Connect Commusoft and Sirv

Both apps 88Commusoft 54Sirv 34

• 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 File

  Triggers when a new file appears in a folder of your Sirv account, and hands on that file's name, type, size and dimensions.

• Trigger
  New Tagged File

  Triggered when a new file carrying the chosen tag appears in your Sirv account.

• Action
  Add Advanced Watermark

  Builds the Sirv image URL that shows one of your images with a watermark laid over it, using the position, size, opacity and rotation you choose.

• Action
  Add Canvas or Border

  Puts a coloured canvas and/or border around a Sirv image and returns the new image URL. Nothing is re-uploaded — the original file is untouched.

• Action
  Add Tags to File

  Adds meta tags to a file in your Sirv account.

• Action
  Apply Color Effects

  Adjusts the colours of a Sirv image — hue, saturation, lightness, tint, tone and levels — and returns the new image URL. The original file is untouched.

• Action
  Convert Spin to Video

  Turns a 360 spin stored in your Sirv account into an MP4 video and returns the path of the video that was created.

• Action
  Convert Video to Spin

  Converts a video in your Sirv account into a 360-degree spin and returns the spin that was created.

• Action
  Copy File

  Copies a file in your Sirv account to another path, leaving the original in place.

• Action
  Create Folder

  Creates an empty folder in your Sirv account at the path you give.

• Action
  Create Thumbnail

  Builds the Sirv image URL that serves a resized, optionally cropped thumbnail of one of your images.

• Action
  Delete File

  Deletes a file, or an empty folder, from your Sirv account.

• Action
  Delete file tags

  Removes one or more tags from a file in your Sirv account.

• Action
  Download File

  Downloads a file from your Sirv account and returns its contents.

• Action
  Fetch File From URL

  Pulls a file from a web address straight into your Sirv account, saving it at the path you choose, and reports whether the fetch succeeded.

• Action
  Find File

  Searches the files in your Sirv account by name, folder, type, size, tags, description or date, and returns the matching files.

• Action
  Get API Limits

  Returns your Sirv API rate limits and how much of each you have used.

• Action
  Get batch delete job

  Returns the progress and results of a batch delete job you started earlier.

• Action
  Get CDN URL

  Returns the public web address of a file in your Sirv account.

• Action
  Get File Info

  Returns the details Sirv holds on one file — its type, size, dates and image information.

• Action
  Get File Metadata

  Returns everything Sirv stores about a file: its title, description, tags, product details and any other metadata held against it.

• Action
  Get File Tags

  Returns the tags attached to a file in your Sirv account.

• Action
  Get product metadata

  Returns the product information stored on a file in your Sirv account.

• Action
  Get Storage Info

  Returns how much storage your Sirv account is using and how much it is allowed.

• Action
  Get Usage Report

  Returns how much your Sirv account has served — the number of file requests and the bytes transferred, broken down by day.

• Action
  Get ZIP Job

  Returns the progress and results of a zip job, including the archive it produced.

• Action
  List Folder Contents

  Lists the files and sub-folders inside a folder of your Sirv account, with each item's name, size, type and when it was last changed.

• Action
  Make API Call

  Makes any Sirv API call you specify, for endpoints that do not yet have their own action. You supply the method, the path and any data; the connected account's credentials are applied for you.

• Action
  Rename or Move File

  Renames a file or folder, or moves it to another folder, by giving its new path.

• Action
  Set File Metadata

  Sets the title, description, tags and product details held against a file in your Sirv account. Anything left blank is left as it is.

• Action
  Set Product Metadata

  Attaches product details — code, name, brand and categories — to a file in your Sirv account.

• Action
  Update account

  Changes your Sirv account settings — file minification and where missing files are fetched from. Only the settings you fill in are sent; the rest are left as they are.

• Action
  Upload File

  Uploads a file to your Sirv account from a web address.

• Action
  Zip Files

  Starts a job that packs the files and folders you name into a single zip in your Sirv account, and returns the job so you can check when it is ready.

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