Connect Commusoft and Nomod

Both apps 104Commusoft 62Nomod 42

• 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
  Charge Refund

  Triggers when a charge is fully refunded.

• Trigger
  In-Person Paid

  Triggers when an in-person (tap or card) charge is paid.

• Trigger
  Invoice Overdue

  Triggers when an invoice becomes overdue.

• Trigger
  Invoice Paid

  Triggers when an invoice is paid.

• Trigger
  Link Paid

  Triggers when a payment link is paid.

• Trigger
  New Customer

  Triggers when a new customer is added in Nomod.

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New Link

  Triggers when a new payment link is created.

• Trigger
  Payment Failed

  Triggers when a charge fails.

• Trigger
  Team Member Joins

  Triggers when a new team member is added.

• Action
  Cancel Invoice

  Cancels an unpaid invoice.

• Action
  Create Checkout

  Creates a hosted checkout session and returns the URL to send the buyer to.

• Action
  Create Customer

  Creates a customer (contact) in your Nomod account.

• Action
  Create Invoice

  Creates an invoice for a Nomod customer with one line item and returns its payment URL.

• Action
  Create Link

  Creates a payment link with one item and returns its shareable URL.

• Action
  Create Team Member

  Invites a new team member to your Nomod business.

• Action
  Delete Checkout

  Deletes an unpaid checkout session.

• Action
  Delete Link

  Archives a payment link so it can no longer be paid.

• Action
  Disable Link

  Disables a payment link.

• Action
  Enable Link

  Re-enables a disabled payment link.

• Action
  Find Charge

  Finds the first charge matching a search.

• Action
  Find Customer

  Finds the first customer matching an email or search text.

• Action
  Find Invoice

  Finds the first invoice matching an invoice number or search text.

• Action
  Find Link

  Finds the first payment link matching a reference ID or search text.

• Action
  Get Charge

  Returns one charge by its ID.

• Action
  Get Checkout

  Returns one checkout session by its ID.

• Action
  Get Customer

  Returns one customer by its ID.

• Action
  Get Invoice

  Returns one invoice by its ID.

• Action
  Get Link

  Returns one payment link by its ID.

• Action
  Get Team Member

  Returns one team member by their ID.

• Action
  List Charges

  Returns a page of charges, optionally filtered.

• Action
  List Countries

  Returns the countries Nomod supports, with their IDs.

• Action
  List Currencies

  Returns the currencies Nomod supports.

• Action
  List Customers

  Returns a page of customers, optionally filtered.

• Action
  List Invoices

  Returns a page of invoices, optionally filtered.

• Action
  List Links

  Returns a page of payment links, optionally filtered.

• Action
  List Provinces

  Returns the provinces of a country, with their IDs.

• Action
  List Team Members

  Returns every team member in your Nomod business.

• Action
  Refund Charge

  Refunds all or part of a paid charge.

• Action
  Refund Checkout

  Refunds all or part of a paid checkout.

• Action
  Update Invoice Title

  Renames an invoice.

• Action
  Update Link Title

  Renames a payment link.

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