Connect Commusoft to PDF.co

Both apps 82Commusoft 54PDF.co 28

• 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 Barcode to PDF

  Draws a barcode or QR code onto a PDF at the position you choose and returns a link to the new PDF.

• Action
  Add Form Field to PDF

  Add a fillable form field (text field or checkbox) to a PDF at a specified position.

• Action
  Add Image to PDF

  Add an image, logo, or signature to a PDF at a specified position.

• Action
  Add Text to PDF

  Add Text to PDF

• Action
  Advanced Barcode Reader

  Decode barcodes from images or PDF documents swiftly and accurately.

• Action
  AI Invoice Parser

  Transform your invoice processing with our advanced AI. Enjoy quick, accurate data extraction that eliminates manual effort and saves you valuable time.

• Action
  Anything to PDF Converter

  Seamlessly convert a variety of formats such as URLs, HTML code, documents, spreadsheets, presentations, images, and more into PDF.

• Action
  Barcode Generator

  Generate a variety of barcodes , e.g. QRCode .

• Action
  Compress and Optimize PDF

  Significantly reduce PDF file size by compressing and optimizing images and objects within the document.

• Action
  Convert Scanned PDF to Searchable PDF

  Converts a scanned PDF or image file into a text-searchable PDF.

• Action
  Custom API Call

  Allows the execution of a custom API call to the PDF.co API. This is intended for advanced users.

• Action
  Document Classifier

  Analyze the text of an input document using AI and return its class (such as: invoice, order, industry). This can utilize custom rules and is helpful for quickly identifying the origin of a document.

• Action
  Document Parser

  Extract data from invoices, reports, statements, and other documents using AI-based templates. This tool is beneficial for automating data extraction tasks and reducing manual workload.

• Action
  Get PDF Information

  Extract information from a PDF document such as page count, page size, author, description, keywords and also any form field information.

• Action
  HTML to PDF Converter

  Convert HTML or URL to PDF with advanced options (e.g. layout, orientation). Supports HTML templates (Handlebar and Mustache).

• Action
  PDF Filler

  Add text, images, signatures to a PDF, fill PDF form fields, or create a new PDF from templates.

• Action
  PDF Find Table

  This operation employs AI to scan a PDF document for tables, returning an array of found tables with coordinates and information about the detected columns.

• Action
  PDF Merger

  Combine multiple document formats into a single PDF. Supported formats include PDF, DOC, DOCX, XLS, JPG, PNG, and more.

• Action
  PDF Page Tools

  Tools to rotate and delete pages from your PDF files effectively.

• Action
  PDF Security

  Add/Remove Password and Security Features to/from PDF file

• Action
  PDF to Anything Converter

  Convert PDF to JPG, PNG, CSV, XML, JSON and other formats

• Action
  Search and Delete Found Text in PDF

  Identify and remove specified text from a PDF document using text search or fixed-position coordinates

• Action
  Search and Replace Text in PDF

  Locate and replace specified text within a PDF document

• Action
  Search and Replace With Image in PDF

  Search text inside PDF and replace with Image

• Action
  Search in PDF

  Allows you to search for specific text within PDF documents or scanned images.

• Action
  Split PDF Based on Barcode Search

  This operation segments a PDF document based on barcode search, creating new PDF files for each segment.

• Action
  Split PDF Based on Text Search

  This operation segments a PDF document based on text search (with OCR), creating new PDF files for each segment.

• Action
  Split PDF Into Multiple Files

  This operation allows you to split a PDF document into multiple new PDF files, using specific page numbers or page ranges.

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