Connect Assembly.com and Mendato

Both apps 109Assembly.com 82Mendato 27

• Trigger
  Client Activated

  Triggers when a client authenticates in the Assembly for the first time

• Trigger
  Client Created

  Triggers when a new client is created.

• Trigger
  Client Updated

  High-frequency trigger for each client user update.

• Trigger
  Company Created

  Triggers when a company gets created in the Assembly for the first time

• Trigger
  Company Custom Fields Updated

  Triggers only when a company has updates to custom fields.

• Trigger
  Contract Requested

  Triggers when a contract is assigned to a client.

• Trigger
  Contract Signed

  Triggers when a contract is signed.

• Trigger
  File Created

  Triggers when a file gets created within a file channel

• Trigger
  File Updated

  Triggers when a file has been updated within a file channel

• Trigger
  Folder Created

  Triggers when a folder gets created within a file channel

• Trigger
  Folder Deleted

  Triggers when a folder gets deleted within a file channel

• Trigger
  Folder Updated

  Triggers when a folder gets updated within a file channel

• Trigger
  Form Response Completed

  Triggers when a form response has been completed by a recipient

• Trigger
  Internal User Created

  Triggers when a new internal user is created.

• Trigger
  Invoice Created

  Triggers when an invoice is created

• Trigger
  Invoice Deleted

  Triggers when an invoice is deleted

• Trigger
  Invoice Paid

  Triggers when an invoice is paid

• Trigger
  Invoice Sent

  Triggers when an invoice is sent

• Trigger
  Invoice Updated

  Triggers when an invoice is updated

• Trigger
  Invoice Voided

  Triggers when an invoice is voided

• Trigger
  Link Created

  Triggers when a link gets created within a file channel

• Trigger
  Link Updated

  Triggers when a link gets updated within a file channel

• Trigger
  List Clients

  Lists the clients.

• Trigger
  List Companies

  Lists the companies.

• Trigger
  List Form Responses

  List Form Responses for a specific form

• Trigger
  List Invoice Templates

  Lists the invoice templates.

• Trigger
  List Message Channels

  Lists the message channels.

• Trigger
  List Messages

  Lists messages in a channel

• Trigger
  List Notes

  Lists notes in a workspace.

• Trigger
  List Payments

  Lists the payments.

• Trigger
  List Prices

  Lists the prices.

• Trigger
  List Products

  Lists the products.

• Trigger
  List Subscriptions

  Lists the subscriptions.

• Trigger
  List Subscription Templates

  Lists the subscription templates.

• Trigger
  List Task Comments

  Lists task comments in a workspace.

• Trigger
  List Tasks

  Lists tasks in a workspace.

• Trigger
  List Task Templates

  Lists task templates in a workspace.

• Trigger
  Message Channel Created

  Triggers when a new message channel is created.

• Trigger
  Message Channel Deleted

  Triggers when a message channel is deleted.

• Trigger
  Message Sent

  Triggers when a message gets sent in any channels belonging to the portal

• Trigger
  Note Created

  Triggers when a new note is created.

• Trigger
  Note Updated

  Triggers when a note is updated.

• Trigger
  Notification Created

  Triggers when a new notification is created.

• Trigger
  Payment Failed

  Triggers when a payment is failed for an invoice

• Trigger
  Payment Succeeded

  Triggers when a payment is successful for an invoice

• Trigger
  Price Created

  Triggers when a price is created

• Trigger
  Product Created

  Triggers when a product is created

• Trigger
  Product Updated

  Triggers when a product is updated

• Trigger
  Subscription Canceled

  Triggers when an subscription is canceled

• Trigger
  Subscription Created

  Triggers when an subscription is created

• Trigger
  Task Archived

  Triggers when a task gets archived in your workspace.

• Trigger
  Task Completed

  Triggers when a task gets completed in your workspace.

• Trigger
  Task Created

  Triggers when a task gets created in your workspace.

• Trigger
  Task Deleted

  Triggers when a task gets deleted in your workspace.

• Trigger
  Task Updated

  Triggers when a task gets updated in your workspace.

• Action
  Create Client

  Creates a new client.

• Action
  Create Company

  Creates a new company.

• Action
  Create File

  Creates a file in a specified files channel.

• Action
  Create Folder

  Creates a folder in a specified file channel.

