Connect Apizeal to JobTread

Both apps 44Apizeal 23JobTread 21

• Trigger
  Contact Created

  Triggers when a new contact (not a lead) is added in Apizeal.

• Trigger
  Lead Created

  Triggers when a new lead is added in Apizeal.

• Trigger
  Policy Created

  Triggers when a new insurance policy is added in Apizeal.

• Trigger
  Policy Status Updated

  Triggers when a policy's status changes in Apizeal.

• Trigger
  Task Created

  Triggers when a new task is added in Apizeal.

• Trigger
  Task Status Updated

  Triggers when a task's status changes in Apizeal.

• Action
  Find Contact

  Finds contacts and leads by name, email, phone or creation date.

• Action
  Find Task

  Finds tasks by status, related contact or policy, or due date range.

• Action
  Get Contact

  Returns one contact (or lead) by its ID, with address, employment and agent.

• Action
  Get Medical Appointment

  Returns one of a contact's medical appointments by its ID.

• Action
  Get Policy

  Returns one insurance policy by its ID, with its carrier, plan, premium and holder.

• Action
  Get Policy Members

  Returns the members (holder, applicants and dependents) of a policy.

• Action
  Get Task

  Returns one task by its ID, with its status, due date and assignees.

• Action
  List Carriers

  Returns the insurance carriers defined in your Apizeal organization, each with its ID and name.

• Action
  List Contact Notes

  Lists the notes on a contact.

• Action
  List Contact Policies

  Lists the policies a contact holds or belongs to.

• Action
  List Contact Reminders

  Lists the reminders on a contact.

• Action
  List Medical Appointments

  Lists a contact's medical appointments.

• Action
  List Policies

  Lists insurance policies, optionally filtered by code, effective date or submitted date.

• Action
  List Policy Notes

  Lists the notes on a policy.

• Action
  List Policy Reminders

  Lists the reminders on a policy.

• Action
  List Policy Statuses

  Returns the policy statuses defined in your Apizeal organization, each with its ID and name.

• Action
  List Product Types

  Returns the product types defined in your Apizeal organization, each with its ID and name.

• Action
  Assign Access

  Grants a team member access to a JobTread record such as a job, so they can see and work on it.

• Action
  Create Comment

  Creates a comment on a JobTread record such as a job, customer or vendor, optionally as a reply to another comment.

• Action
  Create Customer

  Creates a new customer account in your JobTread organization.

• Action
  Create Customer Contact

  Creates a contact person on a JobTread customer account.

• Action
  Create Job

  Creates a job in JobTread at an existing customer location, optionally copying costs or tasks from another job and setting budget line items and custom fields.

• Action
  Create Location

  Creates a location (job site address) for a JobTread customer. A location is required before a job can be created for that customer.

• Action
  Create Task

  Creates a task or to-do on a JobTread job, customer/vendor account, or organization.

• Action
  Create Vendor

  Creates a new vendor account in your JobTread organization.

• Action
  Create Vendor Contact

  Creates a contact person on a vendor account in JobTread.

• Action
  Find a Customer

  Finds customers in your JobTread organization by exact name and returns the matching customer records.

• Action
  Find a Job

  Finds jobs in your JobTread organization by job name or job number and returns the matches.

• Action
  Find a Location

  Finds JobTread locations in your organization by exact name and returns the first match plus all matches.

• Action
  Find a Membership

  Finds a team member's membership in your JobTread organization by the user's name, returning the membership with its user and role.

• Action
  Find a Vendor

  Finds vendors in a JobTread organization by exact name and returns the first match along with all matches.

• Action
  Import Task Template

  Copies the tasks from a JobTread task template onto a job or other target, scheduled from an optional start date.

• Action
  Query API

  Runs any JobTread Pave query or mutation you write and returns the raw result, for reading or changing data the other JobTread actions don't cover.

• Action
  Update Customer

  Updates an existing customer in JobTread, such as its name, tax status or custom field values.

• Action
  Update Job

  Updates an existing job in JobTread, such as its name, number, description or custom field values.

• Action
  Update Location

  Updates an existing location's name, address, contact, tax settings or custom fields in JobTread.

• Action
  Update Vendor

  Updates an existing vendor in JobTread, including its name, tax settings and custom field values.

• Action
  Upload Files

  Uploads a file from a public URL into JobTread and attaches it to a job or other record.

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