Connect Commusoft to Recruit CRM

Both apps 115Commusoft 54Recruit CRM 61

• 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 Candidate

  Add a new Candidate.

• Action
  Add Hotlist

  Add a new hotlist.

• Action
  Add Job

  Add a new job.

• Action
  Add to Hotlist

  Adds new record to a hotlist.

• Action
  Apply Candidate to Job

  Applies a candidate to a job.

• Action
  Assign Candidate

  Assign a candidate to a job.

• Action
  Delete Call Log

  Deletes a call log by ID.

• Action
  Delete Candidate

  Deletes a candidate by slug.

• Action
  Delete Company

  Deletes a company by slug.

• Action
  Delete Contact

  Deletes a contact by slug.

• Action
  Delete Deal

  Deletes a deal by slug.

• Action
  Delete Hotlist

  Deletes a hotlist by ID.

• Action
  Delete Invoice

  Deletes an invoice by ID.

• Action
  Delete Job

  Deletes a job by slug.

• Action
  Delete Meeting

  Deletes a meeting by ID.

• Action
  Delete Note

  Deletes a note by ID.

• Action
  Delete Placement

  Deletes a placement by ID.

• Action
  Delete Task

  Deletes a task by ID.

• Action
  Enroll Candidate in Sequence

  Enroll Candidate in Sequence

• Action
  Enroll Contact in Sequence

  Enroll Contact in Sequence

• Action
  Find Call Logs

  Finds a call log based on related entity, call date and call updated date.

• Action
  Find Candidates

  Finds a candidates based on first name, last name, email, Linkedin profile, contact number, state, country, candidate created date, candidate updated date, owner id, owner name and owner email.

• Action
  Find Companies

  Finds a company based on company name, company created date, company updated date owner id, owner name and owner email.

• Action
  Find Contacts

  Finds a contact based on first name, last name, email, Linkedin , contact number, companyslug, contact created date, contact updated date, owner id, owner name, owner email.

• Action
  Find Deals

  Finds a deal based on deal name, deal stage, company name, company slug, contact name, contact slug, candidate name, candidate slug, job name, job slug, owner name, deal closing date, deal added date, deal updated date, owner id and owner email.

• Action
  Find Enrollment Details

  Finds an enrollment based on enrollment ID, sequence ID, prospect slug, enrollment status

• Action
  Find Hotlists

  Finds a hotlist based on related entity, hotlist name and hotlist shared status.

• Action
  Find Invoices

  Finds invoices by issue date, due date, invoice ID, status, created by, and associated entity slugs (contact, candidate, job, deal, company).

• Action
  Find Jobs

  Finds a job based on job title, company name, job created date, job updated date, owner id, owner name and owner email.

• Action
  Find Meetings

  Finds a meeting based on meeting title, related entity, meeting date, meeting created date, meeting updated date, owner id, owner name and owner email.

• Action
  Find Notes

  Finds a note based on related entity, note added date and note updated date.

• Action
  Find Placements

  Find placements by Placement ID, candidate, company, job, deal, contact, created date range, or created by user.

• Action
  Find Tasks

  Finds a task based on task title, related entity, task date, task created date, task updated date, owner id, owner name and owner email.

• Action
  Get Call Log

  Returns one call log by ID.

• Action
  Get Candidate

  Returns one candidate by slug.

• Action
  Get Company

  Returns one company by slug.

• Action
  Get Contact

  Returns one contact by slug.

• Action
  Get Deal

  Returns one deal by slug.

• Action
  Get Hotlist

  Returns one hotlist by ID.

• Action
  Get Invoice by ID

  Gets a single invoice by ID.

• Action
  Get Job

  Returns one job by slug.

• Action
  Get Meeting

  Returns one meeting by ID.

• Action
  Get Note

  Returns one note by ID.

• Action
  Get Placement

  Returns one placement by ID.

• Action
  Get Task

  Returns one task by ID.

• Action
  List Users

  Returns all users in the Recruit CRM account.

• Action
  Mark Candidates as Available

  Mark Candidates as Available

• Action
  Mark Companies as Available

  Mark Companies as Available

• Action
  Mark Contacts as Available

  Mark Contacts as Available

• Action
  Pitch Candidate to Contact

  Pitches a candidate to a contact.

• Action
  Remove from Hotlist

  Removes records from a hotlist.

• Action
  Unassign Candidate

  unassign a candidate from the job.

• Action
  Unenroll Candidate From Sequence

  Unenroll Candidate From Sequence

• Action
  Unenroll Contact From Sequence

  Unenroll Contact From Sequence

• Action
  Update Candidate

  Updates a candidate.

• Action
  Update Candidate Visibility

  Update the candidate's visibility in a job.

• Action
  Update Hotlist

  Updates a hotlist.

• Action
  Update Job

  Updates a job.

• Action
  Update Pitch Stage

  Updates the pitch stage of a candidate pitched to a contact.

• Action
  Update Placement

  Updates an existing placement.

• Action
  Upload File to Files Section

  Uploads file to file section of an entity

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