Connect Inmobalia CRM to ServiceTrade

Both apps 81Inmobalia CRM 51ServiceTrade 30

• Trigger
  Activity Log Update

  Triggers when an activity log is created or updated in Inmobalia CRM, returning the log's type, subject, details, dates, users and main contact.

• Trigger
  Activity Task Update

  Triggers when an activity task is created or updated in Inmobalia CRM.

• Trigger
  Contact Update

  Triggers when a contact is created or updated in Inmobalia CRM, returning the contact's details and when it last changed.

• Trigger
  New Activity Log

  Triggered when a new activity log is created.

• Trigger
  New Activity Task

  Triggered when a new activity task is created.

• Trigger
  New Contact

  Triggered when a new contact is created in Inmobalia CRM.

• Trigger
  New Property

  Triggers when a new property is created in Inmobalia CRM.

• Trigger
  New Sale

  Triggers when a new sale is created in Inmobalia CRM.

• Trigger
  New User

  Triggered when a new user is created in the agency's Inmobalia CRM account.

• Trigger
  New WebLead

  Triggers when a new web lead is received, such as a website form submission or a lead from an integration.

• Trigger
  Property Update

  Triggers when an existing property is changed, or a new one is added, returning the property's summary details.

• Trigger
  Sale Update

  Triggers when a sale is created or updated in Inmobalia CRM.

• Action
  Create Activity Log

  Creates a completed activity log entry in Inmobalia CRM, optionally linked to contacts, properties, developments, bookings and agents, and returns its id.

• Action
  Create Activity Log Comment

  Adds a comment to an existing activity log in Inmobalia CRM, recorded under the connected user, and returns the new comment.

• Action
  Create Activity Task

  Creates a task in Inmobalia CRM, with its due date and status, optionally linked to contacts, agents, properties, developments and bookings.

• Action
  Create Activity Task Comment

  Adds a comment to an activity task. The authenticated user is recorded as the comment's author.

• Action
  Create Contact

  Creates a new contact in Inmobalia CRM and returns the id of the new contact.

• Action
  Create Property

  Creates a new property listing in Inmobalia CRM and returns its id. New properties start unpublished.

• Action
  Create Property Description

  Adds a description in a chosen language to a property, and returns the description that was created.

• Action
  Create Property File

  Uploads a file, such as a document, floor plan or brochure, to a property and returns the new file's details.

• Action
  Create Property Image

  Uploads a JPEG or PNG image to a property's gallery and returns the new image's details.

• Action
  Create Property Link

  Adds a link, such as a video, virtual tour, floor plan or online brochure, to a property and returns the created link.

• Action
  Create WebLead

  Creates a web lead in Inmobalia CRM from a website form or integration, and returns the new lead.

• Action
  Find and Get Activity

  Returns one activity, either an activity log or an activity task, by its ID.

• Action
  Find and Get Activity Log

  Returns one activity log by its ID, including its subject, details, dates, responsible user, and linked contacts, properties, developments and bookings.

• Action
  Find and Get Activity Task

  Returns one activity task by its ID, including its status, schedule, and linked contacts, users, properties, developments and bookings.

• Action
  Find and Get Contact by Email

  Finds contacts by exact email address and returns the first match along with every matching contact.

• Action
  Find and Get Contact by ID

  Returns a single Inmobalia CRM contact by its ID, including its details, contact types, tags and marketing consent. An error occurs if the contact is not found.

• Action
  Find and Get Property by ID

  Returns the full details of a single property, identified by its ID.

• Action
  Find and Get Property by Reference

  Returns the full details of the property with the given reference, including its pricing, location, features and status.

• Action
  Find and Get Property Description

  Returns a property's description text in the language you specify, including its short, main, extra and price descriptions.

• Action
  Find and Get Property File by Property Id and File Id

  Returns one file attached to a property, including its name, type, link, size and publishing settings, using the property ID and file ID.

• Action
  Find and Get Property HTML by Property Id and HTML Id

  Returns one HTML block of a property, such as a video, virtual tour or brochure embed, including its content and publishing settings.

• Action
  Find and Get Property Image by Property Id and Image Id

  Returns one image of a property, including its temporary link, gallery position, dimensions and publishing status.

• Action
  Find and Get Property Link by Property Id and Link Id

  Returns one link attached to a property, such as a video, virtual tour, floor plan or brochure, using the property's ID and the link's ID.

• Action
  Find and Get Sale by Code

  Returns the sale that has the specified sale code, including its buyer, seller, property, prices, commission and status.

• Action
  Find and Get Sale by ID

  Returns the sale with the given ID, including its buyer, seller, property, price, commission, stage and status.

• Action
  Find and Get User

  Finds a CRM user by their username and returns the user's profile, including name, contact details, language, time zone and whether the user is enabled.

• Action
  Get All Available Property Features

  Returns every property feature in the agency's catalogue, with its code, name and type.

• Action
  Get All Custom Features

  Returns the custom property features your agency has defined, with each feature's code and name.

