  List customers

  Returns the customers (groups) on your Tango platform, optionally filtered by name, status, creation date or one of their accounts.

• Action
  List orders

  Returns the reward orders placed on your Tango platform, optionally filtered by account, customer, date range, recipient, reward, status and more.

• Action
  Resend order

  Resends the reward delivery for an existing order, optionally to a new email address, mobile number, email template or delivery method.

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