Connect Swiftype and Terros

Both apps 41Swiftype 15Terros 26

• Trigger
  New Document

  Triggers when a new Document is created.

• Action
  Add domain

  Add a crawler domain to an Engine.

• Action
  Add engine

  Create a new Engine (index).

• Action
  Create Document

  Creates a new Document.

• Action
  Delete document

  Delete a document by document_id from a document type.

• Action
  Delete domain

  Remove a crawler domain from an Engine.

• Action
  Delete engine

  Delete an Engine by id.

• Action
  Get document

  Retrieve a single document by external_id from a document type.

• Action
  Get engine

  Retrieve a single Engine by id or name.

• Action
  List documents

  List documents within a document type/engine.

• Action
  List domains

  List crawler domains configured on an Engine.

• Action
  List engines

  List all Engines for the account.

• Action
  Recrawl domain

  Trigger a recrawl of a domain's crawled content.

• Action
  Search documents

  Perform full-text search over documents within an Engine.

• Action
  Update document

  Update fields on an existing document.

• Trigger
  List Calendar Events

  Triggers when a new calendar event appears in Terros.

• Trigger
  List Status Ids

  Triggers when a new disposition (account status) is added in Terros.

• Trigger
  List Tasks

  Triggers when a new task appears in Terros.

• Trigger
  List Workflow Action IDs

  Triggers when a new action is added to a Terros workflow.

• Trigger
  List Workflow IDs

  Triggers when a new workflow is added in Terros.

• Trigger
  List Workflow Stage IDs

  Triggers when a new stage is added to a Terros workflow.

• Trigger
  New Account

  Triggers when a new account is added in Terros.

• Trigger
  New User

  Triggers when a new user is added to your Terros company.

• Action
  Add meeting

  Creates a recurring team meeting in Terros with a schedule, reminders and optional check-in rules.

• Action
  Create/Update Account

  Creates a Terros account, or updates it when the account ID is given.

• Action
  Create User

  Adds a user to your Terros company.

• Action
  Delete Account

  Deletes an account (a homeowner or lead record) from Terros by its account ID.

• Action
  Delete Calendar Event

  Deletes a calendar event.

• Action
  Delete meeting

  Archives a meeting in Terros, or permanently deletes it when Archive is set to false.

• Action
  Delete task

  Removes one or more Terros tasks, archiving them by default or deleting them permanently.

• Action
  Delete User

  Removes a user from your Terros company.

• Action
  Find Account

  Finds a Terros account by account ID, external lead ID or source ID.

• Action
  Find User

  Finds users whose name or email matches the search text.

• Action
  Get task

  Returns a single Terros task by its ID, including its subject, status, owner and criteria.

• Action
  List Accounts

  Returns accounts, optionally filtered by user, workflow or search text.

• Action
  List Available Closers

  Lists closers and their open appointment times for a team or user.

• Action
  List Users

  Returns the users in your Terros company, optionally limited to one team.

• Action
  List Workflow IDs

  Returns the workflows you can see, with their IDs.

• Action
  Make Report

  Runs a KPI report for the chosen KPIs, grouped by user, team or another dimension.

• Action
  Update meeting

  Updates a Terros meeting, replacing its team, name, recurring schedule, reminders, check-in options, location and meeting link.

• Action
  Update User

  Updates a Terros user's name, email, phone or time zone.

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