Connect Business Pilot and Humanity

Both apps 78Business Pilot 56Humanity 22

• Trigger
  New Contact

  List contacts.

• Trigger
  New Contract

  List contracts.

• Trigger
  New Enquiry

  List enquiries.

• Trigger
  New Invoice

  List invoices.

• Trigger
  New Lead

  List leads.

• Trigger
  New Purchase Order

  List purchase orders.

• Trigger
  New Purchase Order Invoice

  List purchase order invoices.

• Trigger
  New Purchase Order Invoice Query

  List purchase order invoice queries.

• Trigger
  New Service Call

  List service calls.

• Trigger
  New Supplier

  List suppliers.

• Trigger
  Updated Contact

  List contacts.

• Trigger
  Updated Contract

  List contracts.

• Trigger
  Updated Enquiry

  List enquiries.

• Trigger
  Updated Invoice

  List invoices.

• Trigger
  Updated Lead

  List leads.

• Trigger
  Updated Purchase Order

  List purchase orders.

• Trigger
  Updated Purchase Order Invoice

  List purchase order invoices.

• Trigger
  Updated Purchase Order Invoice Query

  List purchase order invoice queries.

• Trigger
  Updated Service Call

  List service calls.

• Trigger
  Updated Supplier

  List suppliers.

• Action
  Create Contact Note

  Add a note to a contact.

• Action
  Create Contract Note

  Add a note to a contract.

• Action
  Create Lead

  Create a lead.

• Action
  Create Lead Note

  Add a note to a lead.

• Action
  Create Purchase Order Line

  Add a line to a purchase order.

• Action
  Find a Contact

  Retrieve a single contact.

• Action
  Find a Contact Type

  Retrieve a single contact type.

• Action
  Find a Contract

  Retrieve a single contract.

• Action
  Find a Lead

  Retrieve a single lead.

• Action
  Find a Lead Type

  Retrieve a single lead/contract type.

• Action
  Find All Contacts

  List contacts.

• Action
  Find All Contact Types

  List contact types.

• Action
  Find All Contracts

  List contracts.

• Action
  Find All Document Types

  List document types.

• Action
  Find All Enquiries

  List enquiries.

• Action
  Find All Invoices

  List invoices.

• Action
  Find All Leads

  List leads.

• Action
  Find All Lead Sources

  List lead sources.

• Action
  Find All Lead Types

  List lead/contract types.

• Action
  Find All Product Interests

  List product interests.

• Action
  Find All Product Types

  List product types.

• Action
  Find All Project Types

  List project types.

• Action
  Find All Purchase Order Invoice Queries

  List purchase order invoice queries.

• Action
  Find All Purchase Order Invoices

  List purchase order invoices.

• Action
  Find All Purchase Orders

  List purchase orders.

• Action
  Find All Sales Areas

  List sales areas.

• Action
  Find All Service Calls

  List service calls.

• Action
  Find an Enquiry

  Retrieve a single enquiry.

• Action
  Find an Invoice

  Retrieve a single invoice.

• Action
  Find a Purchase Order

  Retrieve a single purchase order.

• Action
  Find a Purchase Order Invoice

  Retrieve a single purchase order invoice.

• Action
  Find a Purchase Order Invoice Query

  Retrieve a single purchase order invoice query.

• Action
  Find a Service Call

  Retrieve a single service call.

• Action
  Find Roles

  List user roles.

• Action
  Find Suppliers

  List suppliers.

• Action
  Update Purchase Order

  Modify purchase order delivery information.

• Trigger
  Approved Leave Requests

  Triggers when a leave request is approved or an approved leave request changes.

• Trigger
  New/Updated Employees

  Triggers when an employee is added or an existing employee is updated.

• Trigger
  New/Updated Time Entries

  Triggers when a time entry is created or updated in the last day.

• Trigger
  Published Shifts

  Triggers when a shift in the next 30 days is published or a published shift changes.

• Trigger
  Published Shifts by Employee

  Triggers when a published shift in the next 30 days that has employees assigned is created or changes.

• Action
  Assign Leave Type to Employee

  Enables a leave type for an employee, optionally setting how many days they are entitled to.

• Action
  Assign Positions to Employee

  Assigns positions to an employee, and optionally removes positions from them.

• Action
  Assign Skills to Employee

  Assigns a skill to an employee in Humanity, optionally with an expiration date and reminder.

• Action
  Create Shift

  Creates a new shift in a Humanity schedule (position), optionally assigning an employee to it.

• Action
  Create/Update Employee

  Creates a new employee, or updates an existing employee when their ID is given.

• Action
  Create/Update Location

  Creates a new location, or updates an existing location when its ID is given.

• Action
  Create/Update Position

  Creates a new position, or updates an existing position when its ID is given.

• Action
  Create/Update Skill

  Creates a new skill, or renames an existing skill when its ID is given.

• Action
  Create/Update Time Entry

  Creates a new time entry (timeclock record), or updates an existing one when its ID is given.

• Action
  Delete shift

  Deletes a shift from the Humanity schedule, optionally including the rest of its repeating series.

• Action
  Find Employee

  Finds a employee by its Humanity ID and returns its details.

• Action
  Find leave requests

  Returns leave requests in a date range, optionally filtered by status and employee.

• Action
  Find locations

  Finds locations and remote sites in Humanity, optionally by name, ID, type or last update time.

• Action
  Find Position

  Finds a position by its Humanity ID and returns its details.

• Action
  Find shifts

  Returns the shifts scheduled within a date range, optionally narrowed to specific employees, positions, locations or skills.

• Action
  Find timeclocks

  Returns timeclock records, optionally filtered by date range, employee, position, status or last update.

• Action
  Update shift

  Updates an existing shift's times, position, title, notes, location or staffing needs.

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