Connect Salesmsg to iClosed

Both apps 54Salesmsg 29iClosed 25

• Trigger
  Contact Updated

  Triggers when a contact in Salesmsg is created or updated.

• Trigger
  Missed Incoming Phone Call

  Triggers when an incoming phone call to your Salesmsg number is missed.

• Trigger
  New Contact

  Triggers when a new contact is created in Salesmsg.

• Trigger
  New Contact Opted-Out

  Triggers when a contact in Salesmsg is opted out of text messaging.

• Trigger
  New or Updated Conversation

  Triggers when an open Salesmsg conversation starts or gets a new message (its latest message time changes). Returns the conversation, including its contact and inbox, not the message text.

• Trigger
  New Phone Call Received

  Triggers when a new incoming phone call is logged in Salesmsg call history.

• Action
  Add broadcast

  Creates a broadcast in Salesmsg that sends a message from one of your numbers to the selected contacts, now or on a schedule, or saves it as a draft. Returns the new broadcast.

• Action
  Add tag

  Creates a new tag in your Salesmsg account that can then be applied to contacts.

• Action
  Add Tag to Contact

  Adds an existing tag to a Salesmsg contact.

• Action
  Assign conversation

  Assigns a conversation to a team member. Leave the user blank to set the conversation to Unassigned.

• Action
  Close conversation

  Closes a conversation for everyone on the team. The conversation and its messages stay visible under Closed Conversations, and the closed conversation is returned.

• Action
  Create Note

  Creates a note on a Salesmsg contact.

• Action
  Create or Update Contact

  Creates a Salesmsg contact for a phone number, or returns the existing contact with that number, setting name and email.

• Action
  Delete contact

  Deletes a contact from your Salesmsg account.

• Action
  Delete note

  Permanently deletes a note from a Salesmsg contact and returns the vendor's confirmation message.

• Action
  Find Contact

  Finds contacts whose name, email or phone number matches a search term.

• Action
  Find Salesmsg Member

  Searches the members of your Salesmsg organization by name or email and returns the matches.

• Action
  Get contact

  Returns a Salesmsg contact by its id, including its tags, notes and custom field values.

• Action
  Get conversation

  Returns a conversation by its ID, including its contact participants, owner, assigned user, phone number, status dates and reassignment history.

• Action
  List conversations

  Returns the conversations in the connected Salesmsg account that match a status filter, with each conversation's contact, owner and number details.

• Action
  List tags

  Returns the tags in the Salesmsg account, with optional search, sorting and filtering by tag.

• Action
  List teams

  Returns the teams (inboxes) in your Salesmsg organization, with each team's name, owner and phone number.

• Action
  Opt-in a contact

  Opts a contact back in so messages can be sent to them again, and returns the updated contact. A contact who opted out by replying (a hard opt-out) cannot be opted in this way.

• Action
  Opt-Out a Contact

  Opts out a Salesmsg contact so they no longer receive messages from your local and toll-free numbers. Returns the updated contact.

• Action
  Phone Number Lookup (PhoneCheckr)

  Looks up a phone number and returns its formatted form, country, carrier and line type.

• Action
  Remove Tag From Contact

  Removes a tag from a Salesmsg contact.

• Action
  Send a Text Message (SMS / MMS)

  Sends an SMS or MMS text message to a phone number from one of your Salesmsg inboxes.

• Action
  Update contact custom field

  Updates the value of one custom field on a Salesmsg contact and returns the updated contact.

• Action
  Update note

  Updates the text of an existing note on a Salesmsg contact.

• 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.