Connect Sperant and SwagUp

Both apps 39Sperant 19SwagUp 20

• Trigger
  Client Created / Cliente Creado

  Triggers when a new client (lead) is added in Sperant. / Se activa cuando se crea un cliente en Sperant.

• Trigger
  New Attention

  Triggers when a new after-sale attention is created in Sperant.

• Action
  Create Attention

  Creates an after-sale attention (customer service case) for a unit's titular in Sperant.

• Action
  Create Client / Crear Cliente

  Creates a client (lead) in Sperant. If a lead with the same document, email or mobile already exists, Sperant updates it instead.

• Action
  Create Client Interaction

  Logs an interaction (call, visit, message...) for a Sperant client on a project.

• Action
  Create Event

  Creates a calendar event (visit, meeting...) for a Sperant client on a project.

• Action
  Find Clients

  Finds Sperant clients by document number, email or mobile (with country code). Returns the matching clients.

• Action
  Get Attention

  Returns one Sperant after-sale attention by ID.

• Action
  Get Client

  Returns one Sperant client by ID.

• Action
  Get Event

  Returns one Sperant calendar event by ID.

• Action
  Get Proforma

  Returns one Sperant proforma (quote) by ID.

• Action
  Get Project

  Returns one Sperant real-estate project by ID.

• Action
  Get Unit

  Returns one Sperant unit (apartment, lot, parking...) by ID.

• Action
  List Attentions

  Returns Sperant after-sale attentions, optionally filtered by code, type, proforma, titular or status.

• Action
  List Proformas

  Returns Sperant proformas (quotes), optionally filtered by code/contract number, client or creation date range.

• Action
  List Projects

  Returns Sperant real-estate projects, optionally filtered by name or code.

• Action
  List Units

  Returns the units (apartments, lots, parking...) of a Sperant project.

• Action
  List Users

  Returns the users (sales agents and staff) of the Sperant account.

• Action
  Update Client

  Updates an existing Sperant client; only the fields you fill in are changed.

• Trigger
  Low Credit Balance

  Triggers when your SwagUp credit balance is below the amount you choose, and again each time the low balance changes.

• Trigger
  Low Stock for a Product

  Triggers when a product in your SwagUp inventory is running low on stock, and again if its stock levels change while it stays low.

• Trigger
  New or Updated Order

  Triggers when an order is created or updated.

• Trigger
  New or Updated Shipment Status

  Triggers when a shipment is created or its delivery status changes.

• Trigger
  New or Updated Shipment Tracking

  Triggers when a shipment first gets a tracking number or its tracking number changes.

• Trigger
  New Redemption

  Triggered when a unique code in a code-validator campaign is redeemed. Fires each time the code's use count increases.

• Trigger
  Product Deactivated

  Triggers when a product in your SwagUp account is deactivated.

• Action
  Add Funds to Credit Balance

  Adds funds to the SwagUp account's credit balance and returns the amount added and the new current balance.

• Action
  Create a New Recipient

  Creates a new recipient (contact) in the SwagUp directory with their name, contact details and shipping address, and returns the created recipient.

• Action
  Find an Order

  Returns the SwagUp account orders that match a search term, such as an order number, with optional filters for status, proof, invoice and date.

• Action
  Find a Product by Name

  Returns the SwagUp products and packs in your account that match the specified name, with their stock, status and pack contents.

• Action
  Find a Recipient

  Returns the recipients in your SwagUp contact directory that match the search text, with optional filters such as company, external id, and creation or modification period.

• Action
  Find a Shipment

  Returns the shipments that match a search term, recipient, invoice, external ID or shipment IDs, with optional status and date filters.

• Action
  Find Inventory for Products

  Returns the current inventory of the specified products, including the stock quantity on hand for each size.

• Action
  Generate a Unique URL

  Creates a unique redemption code (token) on a SwagUp code-validator campaign, with its validity dates, usage limit and base URL, and returns the created token.

• Action
  Reorder an Existing Product

  Places a new SwagUp order for more units of a product already in your account, and returns the created order.

• Action
  Send Multiple Products to an Existing Recipient

  Creates a shipment that sends several products from your SwagUp inventory to a recipient already in your directory, and returns the new shipment.

• Action
  Send to a New Recipient Multiple Products

  Creates a new recipient in your SwagUp directory, then sends them several products from your inventory in one shipment. Returns the new shipment and the recipient's id.

• Action
  Send to Existing Recipient

  Sends one product from your SwagUp inventory to a recipient already in your directory and returns the new shipment.

• Action
  Update Existing Recipient Information

  Updates the details of an existing recipient in your SwagUp directory, such as their name, contact details or shipping address, and returns the updated recipient.

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