Connect Convirza and Mendato

Both apps 52Convirza 25Mendato 27

• 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).

• Trigger
  New Employee

  Triggers when a new employee is added in Mendato. Optional filters limit which employees fire the trigger.

• Trigger
  New Subcontractor

  Triggers when a new subcontractor is added in Mendato.

• Action
  Add employee

  Creates a new employee in Mendato.

• Action
  Add material

  GraphQL mutation createMaterial.

• Action
  Add object

  GraphQL mutation createObject (cleaning object/property).

• Action
  Add order

  Creates a new order (Auftrag) for an object, with the services to perform, and optionally the materials used and the employees or subcontractors assigned.

• Action
  Add prospect

  Creates a new prospect (potential customer) in Mendato, optionally with contact persons and a first prospect object.

• Action
  Add quote

  GraphQL mutation createQuote.

• Action
  Add supplier

  GraphQL mutation createSupplier.

• Action
  Add ticket

  Creates a ticket (a complaint, extra request, material demand or damage report) for an object in Mendato.

• Action
  Add time record

  Creates a time record for an employee in Mendato, with start and end time, optional journey start, break duration and the object (site) worked at.

• Action
  Create Credit Note

  Creates a credit note (Gutschrift) for a subcontractor in Mendato, with its line items, dates and texts.

• Action
  Create Customer

  Creates a new customer (person or company) in Mendato with address, contact and billing details.

• Action
  Create Estimate

  Creates a new estimate

• Action
  Create Invoice

  Creates an invoice for a customer in Mendato, with its line items, dates and texts, optionally completing and sending it right away.

• Action
  Create Subcontractor

  Creates a new subcontractor

• Action
  Find Customer

  Returns up to 100 customers whose number, name, email address or contact person matches the search text.

• Action
  Find employees by criteria

  Returns the employees that match the given criteria, such as name or personnel number, status, city or ZIP, supervisor or driving licence.

• Action
  Find invoices by criteria

  Returns up to 100 invoices that match the search text, statuses, date ranges, payment state, customer, order, service or object you specify.

• Action
  Find Subcontractor

  Returns up to 100 subcontractors whose number, name or other details match the search text.

• Action
  Get customer

  Returns a single customer by id, including contact details, address, email addresses, tax details, note and tags.

• Action
  Get order

  Returns a single order (Auftrag) by its id, including its object, status, dates, staffing requirements and services.

• Action
  Get prospect

  Returns a single prospect (lead) by its id, with address, contact details, outcome and contact persons.

• Action
  Get Quote

  Returns a single quote (Angebot) by its id, including its number, status, dates, customer or prospect, texts and line items.

• Action
  Get Supplier

  Returns a single supplier (Lieferant) by its id, with name, address, contact and tax details.

• Action
  Get time record

  Returns a single time record by its id, including its date, start and end times, breaks, employee and object.

• Action
  Update customer

  Updates an existing customer's name, address, contact details and email addresses. 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.