Connect Intervals and RO App

Both apps 95Intervals 44RO App 51

• Trigger
  New client

  Polling trigger: fires when a new client is created in Intervals.

• Trigger
  New invoice

  Polling trigger: fires when a new invoice is created in Intervals.

• Trigger
  New milestone

  Polling trigger: fires when a new milestone is created in Intervals.

• Trigger
  New person

  Polling trigger: fires when a new person is added in Intervals.

• Trigger
  New project

  Polling trigger: fires when a new project is created in Intervals.

• Trigger
  New task

  Polling trigger: fires when a new task is created in Intervals.

• Action
  Add client

  Create a new client.

• Action
  Add expense

  Create a new expense.

• Action
  Add invoice

  Create a new invoice.

• Action
  Add milestone

  Create a new milestone.

• Action
  Add person

  Create a new person (team member).

• Action
  Add project

  Create a new project.

• Action
  Add task

  Create a new task.

• Action
  Add time entry

  Log a new time entry against a task.

• Action
  Add timer

  Start a new timer for a task.

• Action
  Delete client

  Delete a client.

• Action
  Delete expense

  Delete an expense.

• Action
  Delete invoice

  Delete an invoice.

• Action
  Delete milestone

  Delete a milestone.

• Action
  Delete person

  Delete a person.

• Action
  Delete project

  Delete a project.

• Action
  Delete task

  Delete a task.

• Action
  Delete time entry

  Delete a logged time entry.

• Action
  Delete timer

  Delete a timer.

• Action
  Get client

  Retrieve a single client by id.

• Action
  Get expense

  Retrieve a single expense by id.

• Action
  Get invoice

  Retrieve a single invoice by id.

• Action
  Get milestone

  Retrieve a single milestone by id.

• Action
  Get person

  Retrieve a single person by id.

• Action
  Get project

  Retrieve a single project by id.

• Action
  Get task

  Retrieve a single task by id.

• Action
  Get time entry

  Retrieve a single logged time entry by id.

• Action
  Get timer

  Retrieve a single timer by id.

• Action
  List milestones

  Retrieve all milestones in the Intervals account.

• Action
  List tasks

  Retrieve all tasks in the Intervals account.

• Action
  Update client

  Update an existing client's details.

• Action
  Update expense

  Update an existing expense.

• Action
  Update invoice

  Update an existing invoice.

• Action
  Update milestone

  Update an existing milestone.

• Action
  Update person

  Update an existing person's details.

• Action
  Update project

  Update an existing project's details.

• Action
  Update task

  Update an existing task's details.

• Action
  Update time entry

  Update an existing logged time entry.

• Action
  Update timer

  Update a timer (e.g. stop or adjust it).

• Trigger
  Ad Campaigns

  Triggers when a new ad campaign is added in RO App.

• Trigger
  Cash Flow Items

  Triggers when a new cash flow category (income or expense item) is added in RO App.

• Trigger
  Clients List

  Triggers when a new client (person contact) is added in RO App.

• Trigger
  Employees List

  Triggers when a new employee is added to the RO App company account.

• Trigger
  Lead Types

  Triggers when a new inquiry (lead) type is added to your RO App account.

• Trigger
  List of Services

  Triggers when a new service is added to the RO App service catalog.

• Trigger
  List of the Products

  Triggers when a new product is added to the RO App catalog, optionally limited to products matching a name, barcode, SKU, code, MPN or category.

• Trigger
  Locations

  Triggers when a new location is added to your RO App company.

• Trigger
  New Invoice Statuses

  Triggers when a new invoice status is added to your RO App account.

• Trigger
  New Order Items

  Triggers when a new item (product or service) is added to the selected order.

• Trigger
  New Taxes

  Triggers when a new tax rate is added to the company in RO App.

• Trigger
  Order Statuses

  Triggers when a new order status is added to your RO App account.

• Action
  Add Booking Item

  Adds a product or service line item to an existing booking.

• Action
  Add Lead Comment

  Adds a comment to a lead (inquiry) in RO App.

• Action
  Add Order Comment

  Adds a comment to an existing order in RO App, optionally marked private.

• Action
  Add Task Comment

  Adds a comment to a task in RO App.

• Action
  Changing Order Status

  Changes the status of an order, optionally with a comment.

• Action
  Create a Client

  Creates a new client (person) in your RO App contacts.

• Action
  Create a Lead

  Creates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign.

• Action
  Create an Order

  Creates a new order in RO App for a client at a chosen location.

• Action
  Create an Order Item

  Adds a product or service line item to an existing order in RO App.

• Action
  Create an Order or Estimate

  Creates a new estimate in RO App for a client at a location.

• Action
  Create a Payment

  Records an income or expense payment in a cashbox in RO App.

• Action
  Create Asset

  Creates a new asset (such as a vehicle or device) in RO App, identified by its serial number.

• Action
  Create Booking

  Creates a new booking for a client at a location with an assigned employee and time slot.

• Action
  Create Product

  Creates a new product in the RO App catalog.

• Action
  Create Service

  Creates a new service in the RO App catalog.

• Action
  Create Task

  Creates a task in RO App with a title, due date and assigned employees, optionally linked to an order, lead, client or invoice.

• Action
  Create Update_booking

  Updates an existing booking's location, status, assignee, client, schedule, resource or comment.

• Action
  Find Product

  Finds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category.

• Action
  Find Service

  Finds services in the RO App catalog by name, barcode or category.

• Action
  Get Booking Items

  Returns all the service items on a specific booking.

• Action
  Get Client by ID

  Returns the details of a single client (person) by its ID.

• Action
  Get Estimate by ID

  Returns the full details of a single estimate, including its custom field values.

• Action
  Get Lead by ID

  Returns a single lead (inquiry) by its ID, including its custom fields.

• Action
  Get Order by Id

  Returns the full details of a single order by its ID.

• Action
  Get Prices

  Returns the list of price types (margins) configured for your company.

• Action
  Get Product by Id

  Returns a single product from your RO App catalog by its ID, including its custom fields.

• Action
  Get Product Categories

  Returns the product categories in your RO App catalog, optionally limited to the children of one parent category.

• Action
  Get Service Categories

  Returns the list of service categories in your RO App catalog, optionally under a parent category.

• Action
  Get Task

  Returns a single task by its ID, including all of its details.

• Action
  Get UOMs (Inits of Measure)

  Returns the list of product units of measure (UOMs) defined in the RO App account.

• Action
  Move Asset

  Moves an asset to a different warehouse.

• Action
  Search for Assets

  Searches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID.

• Action
  Search for Clients

  Searches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients.

• Action
  Search Task

  Searches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline.

• Action
  Update an Order Item

  Updates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment.

• Action
  Update an Order or Estimate

  Updates an existing order (or estimate) in RO App — its location, type, people, schedule, notes, due date and custom field values. Fields left blank are not changed.

• Action
  Update_booking_item

  Updates the quantity, price, cost, discount, warranty, taxes or comment of an item on a booking.

• Action
  Update Client

  Updates an existing client (person) in RO App contacts.

• Action
  Update Product

  Updates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes.

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