Connect mfr - field service management and PartnerStack

Both apps 46mfr - field service management 27PartnerStack 19

• Trigger
  Job State Change Event

  Triggers when a job changes state in mfr.

• Trigger
  New Appointment

  Triggers when a new appointment is created in mfr.

• Trigger
  New Customer

  Triggers when a new customer is created in mfr.

• Trigger
  New Job

  Triggers when a new job is created in mfr.

• Trigger
  New Location (Service Location)

  Triggers when a new service location is created in mfr.

• Action
  Change Job Owner

  Changes the owner of an existing job in mfr.

• Action
  Create Appointment

  Creates an appointment, holiday or illness entry for a technician in mfr.

• Action
  Create Customer

  Creates a business customer in mfr.

• Action
  Create Customer Single Person

  Creates a private-person customer with an address in mfr.

• Action
  Create Follow-Up Job

  Creates a follow-up job linked to an existing job in mfr.

• Action
  Create Invoice Draft

  Creates an invoice draft from a job in mfr.

• Action
  Create ItemType

  Creates a material, service or equipment item type in mfr.

• Action
  Create Job

  Creates a new job in mfr, optionally from a job template.

• Action
  Create Location (Service Location)

  Creates a service location for a customer in mfr.

• Action
  Create Time Event

  Records a time event such as working or driving time for a technician in mfr.

• Action
  Find Best Technician

  Suggests the best technicians for a job by distance, availability and workload.

• Action
  Find Company (Customer)

  Finds customers by exact name.

• Action
  Find ItemType

  Finds item types by name or number.

• Action
  Find Job

  Finds jobs by your external job ID.

• Action
  Find Location (Service Location)

  Finds service locations by exact name.

• Action
  Find User

  Finds users by email address.

• Action
  Generate Report

  Generates a report for a job from a report definition.

• Action
  Get Job by Id

  Returns a job by its ID.

• Action
  Remove Tag From Entity (Job)

  Removes a tag from a job in mfr.

• Action
  Update Job

  Updates the name, description, state, owner or planned duration of a job in mfr.

• Action
  Upload Document

  Attaches a document by URL to a job in mfr.

• Action
  Upload Purchase Invoice

  Uploads a purchase invoice (extra cost) by URL to mfr.

• Trigger
  New Application Event

  Triggers when a partner application is submitted or changes (for example, approved or declined).

• Trigger
  New Customer Event

  Triggers when a customer is created or updated in your PartnerStack program.

• Trigger
  New Deal Event

  Triggers when a deal is created or updated (for example, its stage, amount or close date changes).

• Trigger
  New Lead Event

  Triggers when a lead is created or updated (for example, approved, declined or closed).

• Trigger
  New Partnership Event

  Triggers when a partnership is created or updated in your PartnerStack program.

• Trigger
  New Reward Event

  Triggers when a reward is created or changes (for example, declined, restored or updated).

• Trigger
  New Transaction Event

  Triggers when a transaction is recorded or changes.

• Action
  Create Action

  Records an action a partner or customer performed (for example, posted in a forum), creating any reward tied to that action.

• Action
  Create Deal

  Creates a new deal attributed to the partner who registered it.

• Action
  Create Lead

  Creates a new lead attributed to the partner who referred it.

• Action
  Create Partner

  Creates a new partner (partnership) in your PartnerStack program and optionally emails them an invitation.

• Action
  Create Transaction

  Records a customer payment transaction so the referring partner is rewarded.

• Action
  Find Customer

  Looks up a customer by their customer key (or email) and returns their details.

• Action
  Find Lead

  Looks up a lead by its lead key and returns its details.

• Action
  Find Partner

  Finds a partner by their email address and returns the matching partnership.

• Action
  Update Customer

  Updates an existing customer's details, such as their name, email, or payment provider key.

• Action
  Update Deal

  Updates an existing deal, such as its stage, amount, or close date.

• Action
  Update Lead

  Updates an existing lead, such as its status, approval, or amount.

• Action
  Update Partnership

  Updates a partnership, such as moving the partner to another group or tier or changing their manager.

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