Connect Commonsku and Relate

Both apps 47Commonsku 25Relate 22

• Trigger
  New client

  Triggers when a new client is added in commonsku.

• Trigger
  New invoice

  Triggers when a new invoice is created in commonsku.

• Trigger
  Sales Order Status Change

  Triggers when a sales order reaches a new status, such as Client Approved, In Production or Shipped. Each newly created sales order also fires once with its first status.

• Action
  Add client

  Creates a new client in commonsku.

• Action
  Add client address

  Creates a new address in a client's address book and returns the created address.

• Action
  Add client contact

  Creates a contact for a commonsku client and returns the new contact.

• Action
  Add project

  Creates a new project for an existing client in commonsku.

• Action
  Add tag

  Creates a tag in your commonsku company, or returns the existing tag if one with the same label already exists.

• Action
  Delete client

  Deletes a client from commonsku by ID, along with all of its contacts and addresses, and returns the deleted client.

• Action
  Find products by keyword

  Returns the products whose name, supplier code or tag match a keyword, optionally narrowed by supplier, division, tag, owner or net price.

• Action
  Get client

  Returns the details of a single Commonsku client, including its terms, industry, status and tags. An error occurs if the client is not found.

• Action
  Get invoice

  Returns a single invoice, including its customer, billing and shipping details, line items and totals. An error occurs if the invoice is not found.

• Action
  Get product

  Returns the full details of a single product by its ID, including its colors, sizes, imprints, images, SKUs, costs and prices. An error occurs if the product is not found.

• Action
  Get project

  Returns the details of a single commonsku project by its ID.

• Action
  List client contacts

  Returns the contacts associated with a commonsku client, including names, email, department and phone numbers.

• Action
  List clients

  Returns the clients in your commonsku account, optionally filtered by customer number, client name, credit hold status or last-updated date.

• Action
  List invoices

  Returns invoices in your commonsku account, optionally filtered by status, customer, numbers or dates.

• Action
  List products

  Returns products in your commonsku account, optionally filtered by keyword, supplier, division, tag or price, or by a special mode such as popular or recently used products.

• Action
  List projects

  Returns the projects in your commonsku account, optionally filtered by client, dates or project number.

• Action
  List purchase orders

  Returns the purchase orders in your commonsku account, optionally filtered by status, client, order numbers, dates or tracking number.

• Action
  List sales orders

  Returns the sales orders in your commonsku account, optionally filtered by status, client, numbers and date ranges.

• Action
  List tags

  Returns the tags defined in your commonsku company, optionally limited to one record, one record type, or a label search.

• Action
  Update client

  Updates an existing commonsku client's name, payment terms, industry, rep, website, status, credit hold and tags.

• Action
  Update contact

  Updates an existing client contact's name, email or department in commonsku.

• Action
  Update product

  Updates an existing product in commonsku. Only the fields you fill in are changed.

• Trigger
  Contact Created

  Triggers when a new contact is added in Relate.

• Trigger
  Entry Created

  Triggers when a new entry is added to a Relate list or process.

• Trigger
  Entry Updated

  Triggers when an entry in a Relate list or process is added or changed.

• Trigger
  New Recorded Meeting

  Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).

• Trigger
  Note Created

  Triggers when a new note is added in Relate.

• Trigger
  Organization Created

  Triggers when a new organization is added in Relate.

• Action
  Create Contact

  Creates a contact in Relate from a first name and/or email address, optionally linked to an organization.

• Action
  Create Note

  Creates a note on an organization in Relate, optionally linked to a deal.

• Action
  Create Organization

  Creates an organization in Relate from a name and/or website domain.

• Action
  Delete Contact

  Deletes a Relate contact.

• Action
  Delete Note

  Deletes a note in Relate.

• Action
  Delete Organization

  Deletes a Relate organization.

• Action
  Find Contact

  Finds a contact in Relate by email address or phone number and returns the first match.

• Action
  Find Entry From Organization Process

  Finds an organization's entry in a Relate process by organization ID.

• Action
  Find Note

  Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.

• Action
  Find Organization

  Returns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.

• Action
  Get Contact

  Returns one Relate contact by its ID.

• Action
  Get Organization

  Returns one Relate organization by its ID.

• Action
  Get Recording

  Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).

• Action
  Update Contact

  Updates a Relate contact's name or email addresses.

• Action
  Update Note

  Updates a note's text or linked deal in Relate.

• Action
  Update Organization

  Updates a Relate organization's name or domains.

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