Connect MoveitPro to Bland AI

Both apps 35MoveitPro 19Bland AI 16

• Trigger
  Job Closed Out

  Triggers when a MoveitPro+ job is closed out.

• Trigger
  New Client

  Triggers when a new customer is created in MoveitPro+.

• Trigger
  New Job

  Triggers when a new job is booked in MoveitPro+.

• Trigger
  New Lead

  Triggers when a new lead is created in MoveitPro+.

• Trigger
  New Payment

  Triggers when a new payment transaction (charge, refund, void and so on) is recorded in MoveitPro+. Amounts are in cents.

• Trigger
  Saved Estimate

  Triggers when an estimate is created or saved with changes in MoveitPro+.

• Action
  Add Note

  Adds a staff note to a MoveitPro+ customer or estimate.

• Action
  Create Client

  Creates a customer in MoveitPro+. Requires an API key with write scope and its HMAC secret.

• Action
  Create Lead

  Creates a lead in MoveitPro+. Requires an API key with write scope and its HMAC secret.

• Action
  Create Task

  Creates a CRM task in MoveitPro+, optionally tied to a customer or lead.

• Action
  Find Clients

  Finds MoveitPro+ customers matching a name, email or phone and returns the matches.

• Action
  Get Client

  Returns one MoveitPro+ customer by id, with name, contact details, status and move dates.

• Action
  Get Estimate

  Returns one MoveitPro+ estimate by id, with its number, customer, status and total price.

• Action
  Get Job

  Returns one MoveitPro+ job by id, with its estimate, customer and status.

• Action
  Get Lead

  Returns one MoveitPro+ lead by id, with contact details and lead status.

• Action
  Log Activity

  Logs a contact (call, email, text and so on) on a MoveitPro+ customer or lead.

• Action
  Update Client

  Updates a MoveitPro+ customer; only the fields you fill in change.

• Action
  Update Lead

  Updates a MoveitPro+ lead; only the fields you fill in change.

• Action
  Update Task

  Updates a MoveitPro+ CRM task; only the fields you fill in change.

• Action
  Add Contact

  Adds a contact to Bland. If a contact with the same phone number, email or external ID already exists, that contact is returned instead of creating a duplicate.

• Action
  Add Knowledge Base

  Creates a new Bland knowledge base item from text you provide, so your AI agents can search it during calls.

• Action
  Add Pathway

  Create a new, empty conversational pathway in Bland AI.

• Action
  Delete Knowledge Base

  Delete a knowledge base item.

• Action
  Delete Pathway

  Delete a conversational pathway.

• Action
  Find Contacts by criteria

  Finds a contact matching the specified phone number, email or external ID.

• Action
  Get Batch

  Retrieve metadata for a specific batch.

• Action
  Get Contact

  Retrieve a Bland contact by ID, including identifiers, memories and metadata.

• Action
  Get Knowledge Base

  Retrieves a specific knowledge base item by ID, including its status, metadata and file information.

• Action
  Get Pathway

  Returns a conversational pathway in your Bland account, including its name, description, nodes and edges.

• Action
  List Contacts

  Lists the contacts in your Bland organization, including each contact's identifiers and memories.

• Action
  List Knowledge Bases

  Lists the knowledge base items in your Bland organization, including their name, status and type.

• Action
  List Pathways

  Returns all conversational pathways in the Bland account, including each pathway's name, description, nodes and edges.

• Action
  Update Contact

  Update an existing contact's information.

• Action
  Update Knowledge Base

  Updates a knowledge base item's name and/or description. The item's content is not changed.

• Action
  Update Pathway

  Updates a conversational pathway's name, description, nodes and edges. Fields left blank are not changed.

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