Connect Autotask and Waitwhile

Both apps 55Autotask 33Waitwhile 22

• Trigger
  New Company

  Triggers when a new company is created.

• Trigger
  New Company "To Do" Event

  Triggers when a new to-do is added to a company.

• Trigger
  New Configuration Item

  Triggers when a new configuration item is created.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created.

• Trigger
  New or Updated Ticket Note

  Triggers when a ticket note is created or updated.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Quote

  Triggers when a new quote is created.

• Trigger
  New Service Call

  Triggers when a new service call is created.

• Trigger
  New Task

  Triggers when a new project task is created.

• Trigger
  New Ticket

  Triggers when a new ticket is created.

• Trigger
  New Time Entry

  Triggers when a new time entry is created.

• Trigger
  Updated Company

  Triggers when a company is updated.

• Trigger
  Updated Company "To Do" Event

  Triggers when an existing company to-do is updated.

• Trigger
  Updated Configuration Item

  Triggers when a configuration item is updated.

• Trigger
  Updated Contact

  Triggers when a contact is updated.

• Trigger
  Updated Opportunity

  Triggers when an opportunity is updated.

• Trigger
  Updated Project

  Triggers when a project is updated.

• Trigger
  Updated Quote

  Triggers when a quote is updated.

• Trigger
  Updated Service Call

  Triggers when an existing service call is updated.

• Trigger
  Updated Task

  Triggers when a project task is updated.

• Trigger
  Updated Ticket

  Triggers when an existing ticket is updated.

• Trigger
  Updated Time Entry

  Triggers when a time entry is updated.

• Action
  Find Company

  Finds companies by ID, name or phone.

• Action
  Find Contact

  Finds contacts by ID, email, name or company.

• Action
  Find Contract

  Finds contracts by ID, company or name.

• Action
  Find Country

  Finds countries by ID, code or name.

• Action
  Find Currency

  Finds currencies by ID or code.

• Action
  Find Opportunity

  Finds opportunities by ID, company or title.

• Action
  Find Quote

  Finds quotes by ID, company, opportunity or name.

• Action
  Find Resource

  Finds resources (users) by ID, email, username or last name.

• Action
  Find Ticket

  Finds tickets by ID, ticket number, company or title.

• Trigger
  New customer

  Triggered when a new customer is created in Waitwhile.

• Action
  Add customer note

  Adds a note entry to a Waitwhile customer, optionally tied to a location or visit.

• Action
  Add location

  Creates a new Waitwhile location, optionally copying users, resources, services, data fields and labels from an existing location, and returns the new location record.

• Action
  Add resource

  Creates a resource, such as a staff member or room, at one or more Waitwhile locations and returns the new resource.

• Action
  Add service

  Creates a new service in Waitwhile and makes it available at the locations you choose. Returns the service that was created.

• Action
  Cancel visit

  Cancels a visit by marking it complete and tagging it as cancelled, optionally sending the customer a message. Returns the updated visit.

• Action
  Create Customer

  Creates a customer in Waitwhile from their name and contact details, and returns the new customer record.

• Action
  Create or Update a Visit

  Creates a new visit at a Waitwhile location, or updates an existing visit when its id is supplied, and returns the resulting visit.

• Action
  Delete a Visit

  Deletes a visit by its ID.

• Action
  Delete customer

  Deletes a Waitwhile customer by ID.

• Action
  Fetch Customer

  Returns one Waitwhile customer by id, including contact details, tags, locations, last visit information and metadata.

• Action
  Fetch Location

  Returns a single Waitwhile location, with its address, hours, contact details and settings, by its id or short name.

• Action
  Fetch Resource

  Returns one Waitwhile resource, such as a staff member or room, with its availability settings, locations and supported services.

• Action
  Fetch Service

  Returns one Waitwhile service with its name, price, duration, availability settings, hours and locations.

• Action
  Fetch Visit

  Returns a single Waitwhile visit by its id, including the customer's details, its state, timing and any custom data fields.

• Action
  Find User

  Returns up to 100 Waitwhile users whose email address starts with the text you provide.

• Action
  Find visits by criteria

  Returns the visits that match the criteria you specify, such as location, state, tag, customer, service, resource or date range.

• Action
  List booking slots

  Returns the booking slots for a location within a date range, with the capacity, booked spots and available spots of each slot.

• Action
  Search for Customer

  Returns the customers whose name, phone, email or customer identifier starts with the search text, optionally narrowed by location, visit state, tag or date range.

• Action
  Search for User

  Returns the Waitwhile users whose email address starts with the text you provide, up to 100 users.

• Action
  Update customer

  Updates an existing Waitwhile customer's name, contact details, tags, locations or metadata, and returns the updated customer.

• Action
  Update visit

  Updates an existing Waitwhile visit, such as its customer details, state, booking time, services, resources, tags or data fields, and returns the updated visit.

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