Connect Commusoft and Kitchen.co

Both apps 187Commusoft 54Kitchen.co 133

• Trigger
  New Contact

  Triggers when a new contact is added to a customer or work address.

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  New Diary

  Triggers when a new diary appointment is booked.

• Trigger
  New Job

  Triggers when a new job is created.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created.

• Trigger
  New Scheduled Activity

  Triggers when a new scheduled activity is created.

• Trigger
  New Work Address

  Triggers when a new work address is created.

• Action
  Complete Scheduled Activity

  Marks a scheduled activity as completed.

• Action
  Create Company

  Creates a new company customer in Commusoft.

• Action
  Create Contact

  Adds a contact person to a customer or work address.

• Action
  Create New Customer

  Creates a new private customer in Commusoft with its primary contact and address.

• Action
  Create New Work Address

  Creates a new work address under an existing customer.

• Action
  Create Opportunity

  Creates a new sales opportunity at an existing customer or work address property.

• Action
  Delete Appointment

  Deletes a diary appointment.

• Action
  Delete Asset

  Deletes an asset from a property.

• Action
  Delete Contact

  Deletes a contact person.

• Action
  Delete Job

  Deletes a job.

• Action
  Delete Opportunity

  Deletes a sales opportunity.

• Action
  Delete Property

  Deletes a customer, company or work address.

• Action
  Delete Scheduled Activity

  Deletes a scheduled activity.

• Action
  Get Appointment

  Returns one diary appointment by its ID.

• Action
  Get Asset

  Returns one asset (e.g. a boiler) by its ID.

• Action
  Get Job

  Returns one job by its ID.

• Action
  Get Opportunity

  Returns one sales opportunity by its ID.

• Action
  Get Property

  Returns one customer, company or work address by its ID.

• Action
  List Advertising Types

  Returns the advertising types (lead sources).

• Action
  List Appointments

  Returns diary appointments, optionally for one engineer or date range.

• Action
  List Asset Groups

  Returns asset groups such as Boiler or Heat pump.

• Action
  List Assets

  Returns assets recorded at properties.

• Action
  List Asset Types

  Returns asset types within asset groups.

• Action
  List Business Units

  Returns the business units.

• Action
  List Customer Types

  Returns the customer types set up in Commusoft.

• Action
  List Files

  Returns files saved against properties, opportunities or jobs.

• Action
  List Forms

  Returns custom forms completed against jobs.

• Action
  List Job Description Templates

  Returns the job description templates used when creating jobs.

• Action
  List Jobs

  Returns jobs, optionally filtered by property, status or pipeline stage.

• Action
  List Opportunities

  Returns sales opportunities, optionally filtered by property or pipeline stage.

• Action
  List Opportunity Pipelines

  Returns active opportunity pipelines.

• Action
  List Opportunity Stages

  Returns the stages of one opportunity pipeline.

• Action
  List Properties

  Returns customers, companies and work addresses.

• Action
  List Property Contacts

  Returns the contacts of a customer or work address.

• Action
  List Provinces

  Returns the provinces/counties set up in Commusoft.

• Action
  List Scheduled Activities

  Returns scheduled activities, optionally filtered by status or associated record.

• Action
  List Telephone Types

  Returns the telephone types.

• Action
  List Titles

  Returns the contact title options such as Mr and Mrs.

• Action
  List User Groups

  Returns the user groups.

• Action
  Mark Job Complete

  Marks a job as complete at the given date and time.

• Action
  Mark Job Uncompleted

  Reopens a completed job.

• Action
  Put Job On Hold

  Puts a job on hold for a given reason.

• Action
  Remove Job From Hold

  Takes a job off hold.

• Action
  Update Company

  Updates an existing company customer's details.

• Action
  Update Contact

  Updates a contact person's details.

• Action
  Update Customer

  Updates an existing private customer's contact and address details.

• Action
  Update Work Address

  Updates a work address's contact and address details.

• Trigger
  Board Updated

  Triggers when a board is updated.

• Trigger
  Client Updated

  Triggers when a client is updated.

• Trigger
  Conversation Updated

  Triggers when a conversation is updated.

