Connect Mendato to Sophiie

Both apps 45Mendato 27Sophiie 18

• Trigger
  New Employee

  Triggers when a new employee is added in Mendato. Optional filters limit which employees fire the trigger.

• Trigger
  New Subcontractor

  Triggers when a new subcontractor is added in Mendato.

• Action
  Add employee

  Creates a new employee in Mendato.

• Action
  Add material

  GraphQL mutation createMaterial.

• Action
  Add object

  GraphQL mutation createObject (cleaning object/property).

• Action
  Add order

  Creates a new order (Auftrag) for an object, with the services to perform, and optionally the materials used and the employees or subcontractors assigned.

• Action
  Add prospect

  Creates a new prospect (potential customer) in Mendato, optionally with contact persons and a first prospect object.

• Action
  Add quote

  GraphQL mutation createQuote.

• Action
  Add supplier

  GraphQL mutation createSupplier.

• Action
  Add ticket

  Creates a ticket (a complaint, extra request, material demand or damage report) for an object in Mendato.

• Action
  Add time record

  Creates a time record for an employee in Mendato, with start and end time, optional journey start, break duration and the object (site) worked at.

• Action
  Create Credit Note

  Creates a credit note (Gutschrift) for a subcontractor in Mendato, with its line items, dates and texts.

• Action
  Create Customer

  Creates a new customer (person or company) in Mendato with address, contact and billing details.

• Action
  Create Estimate

  Creates a new estimate

• Action
  Create Invoice

  Creates an invoice for a customer in Mendato, with its line items, dates and texts, optionally completing and sending it right away.

• Action
  Create Subcontractor

  Creates a new subcontractor

• Action
  Find Customer

  Returns up to 100 customers whose number, name, email address or contact person matches the search text.

• Action
  Find employees by criteria

  Returns the employees that match the given criteria, such as name or personnel number, status, city or ZIP, supervisor or driving licence.

• Action
  Find invoices by criteria

  Returns up to 100 invoices that match the search text, statuses, date ranges, payment state, customer, order, service or object you specify.

• Action
  Find Subcontractor

  Returns up to 100 subcontractors whose number, name or other details match the search text.

• Action
  Get customer

  Returns a single customer by id, including contact details, address, email addresses, tax details, note and tags.

• Action
  Get order

  Returns a single order (Auftrag) by its id, including its object, status, dates, staffing requirements and services.

• Action
  Get prospect

  Returns a single prospect (lead) by its id, with address, contact details, outcome and contact persons.

• Action
  Get Quote

  Returns a single quote (Angebot) by its id, including its number, status, dates, customer or prospect, texts and line items.

• Action
  Get Supplier

  Returns a single supplier (Lieferant) by its id, with name, address, contact and tax details.

• Action
  Get time record

  Returns a single time record by its id, including its date, start and end times, breaks, employee and object.

• Action
  Update customer

  Updates an existing customer's name, address, contact details and email addresses. Fields left blank keep their current values.

• Action
  Add appointment

  Books an appointment (job) for a lead in Sophiie. It appears on the dashboard calendar and syncs to connected calendars.

• Action
  Add lead

  Creates a new lead in your Sophiie organization with contact details, business name and social links.

• Action
  Cancel appointment

  Cancels an appointment (job), keeping it with status Cancelled and syncing the cancellation to connected calendars.

• Action
  Delete lead

  Deletes a lead from your Sophiie organization.

• Action
  Get appointment

  Returns a single appointment (job) by its ID, including its time, status, lead, attendees and notes.

• Action
  Get call

  Returns a single completed phone call, including its outcome, summary, transcript and recording link.

• Action
  Get inquiry

  Returns a single inquiry, including its customer (lead) and the call, chat, webform or message details it came from.

• Action
  Get lead

  Returns a lead's full details, including contact info, status, tags, default address and last inquiry.

• Action
  Get organization

  Returns the details of the Sophiie organization tied to the connected account, including its name, contact details, time zone, country and currency.

• Action
  List appointments

  Returns the appointments (jobs) in your Sophiie organization, optionally only those for one lead.

• Action
  List inquiries

  Returns the inquiries (calls, emails, chats, SMS, web forms and social messages) received by your Sophiie organization, optionally filtered by lead, source or archived state.

• Action
  List lead notes

  Returns the notes recorded on a lead, including their content, author and timestamps.

• Action
  List leads

  Returns the leads in your Sophiie organization, with contact details, status and unread inquiry counts. Optionally limit to leads created or updated since a given time.

• Action
  List members

  Returns the members (users) of your Sophiie organization, including their role, name, email and phone.

• Action
  Send call

  Places an outbound phone call to a person using your organization's Sophiie virtual assistant.

• Action
  Send SMS

  Sends an SMS (or MMS with media) to a lead, continuing an existing conversation thread or starting a new one.

• Action
  Update appointment

  Updates an existing appointment (job) in Sophiie. Only the fields you fill in are changed.

• Action
  Update lead

  Updates an existing lead's contact details, such as name, email, phone, suburb, business name and social links.

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