Connect Streamtime to Mailsoftly

Both apps 45Streamtime 25Mailsoftly 20

• Trigger
  Company Created

  Triggers when a new company is created in Streamtime.

• Trigger
  Company Updated

  Triggers when a company in Streamtime is created or any of its details change.

• Trigger
  Job Activity

  Triggers when a new activity entry (comment, post or update notification) is added to a Streamtime job.

• Trigger
  Job Comment Created

  Triggers when a new comment is posted on a Streamtime job.

• Trigger
  Job Created

  Triggers when a new job is created in Streamtime.

• Trigger
  Label Added

  Triggers when a label is added to a specific Streamtime record (job, quote, invoice, company, contact, etc.), or when a new master label is created for a label type if no record is chosen.

• Trigger
  Quote Approved

  Triggers when a quote is approved in Streamtime.

• Trigger
  Quote Sent

  Triggers when a quote is sent to a client in Streamtime.

• Action
  Add Label

  Adds a label to a job, quote, invoice, logged expense, company, contact, user or job group in Streamtime.

• Action
  Create Company

  Creates a new company (client or supplier) in Streamtime.

• Action
  Create Contact

  Creates a new contact under a company in Streamtime.

• Action
  Create Expense

  Creates a logged expense against a job in Streamtime.

• Action
  Create Job Comment

  Adds a comment to a Streamtime job's activity feed.

• Action
  Create Job Post

  Creates a post in a job's activity feed in Streamtime.

• Action
  Create Personal ToDo

  Creates a personal To Do (a time entry not attached to any job) for a Streamtime user on a given date.

• Action
  Find Branch

  Finds Streamtime branches whose name or external name matches the given branch name.

• Action
  Find Company

  Finds companies in Streamtime that match a search filter, such as a company name.

• Action
  Find Contact

  Searches Streamtime contacts matching a filter and returns the matching contacts.

• Action
  Find Expense

  Finds logged expenses in Streamtime that match a search filter, such as a supplier, job or date condition.

• Action
  Find Invoice

  Finds invoices in Streamtime that match a search filter, such as an invoice number, company or status.

• Action
  Find Job

  Finds jobs that match a search filter, such as a job name or status condition.

• Action
  Find Quote

  Searches Streamtime quotes matching a filter and returns the matching quotes.

• Action
  Find User

  Finds users in your Streamtime organisation by email address or display name.

• Action
  Get ToDo

  Returns a single Streamtime To Do (logged time entry) by its id, including its date, minutes, notes, status and costs.

• Action
  List Job Activity Entries

  Returns the activity entries (comments, posts and update notifications) on a Streamtime job, optionally limited to one activity type.

• Action
  Add contact list

  Creates a new, empty contact list in Mailsoftly with the name you give it and returns the new list's id.

• Action
  Add contact note

  Writes a plain-text note on a Mailsoftly contact, visible to the whole team on the contact record. Optionally backdates the note to when the conversation happened.

• Action
  Add Global Unsubscribe

  Globally unsubscribes an email address from all email campaigns and newsletters in the account, creating the contact if it does not exist yet.

• Action
  Add or update contact

  Creates a new contact in Mailsoftly, or updates the existing contact with the same email address (or the given contact ID).

• Action
  Add Tag to Contact

  Adds a tag to a contact, either an existing tag or one found or created by name.

• Action
  Add to Contact List

  Adds an existing contact to an existing contact list. If the contact is already on the list, it returns an informational message instead of an error.

• Action
  Add to Suppression List

  Adds an email address to your Mailsoftly suppression list so no further mail from the account goes to it, creating a contact for the address if none exists.

• Action
  Create Contact

  Creates a new contact in your Mailsoftly account and returns the saved contact, including its new ID.

• Action
  Create Tag

  Creates a contact tag in Mailsoftly, or returns the existing tag when one with the same name already exists.

• Action
  Delete contact

  Permanently deletes a contact from Mailsoftly, along with its list memberships, tags and activity.

• Action
  Find contacts

  Returns the contacts that exactly match the email address, first name and/or last name you supply.

• Action
  Get contact

  Returns one contact by its id, with all of its details including address, company, subscription dates and custom fields.

• Action
  Get Contact Activity

  Returns one contact's activity timeline, newest first: list and subscription events, campaign emails with their opens and clicks, and teammate notes.

• Action
  Get Contact Subscriptions

  Returns one contact's email subscription state: whether the address is suppressed or globally unsubscribed, and which email types the contact receives.

• Action
  List contact lists

  Returns all contact lists in your Mailsoftly account with their ids, names and contact counts.

• Action
  List Contacts in Contact List

  Returns the contacts that belong to one contact list, with when each was added to the list.

• Action
  List Tags

  Returns every contact tag in the account with its id, name and color.

• Action
  Remove contact from contact list

  Removes a contact from one of your Mailsoftly contact lists. The contact record and its other list memberships are left untouched.

• Action
  Remove Tag to Contact

  Removes one or more tags from a Mailsoftly contact, by tag or by tag name. The tags stay defined on the account for other contacts.

• Action
  Update Contact

  Updates an existing Mailsoftly contact. Only the fields you fill in are changed; everything else on the contact keeps its current value.

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