Connect Sunwise and Udemy

Both apps 37Sunwise 22Udemy 15

• Trigger
  Created Project

  Triggers when a new project is created in Sunwise.

• Trigger
  New Contact

  Triggers when a new contact is created in Sunwise.

• Trigger
  Updated Contact

  Triggers when a contact is created or its details change in Sunwise.

• Action
  Add Contact Tracking

  Logs a follow-up activity (call, email, visit, message) against a Sunwise contact, with an optional reminder.

• Action
  Add Proposal

  Creates a new proposal inside an existing Sunwise project, optionally from a preset plan and optionally generated right away.

• Action
  Add Report

  Creates a new report for a project from one of its historical records.

• Action
  Create or Update Contact

  Creates a contact in Sunwise with name, email and telephone.

• Action
  Get All Proposals for a Project

  Returns every proposal in a project along with its contact.

• Action
  Get Contact

  Returns a single Sunwise contact by its ID, including name, email, telephone, company and status.

• Action
  Get Favorite Proposal ID

  Returns the favorite proposal of a project.

• Action
  Get Project

  Returns a Sunwise project by its ID, including its location, contact, agent and favorite commercial offer.

• Action
  Get Proposal

  Returns the details of one proposal.

• Action
  List Contacts

  Returns the contacts visible to the connected account, optionally filtered by text, agent, status or contact status.

• Action
  List Contact Trackings

  Returns all tracking records (follow-ups) for a contact, most recent first, each with its comments.

• Action
  List Presets

  Returns all active proposal presets (plans) for your Sunwise company.

• Action
  Search Contacts

  Searches active contacts matching the given text and returns the matches.

• Action
  Search Projects

  Searches active projects matching the given text and returns the matches.

• Action
  Search Project Summaries

  Searches active project summaries matching the given text and returns the matches.

• Action
  Search Proposals

  Searches active proposals matching the given text and returns the matches.

• Action
  Search Proposal Summaries

  Searches active proposal summaries matching the given text and returns the matches.

• Action
  Search Reports

  Searches active reports matching the given text and returns the matches.

• Action
  Update Contact

  Updates an existing Sunwise contact's name, email, telephone and details.

• Trigger
  New Course Question

  Triggers when a student asks a new Q&A question in one of your courses.

• Trigger
  New Course Review

  Triggers when a student leaves a new review on one of your courses.

• Trigger
  New Direct Message Thread

  Triggers when a student starts a new direct message conversation with you (Udemy's automated messages are skipped).

• Action
  Delete Question

  Deletes a Q&A question from one of your courses.

• Action
  List Course Questions

  Returns Q&A questions across the courses you teach, filterable by status and course.

• Action
  List Course Reviews

  Returns reviews of the courses you teach, filterable by status, course and star rating.

• Action
  List Message Threads

  Returns your direct message threads with students, filterable by status or person.

• Action
  List Question Replies

  Returns the replies to one Q&A question in a course.

• Action
  List Taught Courses

  Returns the courses you teach on Udemy, optionally only those a given student is enrolled in.

• Action
  List Thread Messages

  Returns the messages in one direct message thread.

• Action
  Mark Question Read

  Marks a Q&A question in one of your courses as read or unread.

• Action
  Reply to Question

  Posts a reply to a student's Q&A question in one of your courses.

• Action
  Send Message

  Sends a message in an existing direct message thread with a student.

• Action
  Update Message Thread

  Marks a direct message thread read, important, muted or blocked.

• Action
  Update Question Reply

  Edits a Q&A reply's text or marks it as the question's top answer.

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