Connect GorillaDesk to JobTread

Both apps 42GorillaDesk 21JobTread 21

• Trigger
  New Customer

  Triggers when a new customer is added in GorillaDesk.

• Trigger
  New Lead

  Triggers when a new inbound lead arrives in GorillaDesk.

• Action
  Add Customer

  Creates a new customer in GorillaDesk with their service location.

• Action
  Add Customer Location

  Adds a new service location to an existing GorillaDesk customer.

• Action
  Get Customer

  Returns one GorillaDesk customer by ID.

• Action
  Get Estimate

  Returns one GorillaDesk estimate by ID.

• Action
  Get Invoice

  Returns one GorillaDesk invoice by ID.

• Action
  Get Job

  Returns one GorillaDesk job by ID.

• Action
  Get Payment

  Returns one GorillaDesk payment by ID.

• Action
  Get schedule

  Returns one schedule (technician route) in your GorillaDesk company, including its name, nickname and assigned user.

• Action
  List customer credits

  Returns customer credits, with each credit's original value, remaining balance, issue date and payment method. Optionally filtered to one customer.

• Action
  List Customers

  Returns a page of GorillaDesk customers, optionally filtered by account number or status.

• Action
  List estimates

  Returns the estimates in your GorillaDesk company, optionally filtered by customer, job, status, signature status, date range or estimate number.

• Action
  List invoices

  Returns invoices in your GorillaDesk company, optionally filtered by customer, job, status, state, signature status, date range or invoice number.

• Action
  List jobs

  Returns jobs in your GorillaDesk account, optionally filtered by customer, date range, keyword or schedule.

• Action
  List payments

  Returns payments recorded in GorillaDesk, optionally filtered by customer, invoice, status or payment date.

• Action
  List recurring invoices

  Returns the recurring invoices (invoice schedules for jobs) in your GorillaDesk company, optionally filtered by customer, job, keyword or start date.

• Action
  List schedules

  Returns the schedules (technician routes) set up in your GorillaDesk company, with each schedule's assigned user.

• Action
  List services

  Returns the service templates (such as "Monthly Service") set up in your GorillaDesk account that can be booked as jobs.

• Action
  List users

  Returns the users (admins and technicians) in your GorillaDesk company.

• Action
  Update Customer

  Updates an existing GorillaDesk customer's name, company, email or account number.

• 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.