Connect Terros to Iterable

Both apps 49Terros 26Iterable 23

• 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 email template

  Creates an email template, or updates every email template that already has the same client template ID.

• Action
  Add list

  Creates a new static list in Iterable and returns its id.

• Action
  Add user to list

  Adds a user, identified by email or user ID, to a static Iterable list, optionally updating their profile data.

• Action
  Create a User

  Creates a user profile in Iterable (or updates it if one already exists), identified by email or user ID, with any profile data you supply.

• Action
  Delete catalog item

  Deletes an item from an Iterable catalog. Deletion is asynchronous, so the item may take a moment to disappear.

• Action
  Delete list

  Deletes a list from your Iterable project.

• Action
  Delete user

  Deletes an Iterable user by email address. Deletion is processed asynchronously.

• Action
  Get catalog item

  Returns one item from an Iterable catalog, including all of its field values.

• Action
  Get email template

  Returns an email template by its ID, including its HTML and plain-text content, subject, sender details and metadata.

• Action
  Get user

  Returns an Iterable user profile, including all its data fields, looked up by email address.

• Action
  List lists

  Returns all lists in the Iterable project, including their id, name and list type.

• Action
  List users in list

  Returns every user (email, or userId) who belongs to the chosen Iterable list.

• Action
  Remove user from list

  Removes a user, identified by email or user ID, from an Iterable static list.

• Action
  Send email

  Sends an email from an Iterable triggered campaign to a single user, identified by email address or user ID.

• Action
  Send push notification

  Sends a push notification from an existing push campaign to one Iterable user, now or at a scheduled time.

• Action
  Send SMS

  Sends an SMS from an Iterable SMS campaign to one user, identified by email or user ID, optionally scheduled for later.

• Action
  Track a Purchase

  Records a purchase for an Iterable user, with its line items and order total, and clears the user's shopping cart. Creates the user if they do not exist yet.

• Action
  Track Event

  Records a custom event against an Iterable user profile, identified by email or user ID, with optional event data.

• Action
  Trigger campaign

  Sends an existing triggered campaign to the members of one or more lists.

• Action
  Update a User

  Updates a user's profile data in Iterable, creating the user if none exists. Data is merged, so fields you leave out are kept.

• Action
  Update a User's Shopping Cart Items

  Replaces the shopping cart items stored on an Iterable user profile, creating the user if they do not exist yet.

• Action
  Update catalog item

  Creates or updates a catalog item, changing only the fields you provide and leaving other fields as they are. Iterable applies the change asynchronously.

• Action
  Update user subscriptions

  Updates a user's list, channel and message type subscriptions in Iterable. Any subscription list you provide replaces the user's existing one.

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