Connect Easify to JobTread

Both apps 39Easify 18JobTread 21

• Trigger
  New Contact

  Triggers when a new contact is added in Easify.

• Trigger
  New SMS

  Triggers when a new SMS is sent or received on your Easify account.

• Action
  Create Contact

  Creates a contact in one of your Easify contact groups.

• Action
  Create Contact Group

  Creates an Easify contact group.

• Action
  Delete Contact

  Deletes an Easify contact.

• Action
  Delete Contact Group

  Deletes an Easify contact group.

• Action
  DNC Scrub Phone Number

  Checks a US phone number against the Do Not Call registry.

• Action
  Get Email Status

  Returns the delivery status of an email sent with Send Email.

• Action
  Get SMS Status

  Returns the delivery status of an SMS sent with Send SMS.

• Action
  List Contact Groups

  Returns your Easify contact groups, one page at a time.

• Action
  List Contacts

  Returns your Easify contacts, optionally only those in one contact group.

• Action
  List Email Senders

  Returns the email sender addresses on your Easify account.

• Action
  List Phone Numbers

  Returns the phone numbers on your Easify account that you can send from.

• Action
  List SMS Templates

  Returns your saved Easify SMS templates.

• Action
  Send Email

  Sends an email to one recipient from one of your Easify senders.

• Action
  Send SMS

  Sends an SMS or MMS from one of your Easify numbers.

• Action
  Update Contact

  Updates an existing Easify contact.

• Action
  Update Contact Group

  Renames an Easify contact group.

• Action
  Assign Access

  Grants a team member access to a JobTread record such as a job, so they can see and work on it.

• Action
  Create Comment

  Creates a comment on a JobTread record such as a job, customer or vendor, optionally as a reply to another comment.

• Action
  Create Customer

  Creates a new customer account in your JobTread organization.

• Action
  Create Customer Contact

  Creates a contact person on a JobTread customer account.

• Action
  Create Job

  Creates a job in JobTread at an existing customer location, optionally copying costs or tasks from another job and setting budget line items and custom fields.

• Action
  Create Location

  Creates a location (job site address) for a JobTread customer. A location is required before a job can be created for that customer.

• Action
  Create Task

  Creates a task or to-do on a JobTread job, customer/vendor account, or organization.

• Action
  Create Vendor

  Creates a new vendor account in your JobTread organization.

• Action
  Create Vendor Contact

  Creates a contact person on a vendor account in JobTread.

• Action
  Find a Customer

  Finds customers in your JobTread organization by exact name and returns the matching customer records.

• Action
  Find a Job

  Finds jobs in your JobTread organization by job name or job number and returns the matches.

• Action
  Find a Location

  Finds JobTread locations in your organization by exact name and returns the first match plus all matches.

• Action
  Find a Membership

  Finds a team member's membership in your JobTread organization by the user's name, returning the membership with its user and role.

• Action
  Find a Vendor

  Finds vendors in a JobTread organization by exact name and returns the first match along with all matches.

• Action
  Import Task Template

  Copies the tasks from a JobTread task template onto a job or other target, scheduled from an optional start date.

• Action
  Query API

  Runs any JobTread Pave query or mutation you write and returns the raw result, for reading or changing data the other JobTread actions don't cover.

• Action
  Update Customer

  Updates an existing customer in JobTread, such as its name, tax status or custom field values.

• Action
  Update Job

  Updates an existing job in JobTread, such as its name, number, description or custom field values.

• Action
  Update Location

  Updates an existing location's name, address, contact, tax settings or custom fields in JobTread.

• Action
  Update Vendor

  Updates an existing vendor in JobTread, including its name, tax settings and custom field values.

• Action
  Upload Files

  Uploads a file from a public URL into JobTread and attaches it to a job or other record.

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