Connect Truss and VaultRE

Both apps 50Truss 21VaultRE 29

• Trigger
  Contact Modified

  Triggers when a contact's details change.

• Trigger
  New Comment

  Triggers when a new comment is added to a task.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Entity

  Triggers when a new entity is created.

• Trigger
  New Project Created

  Triggers when a new project is created in the firm.

• Trigger
  New Task

  Triggers when a new task is added to a project.

• Trigger
  Project Modified

  Triggers when a project is created or changed.

• Trigger
  Project Status Change

  Triggers when a project's status changes.

• Trigger
  Project Task Modified

  Triggers when a task in a project is added or changed (name, description, status or due date).

• Action
  Add Contact to Entity

  Links an existing contact to an existing entity and returns the entity.

• Action
  Add Project to Entity

  Links an existing project to an existing entity and returns the entity.

• Action
  Change Project Status

  Changes a project's status to the status you choose.

• Action
  Create Assignee by Contact ID

  Assigns an existing contact to a project.

• Action
  Create Contact

  Creates a client contact with a name and primary email.

• Action
  Create Entity

  Creates an entity (a business or individual taxpayer) in the firm.

• Action
  Get All Projects in Firm

  Returns every project in the firm.

• Action
  Get All Tasks in Project

  Returns every task in a project.

• Action
  Get Contact by ID

  Returns a contact by its ID.

• Action
  Get Entity by ID

  Returns an entity by its ID, with its linked contacts and projects.

• Action
  Get One Task From Project

  Returns one task of a project, with its attached files.

• Action
  Update Project Name or Metadata

  Updates a project's name, due date or metadata.

• Trigger
  New Enquiry

  Triggers when a new enquiry arrives in the VaultRE holding area.

• Trigger
  New or Updated Contact

  Triggers when a VaultRE contact is created or modified.

• Trigger
  New Property Listing (Sales)

  Triggers when a residential sale property in VaultRE becomes a listing.

• Action
  Add Contact Note

  Adds a text note to a VaultRE contact.

• Action
  Add contact requirement

  Adds a buying or renting requirement (price range, bedrooms, suburbs, property types) to a contact.

• Action
  Add property note

  Adds a note to a property in VaultRE, optionally with a note type and read-only flag.

• Action
  Add property offer

  Records an offer from a contact on a property's sale or lease listing. Returns the created offer.

• Action
  Add residential lease property

  Creates a residential lease property in VaultRE with its address, type, pricing, room counts and marketing text.

• Action
  Add residential sale property

  Creates a residential sale property (prospect or appraisal) in VaultRE and returns the new property record.

• Action
  Create Contact

  Creates a new contact in VaultRE with a name, company, email and mobile number.

• Action
  Create Enquiry in Holding Area

  Submits a listing or agent enquiry into the VaultRE holding area, where the office can process it into a contact.

• Action
  Delete Contact

  Deletes a VaultRE contact by its ID.

• Action
  Delete task

  Deletes a task from VaultRE.

• Action
  Get Contact

  Returns one VaultRE contact by its ID, including name, company and email addresses.

• Action
  Get Enquiry

  Returns one enquiry from the VaultRE holding area by its ID.

• Action
  Get residential lease property

  Returns a single residential lease (rental) property, including its address, features, current tenancy, property manager and lease history.

• Action
  Get Residential Sale Property

  Returns one VaultRE residential sale property by its ID.

• Action
  Get task

  Returns a single VaultRE task, including its subject, description, start date, completion status and linked contact, property and user.

• Action
  List Contacts

  Returns a page of VaultRE contacts, optionally only those modified since a date.

• Action
  List property offers

  Returns the property offers in your VaultRE account, optionally filtered to one sale listing, lease listing or contact.

• Action
  List residential lease properties

  Returns residential lease properties in the VaultRE account, optionally filtered by status, dates, suburbs, staff and other criteria.

• Action
  List residential sale properties

  Returns residential sale properties in your VaultRE account, optionally filtered by status, modification date, suburb, branch, staff and more.

• Action
  List tasks

  Returns tasks for the VaultRE account or a user, optionally filtered by start date, creation date, assignee and completion status.

• Action
  Send email to contact

  Sends an email to a VaultRE contact from the authenticated user, or from another user in the account if one is chosen.

• Action
  Send SMS to contact

  Sends an SMS to a VaultRE contact from the connected user or a chosen user (charges may apply).

• Action
  Update Contact

  Updates a VaultRE contact's name, company or email address.

• Action
  Update residential lease property

  Updates an existing residential lease property in VaultRE, such as its address, rent price, bond, descriptions, rooms and property manager.

• Action
  Update residential sale property

  Updates an existing residential sale property in VaultRE, such as its price, description, room counts, rates and sale details. Fields left blank are not changed.

• Action
  Update task

  Updates the subject, description or start time of an existing VaultRE task.

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