Connect Terros to Trustmary

Both apps 38Terros 26Trustmary 12

• 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 Custom field

  Create a new custom field with type, code, label, options and entities.

• Action
  Add Review connection

  Adds a new review connection so third-party reviews are imported into Trustmary, either from the review page URL or from a review service and its page ID.

• Action
  Create/Update Contact

  Creates a Contact

• Action
  Delete Contact

  Deletes a Trustmary contact identified by email address.

• Action
  Delete Custom field

  Deletes a custom field from your Trustmary organization.

• Action
  Delete Review connection

  Deletes a Trustmary review connection by its ID or slug.

• Action
  Get Custom field

  Retrieves a single Trustmary custom field definition by its ID.

• Action
  Get Review connection

  Retrieve a review connection by its ID or slug.

• Action
  List Contacts

  List contacts, optionally filtered by email.

• Action
  List Review connections

  Lists the review connections (connected review sources such as Google Maps) in your Trustmary organization, latest first.

• Action
  Update Custom field

  Updates an existing Trustmary custom field definition.

• Action
  Update Review connection

  Updates the slug and/or title of a Trustmary review connection, identified by its ID or slug.

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