Adds new notes or updates to the activity log of an existing task, helping you keep track of all changes and progress.

Adds new text to the notes section of a client who is not classified as a "trom-yeutz" client.

Appends additional text to the description of an existing task.

Assign a marketing agent (סוכן משווק) to a client who is currently active.

Creates a connection between an employer and an active client, setting the employer as the client’s current employer.

Assigns a new case manager (גורם מטפל) to an existing active client.

Updates the due date for a task you’ve already created.

Searches for clients—both pre-consultation and active—whose details match your specified search criteria.

Checks to make sure everything is ready—including existence, authorization, and all necessary requirements—before you submit a Mislaka information request for a trom-yeutz client.

Copies all personal details from a "tromYeutz" (pre-consultation) client to create a new active client profile. Please note: The original "tromYeutz" client information will not be changed or deleted.

Adds a new lead to a chosen campaign. Please note: If the selected campaign is currently connected to RoetoPol, the lead will still be created, but any RoetoPol-powered automations for that campaign will be turned off.

Creates and submits a mislaka request for a selected trom-yeutz client.

Adds a new financial transaction or sales activity to an existing client’s account.

Creates a new request for a trom-yeutz client to electronically sign forms (החתמת נספחים).

Creates and submits a brand new task for you.

Creates a new client record for a trom yeutz (טרום יעוץ) consultation.

Creates a new client and sets their status as active (לקוח פעיל).

Creates a new request to fetch and handle a Har-Bituach file specifically for a trom-yeutz client.

Gets detailed information about a specific client who is currently active.

Retrieves complete aggregated data from all clients you have access to, just like what you see on the Agent Page in the web application.

Fetches a list of Agents (סוכנים משווקים) that are set up within your organization.

Fetches a list of clients linked to a particular agent within your organization.

Retrieves and displays the different activity types, users, insurance companies, statuses, and titles that you can use when managing Financial Activities.

Fetches a list of download links for the raw data files that Mislaka provided in response to your client's most recent tromYeutz request.

Retrieves and displays all your connected Mislaka accounts.

Gets a list of companies that have been officially approved by the Mislaka (recognized institutional entities).

Fetches a list of all Roeto-Pol accounts that are available within your organization.

Displays the available users, tags, and headlines you can use when assigning tasks.

Fetches all currently open tasks that are assigned to a particular user within your organization.

Retrieves detailed information about a specific Trom Yeutz client.

Retrieves a list of users within your organization.

Adds leads directly to the campaign you choose.

Connects an existing financial activity to an existing task for the same client. Make sure the task isn’t already linked to a financial activity, and the financial activity isn’t already linked to a task.

Fetches a list of all client types (סיווגי לקוח) available in your organization, helping you see how clients are categorized.

Fetches a list of all active clients and pre-consultation clients (לקוחות פעילים ולקוחות טרום יעוץ) connected to an employer, whether they're marked as the current employer or linked through any of the employer's policies.

Displays a list of clients whose birthdays were yesterday, are today, or will be tomorrow.

Fetches a list of financial activities that match your chosen search filters.

Allows you to make a custom, authorized API request to access or manage data from the connected service.

Assigns one or more tasks to a different user of your choice.

Find and view campaigns that match your search criteria, along with their current details and settings.

Finds clients by searching for their name, city, personal ID number, recruitment source, or how long they've been with your organization.

Searches for employers using their name to help you quickly find specific companies.

Searches for and filters financial activity documents, such as sales management or financial transactions, to help you quickly find the records you need.

Finds leads based on their phone number and name.

Fetches a list of tasks from your account.

Changes a task’s completion status—marking it as complete if it’s incomplete, or as incomplete if it’s already complete.

Creates a new reminder for a task or cancels an existing one, helping you stay on top of your to-dos.

Updates an active client’s personal details—like their first name, last name, address, and more. Any fields you leave blank will stay unchanged in the client’s existing information.

Updates the status of an existing lead to help you keep track of their progress.

Easily update a trom-yeutz client's personal details—like their first name, last name, or address. Any fields you leave blank will stay unchanged for the client.

Updates important details for an existing financial transaction or sales management record.

Updates the status of an existing financial transaction or sales management activity.

Creates a B1 power of attorney request (בקשת יפוי כח - ב1) through Mislaka for an active client.

Uploads a file directly to a specific Trom Yeutz client's list of files, making it easy to store and manage documents for that client.

Uploads a file and adds it to the list of files for an active client.