Connect eWay-CRM to iClosed

Both apps 41eWay-CRM 16iClosed 25

• Trigger
  New or Updated Company

  Triggers when a company is created or changed in eWay-CRM.

• Trigger
  New or Updated Contact

  Triggers when a contact is created or updated in eWay-CRM.

• Trigger
  New or Updated Deal

  Triggers when a deal is created or updated in eWay-CRM.

• Trigger
  New or Updated Journal

  Triggers when a journal entry is created or updated in eWay-CRM.

• Trigger
  New or Updated Project

  Triggers when a project is created or updated in eWay-CRM.

• Trigger
  New or Updated Task

  Triggers when a task is created or changed in eWay-CRM.

• Action
  Find a Contact

  Finds contacts in eWay-CRM matching an email, name, company or phone number.

• Action
  Find a Deal

  Finds deals in eWay-CRM matching the supplied name, customer, contact or other criteria.

• Action
  Find a Drop-Down Menu Value

  Finds drop-down menu values in eWay-CRM, filtered by the drop-down's name and the value's label.

• Action
  Find a Task

  Finds eWay-CRM tasks matching the subject, status, dates or linked records you supply.

• Action
  Save a Company

  Creates a new company in eWay-CRM, or updates an existing one when a company ID is given.

• Action
  Save a Contact

  Creates a new contact in eWay-CRM, or updates an existing one when its ID is supplied.

• Action
  Save a Deal

  Creates a new deal in eWay-CRM, or updates an existing one when a deal ID is given.

• Action
  Save a Journal

  Creates a new journal entry in eWay-CRM, or updates an existing one when its ID is given.

• Action
  Save a Project

  Creates a new project in eWay-CRM, or updates an existing project when its ID is given.

• Action
  Save a Task

  Creates a new task in eWay-CRM, or updates an existing task when its ID is supplied.

• Action
  Add Call Outcome

  Records the outcome of a scheduled iClosed call (won, no sale, approved or rejected), with optional notes, objection, no-sale reason and deal details for a won call.

• Action
  Add custom field

  Creates a new custom field on iClosed contacts, calls, events, deals, users or iScores, and returns the created field.

• Action
  Add deal

  Creates a new deal from an iClosed call booking, with an optional product, value, and linked transactions.

• Action
  Add product

  Creates a new product in your iClosed account and returns the created product.

• Action
  Cancel Call

  Cancels a scheduled iClosed call, optionally recording the reason. Invitees lose the booking.

• Action
  Create Contact

  Creates a new contact in iClosed, or updates the existing contact with the same email or phone number.

• Action
  Create Note

  Adds a note to an existing contact in iClosed.

• Action
  Create Transaction

  Creates a transaction (a payment or sale) in iClosed with its value and the buyer's contact details.

• Action
  Delete transaction

  Permanently deletes a transaction by its ID. This cannot be undone.

• Action
  Get event

  Returns one iClosed event, including its settings, hosts, invitee questions and routing rules, looked up by event ID or booking link prefix.

• Action
  List contact notes

  Returns the notes recorded on an iClosed contact, optionally only those written by a specific user.

• Action
  List deals

  Returns the deals in the iClosed account, with their contact, assigned user, product and event, optionally filtered by contact, user, product, event, type, contact status, search text or time range.

• Action
  List events

  Returns the events (booking pages) in the iClosed account, optionally narrowed by search text, host or event type.

• Action
  List products

  Returns the products in the iClosed account, with optional filtering by name, parent product and date range, and optional sorting.

• Action
  Search Call

  Returns scheduled calls that match the search text and filters you specify, such as invitee email, contact, closer, event, outcome or date range.

• Action
  Search Contact

  Searches contacts by name, email or phone number, with optional filters for owner, status, event and join date. Returns up to 100 matching contacts.

• Action
  Search Custom Fields

  Searches the custom fields defined for one iClosed object type (contacts, calls, events, deals, users or iScore), optionally filtered by name, input type or identifier.

• Action
  Search Transaction

  Searches transactions by name, email, phone number or value, with optional filters for source, sync status and creation date.

• Action
  Search Users

  Finds users in your iClosed account whose name or email matches the search text, including removed users.

• Action
  Update call

  Updates a scheduled call's date and time, and optionally its assigned closer, reason, notes and additional guests. Returns the updated call.

• Action
  Update Contact

  Updates an existing iClosed contact's name, emails, phone numbers, status or referrer URL. Only the fields you fill in are changed.

• Action
  Update Contact Custom Field

  Sets or replaces the value of one custom field on an iClosed contact. Choose the field by its id or its identifier.

• Action
  Update deal

  Updates an existing deal's value, product, closer, time, transaction type and linked transactions, and returns the updated deal.

• Action
  Update product

  Updates an existing product's name or description in iClosed and returns the updated product.

• Action
  Update transaction

  Updates an existing iClosed transaction's name, contact details, description, value or source, and returns the updated transaction.

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