Connect Terros to Formaloo

Both apps 36Terros 26Formaloo 10

• 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.

• Action
  Add field

  Adds a new field (question) of the chosen type to an existing Formaloo form and returns the created field.

• Action
  Add form

  Creates a new form in your Formaloo workspace.

• Action
  Add Row

  Adds a new row (submission) to a Formaloo form, filling in the form's fields with the values you provide.

• Action
  Delete field

  Deletes a field from a Formaloo form. Logic or integrations that use the field may be affected.

• Action
  Delete row

  Deletes a submitted row (form response) from a Formaloo form.

• Action
  Get row

  Returns one submitted form row (response) by its slug, including its field values.

• Action
  List forms

  Returns the forms created by or shared with you in the workspace, optionally filtered by board, folder, tag, field type or a search term.

• Action
  List rows

  Returns the submitted rows (responses) of a Formaloo form, with optional search, status, tag and date filters.

• Action
  Update field

  Updates an existing field on a Formaloo form, such as its title, help text, position, required flag or default value.

• Action
  Update row

  Updates the status, tags, position or submission details of an existing Formaloo form row (submission).

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