Connect Sure Send and Waitwhile

Both apps 48Sure Send 26Waitwhile 22

• Trigger
  New Appointment

  Triggers when a new appointment is created in Sure Send.

• Trigger
  New Call

  Triggers when a new call is logged in Sure Send.

• Trigger
  New Company

  Triggers when a new company is created in Sure Send.

• Trigger
  New Email

  Triggers when an email is sent or received in Sure Send.

• Trigger
  New Lead Assigned

  Triggers when a person is assigned to the chosen user in Sure Send.

• Trigger
  New Note

  Triggers when a new note is added in Sure Send.

• Trigger
  New Person

  Triggers when a new person is created in Sure Send.

• Trigger
  New Task

  Triggers when a new task is created in Sure Send.

• Trigger
  Person Stage Updated

  Triggers when a person's pipeline stage changes in Sure Send; optionally only when they move into one stage.

• Trigger
  Tag Added to Contact

  Triggers once when the chosen tag is added to a person in Sure Send.

• Trigger
  Updated Person

  Triggers when a person is created or updated in Sure Send.

• Action
  Add Tags to Person

  Adds one or more tags to an existing person in Sure Send.

• Action
  Create Appointment

  Creates an appointment for a person in Sure Send.

• Action
  Create Call

  Logs a phone call with a person in Sure Send.

• Action
  Create Company

  Creates a company in Sure Send.

• Action
  Create Note

  Adds a note to a person in Sure Send.

• Action
  Create Person

  Creates a new person (contact or lead) in Sure Send. People are deduplicated by email.

• Action
  Create Task

  Creates a follow-up task for a person in Sure Send.

• Action
  Find Company

  Finds the first company in Sure Send matching a name, email or phone.

• Action
  Find or Create Company

  Looks up a company in Sure Send by name and creates it only if no match exists, so you never get duplicates.

• Action
  Find or Create Person

  Looks up a person in Sure Send by email or phone and creates them only if no match exists, so you never get duplicates.

• Action
  Find Person

  Finds the first person in Sure Send matching an email, phone or name.

• Action
  Find Stage

  Finds a pipeline stage in Sure Send by its name.

• Action
  Find Task

  Finds the most recent task for a person in Sure Send.

• Action
  Update Company

  Updates an existing company in Sure Send; only the fields you supply change.

• Action
  Update Person

  Updates an existing person in Sure Send. Tags, emails and phones you supply are merged with the existing ones.

• Trigger
  New customer

  Triggered when a new customer is created in Waitwhile.

• Action
  Add customer note

  Adds a note entry to a Waitwhile customer, optionally tied to a location or visit.

• Action
  Add location

  Creates a new Waitwhile location, optionally copying users, resources, services, data fields and labels from an existing location, and returns the new location record.

• Action
  Add resource

  Creates a resource, such as a staff member or room, at one or more Waitwhile locations and returns the new resource.

• Action
  Add service

  Creates a new service in Waitwhile and makes it available at the locations you choose. Returns the service that was created.

• Action
  Cancel visit

  Cancels a visit by marking it complete and tagging it as cancelled, optionally sending the customer a message. Returns the updated visit.

• Action
  Create Customer

  Creates a customer in Waitwhile from their name and contact details, and returns the new customer record.

• Action
  Create or Update a Visit

  Creates a new visit at a Waitwhile location, or updates an existing visit when its id is supplied, and returns the resulting visit.

• Action
  Delete a Visit

  Deletes a visit by its ID.

• Action
  Delete customer

  Deletes a Waitwhile customer by ID.

• Action
  Fetch Customer

  Returns one Waitwhile customer by id, including contact details, tags, locations, last visit information and metadata.

• Action
  Fetch Location

  Returns a single Waitwhile location, with its address, hours, contact details and settings, by its id or short name.

• Action
  Fetch Resource

  Returns one Waitwhile resource, such as a staff member or room, with its availability settings, locations and supported services.

• Action
  Fetch Service

  Returns one Waitwhile service with its name, price, duration, availability settings, hours and locations.

• Action
  Fetch Visit

  Returns a single Waitwhile visit by its id, including the customer's details, its state, timing and any custom data fields.

• Action
  Find User

  Returns up to 100 Waitwhile users whose email address starts with the text you provide.

• Action
  Find visits by criteria

  Returns the visits that match the criteria you specify, such as location, state, tag, customer, service, resource or date range.

• Action
  List booking slots

  Returns the booking slots for a location within a date range, with the capacity, booked spots and available spots of each slot.

• Action
  Search for Customer

  Returns the customers whose name, phone, email or customer identifier starts with the search text, optionally narrowed by location, visit state, tag or date range.

• Action
  Search for User

  Returns the Waitwhile users whose email address starts with the text you provide, up to 100 users.

• Action
  Update customer

  Updates an existing Waitwhile customer's name, contact details, tags, locations or metadata, and returns the updated customer.

• Action
  Update visit

  Updates an existing Waitwhile visit, such as its customer details, state, booking time, services, resources, tags or data fields, and returns the updated visit.

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