Connect The Value Builder System™ to Priority

Both apps 37The Value Builder System™ 21Priority 16

• Trigger
  Clicked Email by Contact

  Triggers when a contact clicks a link in an email.

• Trigger
  New Activity Feed

  Triggers when a new entry is added to the Value Builder activity feed.

• Trigger
  New Contact

  Triggers when a new contact is added to Value Builder.

• Trigger
  Open/Click Contact Email

  Triggers when a contact opens or clicks an email.

• Trigger
  Opened Email by Contact

  Triggers when a contact opens an email.

• Trigger
  Sent Email to Contact

  Triggers when an email is sent to a contact.

• Trigger
  Unsubscribe Contact From Nurture Cycle

  Triggers when a contact unsubscribes from the Nurture Cycle.

• Action
  Activate Contact Nurture Cycle

  Activates the Nurture Cycle for a contact.

• Action
  Create Contact From Email

  Creates a new contact from an email address, name, company and country.

• Action
  Create Tag

  Creates a tag.

• Action
  Deactivate Contact Nurture Cycle

  Deactivates the Nurture Cycle for a contact.

• Action
  Find Contact From Email

  Searches contacts by email address or name and returns the first match plus all matches.

• Action
  Find Tags

  Searches tags by name, or returns all tags.

• Action
  Get Activity

  Returns one activity feed entry by its ID.

• Action
  Get Contact

  Returns one contact by its ID.

• Action
  List Advisors

  Returns the advisors contacts can be assigned to.

• Action
  List Contact Tags

  Returns the tags on a contact.

• Action
  Remove Tags from Contact

  Removes one or more tags from a contact.

• Action
  Replace Contact Tags

  Replaces all of a contact's tags with the list you supply.

• Action
  Tag Contact

  Adds one or more tags to a contact.

• Action
  Update Contact From Email

  Updates the fields you supply on an existing contact; fields left blank are unchanged.

• Action
  Add record

  Creates a new record in the Priority form (entity) you choose, such as CUSTOMERS or ORDERS, and returns the created record.

• Action
  Add Shipping Charges to an Order

  Adds a shipping charge to an existing Priority sales order as an order line for your shipping part, with the charge amount as its price.

• Action
  Create a New Sales Order

  Creates a sales order for a customer in Priority, optionally with order lines.

• Action
  Create Exist Customer Sales Order

  Creates a sales order in Priority for an existing customer, optionally with order lines.

• Action
  Create Potential Customer

  Creates a potential customer record in Priority.

• Action
  Delete record

  Deletes a record from a Priority form, such as a customer or an order, by its key.

• Action
  Find Customer by Email

  Finds customers in Priority whose email address matches the one you provide.

• Action
  Find records by filter

  Returns the records of a Priority form (such as CUSTOMERS or ORDERS) that match a filter expression.

• Action
  Find the Country Name by Two Letter Code

  Looks up a country in Priority by its two-letter code and returns the country's name.

• Action
  Get Campaigns

  Returns the marketing campaigns defined in Priority, optionally filtered and sorted.

• Action
  Get Customers

  Returns customers from Priority, optionally filtered, sorted and limited to chosen fields.

• Action
  Get Lead Types

  Returns the lead types defined in Priority, optionally filtered and sorted.

• Action
  Get record

  Returns a single record from a Priority form (such as a customer or order) by its key.

• Action
  List records

  Returns records from a Priority form, such as customers or orders, optionally filtered, sorted and limited.

• Action
  Update record

  Updates an existing record in any API-enabled Priority form, changing only the fields you supply, and returns the updated record.

• Action
  Update Sales Order Status

  Changes the status of an existing sales order in Priority.

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