Connect Convirza to Fergus

Both apps 56Convirza 25Fergus 31

• Trigger
  New Call

  Triggers when a new tracked call is recorded.

• Action
  Add group

  Creates a new group (organizational unit) in your Convirza account under the parent group you choose.

• Action
  Add phone number

  Orders (purchases) a phone number from a carrier and reserves it in your Convirza inventory, returning the new number's id.

• Action
  Add SMS broadcast

  Creates an SMS broadcast that sends a message to selected contacts or contact lists, immediately or at a scheduled time.

• Action
  Delete group

  Deletes a group (organizational unit) in Convirza. The group's history is kept, but it no longer appears in active views.

• Action
  Delete SMS broadcast

  Cancels a scheduled SMS broadcast so it is not sent. Fails if the broadcast is scheduled within the next 15 minutes or has already been sent.

• Action
  Delete User

  Deletes a user.

• Action
  Find phone numbers

  Searches for phone numbers available to order or provision, by area code, exchange, digit pattern or rate center.

• Action
  Get AI voice agent

  Returns the full configuration of one AI voice agent, including its prompt, greeting, voice, phone number and knowledge base.

• Action
  Get Call

  Returns one tracked call, with its caller, campaign, routing and disposition details.

• Action
  Get group

  Returns the details of a single group (organizational unit), including its name, parent group, address and industry.

• Action
  Get Group Tree

  Returns the organization's group hierarchy.

• Action
  Get SMS broadcast

  Returns the details of one SMS broadcast, including its message, tracking number, recipients and next scheduled run.

• Action
  Get User

  Returns one user by ID.

• Action
  List Ad Sources

  Returns the advertising sources campaigns can be attributed to.

• Action
  List AI voice agents

  Returns the AI voice agents configured in the account, optionally filtered by status, group or search text.

• Action
  List Calls

  Returns tracked calls matching a date range and optional campaign, group, disposition and caller filters.

• Action
  List groups

  Returns the sub-groups under your organization's group (or a chosen parent group), optionally filtered by name or status.

• Action
  List media prompts

  Returns the call flow audio recordings (prompts, whispers and voicemails) available to a group and its parent groups.

• Action
  List phone numbers

  Returns the tracking phone numbers provisioned in your Convirza account, optionally filtered by area code, exchange or number pattern.

• Action
  List SMS broadcasts

  Returns SMS broadcasts with their status and delivery counts, optionally filtered by name, sender, status or date range (last 7 days by default).

• Action
  List SMS Conversations

  Returns SMS conversation threads, filterable by date range and search text.

• Action
  List Users

  Returns users in a group and its sub-groups, filterable by name, email and role.

• Action
  Update group

  Updates only the supplied details of an existing group (organizational unit), such as its name, address or industry.

• Action
  Update user

  Updates an existing Convirza user, changing only the details you fill in (name, email, role, status, group, ring-to number and permissions).

• Action
  Add Calendar Event

  Creates a new calendar event/booking.

• Action
  Add Contact

  Creates a new contact.

• Action
  Add Note

  Creates a new note against a record.

• Action
  Add Quote

  Creates a new draft quote on a Fergus job. Supported for jobs whose job type is Quote or Estimate.

• Action
  Add Task

  Creates a new task in Fergus, optionally linked to a job and assigned to employees.

• Action
  Archive Site

  Archives a site in Fergus. The site can later be restored.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Job

  Creates a job in Fergus — an active job, a draft job, or a variation of an existing job.

• Action
  Create Site

  Creates a new site.

• Action
  Delete Customer

  Deletes a Fergus customer by ID.

• Action
  Edit Draft Job

  Updates a draft job in Fergus. Only draft jobs can be edited; leave a field blank to keep its current value.

• Action
  Finalize Draft Job

  Finalises a draft job in Fergus, turning it into an active job.

• Action
  Find All Quotes

  Returns up to 100 quotes from across all jobs that match the specified status and date criteria.

• Action
  Find Customer

  Returns the customers whose name, or main or billing contact's name, email or phone, contains the search text.

• Action
  Find Site

  Finds sites by name, city, postal code, or free-text search. Returns the first page of matches (up to 10).

• Action
  Get Calendar Event

  Returns a single Fergus calendar event by its ID, including title, start/end times, event type, assigned user, linked job/job phase and recurrence details.

• Action
  Get Contact

  Returns a single Fergus contact (customer or site contact) by its ID, including name, position, company and contact items.

• Action
  Get Customer by ID

  Returns a Fergus customer by its ID.

• Action
  Get Customer Invoice

  Retrieves a customer invoice by ID.

• Action
  Get Job by ID

  Retrieves a specific job using its unique ID.

• Action
  Get Quotes for Job

  Returns all quotes for a Fergus job, optionally filtered by status.

• Action
  Get Site by ID

  Retrieves a specific site using its unique ID.

• Action
  List Contacts

  Lists contacts, with optional filtering.

• Action
  List Customer Invoices

  Lists customer invoices, with optional filtering.

• Action
  List Notes

  Returns the notes (with their replies) attached to a Fergus record.

• Action
  List Tasks

  Lists the company's tasks, optionally filtered by status, assigned employee, job, due date range or overdue state.

• Action
  Update Contact

  Updates an existing customer contact or site contact in Fergus.

• Action
  Update Customer

  Updates an existing customer's details.

• Action
  Update Quote

  Updates a draft quote on a Quote or Estimate job in Fergus: title, description and its sections with line items.

• Action
  Update Site

  Updates an existing site's details.

• Action
  Update Task

  Updates a task's description, due date, or assigned employees in Fergus. The job a task is linked to cannot be changed.

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