Connect Commusoft and RepairShopr

Both apps 87Commusoft 54RepairShopr 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
  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 Customer

  Triggers when a new customer is created in RepairShopr.

• Trigger
  New Invoice

  Triggers when a new invoice is created in RepairShopr.

• Trigger
  New Payment

  Triggers when a new payment is recorded in RepairShopr.

• Trigger
  New Ticket

  Triggers when a new ticket is created in RepairShopr.

• Trigger
  Ticket Resolved

  Triggers when a ticket is marked Resolved in RepairShopr.

• Trigger
  Ticket Status Changed

  Triggers when a ticket's status changes (for example from New to In Progress or Resolved).

• Action
  Add appointment

  Creates an appointment in RepairShopr, optionally linked to a customer, ticket and assigned users.

• Action
  Add contact

  Creates a contact under an existing RepairShopr customer, with name, address, email, phone and notes.

• Action
  Add estimate

  Creates an estimate for a customer in RepairShopr, optionally with line items.

• Action
  Add invoice

  Creates an invoice for a customer in RepairShopr, optionally with line items.

• Action
  Add payment

  Records a payment against a RepairShopr customer's invoice or invoices.

• Action
  Add product

  Creates a product in your RepairShopr inventory with its name, description, pricing and stock settings.

• Action
  Add ticket comment

  Adds a comment to a RepairShopr ticket, optionally hidden from the customer or sent by SMS.

• Action
  Create Customer

  Creates a new customer in RepairShopr with their name, business, contact details, address and notification preferences.

• Action
  Create Lead

  Creates a new lead in RepairShopr with the contact details and ticket information you provide.

• Action
  Create Ticket

  Creates a ticket for a customer in RepairShopr and returns the new ticket.

• Action
  Delete customer

  Deletes a customer from your RepairShopr account.

• Action
  Find Customer

  Searches RepairShopr customers by text, email, name, business name or ID and returns the matching customers.

• Action
  Find Ticket

  Finds tickets matching a search query, ticket number, customer, status or other criteria.

• Action
  Get customer

  Returns a single RepairShopr customer by its ID, including contact details, address, custom properties and contacts.

• Action
  Get invoice

  Returns one invoice, with its line items, payments and customer, by its ID or invoice number.

• Action
  Get payment

  Returns a single payment by its ID, including amount, method, applied invoices and the paying customer.

• Action
  Get ticket

  Returns a single RepairShopr ticket by its ID, including its customer, comments, line items and custom ticket fields.

• Action
  List contacts

  Returns the contacts in your RepairShopr account, optionally only those belonging to one customer.

• Action
  List invoices

  Returns a list of invoices, optionally filtered by paid status, ticket, or last update date.

• Action
  List products

  Returns the products in your RepairShopr inventory, optionally filtered by SKU, name, UPC code, category or a search query.

• Action
  Log Call

  Logs a phone call in RepairShopr's caller ID feed for a phone number and returns the matching customer's name and open ticket status.

• Action
  Update contact

  Updates an existing contact on a RepairShopr customer, such as their name, address, email or phone numbers.

• Action
  Update customer

  Updates an existing customer's details in RepairShopr. Only the fields you fill in are changed.

• Action
  Update invoice

  Updates an existing invoice's details, such as its customer, dates, PO number or note.

• Action
  Update lead

  Updates an existing lead in RepairShopr. Only the fields you fill in are changed.

• Action
  Update product

  Updates an existing product in RepairShopr, such as its name, pricing, stock settings or categories.

• Action
  Update Ticket

  Updates an existing ticket's details such as subject, status, due date, assigned technician and custom properties, and optionally adds comments.

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