Connect Amplemarket and Commusoft

Both apps 85Amplemarket 23Commusoft 62

• Trigger
  New Call

  Triggers when a new call is logged in Amplemarket.

• Action
  Add call

  Logs a call made outside Amplemarket against a sequence task, recording its numbers, duration, outcome and optional recording or transcript.

• Action
  Add Domain Exclusion

  Adds a domain to the Amplemarket exclusion list so nobody at it is contacted.

• Action
  Add Email Exclusion

  Adds an email address to the Amplemarket exclusion list so it is never contacted.

• Action
  Add lead list

  Creates a new lead list in Amplemarket from a set of leads identified by LinkedIn URL, email, or title and company.

• Action
  Add leads to lead list

  Adds one or more leads (by LinkedIn URL, email, or title and company) to an Amplemarket lead list.

• Action
  Add Lead to Sequence

  Adds a lead, by email, to an Amplemarket sequence and reports whether it was added or skipped.

• Action
  Complete task

  Marks an Amplemarket task as completed, optionally completing its lead as well.

• Action
  Create Contact

  Creates a contact in Amplemarket and returns its ID.

• Action
  Enrich Company

  Returns a company's profile (name, website, industry, size, location) found by its domain or LinkedIn URL.

• Action
  Enrich Person via Email

  Returns a person's profile (name, title, LinkedIn, location and company) found by their email address.

• Action
  Find companies

  Searches Amplemarket's company database by name, domain, location, industry, size and other firmographic filters and returns the matching companies.

• Action
  Find Contact by Email

  Returns the Amplemarket contact with the given email address.

• Action
  Find people

  Searches Amplemarket's people database by name, title, company and other filters and returns the matching people with their company details.

• Action
  Get contact

  Returns an Amplemarket contact by its id, including phone numbers, CRM link and recent activity.

• Action
  Get Email Validation Results

  Returns the status and per-email results of an email validation batch.

• Action
  Get lead list

  Returns a lead list with its name, status, owner, options and the leads it contains.

• Action
  List calls

  Returns the calls logged in Amplemarket, newest first, optionally filtered by user, phone number, direction or start date.

• Action
  List lead lists

  Returns the lead lists in your Amplemarket account, optionally filtered by status or owner.

• Action
  List Sequences

  Returns the sequences in the Amplemarket account.

• Action
  List tasks

  Returns the tasks assigned to an Amplemarket user, optionally filtered by type, status, sequence or keyword.

• Action
  List users

  Returns the users in your Amplemarket account, optionally filtered by status, role or email.

• Action
  Validate Email

  Starts validating an email address and returns the validation batch ID to fetch the result with.

• 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
  Change Job Stage

  Moves a job to another stage of a pipeline.

• Action
  Change Opportunity Stage

  Moves an opportunity to another pipeline stage.

• 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
  Create Scheduled Activity

  Creates a task for office staff against a property, opportunity or job.

• 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 Aborted

  Marks a job as aborted.

• Action
  Mark Job Complete

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

• Action
  Mark Job Free Of Charge

  Marks a job as free of charge.

• 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 Job

  Updates an existing job's details such as description, notes, contacts, priority, quoted amount, business unit and user group.

• Action
  Update Opportunity

  Updates an opportunity's notes, sales person and references.

• Action
  Update Scheduled Activity

  Updates a scheduled activity's title, description and due date.

• Action
  Update Work Address

  Updates a work address's contact and address details.

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