Connect Commusoft and Mural

Both apps 84Commusoft 54Mural 30

• 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 Mural

  Triggers when a new mural is created in the selected workspace.

• Trigger
  New Room

  Triggers when a new room is created in a Mural workspace.

• Action
  Add area

  Creates an area widget on a mural, with optional title, size, position, layout and style.

• Action
  Add comment

  Adds a comment to a mural at a given position, optionally attached to a widget.

• Action
  Add folder

  Creates a new folder in a Mural room, optionally nested inside an existing folder.

• Action
  Add room

  Creates a room in a Mural workspace you have write access to.

• Action
  Add shape

  Creates a shape widget (such as a rectangle or ellipse) on a mural.

• Action
  Add tag

  Creates a tag in a mural, optionally applying it to widgets. Tag text is limited to 25 characters.

• Action
  Add text box

  Creates a text box widget on a mural.

• Action
  Create Mural

  Creates a new mural in a room you own, with an optional title, folder, size and background color.

• Action
  Create Sticky

  Creates a sticky note on a mural, with optional text, position, size, shape, style and tags.

• Action
  Delete mural

  Deletes a mural that the connected user owns.

• Action
  Delete room

  Deletes a room that you own in Mural.

• Action
  Delete widget

  Deletes a widget (sticky note, shape, text box, etc.) and its content from a mural.

• Action
  Duplicate mural

  Creates a copy of an existing mural in the room (and optional folder) you choose, with a new title.

• Action
  Find murals by title

  Searches a workspace for murals whose titles match the text you provide and returns the matching murals.

• Action
  Get current user

  Returns the profile of the Mural user the connected account belongs to.

• Action
  Get mural

  Returns the details of a single mural you have access to.

• Action
  Get room

  Returns the details of a single Mural room, such as its name, type and workspace.

• Action
  Get workspace

  Returns the details of a Mural workspace you have read access to.

• Action
  Invite users to mural

  Invites people to a mural by email address or username. Invitees are notified by email; people invited by username are added to the mural immediately.

• Action
  List folders

  Returns the folders in a Mural room that you have access to.

• Action
  List murals

  Returns the murals you own or are a member of in a workspace, optionally filtered by status.

• Action
  List rooms

  Returns the rooms in a Mural workspace that you have access to.

• Action
  List tags

  Returns the tags defined in a mural.

• Action
  List widgets

  Returns the widgets (sticky notes, shapes, text boxes, areas and more) on a mural, optionally filtered by widget type or parent widget. Drawings are not included.

• Action
  List workspaces

  Returns all workspaces the connected Mural user is a member of.

• Action
  Update mural

  Updates a mural's title, status, size, colors, folder and permission settings. Leave a field blank to keep its current value.

• Action
  Update room

  Updates the name, description, visibility or favorite status of a Mural room.

• Action
  Update sticky note

  Updates the text, position, size, style or other properties of an existing sticky note on a mural.

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