Connect ProcessPlan to Clever Elements

Both apps 31ProcessPlan 17Clever Elements 14

• Trigger
  Field Updated

  Triggers when a field value on a running process is changed.

• Trigger
  Process Instance Completed

  Triggers when a process is completed.

• Trigger
  Process Instance Started

  Triggers when a new process is started.

• Trigger
  Task Assigned

  Triggers when a task is assigned to someone.

• Trigger
  Task Canceled

  Triggers when a task is canceled.

• Trigger
  Task Completed

  Triggers when a task is completed.

• Trigger
  Task Due Date Changed

  Triggers when a pending task's due date is set or changed.

• Trigger
  Task Notes Updated

  Triggers when the notes on a pending task are updated.

• Trigger
  Task Past Due

  Triggers when a pending task becomes past due.

• Trigger
  Task Start Date Changed

  Triggers when a pending task's start date is set or changed.

• Action
  Cancel a Process

  Cancels a running process.

• Action
  Cancel a Process Task

  Cancels a pending task in a running process.

• Action
  Complete a Task

  Completes a pending task by submitting one of its responses.

• Action
  Find a Process Instance

  Finds process instances whose properties match a filter, such as the instance description.

• Action
  Start a New Process

  Starts a new process from a process template and fills in its starting fields.

• Action
  Start a Process Task

  Starts a task in a running process out of its normal order. Use with caution.

• Action
  Update Process Fields

  Saves new values into one or more fields of a running process.

• Action
  Add list

  Creates a new subscriber list in your Clever Elements account, with an optional description.

• Action
  Add Subscriber

  Adds a subscriber to a Clever Elements subscriber list without double opt-in, optionally setting personalization fields. An existing subscriber's personalization fields are overwritten.

• Action
  Add subscriber field

  Creates a new subscriber (personalization) field in your Clever Elements account.

• Action
  Delete list

  Deletes a subscriber list from your Clever Elements account. Subscribers on the list are kept in the account.

• Action
  Delete subscriber

  Deletes a subscriber from your Clever Elements account by subscriber ID.

• Action
  Find subscriber by email

  Finds a subscriber by email address and returns their subscriber ID, personalization field values and the newsletters they have received.

• Action
  Get list details

  Returns one subscriber list's details by list ID: its name, description, and subscriber and unsubscriber counts. Fails if the list is not found.

• Action
  Get subscriber

  Returns a subscriber's subscription status on each list: the list ID with the times they subscribed and unsubscribed.

• Action
  List lists

  Returns every subscriber list in the Clever Elements account, with each list's ID and name.

• Action
  List subscriber fields

  Returns every subscriber personalization (custom) field defined in the Clever Elements account, with its ID, name, description and type.

• Action
  List subscribers

  Returns every subscriber on a Clever Elements list, with each subscriber's ID, email address and subscribe/unsubscribe times.

• Action
  Unsubscribe Subscriber From All List

  Unsubscribes a subscriber from every subscriber list in the Clever Elements account. The subscriber record itself is kept.

• Action
  Unsubscribe Subscriber From List

  Unsubscribes a subscriber from one Clever Elements list. The subscriber stays in the account and on any other lists.

• Action
  Update Subscriber

  Updates an existing subscriber's personalization fields in a Clever Elements list, identified by email address.

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