Connect Chaser (Task Manager) and Sunwise

Both apps 36Chaser (Task Manager) 14Sunwise 22

• Trigger
  New Completed Task

  Triggers when a Chaser task is fully completed.

• Trigger
  New or Updated Task

  Triggers when a Chaser task is created or changed.

• Trigger
  New Task

  Triggers when a new task is created in Chaser.

• Action
  Acknowledge Task

  Acknowledges a Chaser task for the owner of the API key.

• Action
  Complete Task

  Completes a Chaser task for the owner of the API key; on a multi-assignee task only their part is completed.

• Action
  Complete Task for All

  Completes a Chaser task for every assignee at once.

• Action
  Complete Task for Assignees

  Completes a Chaser task on behalf of the named assignees.

• Action
  Delete Task

  Deletes a Chaser task.

• Action
  Get Task

  Returns one Chaser task by its ID, including assignees, due date, status and history.

• Action
  List Tasks

  Returns Chaser tasks you can see, filtered by assignee, channel, tags, completion or overdue status.

• Action
  Log Time on Task

  Logs minutes of time on a Chaser task; a negative number subtracts time.

• Action
  Reopen Task

  Reopens a completed Chaser task, optionally changing its summary, due date or assignees.

• Action
  Send Task

  Creates a new Chaser task in a Slack channel, thread or DM, with optional assignees and due date.

• Action
  Update Task

  Updates a Chaser task's summary, due date, due time, assignees or custom status; blank fields are left unchanged.

• Trigger
  Created Project

  Triggers when a new project is created in Sunwise.

• Trigger
  New Contact

  Triggers when a new contact is created in Sunwise.

• Trigger
  Updated Contact

  Triggers when a contact is created or its details change in Sunwise.

• Action
  Add Contact Tracking

  Logs a follow-up activity (call, email, visit, message) against a Sunwise contact, with an optional reminder.

• Action
  Add Proposal

  Creates a new proposal inside an existing Sunwise project, optionally from a preset plan and optionally generated right away.

• Action
  Add Report

  Creates a new report for a project from one of its historical records.

• Action
  Create or Update Contact

  Creates a contact in Sunwise with name, email and telephone.

• Action
  Get All Proposals for a Project

  Returns every proposal in a project along with its contact.

• Action
  Get Contact

  Returns a single Sunwise contact by its ID, including name, email, telephone, company and status.

• Action
  Get Favorite Proposal ID

  Returns the favorite proposal of a project.

• Action
  Get Project

  Returns a Sunwise project by its ID, including its location, contact, agent and favorite commercial offer.

• Action
  Get Proposal

  Returns the details of one proposal.

• Action
  List Contacts

  Returns the contacts visible to the connected account, optionally filtered by text, agent, status or contact status.

• Action
  List Contact Trackings

  Returns all tracking records (follow-ups) for a contact, most recent first, each with its comments.

• Action
  List Presets

  Returns all active proposal presets (plans) for your Sunwise company.

• Action
  Search Contacts

  Searches active contacts matching the given text and returns the matches.

• Action
  Search Projects

  Searches active projects matching the given text and returns the matches.

• Action
  Search Project Summaries

  Searches active project summaries matching the given text and returns the matches.

• Action
  Search Proposals

  Searches active proposals matching the given text and returns the matches.

• Action
  Search Proposal Summaries

  Searches active proposal summaries matching the given text and returns the matches.

• Action
  Search Reports

  Searches active reports matching the given text and returns the matches.

• Action
  Update Contact

  Updates an existing Sunwise contact's name, email, telephone and details.

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