Connect Commusoft and ProdPad

Both apps 95Commusoft 62ProdPad 33

• 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
  List Companies

  Triggers when a new company is added to your ProdPad account.

• Trigger
  List Contacts

  Triggers when a new contact is added to ProdPad.

• Trigger
  List Feedback

  Triggers when new feedback is added to ProdPad, newest first.

• Trigger
  List Idea Feedback

  Triggers when new feedback is linked to a chosen idea.

• Trigger
  List Ideas

  Triggers when a new idea is added to ProdPad.

• Trigger
  List Initiatives

  Triggers when a new initiative is added to a ProdPad roadmap.

• Trigger
  List Objectives

  Triggers when a new objective is added to the ProdPad account.

• Trigger
  List Personas

  Triggers when a new persona is added to ProdPad.

• Trigger
  List Products

  Triggers when a new product is added to ProdPad.

• Trigger
  List Tags

  Triggers when a new tag is added to ProdPad.

• Trigger
  List User Stories

  Triggers when a new user story is added to ProdPad.

• Action
  Add comment

  Adds a comment to a ProdPad idea, feedback or initiative, or posts a reply to an existing comment.

• Action
  Add initiative

  Creates a new initiative on a ProdPad product roadmap.

• Action
  Add key result

  Creates a new key result under a ProdPad objective, optionally linked to initiatives.

• Action
  Add objective

  Creates a new objective in ProdPad, optionally linked to a product.

• Action
  Add thought

  Adds a Yea, Nay or Maybe thought, with an optional comment, to an idea or a piece of feedback in ProdPad on behalf of a user.

• Action
  Add user story

  Creates a new user story on a ProdPad idea.

• Action
  Create Company

  Creates a company in ProdPad's customer feedback module.

• Action
  Create Contact

  Creates a contact (a customer who gives feedback) in ProdPad.

• Action
  Create Feedback

  Adds a piece of customer feedback to ProdPad, linked to a contact.

• Action
  Create Idea

  Creates a new idea in ProdPad.

• Action
  Find Company

  Finds an existing company by name or external link, returning the first match.

• Action
  Find Contact

  Finds an existing contact by email, name or external ID, returning the first match.

• Action
  Find Feedback

  Finds feedback by its external ID or URL, returning the first match.

• Action
  Find Idea

  Finds an existing idea by external ID, URL or tag, returning the first match.

• Action
  Get feedback

  Returns a single piece of feedback by its ID, including the contact who gave it and its linked ideas, products, personas, tags and attachments.

• Action
  Get idea

  Returns a ProdPad idea by its ID, optionally with its full details such as business case, comments, tags, products and user stories.

• Action
  Update Company

  Updates an existing company in ProdPad.

• Action
  Update Contact

  Updates an existing contact in ProdPad.

• Action
  Update Feedback

  Updates the text or state of an existing piece of feedback.

• Action
  Update Idea Stage

  Moves an idea to a different workflow stage in ProdPad.

• Action
  Update initiative

  Updates an existing roadmap initiative in ProdPad, such as its title, description, roadmap column, state, target date, owner, and linked ideas, feedback, user stories and objectives.

• Action
  Update objective

  Updates an objective's name, state, or linked product in ProdPad.

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