Connect CompanyHub and Orderry

Both apps 48CompanyHub 13Orderry 35

• Trigger
  New Company

  Triggers when a new company is added in CompanyHub.

• Trigger
  New Contact

  Triggers when a new contact is created in CompanyHub.

• Trigger
  New Deal

  Triggers when a new deal is created in CompanyHub.

• Trigger
  New Record (Custom Table)

  Triggers when a new record is added to the CompanyHub table you choose, such as one of your custom tables.

• Trigger
  New Task

  Triggers when a new task is created in CompanyHub.

• Trigger
  Record Updated

  Triggers when a record in the chosen CompanyHub table is created or changed.

• Action
  Create a Record (Custom Table)

  Creates a record in any CompanyHub table, including custom tables, from the field values you supply, and returns the new record's ID.

• Action
  Create Company

  Creates a new company record in CompanyHub and returns its ID.

• Action
  Create Contact

  Creates a contact in CompanyHub and returns the new contact's ID.

• Action
  Create Deal

  Creates a deal in CompanyHub and returns the new deal's ID.

• Action
  Create Task

  Creates a task in CompanyHub with the given title, type, category, assignee and end time, plus any other Task fields you set.

• Action
  Find Record

  Returns the records in a CompanyHub table (Contact, Company, Deal or a custom table) whose chosen field matches the value you supply.

• Action
  Update Record

  Updates an existing record in a CompanyHub table (Contact, Company, Deal or a custom table), changing only the fields you supply.

• Trigger
  Ad Campaigns

  Triggers when a new ad campaign is added in Orderry.

• Trigger
  Clients List

  Triggers when a new client is added in Orderry.

• Trigger
  Employees List

  Triggers when a new employee is added to the Orderry account.

• Trigger
  Lead Types

  Triggers when a new lead type is added to your Orderry account.

• Trigger
  Locations

  Triggers when a new location (branch) is added to the Orderry account.

• Trigger
  Order Custom Fields

  Triggers when a new custom field is defined for orders in Orderry.

• Action
  Add Booking Item

  Adds a product or service line item to an existing booking.

• Action
  Add Order Comment

  Adds a comment to an order in Orderry, optionally marked as private.

• Action
  Add Task Comment

  Adds a comment to an existing task in Orderry, optionally marked as private.

• Action
  Changing Order Status

  Changes the status of an Orderry order, optionally with a comment explaining the change.

• Action
  Create a Client

  Creates a new client (person contact) in Orderry with name, contact details, phones, tags and custom field values.

• Action
  Create a Lead

  Creates a new lead (inquiry) in Orderry for a location, with optional contact, client, asset and custom field details.

• Action
  Create an Order

  Creates a new order in Orderry at the chosen location with the chosen order type, optionally linking a client, asset and assignee.

• Action
  Create an Order Item

  Adds a product or service line item to an existing Orderry order.

• Action
  Create an Order or Estimate

  Creates a new estimate in Orderry for a location and order type, optionally with client, asset, schedule, notes and custom field values.

• Action
  Create a Payment

  Records a payment (income or expense transaction) in an Orderry finance account, optionally linked to a client, order or sale.

• Action
  Create Booking

  Creates a new booking (appointment) for a client at a location, assigned to an employee for a scheduled time window.

• Action
  Create Product

  Creates a new product in your Orderry catalog with its category, unit of measure, prices and other details.

• Action
  Create Service

  Creates a new service in your Orderry service catalog.

• Action
  Create Task

  Creates a task in Orderry with a title, due date and assigned employees, optionally linked to an order, inquiry, client, task or invoice.

• Action
  Create Update_booking

  Updates an existing booking's location, status, assignee, client, schedule, resource or comment.

• Action
  Find Service

  Finds catalog services by name, barcode or category and returns the matching services.

• Action
  Get Assets

  Returns the assets (devices, vehicles and other client or company equipment) in your account, optionally filtered by ID, serial number, warehouse or owner.

• Action
  Get Client by ID

  Returns a single client record, including its contact details and custom field values, by its ID.

• Action
  Get Estimate

  Returns a single estimate with its client, status, dates, totals and custom field values. Line items are not included.

• Action
  Get Estimate by Id

  Returns a single estimate by its ID with its client, status, totals and custom field values. Line items are not included.

• Action
  Get Lead

  Returns a single lead by its ID, including contact details, status and custom field values.

• Action
  Get Orders

  Returns a list of orders, optionally filtered by type, location, status, manager, client, asset or date ranges.

• Action
  Get Task

  Returns a single task by its ID.

• Action
  Search for Clients

  Searches clients (people) by name, phone, email, manager, tag or creation/modification date and returns the matching client records.

• Action
  Update an Order Item

  Updates an existing item (product or service line) on an Orderry order, such as its quantity, price, cost, discount, warranty, taxes or assignee.

• Action
  Update an Order or Estimate

  Updates an existing order estimate in Orderry, changing only the fields you fill in.

• Action
  Update_booking_item

  Updates the quantity, price, cost, discount, warranty, taxes or comment of an item already added to a booking.

• Action
  Update Client

  Updates an existing client (person) in Orderry. Only the fields you fill in are changed.

• Action
  Update Product

  Updates an existing product in the Orderry catalog. Only the fields you fill in are changed.

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