• Action
  Get All Property Tags

  Returns all the property tags defined in your Inmobalia CRM agency.

• Action
  Get All Property Types

  Returns every property type available in the agency's Inmobalia CRM, with each type's name and category.

• Action
  Select Location

  Returns the locations one level below your selection: the provinces of a country, the cities of a province, the areas of a city, or the subareas of an area.

• Action
  Update Activity Log

  Updates an existing activity log by ID, changing only the fields you fill in, and returns the updated activity log.

• Action
  Update Activity Task

  Updates an existing activity task in Inmobalia CRM and returns the updated task.

• Action
  Update Contact

  Updates an existing contact by ID, changing only the fields you fill in and returning the updated contact.

• Action
  Update Property

  Updates an existing property by ID, changing only the fields you fill in, and returns the updated property.

• Action
  Update Property Description

  Updates the description of a property in a given language, and returns the updated description.

• Action
  Update Property File

  Updates the name, type, language, description and sharing options of a file attached to a property. The file's content itself cannot be replaced.

• Action
  Update Property Image

  Updates an image of a property, including whether it is published on portals, whether it is the main image, and its gallery position. Returns the updated image.

• Action
  Update Property Link

  Updates an existing link on a property, replacing its name, type, web address and sharing options, and returns the updated link.

• Action
  Add Asset to Location

  Creates a new asset (equipment or system) at a ServiceTrade location.

• Action
  Add Attachment to Job

  Uploads a file from a URL and attaches it to a ServiceTrade job.

• Action
  Add Comment to Job

  Adds a comment to a ServiceTrade job, with optional visibility, author and pinning.

• Action
  Add Comment to Location

  Adds a comment to a ServiceTrade location.

• Action
  Add Tag

  Creates a tag, or attaches a new or existing tag to a ServiceTrade record such as a job, location or company.

• Action
  Create Appointment

  Creates a new appointment on a ServiceTrade job, optionally assigning services and technicians.

• Action
  Create Contact

  Creates a contact in ServiceTrade and optionally assigns it to companies and locations.

• Action
  Create Invoice

  Creates an invoice or vendor bill in ServiceTrade for a customer, optionally linked to a job, with line items.

• Action
  Create Job

  Creates a new job (work order) at a ServiceTrade location.

• Action
  Create Job Item

  Adds a part, labor, service or other item to an existing ServiceTrade job.

• Action
  Create Location

  Creates a new location (a site where work is performed) for a ServiceTrade company.

• Action
  Create Quote

  Creates a new quote in ServiceTrade for work at a location, covering one or more services.

• Action
  Find Asset by Search

  Finds assets whose text fields or properties match a search term, optionally narrowed by location, job, appointment, type, status or dates.

• Action
  Find Company

  Searches ServiceTrade companies by name, with optional filters for type, status, location and tags, and returns the matching companies.

• Action
  Find Company by External ID

  Finds a ServiceTrade company by the ID it carries in an external system, and returns the full company record.

• Action
  Find Contact

  Finds contacts by name, phone number or email address, optionally narrowed by company, location, contact type or dates.

• Action
  Find Contract by Name

  Finds ServiceTrade contracts whose name contains the text you supply, optionally narrowed by customer, vendor, location, tag or dates.

• Action
  Find Deficiency by Deficiency Number

  Finds deficiencies whose reference number exactly matches the one you supply, optionally narrowed by status, severity, location, company and other filters.

• Action
  Find Job by Job ID

  Returns a single ServiceTrade job by its ID, including its customer, location, service requests, appointments and scheduling comments.

• Action
  Find Job by Job Number

  Finds jobs by their job number and returns the first match plus all matching jobs.

• Action
  Find Location

  Finds locations whose name or store number contains the text you give, optionally narrowed by company, status, region, office or tags.

• Action
  Find Location by External ID

  Finds a ServiceTrade location by its ID in an external system and returns the full location record.

• Action
  Find Quote by Quote Number

  Finds a quote by its exact quote number (reference number) and returns the matching quote.

• Action
  Remove Tag

  Removes a tag from a ServiceTrade record (job, location, company, etc.), or deletes the tag from every record when no record is given.

• Action
  Update Appointment

  Updates an existing ServiceTrade appointment's status, time window, assigned technicians, services, or release state.

• Action
  Update Contact

  Updates an existing ServiceTrade contact's name, phone numbers, email, status, contact types, and company or location assignments.

• Action
  Update Invoice

  Updates an existing ServiceTrade invoice's status, numbering, notes, dates, terms and assignment.

• Action
  Update Job Item

  Updates an existing job item (material, part, labor or service on a job) in ServiceTrade. Only the fields you fill in are changed.

• Action
  Update Location

  Updates an existing ServiceTrade location's name, address, contact details, status, tax and office settings.

• Action
  Upload File to Bulk Import

  Creates a bulk import of the chosen type in ServiceTrade and uploads the CSV file to it, which starts processing the import.

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