Connect BlueSuite and Cerca

Both apps 47BlueSuite 25Cerca 22

• Trigger
  Invoice Paid

  Triggers when a BlueSuite invoice is moved to Paid.

• Trigger
  Invoice Sent

  Triggers when an invoice in your BlueSuite workspace is moved to Sent, returning the invoice.

• Trigger
  New Invoice

  Triggers when a new invoice is created in your BlueSuite workspace.

• Trigger
  New Job

  Triggers when a new job is created in BlueSuite.

• Trigger
  New or Updated Request

  Triggers when a request is created or updated in BlueSuite, depending on the event you choose.

• Trigger
  New Quote

  Triggers when a new quote is created in BlueSuite.

• Trigger
  Quote Accepted

  Triggers when a quote is accepted in BlueSuite.

• Action
  Add contact

  Creates a new contact (a person or company) in your BlueSuite workspace and returns the created contact.

• Action
  Add event

  Creates an appointment, task or calendar event in BlueSuite, optionally linked to a job or request and assigned to team members.

• Action
  Add invoice

  Creates a one-off invoice in BlueSuite, optionally linked to a contact, property, job or quote, with line items. Creating an invoice does not send it to the client.

• Action
  Add job

  Creates a new job in BlueSuite, optionally linked to a contact, property, request or quote, with line items, pricing and billing settings.

• Action
  Add payment

  Records a payment or deposit against an invoice or quote in BlueSuite.

• Action
  Add quote

  Creates a quote in BlueSuite for a contact, with line items and pricing. Creating a quote does not send it to the customer.

• Action
  Get contact

  Returns a single BlueSuite contact by its ID, including its details and custom field values.

• Action
  Get event

  Returns a single BlueSuite event, appointment, task or visit by its ID.

• Action
  Get invoice

  Returns a single BlueSuite invoice by its ID, including line items, payment and balance information.

• Action
  Get job

  Returns a single BlueSuite job by its ID, with all of its details including line items, status and custom fields.

• Action
  Get quote

  Returns a single BlueSuite quote by its ID, including its line items, pricing, status and custom fields.

• Action
  List contacts

  Returns the contacts (people and companies) in your BlueSuite workspace, optionally filtered by search text, contact type, owner or tags.

• Action
  List invoices

  Returns the invoices in your BlueSuite workspace, optionally filtered by search text, contact, job, tags or excluded statuses.

• Action
  List jobs

  Returns the jobs in your BlueSuite workspace, optionally filtered by contact, quote, status, tags or search text.

• Action
  List quotes

  Returns quotes in your BlueSuite workspace, optionally filtered by contact, status, tags or search text.

• Action
  Send test event

  Sends a sample event to one of your BlueSuite webhook subscriptions so you can check the receiving end. The sample carries test data, not a real record.

• Action
  Update contact

  Updates an existing BlueSuite contact's name, contact details, company, type, owner and custom fields. Fields left blank are not changed.

• Action
  Update job

  Updates an existing BlueSuite job: its client, pricing, line items, billing settings, or status (complete, cancel, or reopen). Fields left blank are not changed.

• Trigger
  Applicant Archived

  Triggers when a Cerca applicant is archived.

• Trigger
  Applicant Created

  Triggers when a new applicant (franchise candidate) is created in Cerca.

• Trigger
  Applicant Progressed

  Triggers when a Cerca applicant moves to a different step.

• Trigger
  New Agency

  Triggers when a new agency is added to your Cerca network.

• Action
  Approve user

  Approves a user awaiting moderation, taking them out of moderation and activating their account.

• Action
  Create Agency

  Creates a Cerca agency (a location in the network) and returns it.

• Action
  Create Applicant Request

  Creates an applicant request (a new franchise candidate lead) on one of your Cerca applicant sources.

• Action
  Create User

  Creates a user in the Cerca extranet and returns it.

• Action
  Delete Agency

  Deletes a Cerca agency.

• Action
  Delete user

  Deletes a user from your Cerca extranet.

• Action
  Demote applicant

  Moves an applicant back to the previous step of their recruitment scenario and returns the updated applicant.

• Action
  Find Applicant

  Finds Cerca applicants whose name, email or phone matches the search text, and returns the first match.

• Action
  Find users

  Searches users by name or email and returns the matching users.

• Action
  Get Agency

  Returns one Cerca agency (a location in the network) by its ID.

• Action
  Get Current User

  Returns the Cerca user the access token acts as, with their name, email and agencies.

• Action
  Get user

  Returns a single user of your Cerca extranet, including profile details, groups, agencies and custom fields.

• Action
  List Agencies

  Returns a page of Cerca agencies, optionally filtered by a search term.

• Action
  List applicant scenarios

  Returns every applicant scenario (recruitment funnel) in the extranet, the default one first.

• Action
  List Users

  Returns a page of users in the Cerca extranet, optionally filtered by a search term.

• Action
  Promote Applicant

  Advances a Cerca applicant to the next step of their recruitment scenario.

• Action
  Update Agency

  Updates a Cerca agency's details; only the fields you fill in are changed.

• Action
  Update user

  Updates an existing user's profile, contact details, address, groups, agencies and custom fields. Only the fields you fill in are changed.

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