• Trigger
  Doc Updated

  Triggers when a doc is updated.

• Trigger
  Embed Updated

  Triggers when an embed is updated.

• Trigger
  Folder Updated

  Triggers when a folder is updated.

• Trigger
  Invoice Updated

  Triggers when an invoice is updated.

• Trigger
  List Updated

  Triggers when a list is updated.

• Trigger
  Milestone Updated

  Triggers when a milestone is updated.

• Trigger
  New Board

  Triggers when a new board is created.

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Company

  Triggers when a new company is created.

• Trigger
  New Conversation

  Triggers when a new conversation is created.

• Trigger
  New Conversation Message

  Triggers when a new message is created inside a conversation.

• Trigger
  New Conversation Note

  Triggers when a new note is created inside a conversation.

• Trigger
  New Doc

  Triggers when a new doc is created.

• Trigger
  New Embed

  Triggers when a new embed is created.

• Trigger
  New Folder

  Triggers when a new folder is created.

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New List

  Triggers when a new list is created.

• Trigger
  New Milestone

  Triggers when a new milestone is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  New Task Comment

  Triggers when a new comment is created inside a task.

• Trigger
  Task Updated

  Triggers when a task is updated.

• Trigger
  Updated Company

  Triggers when a company is updated.

• Action
  Add Label to Task

  Adds a label to the given task.

• Action
  Add Membership to Board

  Adds a membership to the given board.

• Action
  Add Membership to Conversation

  Adds a membership to the given conversation.

• Action
  Add Membership to Doc

  Adds a membership to the given doc.

• Action
  Add Membership to Embed

  Adds a membership to the given embed.

• Action
  Add Membership to Folder

  Adds a membership to the given folder.

• Action
  Add Membership to Invoice

  Adds a membership to the given invoice.

• Action
  Add Membership to Milestone

  Adds a membership to the given milestone.

• Action
  Add Member to Task

  Adds a member to the given task.

• Action
  Archive a Board

  Moves a board to the archive. Can be restored later.

• Action
  Archive a Conversation

  Moves a conversation to the archive. Can be restored later.

• Action
  Archive a Doc

  Moves a doc to archive. Can be restored later.

• Action
  Archive a Folder

  Moves a folder to the archive. All items in the folder will be archived too. Can be restored later.

• Action
  Archive a Milestone

  Moves a milestone to the archive. Can be restored later

• Action
  Archive an Embed

  Moves an embed to archive. Can be restored later.

• Action
  Archive an Invoice

  Moves an invoice to the archive. Can be restored later.

• Action
  Create a Board

  Creates a new board.

• Action
  Create a Board Label

  Creates a new board label.

• Action
  Create a Board List

  Creates a new board list.

• Action
  Create a Client

  Creates a new client.

• Action
  Create a Company

  Creates a new company.

• Action
  Create a Conversation

  Creates a new conversation. Optionally with a new Message.

• Action
  Create a Conversation Message

  Creates a new message inside a conversation.

• Action
  Create a Conversation Note

  Creates a new note inside a conversation.

• Action
  Create a Doc

  Creates a new doc.

• Action
  Create a Folder

  Creates a new folder.

• Action
  Create a Milestone

  Creates a new milestone.

• Action
  Create an Embed

  Creates a new embed.

• Action
  Create a Task Comment

  Creates a new comment inside the given task.

• Action
  Create a Template

  Creates a new template.

• Action
  Delete a Company

  Deletes the specified company.

• Action
  Delete a Folder

  Permanently deletes a Kitchen.co folder.

• Action
  Delete Client

  Deletes a client user.

• Action
  Delete Conversation

  Deletes a conversation.

• Action
  Delete Invoice

  Deletes an invoice.

• Action
  Delete Task

  Deletes a task.

• Action
  Find Board

  Finds a board.

• Action
  Find Board Label

  Finds a label within the specified board.

• Action
  Find Board List

  Finds a list within the specified board.

• Action
  Find Client

  Finds a client.

• Action
  Find Clients

  Returns client users, optionally filtered by name or email.

• Action
  Find Company

  Finds a company.

