Connect Commusoft to Luma

Both apps 73Commusoft 54Luma 19

• 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
  Add event

  Adds an existing event to your Luma calendar — either a Luma event you manage or an event hosted on another platform. The event is approved right away unless you choose to keep it pending for admin review.

• Action
  Add guests

  Adds one or more guests to a Luma event, optionally assigning ticket types, an approval status, and whether Luma emails them. Returns any guests Luma skipped.

• Action
  Add host

  Adds a host to a Luma event, as a manager or as check-in staff, by email address.

• Action
  Add ticket type

  Creates a new ticket type (free or paid) for a Luma event. Paid ticket types require the calendar to have a connected Stripe account.

• Action
  Apply contact tag

  Applies a contact tag to existing contacts on your Luma calendar, identified by user ID or email. Does not create new contacts.

• Action
  Block contact

  Blocks a contact on your Luma calendar so they can't follow it or join its events, and stop receiving your invites and newsletters.

• Action
  Cancel event

  Cancels a Luma event. The event is permanently deleted, all guests are notified, and paid guests can optionally be refunded.

• Action
  Create Calendar Person

  Adds a person to your Luma calendar as a contact by email, optionally with a name and contact tags, so you can invite them to events and send newsletters.

• Action
  Get calendar

  Returns the details of the Luma calendar your connected API key belongs to, including its name, URL, location, social handles and default event settings.

• Action
  Get event

  Returns the details of a Luma event, including its schedule, location, visibility, hosts and, for events you manage, guest counts by status.

• Action
  Get guest

  Returns one guest of a Luma event, looked up by guest ID, ticket key, guest key or email, including their approval status, registration answers and tickets.

• Action
  Import contacts

  Imports contacts into your Luma calendar so you can invite them to events and send them newsletters, optionally tagging them.

• Action
  List contacts

  Returns the contacts (people) on your Luma calendar, optionally filtered by a name/email search, tags or membership status.

• Action
  List events

  Returns the events on your Luma calendar, optionally filtered by date range, submission status, platform and access level.

• Action
  List guests

  Returns the guests who have registered for or been invited to a Luma event, with their approval status, contact details, registration answers and tickets.

• Action
  List ticket types

  Returns every ticket type set up for a Luma event, including its name, price and capacity.

• Action
  Send invites

  Sends people an email invite (and an SMS if their phone is linked to Luma) to a Luma event. Returns any invitees who were skipped because they unsubscribed, were removed, or are blocked.

• Action
  Update event

  Updates an existing Luma event's details, such as its name, time, location, description, capacity, registration settings and page appearance. Fields left blank keep their current values.

• Action
  Update guest status

  Changes a guest's registration status for a Luma event — approve (Going), decline, move back to pending approval, or waitlist — optionally refunding a paid guest and adding a personal note to the notification email.

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