Connect Bread & Butter and RO App

Both apps 80Bread & Butter 29RO App 51

• Trigger
  New Authentication

  Triggers every time a user signs in.

• Trigger
  New Contact Us Submission

  Triggers when a user submits the Contact Us tool.

• Trigger
  New Custom Fields

  Triggers when a user submits the Custom Fields for Registration.

• Trigger
  New Custom User Event

  Triggers when a user subscribes to custom events, selected in the triggers section below.

• Trigger
  New Email Captured

  Triggers when a user enters their email address, or signs in with SSO for the first time.

• Trigger
  New Profile Verified

  Triggers when a user signs in for the first time.

• Action
  Add contact us submission

  Records a Contact Us submission from a visitor's device in a Bread & Butter app.

• Action
  Add event

  Records an event (such as a page view or custom event code) for a device in a Bread & Butter app.

• Action
  Add form submission

  Records a form submission from a visitor's device in a Bread & Butter app, capturing their email, name and any extra form fields.

• Action
  Add lead list

  Creates a lead list in a Bread & Butter app from a set of leads, returning the new list with its lead count and credit quote.

• Action
  Add tag

  Creates a new tag in a Bread & Butter app.

• Action
  Add user custom values

  Saves custom field values (key/value pairs) for a visitor in a Bread & Butter app.

• Action
  Create custom event definition

  Creates a custom event definition in a Bread & Butter app, which users can then trigger and which can be subscribed to.

• Action
  Create webhook

  Subscribes a webhook URL to a Bread & Butter event so Bread & Butter posts each new occurrence to it. Returns the id of the new subscription.

• Action
  Delete tag

  Deletes a tag from a Bread & Butter app.

• Action
  Get credit balance

  Returns the credit balance for a Bread & Butter app, including credits used this period, the monthly allowance and pending enrichments.

• Action
  Get device profile

  Returns the sign-in options and the visitor's profile state for one registered device.

• Action
  Get lead list

  Returns a Bread & Butter lead list by its ID, including its processing status, lead counts and credit usage.

• Action
  Identify user

  Identifies an anonymous visitor's device as a known person in a Bread & Butter app by attaching their email address and name.

• Action
  List app triggers

  Returns the triggers set up in a Bread & Butter app, including webhook subscriptions, with their kind, filters and activity state.

• Action
  List custom event definitions

  Returns the event definitions configured in a Bread & Butter app, optionally filtered to enabled or disabled ones.

• Action
  List Events

  Returns the events recorded in a Bread & Butter app — sign-ins, page views, custom events, form submissions and more — optionally narrowed to one user or a date range.

• Action
  List lead lists

  Returns all lead lists in a Bread & Butter app, including each list's status, lead counts and credit usage.

• Action
  List tags

  Returns every tag defined in a Bread & Butter app, with each tag's id and name.

• Action
  List user events

  Returns the page views and events (sign-ins, custom events, form submissions and more) a user recorded during one of their sessions in a Bread & Butter app.

• Action
  List users

  Returns the users (visitors and leads) recorded in a Bread & Butter app, optionally narrowed to one email address or user state.

• Action
  List user sessions

  Lists the sessions of one Bread & Butter user, newest first, with each session's ID, start time, location, device and page view count.

• Action
  Record external authentication

  Records that a visitor signed in through your own login system, linking their device to the user with that email address.

• Action
  Update user lead status

  Updates a user's lead status in a Bread & Butter app by setting their lead status rank.

• Trigger
  Ad Campaigns

  Triggers when a new ad campaign is added in RO App.

• Trigger
  Cash Flow Items

  Triggers when a new cash flow category (income or expense item) is added in RO App.

• Trigger
  Clients List

  Triggers when a new client (person contact) is added in RO App.

• Trigger
  Employees List

  Triggers when a new employee is added to the RO App company account.

• Trigger
  Lead Types

  Triggers when a new inquiry (lead) type is added to your RO App account.

• Trigger
  List of Services

  Triggers when a new service is added to the RO App service catalog.

