Connect Orderry to TeamUp

Both apps 59Orderry 35TeamUp 24

• Trigger
  Ad Campaigns

  Triggers when a new ad campaign is added in Orderry.

• Trigger
  Clients List

  Triggers when a new client is added in Orderry.

• Trigger
  Employees List

  Triggers when a new employee is added to the Orderry account.

• Trigger
  Lead Types

  Triggers when a new lead type is added to your Orderry account.

• Trigger
  Locations

  Triggers when a new location (branch) is added to the Orderry account.

• Trigger
  Order Custom Fields

  Triggers when a new custom field is defined for orders in Orderry.

• Action
  Add Booking Item

  Adds a product or service line item to an existing booking.

• Action
  Add Order Comment

  Adds a comment to an order in Orderry, optionally marked as private.

• Action
  Add Task Comment

  Adds a comment to an existing task in Orderry, optionally marked as private.

• Action
  Changing Order Status

  Changes the status of an Orderry order, optionally with a comment explaining the change.

• Action
  Create a Client

  Creates a new client (person contact) in Orderry with name, contact details, phones, tags and custom field values.

• Action
  Create a Lead

  Creates a new lead (inquiry) in Orderry for a location, with optional contact, client, asset and custom field details.

• Action
  Create an Order

  Creates a new order in Orderry at the chosen location with the chosen order type, optionally linking a client, asset and assignee.

• Action
  Create an Order Item

  Adds a product or service line item to an existing Orderry order.

• Action
  Create an Order or Estimate

  Creates a new estimate in Orderry for a location and order type, optionally with client, asset, schedule, notes and custom field values.

• Action
  Create a Payment

  Records a payment (income or expense transaction) in an Orderry finance account, optionally linked to a client, order or sale.

• Action
  Create Booking

  Creates a new booking (appointment) for a client at a location, assigned to an employee for a scheduled time window.

• Action
  Create Product

  Creates a new product in your Orderry catalog with its category, unit of measure, prices and other details.

• Action
  Create Service

  Creates a new service in your Orderry service catalog.

• Action
  Create Task

  Creates a task in Orderry with a title, due date and assigned employees, optionally linked to an order, inquiry, client, task or invoice.

• Action
  Create Update_booking

  Updates an existing booking's location, status, assignee, client, schedule, resource or comment.

• Action
  Find Service

  Finds catalog services by name, barcode or category and returns the matching services.

• Action
  Get Assets

  Returns the assets (devices, vehicles and other client or company equipment) in your account, optionally filtered by ID, serial number, warehouse or owner.

• Action
  Get Client by ID

  Returns a single client record, including its contact details and custom field values, by its ID.

• Action
  Get Estimate

  Returns a single estimate with its client, status, dates, totals and custom field values. Line items are not included.

• Action
  Get Estimate by Id

  Returns a single estimate by its ID with its client, status, totals and custom field values. Line items are not included.

• Action
  Get Lead

  Returns a single lead by its ID, including contact details, status and custom field values.

• Action
  Get Orders

  Returns a list of orders, optionally filtered by type, location, status, manager, client, asset or date ranges.

• Action
  Get Task

  Returns a single task by its ID.

• Action
  Search for Clients

  Searches clients (people) by name, phone, email, manager, tag or creation/modification date and returns the matching client records.

• Action
  Update an Order Item

  Updates an existing item (product or service line) on an Orderry order, such as its quantity, price, cost, discount, warranty, taxes or assignee.

• Action
  Update an Order or Estimate

  Updates an existing order estimate in Orderry, changing only the fields you fill in.

• Action
  Update_booking_item

  Updates the quantity, price, cost, discount, warranty, taxes or comment of an item already added to a booking.

• Action
  Update Client

  Updates an existing client (person) in Orderry. Only the fields you fill in are changed.

• Action
  Update Product

  Updates an existing product in the Orderry catalog. Only the fields you fill in are changed.

• Action
  Add event

  Creates a new class (event) on the TeamUp calendar at a venue, with its instructors, offering type and times.

• Action
  Add instructor

  Creates a new instructor (staff member) in your TeamUp business with a name, email, description and staff permissions.

• Action
  Add interaction

  Logs a CRM interaction (call, email, meeting or contact) against a customer.

• Action
  Add membership

  Creates a new membership offering (a pack, prepaid plan or recurring plan) that customers can buy.

• Action
  Add venue

  Creates a venue (a physical location or an online venue) in your TeamUp business.

• Action
  Cancel customer membership

  Cancels a customer's membership, optionally setting an explicit expiration date. Returns the updated customer membership.

• Action
  Create Customer Membership

  Gives a TeamUp customer one of the business's membership plans, optionally from a chosen start date.

• Action
  Get Customer

  Returns one TeamUp customer by ID, including name, email and status.

• Action
  Get Customer Membership

  Returns one customer membership by ID, including its plan, dates and status.

• Action
  Get Event

  Returns one TeamUp class or appointment by ID, including its times, venue and occupancy.

• Action
  Get invoice

  Returns a single invoice, including its status, due date, amount due, payer and receipt link.

• Action
  List Attendances

  Returns up to 100 class and appointment registrations per page, optionally for one customer or one event.

• Action
  List Customer Memberships

  Returns up to 100 customer memberships per page, optionally only those held by one customer.

• Action
  List Customers

  Returns up to 100 TeamUp customers per page, optionally filtered by a name or email search.

• Action
  List Events

  Returns up to 100 TeamUp classes and appointments per page, optionally within a start-time window.

• Action
  List instructors

  Returns the business's instructors, optionally filtered by name, offering type or event.

• Action
  List invoices

  Returns the invoices in your TeamUp business, optionally filtered by status, customer membership or store order.

• Action
  List Memberships

  Returns up to 100 of the membership plans the business offers per page.

• Action
  List Venues

  Returns up to 100 of the business's venues per page.

• Action
  Mark attendee no-show

  Marks a customer's attendance at an event (class or appointment) as a no-show and returns the updated attendance.

• Action
  Register customer for event

  Registers a customer for an event (class or appointment) and returns the new attendance.

• Action
  Unregister customer from event

  Removes a customer from an event (class or appointment) in TeamUp, optionally as a late cancellation.

• Action
  Update customer

  Updates an existing customer's name, lead source, participation or visibility.

• Action
  Update event

  Updates an existing class or event in TeamUp — its name, times, venue, instructors, capacity, description and more. Only the fields you fill in are changed.

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