Connect Stora to Agillic

Both apps 35Stora 27Agillic 8

• Trigger
  Completed Task

  Triggers when a task is completed.

• Trigger
  Finalized Order

  Triggers when an order is finalized (ready for payment).

• Trigger
  New Contact

  Fires when a contact is created in Stora.

• Trigger
  New Note

  Triggers when a new note is created.

• Trigger
  New Order

  Triggers when a new order is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Reopened Task

  Triggers when a completed task is reopened.

• Trigger
  Updated Contact

  Triggers when a contact is updated.

• Trigger
  Updated Note

  Triggers when a note is updated.

• Trigger
  Updated Task

  Triggers when a task is updated.

• Action
  Complete Task

  Marks a Stora task as complete.

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Note

  Create a note attached to a contact, unit, subscription or task in Stora.

• Action
  Create Task

  Creates a new task.

• Action
  Create Timeline Event

  Creates a new timeline event.

• Action
  Delete Contact

  deletes a contact by id (scope public.contact:write). Only lead contacts without invoices can be deleted; others return 409.

• Action
  Find Contact

  Returns the contacts that match the given email, name/phone search or filters. The first match is also returned on its own.

• Action
  Find Order

  Finds orders matching the given contact, site, status, source, billing period or date criteria and returns the matches plus the first match.

• Action
  Find Site

  Find self-storage sites by name, optionally narrowed by creation or update date.

• Action
  Find Staff Member

  Finds Stora staff members by name or email.

• Action
  Find Task

  Find tasks in Stora by related record, assignee, status or date range.

• Action
  Find Unit

  Finds a unit by ID, reference ID, unit type, or site.

• Action
  Find Unit Type

  Finds unit types whose name contains the text you give, optionally narrowed to a site and a created/updated date range.

• Action
  Reopen Task

  Mark a completed Stora task as open again.

• Action
  Update Contact

  Update an existing Stora contact. Only the fields you fill in are changed.

• Action
  Update Note

  Update an existing note in Stora: change its text, move it to a different contact, unit, subscription or task, or replace its metadata. Fields left blank are not changed.

• Action
  Update Task

  Update an existing Stora task's title, description, due date, site, assignee, related record or metadata. Fields left blank are not changed.

• Action
  Achieve Event

  Achieves an Agillic event for a recipient, triggering whatever the event is configured to do in your Agillic instance.

• Action
  Create/Update a One-To-Many Record

  Creates or updates a record in a recipient's One-to-Many table.

• Action
  Delete a Recipient

  Deletes a recipient from your Agillic instance.

• Action
  Find and Get Recipient

  Looks up a recipient by their unique identifier and returns their person data.

• Action
  Get OTM Table

  Returns the rows of one One-to-Many table for a recipient.

• Action
  Get OTM Tables

  Returns the names of the One-to-Many tables defined in your Agillic instance.

• Action
  Truncate Recipient OTM Table

  Removes all rows from a recipient's One-to-Many table.

• Action
  Update or Create Recipient

  Updates a recipient's person data with the fields you supply.

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