Connect Leap CRM and Skyvern

Both apps 29Leap CRM 13Skyvern 16

• 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 or Updated Skyvern Workflow

  Triggers when a Skyvern workflow (agent) is created or a new version of it is saved.

• Action
  Add browser session

  Creates a Skyvern browser session that persists across multiple task and workflow runs, and returns its session id and live-view link.

• Action
  Add credential

  Creates a new stored credential (login, credit card or secret) in your Skyvern organization for use by tasks and agents.

• Action
  Add workflow

  Creates a new Skyvern workflow (agent) from a JSON or YAML definition and returns the saved workflow.

• Action
  Cancel run

  Cancels a running Skyvern task run or workflow run by its id.

• Action
  Create and Run a Task

  Starts a Skyvern browser-automation task from a plain-language prompt and returns the new run, including its id, status and link in the Skyvern app.

• Action
  Create and Run Task V2

  Starts a Skyvern 2.0 browser task from a natural-language prompt and returns the new run's id and status.

• Action
  Delete workflow

  Deletes a Skyvern workflow (agent) by its ID.

• Action
  Get a Browser Session

  Returns the details of a Skyvern browser session, including its status, browser address for connecting, downloaded files and recordings.

• Action
  Get a Task

  Returns a Skyvern task run by its id, including its status, extracted output, downloaded files, recording and screenshots.

• Action
  Get a Task V2

  Returns the status, output, recording and screenshots of a Skyvern task run.

• Action
  Get a Workflow

  Returns a Skyvern workflow (agent) by its permanent id, including its blocks, parameters and settings.

• Action
  List credentials

  Returns the credentials stored in your Skyvern organization, optionally filtered by vault, type or search text. Secrets are never included.

• Action
  List runs

  Returns your organization's task and agent runs, newest first, optionally filtered by status, run type, agent, tags, failure category or a search term.

• Action
  List workflows

  Returns the workflows (agents) in your Skyvern organization, optionally filtered by search text, folder, status or tags. Returns up to 100 workflows.

• Action
  Run a Workflow

  Starts a run of one of your Skyvern workflows (agents) with the parameters you supply, and returns the new run's id, status and link.

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