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Productivity

Contacts+ for your Agent

Flow can look up tasks, projects and pages in Contacts+, and with read and write access it can create and update them, for example to turn a tender’s deadlines into tasks.

It asks for your approval before it changes anything in Contacts+. Connect by signing in with Contacts+.

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Create a task in Contacts+ for each document the Lyon tender asks for, due two days before the deadline.

Connect Contacts+ in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Contacts+.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Contacts+.

What Flow can do depends on what Contacts+ offers through its API and on the access you choose.

Things to ask

Type these to Flow once Contacts+ is connected.

  • Contacts+

    Create a task in Contacts+ for each document the Lyon tender asks for, due two days before the deadline.

  • Contacts+

    What is still open in Contacts+ for our hospital bid?

About Contacts+

Contacts+ is a contact management service for personal account, contact, and tag data. It helps keep address books organized, searchable, and easier to maintain across workflows.

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