Connect Commusoft to Spektrix

Both apps 81Commusoft 54Spektrix 27

• 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.

• Action
  Basket: Add a Customer

  Attaches a customer to an existing basket, optionally applying a promo code at the same time. Returns the updated basket.

• Action
  Basket: Add a Donation

  Adds a donation to a fund in an existing Spektrix basket and returns the donations added.

• Action
  Basket: Add a Merchandise Delivery Method

  Sets the merchandise delivery method (and optional delivery address) on a Spektrix basket and returns the updated basket.

• Action
  Basket: Add a Ticket Delivery Method

  Sets how the tickets in a basket will be delivered (post, collect at box office, print at home or agent), with an optional postal address.

• Action
  Basket: Add Membership(s)

  Adds a membership to an existing Spektrix basket and returns the membership items now in the basket.

• Action
  Basket: Add Merchandise Item(s)

  Adds one or more merchandise items to a Spektrix basket and returns the items now in it.

• Action
  Basket: Add Order Attribute(s)

  Sets one or more order attributes on a basket before it is confirmed. Returns the updated basket.

• Action
  Basket: Add Payment Type

  Adds a custom payment of a chosen payment type and amount to a basket, returning the basket's custom payments.

• Action
  Basket: Add Ticket(s) (Best Available)

  Adds the best available seats for an event instance with a reserved seating plan to a basket, and returns the tickets added.

• Action
  Basket: Add Ticket Subscription(s)

  Adds a ticket subscription (at a chosen pricing set and quantity) to a Spektrix basket.

• Action
  Basket: Add Ticket(s) (Unreserved Seating Plan)

  Adds one or more tickets for an unreserved (general admission) area of an event instance to a basket.

• Action
  Basket: Confirm a Basket

  Confirms a basket, turning it into a completed order. For system owners this only works for zero-value orders.

• Action
  Basket: Create a New Basket

  Creates a new, empty Spektrix basket, optionally attaching a customer, promo code and delivery methods. Returns the basket and its id for use in later basket steps.

• Action
  Basket: Override a Ticket Price

  Overrides the price of a specific ticket in a Spektrix basket and returns the updated ticket.

• Action
  Customer: Add Tag(s)

  Adds a tag to a Spektrix customer's record.

• Action
  Customer: Create a New Customer

  Creates a new customer record in Spektrix and returns the created customer.

• Action
  Customer: Find by Email Address

  Finds a Spektrix customer record by its email address and returns the customer's details, including custom attributes.

• Action
  Customer: Find by Spektrix Customer ID

  Returns a Spektrix customer record by its Spektrix customer ID.

• Action
  Customer: Remove a Tag

  Removes a specific tag from a Spektrix customer's record.

• Action
  Customer: Update Attribute(s)

  Updates one or more custom attributes on an existing Spektrix customer record.

• Action
  Customer: Update Contact Preference(s)

  Adds one or more contact preferences to a Spektrix customer's record and returns the customer's contact preferences.

• Action
  Customer: Update Information (Including Attributes)

  Updates a Spektrix customer's contact details (name, email, phone, title, birth date, Gift Aid) and any custom attributes. Only the fields you fill in are changed.

• Action
  Event: Find by Name

  Finds events whose name matches the one you give, optionally narrowed by performance dates, sales channel and on-sale status.

• Action
  Fund: Find a Fund

  Finds a donation fund by its name or code and returns the matching fund.

• Action
  Instance: Find by Event

  Returns the performances (instances) of a Spektrix event, optionally limited to a date range and sales channel.

• Action
  Membership: Find a Membership

  Finds available memberships whose name matches the name you give, and returns the first match plus the full list of matches.

• Action
  Ticket Subscription: Find a Pricing Set

  Finds a pricing set on your ticket subscriptions by name, optionally limited to one ticket subscription.

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