• Action
  Create Link

  Creates a link in a specified files channel.

• Action
  Create Message Channel

  Creates a new message channel.

• Action
  Create Note

  Creates a new note.

• Action
  Find a Client

  Search for a client by ID, email, or company.

• Action
  Find a Company

  Search for a company by ID or name.

• Action
  Find a File

  Search for a file by ID.

• Action
  Find a Form

  Search for a Form by ID.

• Action
  Find a Message Channel

  Search for a message channel by ID or by filters

• Action
  Find an Internal User

  Search for an internal user by ID.

• Action
  Find an Invoice

  Search for an invoice by ID.

• Action
  Find a Note

  Search for a note by ID or by filters

• Action
  Find a Price

  Search for a Price by ID.

• Action
  Find a Product

  Search for a Product by ID.

• Action
  Find a Subscription

  Search for a Subscription by ID.

• Action
  Find a Task

  Search for a task by ID or by filters

• Action
  Find a Task Comment

  Search for a task comment by ID

• Action
  Find a Task Template

  Search for a task template by ID or by filters

• Action
  Request Form Responses

  Ask clients to fill out a form.

• Action
  Send Message

  Create and send a message to a designated message channel.

• Action
  Update Client

  Update a client

• Action
  Update Company

  Update the name of a company

• Action
  Update Internal User

  Update an internal user

• Action
  Update Note

  Update the title and content of a note.

• Trigger
  New Employee

  Triggers when a new employee is added in Mendato. Optional filters limit which employees fire the trigger.

• Trigger
  New Subcontractor

  Triggers when a new subcontractor is added in Mendato.

• Action
  Add employee

  Creates a new employee in Mendato.

• Action
  Add material

  GraphQL mutation createMaterial.

• Action
  Add object

  GraphQL mutation createObject (cleaning object/property).

• Action
  Add order

  Creates a new order (Auftrag) for an object, with the services to perform, and optionally the materials used and the employees or subcontractors assigned.

• Action
  Add prospect

  Creates a new prospect (potential customer) in Mendato, optionally with contact persons and a first prospect object.

• Action
  Add quote

  GraphQL mutation createQuote.

• Action
  Add supplier

  GraphQL mutation createSupplier.

• Action
  Add ticket

  Creates a ticket (a complaint, extra request, material demand or damage report) for an object in Mendato.

• Action
  Add time record

  Creates a time record for an employee in Mendato, with start and end time, optional journey start, break duration and the object (site) worked at.

• Action
  Create Credit Note

  Creates a credit note (Gutschrift) for a subcontractor in Mendato, with its line items, dates and texts.

• Action
  Create Customer

  Creates a new customer (person or company) in Mendato with address, contact and billing details.

• Action
  Create Estimate

  Creates a new estimate

• Action
  Create Invoice

  Creates an invoice for a customer in Mendato, with its line items, dates and texts, optionally completing and sending it right away.

• Action
  Create Subcontractor

  Creates a new subcontractor

• Action
  Find Customer

  Returns up to 100 customers whose number, name, email address or contact person matches the search text.

• Action
  Find employees by criteria

  Returns the employees that match the given criteria, such as name or personnel number, status, city or ZIP, supervisor or driving licence.

• Action
  Find invoices by criteria

  Returns up to 100 invoices that match the search text, statuses, date ranges, payment state, customer, order, service or object you specify.

• Action
  Find Subcontractor

  Returns up to 100 subcontractors whose number, name or other details match the search text.

• Action
  Get customer

  Returns a single customer by id, including contact details, address, email addresses, tax details, note and tags.

• Action
  Get order

  Returns a single order (Auftrag) by its id, including its object, status, dates, staffing requirements and services.

• Action
  Get prospect

  Returns a single prospect (lead) by its id, with address, contact details, outcome and contact persons.

• Action
  Get Quote

  Returns a single quote (Angebot) by its id, including its number, status, dates, customer or prospect, texts and line items.

• Action
  Get Supplier

  Returns a single supplier (Lieferant) by its id, with name, address, contact and tax details.

• Action
  Get time record

  Returns a single time record by its id, including its date, start and end times, breaks, employee and object.

• Action
  Update customer

  Updates an existing customer's name, address, contact details and email addresses. Fields left blank keep their current values.

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