Connect Commusoft and Swarmtix

Both apps 78Commusoft 54Swarmtix 24

• 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 Event

  Triggers when a new event appears in your Swarmtix organisation.

• Action
  Create Access Code

  Creates an access code that unlocks a hidden ticket type on an event at its normal price.

• Action
  Create Checkout Question

  Adds a custom question an event asks buyers during checkout, and returns the stored question.

• Action
  Create Discount

  Creates a discount on a Swarmtix event, either a code buyers type at checkout or a public offer shown on the event page, taking an amount or a percentage off.

• Action
  Create Event

  Creates a new Swarmtix event as an unpublished draft and returns its id and URL slug.

• Action
  Create Ticket Type

  Adds a ticket type (a price tier buyers choose from) to a Swarmtix event and returns it.

• Action
  Delete Checkout Question

  Removes a checkout question from an event so buyers are no longer asked it. Answers buyers already gave stay with their orders.

• Action
  Delete Discount

  Switches off a discount, public discount or access code on an event so it can no longer be used. The offer is kept because orders that used it still point at it.

• Action
  Delete Ticket Type

  Permanently deletes a ticket type nobody has ordered from an unpublished event, and returns the ticket types that remain.

• Action
  Duplicate Event

  Copies an event's setup into a new unpublished draft, without its dates, orders or attendees, and returns the new event.

• Action
  Get Analytics Summary

  Returns an organisation-wide roll-up of events, tickets sold and orders placed, plus the connected organizer account's lifetime gross ticket revenue per currency.

• Action
  Get Event

  Returns one Swarmtix event in full: schedule, location, host, ticket types and publication status.

• Action
  Get Event Analytics

  Returns the sales and traffic figures for one event: revenue, tickets sold, refunds, page visits and the daily series behind them.

• Action
  Get Ticket Sales Summary

  Returns how many tickets were put on sale, sold and checked in for one scheduled date of a Swarmtix event (the earliest date when none is given).

• Action
  List Checkout Questions

  Returns the custom questions an event asks buyers at checkout, with each question's wording, field name, and whether it is enabled and required.

• Action
  List Discounts

  Returns the active discount offers on an event, with their codes, reductions, dates and usage.

• Action
  List Event Dates

  Returns the scheduled dates of a Swarmtix event, earliest first, with each date's id, local and UTC start and end, capacity and active status.

• Action
  List Events

  Returns the Swarmtix events this connection can see, alphabetically by name, with each event's id, slug, name, city, country and scheduled dates.

• Action
  List Ticket Types

  Returns the ticket types an event sells, with price, quantity, remaining availability, per-order limits and sale window.

• Action
  Set Event Dates

  Replaces the full list of dates a Swarmtix event runs on and returns the resulting schedule. Refuses to drop a date that already has tickets sold.

• Action
  Update Checkout Question

  Changes one of an event's checkout questions (wording, answer type, choices, required, enabled, shown on ticket) and returns the question as stored. Only the fields you fill in are changed.

• Action
  Update Discount

  Changes an event's discount code, public discount or access code — its code, name, reduction, ticket type, window or usage limit — and returns the discount as stored.

• Action
  Update Event

  Updates an event's details such as name, description, venue, address, visibility, fees and timezone, and returns the event as stored afterwards. Fields left blank keep their current values.

• Action
  Update Ticket Type

  Changes one of an event's ticket types (name, price, quantity, limits, sale window) and returns it as stored afterwards. Fields left blank keep their current values.

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