Connect Commusoft and Ezus

Both apps 132Commusoft 62Ezus 70

• 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
  Change Job Stage

  Moves a job to another stage of a pipeline.

• Action
  Change Opportunity Stage

  Moves an opportunity to another pipeline stage.

• 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
  Create Scheduled Activity

  Creates a task for office staff against a property, opportunity or job.

• 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 Aborted

  Marks a job as aborted.

• Action
  Mark Job Complete

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

• Action
  Mark Job Free Of Charge

  Marks a job as free of charge.

• 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 Job

  Updates an existing job's details such as description, notes, contacts, priority, quoted amount, business unit and user group.

• Action
  Update Opportunity

  Updates an opportunity's notes, sales person and references.

• Action
  Update Scheduled Activity

  Updates a scheduled activity's title, description and due date.

• Action
  Update Work Address

  Updates a work address's contact and address details.

• Trigger
  Client Is Updated

  Triggers when a client record changes in Ezus.

• Trigger
  Invoice Is Finalised

  Triggers when a sales invoice in Ezus is finalized.

• Trigger
  New Client

  Triggers when a new client is created in Ezus.

• Trigger
  New Invoice

  Triggers when a new sales invoice is created in Ezus.

• Trigger
  New Project

  Triggers when a new project is created in Ezus.

• Trigger
  New Supplier Invoice

  Triggers when a new supplier invoice is added in Ezus.

• Trigger
  Project Is Updated

  Triggers when a project record changes in Ezus.

• Action
  Add Project Traveller

  Add Project Traveller in Ezus.

• Action
  Assign Tag

  Assign Tag in Ezus.

• Action
  Attach Document Slide

  Attach Document Slide in Ezus.

• Action
  Create Custom Field

  Create Custom Field in Ezus.

• Action
  Create Deposit

  Create Deposit in Ezus.

• Action
  Create Media

  Create Media in Ezus.

• Action
  Create or Update Category

  Create or Update Category in Ezus.

• Action
  Create or Update Client

  Create or Update Client in Ezus.

• Action
  Create or Update Destination

  Create or Update Destination in Ezus.

• Action
  Create or Update Package

  Create or Update Package in Ezus.

• Action
  Create or Update Product

  Create or Update Product in Ezus.

• Action
  Create or Update Product Season

  Create or Update Product Season in Ezus.

• Action
  Create or Update Project

  Create or Update Project in Ezus.

• Action
  Create or Update Project Commission

  Create or Update Project Commission in Ezus.

• Action
  Create or Update Project Step Items

  Creates a new item in a project step, or updates an existing one when its reference is given.

• Action
  Create or Update Step Category

  Create or Update Step Category in Ezus.

• Action
  Create or Update Subcategory

  Create or Update Subcategory in Ezus.

• Action
  Create or Update Subdestination

  Create or Update Subdestination in Ezus.

• Action
  Create or Update Supplier Invoice

  Create or Update Supplier Invoice in Ezus.

• Action
  Create or Update Webpage Template

  Create or Update Webpage Template in Ezus.

• Action
  Create Project Document

  Create Project Document in Ezus.

• Action
  Create Supplier Invoice Payment

  Create Supplier Invoice Payment in Ezus.

• Action
  Create Tag

  Create Tag in Ezus.

• Action
  Delete Project Commission

  Delete Project Commission in Ezus.

• Action
  Delete Tag

  Delete Tag in Ezus.

• Action
  Generate Document

  Generate Document in Ezus.

• Action
  Get Authenticated User

  Get Authenticated User in Ezus.

• Action
  Get Client

  Get Client in Ezus.

• Action
  Get Invoice

  Get Invoice in Ezus.

• Action
  Get Package

  Get Package in Ezus.

• Action
  Get Product

  Get Product in Ezus.

• Action
  Get Project

  Get Project in Ezus.

• Action
  Get Subdestination

  Get Subdestination in Ezus.

• Action
  Get Supplier

  Get Supplier in Ezus.

• Action
  Get Supplier Invoice

  Get Supplier Invoice in Ezus.

• Action
  Get Webpage Template

  Get Webpage Template in Ezus.

• Action
  List Categories

  List Categories in Ezus.

• Action
  List Clients

  List Clients in Ezus.

• Action
  List Custom Fields

  List Custom Fields in Ezus.

• Action
  List Destinations

  List Destinations in Ezus.

• Action
  List Document Jobs

  List Document Jobs in Ezus.

• Action
  List Document Templates

  List Document Templates in Ezus.

• Action
  List Invoices

  List Invoices in Ezus.

• Action
  List Media

  List Media in Ezus.

• Action
  List Products

  List Products in Ezus.

• Action
  List Project Documents

  List Project Documents in Ezus.

• Action
  List Project Groups

  List Project Groups in Ezus.

• Action
  List Projects

  List Projects in Ezus.

• Action
  List Project Steps

  List Project Steps in Ezus.

• Action
  List Project Suppliers

  List Project Suppliers in Ezus.

• Action
  List Project Travellers

  List Project Travellers in Ezus.

• Action
  List Supplier Invoices

  List Supplier Invoices in Ezus.

• Action
  List Suppliers

  List Suppliers in Ezus.

• Action
  List Tags

  List Tags in Ezus.

• Action
  List Tasks

  List Tasks in Ezus.

• Action
  List Template Variables

  List Template Variables in Ezus.

• Action
  List Travellers

  List Travellers in Ezus.

• Action
  List Webpage Templates

  List Webpage Templates in Ezus.

• Action
  Preview Webpage Template

  Preview Webpage Template in Ezus.

• Action
  Remove Tag

  Remove Tag in Ezus.

• Action
  Replace Product Tariff Levels

  Replace Product Tariff Levels in Ezus.

• Action
  Update Invoice

  Update Invoice in Ezus.

• Action
  Update Project Supplier

  Update Project Supplier in Ezus.

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