Connect OfficeRnD to Fergus

Both apps 73OfficeRnD 42Fergus 31

• Trigger
  New Booking

  Triggers when a new booking is added.

• Trigger
  New Company

  Triggers when a new company is added.

• Trigger
  New Contract

  Triggers when a new contract is added.

• Trigger
  New Event

  Triggers when a new event is added.

• Trigger
  New Invoice

  Triggers when a new invoice is added.

• Trigger
  New Member/Member Status Updated

  Triggers when a new member is added or a member's status changes.

• Trigger
  New Membership

  Triggers when a new membership is added.

• Trigger
  New Opportunity

  Triggers when a new opportunity is added.

• Trigger
  New Post

  Triggers when a new community post is added.

• Trigger
  New Visitor Check-In

  Triggers when a visitor checks in.

• Action
  Add ticket

  Creates a new help-desk ticket in OfficeRnD on behalf of a member.

• Action
  Add ticket comment

  Adds a comment to an existing OfficeRnD ticket on behalf of a member.

• Action
  Add visit

  Records a new visit by a visitor at one of your locations, optionally hosted by a member.

• Action
  Check in member

  Checks a member in to a location in OfficeRnD, returning the new check-in.

• Action
  Create Booking

  Creates a booking of a room, desk or other resource.

• Action
  Create Company

  Creates a new company at a location.

• Action
  Create Event

  Creates a community event at a location.

• Action
  Create Member

  Creates a new member at a location.

• Action
  Create Membership

  Creates a membership on a plan for a member or company.

• Action
  Create One-Off Fee

  Creates a one-off fee for a member or company.

• Action
  Create Opportunity

  Creates a sales opportunity for a member or company.

• Action
  Create Post

  Publishes a community post to one or more locations.

• Action
  Create Visitor

  Registers a new visitor.

• Action
  Delete member

  Deletes a member from your OfficeRnD organization and returns the deleted member's details.

• Action
  Find Booking

  Finds a booking by ID or reference and returns the first match.

• Action
  Find Company

  Finds a company by ID, name or email and returns the first match.

• Action
  Find Location

  Finds a location by ID or name and returns the first match.

• Action
  Find Member

  Finds a member by ID, name or email and returns the first match.

• Action
  Find opportunities

  Returns the opportunities that match the filters you give — by opportunity, company, member, or created/modified date.

• Action
  Find payments

  Finds invoices, credit notes and overpayments matching filters such as member, company, number, status or date range.

• Action
  Find plans

  Finds billing plans by name, code, ID, location or date, returning the matching plans.

• Action
  Find resources

  Finds rooms, desks and other space resources by name, ID, location or type.

• Action
  Find tickets

  Returns support tickets matching the filters you give, such as status, company, member or location.

• Action
  Find visitors

  Finds visitors in your OfficeRnD organization by ID, name, email or visitor type, returning up to 50 matches.

• Action
  Terminate contract

  Terminates a signed contract in OfficeRnD as of the given date. Only signed contracts that are not already terminated or expired can be terminated.

• Action
  Update Booking

  Updates the time, resource or details of an existing booking.

• Action
  Update company

  Updates an existing company in OfficeRnD, such as its name, contact details, address, billing details or custom properties.

• Action
  Update event

  Updates the title or venue of an existing community event in OfficeRnD.

• Action
  Update member

  Updates an existing member's details, such as name, email, phone, address, billing details, portal privacy, social profiles, tags and custom properties.

• Action
  Update membership

  Updates an existing membership's price, start date, end date or custom properties.

• Action
  Update opportunity

  Updates an existing opportunity's name, start date, status or custom properties in OfficeRnD.

• Action
  Update ticket

  Updates an existing support ticket's subject, message, severity, priority or status.

• Action
  Add Calendar Event

  Creates a new calendar event/booking.

• Action
  Add Contact

  Creates a new contact.

• Action
  Add Note

  Creates a new note against a record.

• Action
  Add Quote

  Creates a new draft quote on a Fergus job. Supported for jobs whose job type is Quote or Estimate.

• Action
  Add Task

  Creates a new task in Fergus, optionally linked to a job and assigned to employees.

• Action
  Archive Site

  Archives a site in Fergus. The site can later be restored.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Job

  Creates a job in Fergus — an active job, a draft job, or a variation of an existing job.

• Action
  Create Site

  Creates a new site.

• Action
  Delete Customer

  Deletes a Fergus customer by ID.

• Action
  Edit Draft Job

  Updates a draft job in Fergus. Only draft jobs can be edited; leave a field blank to keep its current value.

• Action
  Finalize Draft Job

  Finalises a draft job in Fergus, turning it into an active job.

• Action
  Find All Quotes

  Returns up to 100 quotes from across all jobs that match the specified status and date criteria.

• Action
  Find Customer

  Returns the customers whose name, or main or billing contact's name, email or phone, contains the search text.

• Action
  Find Site

  Finds sites by name, city, postal code, or free-text search. Returns the first page of matches (up to 10).

• Action
  Get Calendar Event

  Returns a single Fergus calendar event by its ID, including title, start/end times, event type, assigned user, linked job/job phase and recurrence details.

• Action
  Get Contact

  Returns a single Fergus contact (customer or site contact) by its ID, including name, position, company and contact items.

• Action
  Get Customer by ID

  Returns a Fergus customer by its ID.

• Action
  Get Customer Invoice

  Retrieves a customer invoice by ID.

• Action
  Get Job by ID

  Retrieves a specific job using its unique ID.

• Action
  Get Quotes for Job

  Returns all quotes for a Fergus job, optionally filtered by status.

• Action
  Get Site by ID

  Retrieves a specific site using its unique ID.

• Action
  List Contacts

  Lists contacts, with optional filtering.

• Action
  List Customer Invoices

  Lists customer invoices, with optional filtering.

• Action
  List Notes

  Returns the notes (with their replies) attached to a Fergus record.

• Action
  List Tasks

  Lists the company's tasks, optionally filtered by status, assigned employee, job, due date range or overdue state.

• Action
  Update Contact

  Updates an existing customer contact or site contact in Fergus.

• Action
  Update Customer

  Updates an existing customer's details.

• Action
  Update Quote

  Updates a draft quote on a Quote or Estimate job in Fergus: title, description and its sections with line items.

• Action
  Update Site

  Updates an existing site's details.

• Action
  Update Task

  Updates a task's description, due date, or assigned employees in Fergus. The job a task is linked to cannot be changed.

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