Connect AroFlo to JobTread

Both apps 47AroFlo 26JobTread 21

• Trigger
  List New or Updated Clients

  Triggers when a client is created or updated in AroFlo; returns the client's ID and change time.

• Trigger
  List New or Updated Invoices

  Triggers when an invoice is created or updated in AroFlo; returns the invoice's ID and change time.

• Trigger
  List New or Updated Tasks

  Triggers when a task is created or updated in AroFlo; returns the task's ID and change time.

• Trigger
  List Timesheets

  Triggers when a new timesheet entry is recorded in AroFlo.

• Action
  Add location

  Creates a new site location for an AroFlo client, with its name and address.

• Action
  Add supplier

  Creates a new supplier in AroFlo with its contact details, street address and mailing address.

• Action
  Add task labour

  Adds a labour line (time worked by a user) to an existing AroFlo task.

• Action
  Add task material

  Adds a material line (an ad-hoc item or an inventory item) to an AroFlo task's worksheet.

• Action
  Add Task Note

  Adds a note to an AroFlo task.

• Action
  Create Client

  Creates a new client in AroFlo.

• Action
  Create User

  Creates a new user in AroFlo.

• Action
  Custom Payload

  Sends a custom XML insert or update to any AroFlo zone and returns AroFlo's post results.

• Action
  Find Asset

  Finds AroFlo assets matching a field value and returns their records.

• Action
  Find Business Unit

  Finds an AroFlo business unit by name and returns its record, including its org ID.

• Action
  Find Client

  Finds AroFlo clients by company/reference name and returns the matching client records.

• Action
  Find contact

  Finds client and contractor contacts in AroFlo by email, name or ID.

• Action
  Find Invoice

  Finds AroFlo invoices matching a field value and returns their records.

• Action
  Find project

  Finds AroFlo projects by project name and returns the matching project records.

• Action
  Find quote

  Finds AroFlo quotes where a chosen quote field (ID, name, job number, status, dates) equals a value, returning the matching quotes.

• Action
  Find Schedule

  Finds AroFlo schedules matching a field value and returns their records.

• Action
  Find Task

  Finds AroFlo tasks matching a field value and returns their records.

• Action
  Find Timesheet Group

  Returns the timesheet entries for one task, user, work date or type, with their combined total hours.

• Action
  Find User

  Finds AroFlo users matching a field value and returns their records.

• Action
  Update Client

  Updates an existing AroFlo client; only the fields you supply are changed.

• Action
  Update Task Fields

  Updates the name, description, due date or order number of an AroFlo task; only supplied fields change.

• Action
  Update Task Status

  Sets the status and optional substatus of an AroFlo task.

• 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.