Connect Commusoft to Clockodo

Both apps 83Commusoft 54Clockodo 29

• Trigger
  New Contact

  Triggers when a new contact is added to a customer or work address.

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  New Diary

  Triggers when a new diary appointment is booked.

• Trigger
  New Job

  Triggers when a new job is created.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created.

• Trigger
  New Scheduled Activity

  Triggers when a new scheduled activity is created.

• Trigger
  New Work Address

  Triggers when a new work address is created.

• Action
  Complete Scheduled Activity

  Marks a scheduled activity as completed.

• Action
  Create Company

  Creates a new company customer in Commusoft.

• Action
  Create Contact

  Adds a contact person to a customer or work address.

• Action
  Create New Customer

  Creates a new private customer in Commusoft with its primary contact and address.

• Action
  Create New Work Address

  Creates a new work address under an existing customer.

• Action
  Create Opportunity

  Creates a new sales opportunity at an existing customer or work address property.

• Action
  Delete Appointment

  Deletes a diary appointment.

• Action
  Delete Asset

  Deletes an asset from a property.

• Action
  Delete Contact

  Deletes a contact person.

• Action
  Delete Job

  Deletes a job.

• Action
  Delete Opportunity

  Deletes a sales opportunity.

• Action
  Delete Property

  Deletes a customer, company or work address.

• Action
  Delete Scheduled Activity

  Deletes a scheduled activity.

• Action
  Get Appointment

  Returns one diary appointment by its ID.

• Action
  Get Asset

  Returns one asset (e.g. a boiler) by its ID.

• Action
  Get Job

  Returns one job by its ID.

• Action
  Get Opportunity

  Returns one sales opportunity by its ID.

• Action
  Get Property

  Returns one customer, company or work address by its ID.

• Action
  List Advertising Types

  Returns the advertising types (lead sources).

• Action
  List Appointments

  Returns diary appointments, optionally for one engineer or date range.

• Action
  List Asset Groups

  Returns asset groups such as Boiler or Heat pump.

• Action
  List Assets

  Returns assets recorded at properties.

• Action
  List Asset Types

  Returns asset types within asset groups.

• Action
  List Business Units

  Returns the business units.

• Action
  List Customer Types

  Returns the customer types set up in Commusoft.

• Action
  List Files

  Returns files saved against properties, opportunities or jobs.

• Action
  List Forms

  Returns custom forms completed against jobs.

• Action
  List Job Description Templates

  Returns the job description templates used when creating jobs.

• Action
  List Jobs

  Returns jobs, optionally filtered by property, status or pipeline stage.

• Action
  List Opportunities

  Returns sales opportunities, optionally filtered by property or pipeline stage.

• Action
  List Opportunity Pipelines

  Returns active opportunity pipelines.

• Action
  List Opportunity Stages

  Returns the stages of one opportunity pipeline.

• Action
  List Properties

  Returns customers, companies and work addresses.

• Action
  List Property Contacts

  Returns the contacts of a customer or work address.

• Action
  List Provinces

  Returns the provinces/counties set up in Commusoft.

• Action
  List Scheduled Activities

  Returns scheduled activities, optionally filtered by status or associated record.

• Action
  List Telephone Types

  Returns the telephone types.

• Action
  List Titles

  Returns the contact title options such as Mr and Mrs.

• Action
  List User Groups

  Returns the user groups.

• Action
  Mark Job Complete

  Marks a job as complete at the given date and time.

• Action
  Mark Job Uncompleted

  Reopens a completed job.

• Action
  Put Job On Hold

  Puts a job on hold for a given reason.

• Action
  Remove Job From Hold

  Takes a job off hold.

• Action
  Update Company

  Updates an existing company customer's details.

• Action
  Update Contact

  Updates a contact person's details.

• Action
  Update Customer

  Updates an existing private customer's contact and address details.

• Action
  Update Work Address

  Updates a work address's contact and address details.

• Action
  Create Absence

  Creates an absence (holiday, sick day, home office, overtime reduction and more) for a co-worker in Clockodo.

• Action
  Create Customer

  Creates a new customer in Clockodo with its name, number, color, billing defaults and optional note.

• Action
  Create Entry

  Creates a time entry in Clockodo: a regular time entry for a customer and service, a lump-sum value entry, or a lump-sum service entry.

• Action
  Create Project

  Creates a new project for a customer in Clockodo, with optional number, note, dates, budget and service assignments. Returns the created project.

• Action
  Create Service

  Creates a new service in Clockodo that time entries can be booked against.

• Action
  Create Subproject

  Creates a subproject under an existing project in Clockodo.

• Action
  Create User

  Creates a new co-worker in your Clockodo account with their email, name and role, plus optional team, language, time settings and edit locks.

• Action
  Delete customer

  Deletes a customer from your Clockodo account.

• Action
  Delete entry

  Deletes a time entry from Clockodo.

• Action
  Delete project

  Deletes a project in Clockodo. Optionally checks whether the project could be deleted without deleting it.

• Action
  Get customer

  Returns a single Clockodo customer by its id, including name, number, color, active status and billing defaults.

• Action
  Get entry

  Returns a single Clockodo time or lump-sum entry by its id, including customer, project, service, times, duration and billability.

• Action
  Get project

  Returns a single Clockodo project by its id, including its customer, budget, completion status, dates and assigned services.

• Action
  Get user

  Returns a single Clockodo co-worker by id, including name, email, role, team, time zone and work settings.

• Action
  List absences

  Returns the absences (holidays, sick days, home office and other leave) recorded in Clockodo, optionally filtered by year, co-worker, team, absence type or status.

• Action
  List customers

  Returns the customers in your Clockodo account, optionally filtered by active status or search text and sorted by name, id or status.

• Action
  List entries

  Returns the time and lump-sum entries recorded in Clockodo between a start and end time, optionally filtered by co-worker, customer, project, service, billability or description.

• Action
  List projects

  Returns the projects in your Clockodo account, optionally filtered by customer, active or completed status, or search text.

• Action
  List services

  Returns the services in your Clockodo account, optionally filtered by active status or search text.

• Action
  List users

  Returns the co-workers in your Clockodo account, optionally filtered by active status, team or search text.

• Action
  Start clock

  Starts the Clockodo clock for a customer and service, creating a running time entry. Any clock already running for the user is stopped.

• Action
  Stop clock

  Stops the running Clockodo clock entry and returns the stopped time entry, plus any new entry that was started in its place.

• Action
  Update Absence

  Updates an existing absence (holiday, sick day, home office, etc.) in Clockodo, changing only the details you fill in. Returns the updated absence.

• Action
  Update Customer

  Updates an existing customer in Clockodo, changing only the details you fill in, and returns the updated customer.

• Action
  Update Entry

  Updates an existing Clockodo time or lump-sum entry, changing only the details you fill in, and returns the updated entry.

• Action
  Update Project

  Updates an existing project in Clockodo, changing only the details you fill in, and returns the updated project.

• Action
  Update Service

  Updates an existing service in Clockodo, changing its name, number, note, billing id or active status. Fields left blank keep their current values.

• Action
  Update Subproject

  Updates an existing subproject in Clockodo, such as its name, budget, dates or assigned services. Fields left blank keep their current values.

• Action
  Update User

  Updates an existing co-worker in Clockodo, changing only the details you fill in.

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