Connect Leap CRM and Saasu

Both apps 35Leap CRM 13Saasu 22

• Trigger
  New Customer

  Triggers when a new customer is added in Leap.

• Trigger
  New Job

  Triggers when a new job is created in Leap.

• Action
  Add Job Note

  Adds a note to a Leap job.

• Action
  Add job payment

  Records a payment against a Leap job, returning the new payment record.

• Action
  Create Customer

  Creates a customer in Leap with contact details, phone and address.

• Action
  Create Job

  Creates a job for a Leap customer with a trade and description.

• Action
  Create Lead

  Creates a lead (prospect) in Leap with a phone number and optional job description.

• Action
  Get Customer

  Returns one Leap customer by ID, with contact details and address.

• Action
  Get Job

  Returns one Leap job by ID, including its number, customer and trades.

• Action
  Get job financial summary

  Returns a job's financial summary: price, change orders, payments received, credits, refunds and the amount still owed.

• Action
  List job workflow history

  Returns the workflow stage history of a Leap job: each stage it passed through with start and completion dates.

• Action
  Update Customer

  Updates an existing Leap customer's name, email, company or note.

• Action
  Update job stage

  Moves a Leap job to a different workflow stage.

• Trigger
  New Contact

  Triggers when a new contact is added to your Saasu file.

• Action
  Add activity

  Creates an activity (task, call, meeting, note) in your Saasu file, optionally attached to a contact or transaction.

• Action
  Add company

  Creates a company record in Saasu.

• Action
  Add item

  Creates an inventory or combo item in Saasu.

• Action
  Add journal

  Creates a manual journal entry with debit and credit lines in a Saasu file.

• Action
  Create Contact

  Creates a new contact (person) in your Saasu file and returns its id.

• Action
  Create Item Invoice

  Creates an item-layout invoice, quote or order in Saasu with inventory item line items.

• Action
  Create Service Invoice

  Creates a service-layout sale or purchase invoice in Saasu, with line items described by account and amount.

• Action
  Delete contact

  Deletes a contact from your Saasu file.

• Action
  Delete invoice

  Deletes a sale or purchase invoice from the Saasu file.

• Action
  Delete item

  Deletes an inventory item from the Saasu file.

• Action
  Email invoice

  Emails a Saasu invoice to the email address you specify.

• Action
  Find accounts

  Returns the accounts in your Saasu chart of accounts, filtered by type, status, bank-account flag or header account.

• Action
  Find companies

  Returns the companies in your Saasu file whose name matches, optionally limited to a last-modified date range.

• Action
  Find Contact

  Finds Saasu contacts matching an email, name, company or other criteria and returns the matching contacts.

• Action
  Find items

  Returns the inventory and combo items whose code or description matches the search text.

• Action
  Get contact

  Returns a single Saasu contact by its ID.

• Action
  Get invoice

  Returns a single Saasu invoice (sale or purchase) by its ID, including line items and totals.

• Action
  Get journal

  Returns a single journal transaction, including its date, reference, summary and journal line items.

• Action
  Update contact

  Updates an existing contact in Saasu, such as their name, email, phone numbers, addresses and customer/supplier flags.

• Action
  Update invoice

  Updates an existing Saasu sale or purchase invoice, replacing its details and line items.

• Action
  Update item

  Updates an existing inventory or combo item in Saasu, such as its code, description, prices, accounts and tax codes.

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