Connect Customer.guru to Easybill

Both apps 17Customer.guru 3Easybill 14

• Trigger
  New Rating

  Triggered when a customer submits a new rating on one of your Customer.guru surveys, giving you their score, their comment and how they engaged with the survey email.

• Action
  Find Customer

  Looks up a customer in your Customer.guru account by email address and returns that customer's record — their id, when they were added, their most recent survey score and comment, and whether they have unsubscribed.

• Action
  Schedule Survey

  Sends a Customer.guru NPS survey to one or more customers, either straight away or scheduled for a later date, and reports how many went out.

• Action
  Add customer

  Create a new customer. POST /customers

• Action
  Add document

  Create a new document (invoice, quote, etc). POST /documents

• Action
  Add project

  Create a new project. POST /projects

• Action
  Add task

  Create a new task. POST /tasks

• Action
  Add time tracking

  Create a new time tracking entry. POST /time-trackings

• Action
  Delete customer

  Delete a customer. DELETE /customers/{id}

• Action
  Delete document

  Delete a document. DELETE /documents/{id}

• Action
  Get customer

  Fetch a single customer by id. GET /customers/{id}

• Action
  Get document

  Fetch a single document by id. GET /documents/{id}

• Action
  List documents

  Fetch a list of documents. GET /documents

• Action
  List projects

  Fetch a list of projects. GET /projects

• Action
  List tasks

  Fetch a list of tasks. GET /tasks

• Action
  Update customer

  Update an existing customer. PUT /customers/{id}

• Action
  Update document

  Update an existing document. PUT /documents/{id}

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