• Action
  Find Conversation

  Finds a conversation.

• Action
  Find Conversation Message

  Finds a message within the specified conversation.

• Action
  Find Conversation Note

  Finds a note within the specified conversation.

• Action
  Find Doc

  Finds a document.

• Action
  Find Embed

  Finds an embed.

• Action
  Find Folder

  Finds a folder.

• Action
  Find Invoice

  Finds an invoice.

• Action
  Find Many Tasks

  Finds multiple tasks with optional filtering and pagination. Maximum of 100 tasks can be returned.

• Action
  Find Milestone

  Finds a milestone.

• Action
  Find Recurring Invoice

  Finds a recurring invoice.

• Action
  Find Task

  Finds a task.

• Action
  Find Task Comment

  Finds a comment within the specified task.

• Action
  Find Task Label

  Returns the labels on a task, optionally filtered by title.

• Action
  Find Template

  Finds a template.

• Action
  Get File

  Returns one file by ID, including its download URL.

• Action
  List Boards

  Returns the boards in your workspace.

• Action
  List Companies

  Returns the companies in your workspace.

• Action
  List Conversations

  Returns the conversations in your workspace.

• Action
  List Docs

  Returns the docs in your workspace.

• Action
  List Folders

  Returns the file folders in your workspace.

• Action
  List Invoices

  Returns the invoices in your workspace.

• Action
  List Lists

  Returns the lists on a board.

• Action
  List Members

  Returns the team members of your workspace.

• Action
  List Messages

  Returns the messages in a conversation.

• Action
  List Milestones

  Returns the milestones in your workspace.

• Action
  Move Task

  Moves a task to another list or board.

• Action
  Remove Label From Task

  Removes a label from the given task.

• Action
  Remove Member From Task

  Removes a member from the given task.

• Action
  Remove Membership From Board

  Removes a membership from the given board.

• Action
  Remove Membership From Conversation

  Removes a membership from the given conversation.

• Action
  Remove Membership From Doc

  Removes a membership from the given doc.

• Action
  Remove Membership From Embed

  Removes a membership from the given embed.

• Action
  Remove Membership From Folder

  Removes a membership from the given folder.

• Action
  Remove Membership From Invoice

  Removes a membership from the given invoice.

• Action
  Remove Membership From Milestone

  Removes a membership from the given milestone.

• Action
  Restore a Board

  Restores a board from the archive.

• Action
  Restore a Conversation

  Restores a conversation from the archive.

• Action
  Restore a Doc

  Restores a doc from the archive.

• Action
  Restore a Folder

  Restores a folder from the archive.

• Action
  Restore a Milestone

  Restores a milestone from the archive.

• Action
  Restore an Embed

  Restores an embed from the archive.

• Action
  Restore an Invoice

  Restores an invoice from the archive.

• Action
  Toggle Task Completion

  Toggles the completion status of a task. If the task is currently open, this action will mark it as closed.

• Action
  Update a Board

  Updates the specified board by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Board Label

  Updates the specified label by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Board List

  Updates the specified list by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Board Membership

  Updates a board membership.

• Action
  Update a Client

  Updates the specified client by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Company

  Updates the specified company by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Conversation

  Updates the specified conversation by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Conversation Membership

  Updates a conversation membership.

• Action
  Update a Conversation Message

  Updates the specified message by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Conversation Note

  Updates the specified note by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Doc

  Updates the specified doc by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Doc Membership

  Updates a doc membership.

• Action
  Update a Embed Membership

  Updates a embed membership.

• Action
  Update a Folder

  Updates the specified folder by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Folder Membership

  Updates a folder membership.

• Action
  Update a Invoice Membership

  Updates a invoice membership.

• Action
  Update a Milestone

  Updates the specified milestone by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Milestone Membership

  Updates a milestone membership.

• Action
  Update an Embed

  Updates the specified embed by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update an Invoice

  Updates the specified invoice by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Task Comment

  Updates the specified task comment by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Update a Template

  Updates the specified template by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• Action
  Upload Files to Folder

  Attaches previously uploaded files to a Kitchen.co folder and returns the attached file records.

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