Connect Air and Commusoft

Both apps 86Air 32Commusoft 54

• Trigger
  Asset Custom Field Updated

  Triggers when the custom field values on an asset change (or a new asset appears with custom field values), checking the most recently updated assets.

• Trigger
  Board Custom Field Updated

  Triggers when the custom field values on a board change (also fires once for each board when first seen). Returns the board with its current custom field values.

• Trigger
  New Asset

  Triggers when a new asset is added to the Air workspace, optionally limited to a board, showcase, tag or search.

• Trigger
  New Board

  Triggers when a new board is created in your Air workspace.

• Trigger
  Tag Added to Asset

  Triggers when a tag is added to an asset in your Air workspace, once per asset and tag.

• Action
  Add Assets to a Board

  Adds one or more assets to a board in your Air workspace.

• Action
  Add Guest to a Board

  Invites a person by email as a guest on an Air board with the chosen guest role.

• Action
  Add Tags to an Asset Version

  Adds an existing tag to a specific version of an asset in Air.

• Action
  Apply a Custom Field to a Board

  Sets the value of a custom field on an Air board — text or date for plain fields, or selected options for single- and multi-select fields.

• Action
  Apply a Custom Field to an Asset

  Sets the value of one custom field on an asset — text or date for plain fields, or chosen option(s) for single- and multi-select fields.

• Action
  Apply Custom Fields to an Asset

  Sets the value or selected options of one custom field on an Air asset.

• Action
  Create a Board

  Creates a board in your Air workspace, at the top level, at the root of a library, or inside another board.

• Action
  Create a Custom Field

  Creates a new custom field in the Air workspace, optionally with its list of choices for a select field.

• Action
  Find Assets

  Returns the assets in your Air workspace that match a search term, board, showcase, tag, custom field value or creation date range.

• Action
  Find Boards

  Finds boards in your Air workspace by name, optionally limited to a parent board, showcase or library. Returns the matching boards, most recently updated first.

• Action
  Find Custom Fields

  Searches the workspace's custom fields by name and returns the matching fields.

• Action
  Find Guests of a Board

  Returns the guests of an Air board, accepted guests first, optionally filtered by email address.

• Action
  Generate an Upload URL

  Creates a new asset (or a new version of an existing asset) in Air and returns the URL to upload the file's bytes to.

• Action
  Get Asset by ID

  Returns an Air asset by its id, including its custom field values and cover version details (file name, type, size, tags and preview URLs).

• Action
  Get Asset Parent Boards

  Returns the boards that contain a given Air asset, most recently created first.

• Action
  Get Asset Version by ID

  Returns one version of an asset, including its file details, tags, preview URLs and IPTC/EXIF metadata.

• Action
  Get Board by ID

  Returns a single Air board by its ID, including its title, description, parent board, dates and custom field values.

• Action
  Get Custom Field by ID

  Returns one Air custom field, including its name, type and the choices of a select field.

• Action
  Get or Create Tags

  Returns the tag with the given name, creating it in the Air workspace first if it does not already exist.

• Action
  Import a File From a URL

  Imports a file into Air from a public URL, creating a new asset or a new version of an existing asset. Returns the import id to check its status.

• Action
  Remove an Asset From a Board

  Removes an asset from a board in your Air workspace. The asset itself is not deleted.

• Action
  Remove Guest From a Board

  Removes a guest from a board, revoking their access to it.

• Action
  Status of an Import

  Returns the current status of a file import (pending, in progress, failed or succeeded), with error details when it failed.

• Action
  Update a Board

  Updates the title, description or parent board of an existing Air board.

• Action
  Update an Asset Version

  Updates the title and/or description of an asset version in Air.

• Action
  Update Role of Guest

  Changes the role of a guest on an Air board.

• Action
  Upload a File

  Uploads a file from a URL into your Air workspace as a new asset, or as a new version of an existing asset.

• 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.

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