Connect Sortd for Gmail to Worksuite

Both apps 40Sortd for Gmail 25Worksuite 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
  Change Payment Status

  Changes the status of an existing Worksuite payment, for example marking it approved or paid, and returns the updated payment.

• Action
  Create Job Opening

  Creates a job opening in Worksuite and returns the new job opening, including its id, status and custom field values.

• Action
  Create Partner

  Creates a partner in your Worksuite talent pool, optionally inviting them by email to onboard, and returns the new partner record.

• Action
  Create Payment

  Creates a new payment to a Worksuite partner, made up of one or more line items, and returns the created payment.

• Action
  Create Project

  Creates a new project in Worksuite and returns the created project.

• Action
  Create Task

  Creates a task in a Worksuite project and optionally assigns it to a partner. Returns the created task.

• Action
  Find Job Opening

  Returns the job openings that match the external ID, status, creator or archived state you specify.

• Action
  Find Partner

  Returns the partners in your Worksuite account that match the criteria you supply, such as email, name, external ID or status details.

• Action
  Find Payment

  Returns the payments that match the external ID, partner, status or status date range you specify.

• Action
  Find Project

  Returns the projects that match your own external ID or a custom field value.

• Action
  Find Task

  Returns the tasks that match an external ID, a partner or a custom field value.

• Action
  Update Job Opening

  Updates an existing job opening by its ID and returns the updated job opening. Only the fields you fill in are changed.

• Action
  Update Partner

  Updates an existing partner in your Worksuite talent pool and returns the updated partner record. Only the fields you fill in are changed.

• Action
  Update Payment

  Updates an existing Worksuite payment, such as its description, dates, amounts or line items, and returns the updated payment.

• Action
  Update Task

  Updates an existing task in a Worksuite project and returns the updated task. Only the fields you fill in are changed.

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