Connect Contele Gestor de Equipes and ProcessPlan

Both apps 40Contele Gestor de Equipes 23ProcessPlan 17

• Trigger
  Form Answered

  Triggers when a form on a visit is answered for the first time in Contele Gestor de Equipes.

• Trigger
  Form Answered When Completed V2

  Triggers each time a form on a visit is answered or its answers change in Contele Gestor de Equipes.

• Trigger
  Place Created

  Triggers when a new place is created in Contele Gestor de Equipes.

• Trigger
  Place Updated

  Triggers when a place is created or updated in Contele Gestor de Equipes.

• Trigger
  Visit Checked In

  Triggers when a field employee checks in to a visit in Contele Gestor de Equipes.

• Trigger
  Visit Checked Out

  Triggers when a field employee checks out of a visit in Contele Gestor de Equipes.

• Trigger
  Visit Created

  Triggers when a new visit is scheduled in Contele Gestor de Equipes.

• Trigger
  Visit Updated

  Triggers when a visit is created or updated in Contele Gestor de Equipes.

• Action
  Create Place

  Creates a new place (customer location) in Contele Gestor de Equipes and returns it.

• Action
  Delete places

  Deletes one or more places (up to 100) by their IDs.

• Action
  Delete visits

  Deletes one or more visits by their IDs.

• Action
  Get place

  Returns a single place (point of interest) by its ID, including address, contacts, portfolios and status.

• Action
  Get refund

  Returns a single expense refund by its ID, including value, state, category, owner and linked visit or place.

• Action
  Get visit

  Returns a single visit (task) by its ID, including its place, schedule, status, check-in/out times and forms.

• Action
  List forms

  Returns the forms attached to a visit, optionally filtered by form model and status.

• Action
  List places

  Returns the places (points of interest) in your Contele account, optionally filtered by custom ID, corporate name, tax document or ID.

• Action
  List refunds

  Returns expense refunds submitted by your team, optionally filtered by user, visit, place, date range, state, category or refund type.

• Action
  List users

  Returns the users (field team members) in your Contele account, optionally filtered by login email.

• Action
  List visits

  Returns the visits (tasks) scheduled for your team, optionally filtered by place, employee and date range.

• Action
  Reschedule visit

  Reschedules an existing visit to a new date, optionally at a specific time.

• Action
  Schedule Visit

  Schedules a new visit at a place for a field employee in Contele Gestor de Equipes.

• Action
  Update refund

  Updates the status of an expense refund, such as accepting, refusing or marking it paid.

• Action
  Update Visit

  Updates an existing visit in Contele Gestor de Equipes. Only the fields you fill in are changed.

• Trigger
  Field Updated

  Triggers when a field value on a running process is changed.

• Trigger
  Process Instance Completed

  Triggers when a process is completed.

• Trigger
  Process Instance Started

  Triggers when a new process is started.

• Trigger
  Task Assigned

  Triggers when a task is assigned to someone.

• Trigger
  Task Canceled

  Triggers when a task is canceled.

• Trigger
  Task Completed

  Triggers when a task is completed.

• Trigger
  Task Due Date Changed

  Triggers when a pending task's due date is set or changed.

• Trigger
  Task Notes Updated

  Triggers when the notes on a pending task are updated.

• Trigger
  Task Past Due

  Triggers when a pending task becomes past due.

• Trigger
  Task Start Date Changed

  Triggers when a pending task's start date is set or changed.

• Action
  Cancel a Process

  Cancels a running process.

• Action
  Cancel a Process Task

  Cancels a pending task in a running process.

• Action
  Complete a Task

  Completes a pending task by submitting one of its responses.

• Action
  Find a Process Instance

  Finds process instances whose properties match a filter, such as the instance description.

• Action
  Start a New Process

  Starts a new process from a process template and fills in its starting fields.

• Action
  Start a Process Task

  Starts a task in a running process out of its normal order. Use with caution.

• Action
  Update Process Fields

  Saves new values into one or more fields of a running process.

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