Connect Commusoft and Mendato

Both apps 81Commusoft 54Mendato 27

• 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.

• Trigger
  New Employee

  Triggers when a new employee is added in Mendato. Optional filters limit which employees fire the trigger.

• Trigger
  New Subcontractor

  Triggers when a new subcontractor is added in Mendato.

• Action
  Add employee

  Creates a new employee in Mendato.

• Action
  Add material

  GraphQL mutation createMaterial.

• Action
  Add object

  GraphQL mutation createObject (cleaning object/property).

• Action
  Add order

  Creates a new order (Auftrag) for an object, with the services to perform, and optionally the materials used and the employees or subcontractors assigned.

• Action
  Add prospect

  Creates a new prospect (potential customer) in Mendato, optionally with contact persons and a first prospect object.

• Action
  Add quote

  GraphQL mutation createQuote.

• Action
  Add supplier

  GraphQL mutation createSupplier.

• Action
  Add ticket

  Creates a ticket (a complaint, extra request, material demand or damage report) for an object in Mendato.

• Action
  Add time record

  Creates a time record for an employee in Mendato, with start and end time, optional journey start, break duration and the object (site) worked at.

• Action
  Create Credit Note

  Creates a credit note (Gutschrift) for a subcontractor in Mendato, with its line items, dates and texts.

• Action
  Create Customer

  Creates a new customer (person or company) in Mendato with address, contact and billing details.

• Action
  Create Estimate

  Creates a new estimate

• Action
  Create Invoice

  Creates an invoice for a customer in Mendato, with its line items, dates and texts, optionally completing and sending it right away.

• Action
  Create Subcontractor

  Creates a new subcontractor

• Action
  Find Customer

  Returns up to 100 customers whose number, name, email address or contact person matches the search text.

• Action
  Find employees by criteria

  Returns the employees that match the given criteria, such as name or personnel number, status, city or ZIP, supervisor or driving licence.

• Action
  Find invoices by criteria

  Returns up to 100 invoices that match the search text, statuses, date ranges, payment state, customer, order, service or object you specify.

• Action
  Find Subcontractor

  Returns up to 100 subcontractors whose number, name or other details match the search text.

• Action
  Get customer

  Returns a single customer by id, including contact details, address, email addresses, tax details, note and tags.

• Action
  Get order

  Returns a single order (Auftrag) by its id, including its object, status, dates, staffing requirements and services.

• Action
  Get prospect

  Returns a single prospect (lead) by its id, with address, contact details, outcome and contact persons.

• Action
  Get Quote

  Returns a single quote (Angebot) by its id, including its number, status, dates, customer or prospect, texts and line items.

• Action
  Get Supplier

  Returns a single supplier (Lieferant) by its id, with name, address, contact and tax details.

• Action
  Get time record

  Returns a single time record by its id, including its date, start and end times, breaks, employee and object.

• Action
  Update customer

  Updates an existing customer's name, address, contact details and email addresses. Fields left blank keep their current values.

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