Connect Sortd for Gmail and Vouchery.io

Both apps 40Sortd for Gmail 25Vouchery.io 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.

• Trigger
  New Voucher

  Triggers when a new voucher is created in the selected Vouchery campaign.

• Action
  Add campaign

  Creates a promo campaign in Vouchery — either a main campaign or a sub campaign under an existing main campaign — and returns the new campaign.

• Action
  Assign vouchers to customer

  Assigns one or more voucher codes to a customer and returns the customer's updated record.

• Action
  Cancel redemption

  Cancels a redemption by its redemption ID, marking it as cancelled.

• Action
  Confirm redemption

  Confirms a redemption so it counts toward the campaign's budget and total redemptions. Returns the confirmed redemption.

• Action
  Create Customer

  Creates a customer in Vouchery with their unique identifier, contact details, segment categories and metadata.

• Action
  Create Redemption

  Redeems a voucher code for a purchase, recording the order total or line items and returning the redemption with the discount and rewards granted.

• Action
  Delete customer

  Deletes a customer from your Vouchery project by their identifier.

• Action
  Find Voucher

  Finds a voucher by its code and returns its status, campaign, customer and redemption details.

• Action
  Get campaign

  Returns a single Vouchery campaign by its ID, including its rules, rewards, budget and voucher statistics.

• Action
  Get customer

  Returns a single customer by their identifier, including profile details, segments, loyalty points and voucher/redemption statistics.

• Action
  Get redemption

  Returns a single redemption by its ID, including its voucher, campaign, customer, confirmation status and granted rewards.

• Action
  List campaigns

  Returns the campaigns in your Vouchery project, optionally filtered by name, team, status, template or loyalty program.

• Action
  List customers

  Returns the customers in your Vouchery project, optionally filtered by identifier or email.

• Action
  Update customer

  Updates an existing customer's name, email, referral code, birthdate, segments or metadata. Only the values you provide are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.