Connect Business Pilot and ReadyCloud Suite

Both apps 73Business Pilot 56ReadyCloud Suite 17

• 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
  New Contact

  Triggers when a new Contact is created.

• Trigger
  New Order

  Triggers when a new order is created in the selected ReadyCloud organization.

• Action
  Add order note

  Adds a note to an existing ReadyCloud order, optionally attributed to a named author.

• Action
  Add product

  Creates a product (SKU) in a ReadyCloud organization's product catalog.

• Action
  Add tag

  Adds a tag to a ReadyCloud order.

• Action
  Create Contact

  Creates a new contact in a ReadyCloud organization's directory, with optional addresses and custom fields.

• Action
  Create Member Event

  Creates a calendar event for a member of a ReadyCloud organization, with its title, times, location and alert.

• Action
  Create Order

  Creates a new order in a ReadyCloud organization, with its shipping and billing addresses, boxes, tags, notes and custom fields.

• Action
  Find boxes

  Returns every box packed for a ReadyCloud order, with dimensions, weight, shipping options, tracking number and custom fields.

• Action
  Find Contact

  Returns the contacts in a ReadyCloud organization's directory that match the email address and/or first and last name you supply.

• Action
  Find Order

  Returns the orders in a ReadyCloud organization that match a search phrase and/or filters such as order number, primary ID, PO number, customer email, tag, status or date range.

• Action
  Find products

  Returns the products in a ReadyCloud organization whose code, part number, EAN, ISBN or UPS matches the search text, or whose description contains it.

• Action
  Get contact

  Returns one contact from a ReadyCloud organization's directory, including its addresses, custom fields and optionally its notes.

• Action
  Get order

  Returns one ReadyCloud order with its billing and shipping details, addresses, boxes, tags, notes, relations and custom fields.

• Action
  Update contact

  Updates an existing contact in a ReadyCloud organization's directory. Only the details you fill in are changed.

• Action
  Update order

  Updates an existing order in a ReadyCloud organization, changing only the details you fill in, and returns the updated order.

• Action
  Update product

  Updates an existing product in a ReadyCloud organization's product catalog. Only the details 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.