Connect Mendato and Sunwise

Both apps 49Mendato 27Sunwise 22

• 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.

• Trigger
  Created Project

  Triggers when a new project is created in Sunwise.

• Trigger
  New Contact

  Triggers when a new contact is created in Sunwise.

• Trigger
  Updated Contact

  Triggers when a contact is created or its details change in Sunwise.

• Action
  Add Contact Tracking

  Logs a follow-up activity (call, email, visit, message) against a Sunwise contact, with an optional reminder.

• Action
  Add Proposal

  Creates a new proposal inside an existing Sunwise project, optionally from a preset plan and optionally generated right away.

• Action
  Add Report

  Creates a new report for a project from one of its historical records.

• Action
  Create or Update Contact

  Creates a contact in Sunwise with name, email and telephone.

• Action
  Get All Proposals for a Project

  Returns every proposal in a project along with its contact.

• Action
  Get Contact

  Returns a single Sunwise contact by its ID, including name, email, telephone, company and status.

• Action
  Get Favorite Proposal ID

  Returns the favorite proposal of a project.

• Action
  Get Project

  Returns a Sunwise project by its ID, including its location, contact, agent and favorite commercial offer.

• Action
  Get Proposal

  Returns the details of one proposal.

• Action
  List Contacts

  Returns the contacts visible to the connected account, optionally filtered by text, agent, status or contact status.

• Action
  List Contact Trackings

  Returns all tracking records (follow-ups) for a contact, most recent first, each with its comments.

• Action
  List Presets

  Returns all active proposal presets (plans) for your Sunwise company.

• Action
  Search Contacts

  Searches active contacts matching the given text and returns the matches.

• Action
  Search Projects

  Searches active projects matching the given text and returns the matches.

• Action
  Search Project Summaries

  Searches active project summaries matching the given text and returns the matches.

• Action
  Search Proposals

  Searches active proposals matching the given text and returns the matches.

• Action
  Search Proposal Summaries

  Searches active proposal summaries matching the given text and returns the matches.

• Action
  Search Reports

  Searches active reports matching the given text and returns the matches.

• Action
  Update Contact

  Updates an existing Sunwise contact's name, email, telephone and details.

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