• Trigger
  List of the Products

  Triggers when a new product is added to the RO App catalog, optionally limited to products matching a name, barcode, SKU, code, MPN or category.

• Trigger
  Locations

  Triggers when a new location is added to your RO App company.

• Trigger
  New Invoice Statuses

  Triggers when a new invoice status is added to your RO App account.

• Trigger
  New Order Items

  Triggers when a new item (product or service) is added to the selected order.

• Trigger
  New Taxes

  Triggers when a new tax rate is added to the company in RO App.

• Trigger
  Order Statuses

  Triggers when a new order status is added to your RO App account.

• Action
  Add Booking Item

  Adds a product or service line item to an existing booking.

• Action
  Add Lead Comment

  Adds a comment to a lead (inquiry) in RO App.

• Action
  Add Order Comment

  Adds a comment to an existing order in RO App, optionally marked private.

• Action
  Add Task Comment

  Adds a comment to a task in RO App.

• Action
  Changing Order Status

  Changes the status of an order, optionally with a comment.

• Action
  Create a Client

  Creates a new client (person) in your RO App contacts.

• Action
  Create a Lead

  Creates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign.

• Action
  Create an Order

  Creates a new order in RO App for a client at a chosen location.

• Action
  Create an Order Item

  Adds a product or service line item to an existing order in RO App.

• Action
  Create an Order or Estimate

  Creates a new estimate in RO App for a client at a location.

• Action
  Create a Payment

  Records an income or expense payment in a cashbox in RO App.

• Action
  Create Asset

  Creates a new asset (such as a vehicle or device) in RO App, identified by its serial number.

• Action
  Create Booking

  Creates a new booking for a client at a location with an assigned employee and time slot.

• Action
  Create Product

  Creates a new product in the RO App catalog.

• Action
  Create Service

  Creates a new service in the RO App catalog.

• Action
  Create Task

  Creates a task in RO App with a title, due date and assigned employees, optionally linked to an order, lead, client or invoice.

• Action
  Create Update_booking

  Updates an existing booking's location, status, assignee, client, schedule, resource or comment.

• Action
  Find Product

  Finds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category.

• Action
  Find Service

  Finds services in the RO App catalog by name, barcode or category.

• Action
  Get Booking Items

  Returns all the service items on a specific booking.

• Action
  Get Client by ID

  Returns the details of a single client (person) by its ID.

• Action
  Get Estimate by ID

  Returns the full details of a single estimate, including its custom field values.

• Action
  Get Lead by ID

  Returns a single lead (inquiry) by its ID, including its custom fields.

• Action
  Get Order by Id

  Returns the full details of a single order by its ID.

• Action
  Get Prices

  Returns the list of price types (margins) configured for your company.

• Action
  Get Product by Id

  Returns a single product from your RO App catalog by its ID, including its custom fields.

• Action
  Get Product Categories

  Returns the product categories in your RO App catalog, optionally limited to the children of one parent category.

• Action
  Get Service Categories

  Returns the list of service categories in your RO App catalog, optionally under a parent category.

• Action
  Get Task

  Returns a single task by its ID, including all of its details.

• Action
  Get UOMs (Inits of Measure)

  Returns the list of product units of measure (UOMs) defined in the RO App account.

• Action
  Move Asset

  Moves an asset to a different warehouse.

• Action
  Search for Assets

  Searches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID.

• Action
  Search for Clients

  Searches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients.

• Action
  Search Task

  Searches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline.

• Action
  Update an Order Item

  Updates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment.

• Action
  Update an Order or Estimate

  Updates an existing order (or estimate) in RO App — its location, type, people, schedule, notes, due date and custom field values. Fields left blank are not changed.

• Action
  Update_booking_item

  Updates the quantity, price, cost, discount, warranty, taxes or comment of an item on a booking.

• Action
  Update Client

  Updates an existing client (person) in RO App contacts.

• Action
  Update Product

  Updates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes.

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