Connect Orderry to Lumin

Both apps 57Orderry 35Lumin 22

• Trigger
  Ad Campaigns

  Triggers when a new ad campaign is added in Orderry.

• Trigger
  Clients List

  Triggers when a new client is added in Orderry.

• Trigger
  Employees List

  Triggers when a new employee is added to the Orderry account.

• Trigger
  Lead Types

  Triggers when a new lead type is added to your Orderry account.

• Trigger
  Locations

  Triggers when a new location (branch) is added to the Orderry account.

• Trigger
  Order Custom Fields

  Triggers when a new custom field is defined for orders in Orderry.

• Action
  Add Booking Item

  Adds a product or service line item to an existing booking.

• Action
  Add Order Comment

  Adds a comment to an order in Orderry, optionally marked as private.

• Action
  Add Task Comment

  Adds a comment to an existing task in Orderry, optionally marked as private.

• Action
  Changing Order Status

  Changes the status of an Orderry order, optionally with a comment explaining the change.

• Action
  Create a Client

  Creates a new client (person contact) in Orderry with name, contact details, phones, tags and custom field values.

• Action
  Create a Lead

  Creates a new lead (inquiry) in Orderry for a location, with optional contact, client, asset and custom field details.

• Action
  Create an Order

  Creates a new order in Orderry at the chosen location with the chosen order type, optionally linking a client, asset and assignee.

• Action
  Create an Order Item

  Adds a product or service line item to an existing Orderry order.

• Action
  Create an Order or Estimate

  Creates a new estimate in Orderry for a location and order type, optionally with client, asset, schedule, notes and custom field values.

• Action
  Create a Payment

  Records a payment (income or expense transaction) in an Orderry finance account, optionally linked to a client, order or sale.

• Action
  Create Booking

  Creates a new booking (appointment) for a client at a location, assigned to an employee for a scheduled time window.

• Action
  Create Product

  Creates a new product in your Orderry catalog with its category, unit of measure, prices and other details.

• Action
  Create Service

  Creates a new service in your Orderry service catalog.

• Action
  Create Task

  Creates a task in Orderry with a title, due date and assigned employees, optionally linked to an order, inquiry, client, task or invoice.

• Action
  Create Update_booking

  Updates an existing booking's location, status, assignee, client, schedule, resource or comment.

• Action
  Find Service

  Finds catalog services by name, barcode or category and returns the matching services.

• Action
  Get Assets

  Returns the assets (devices, vehicles and other client or company equipment) in your account, optionally filtered by ID, serial number, warehouse or owner.

• Action
  Get Client by ID

  Returns a single client record, including its contact details and custom field values, by its ID.

• Action
  Get Estimate

  Returns a single estimate with its client, status, dates, totals and custom field values. Line items are not included.

• Action
  Get Estimate by Id

  Returns a single estimate by its ID with its client, status, totals and custom field values. Line items are not included.

• Action
  Get Lead

  Returns a single lead by its ID, including contact details, status and custom field values.

• Action
  Get Orders

  Returns a list of orders, optionally filtered by type, location, status, manager, client, asset or date ranges.

• Action
  Get Task

  Returns a single task by its ID.

• Action
  Search for Clients

  Searches clients (people) by name, phone, email, manager, tag or creation/modification date and returns the matching client records.

• Action
  Update an Order Item

  Updates an existing item (product or service line) on an Orderry order, such as its quantity, price, cost, discount, warranty, taxes or assignee.

• Action
  Update an Order or Estimate

  Updates an existing order estimate in Orderry, changing only the fields you fill in.

• Action
  Update_booking_item

  Updates the quantity, price, cost, discount, warranty, taxes or comment of an item already added to a booking.

• Action
  Update Client

  Updates an existing client (person) in Orderry. Only the fields you fill in are changed.

• Action
  Update Product

  Updates an existing product in the Orderry catalog. Only the fields you fill in are changed.

• Action
  Add agreement

  Creates a new AgreementGen document in Lumin from an AgreementGen template, optionally filling its variables and form fields.

• Action
  Add space

  Creates a new Space in your Lumin Workspace, optionally inviting Workspace members into it.

• Action
  Cancel signature request

  Cancels a pending signature request so its signers can no longer sign it.

• Action
  Compress document

  Compresses a PDF document to reduce its file size and returns a temporary download link for the compressed file.

• Action
  Generate document from template

  Generates a downloadable PDF document from a Lumin template, filling in its merge tags, form fields and variables, and returns a temporary download link.

• Action
  Get agreement file

  Returns a temporary download link for an AgreementGen document's PDF file.

• Action
  Get signature request

  Returns a signature request's details, including its title, status, expiry, signing type and each signer's status.

• Action
  Get signature request file

  Returns a temporary download link for a signature request's file: the agreement, its Certificate of Completion, or both merged into one PDF.

• Action
  Get signing link

  Returns a signing link for a signer on an existing signature request, so the document can be signed inside your own app or portal.

• Action
  Get template

  Returns the details of a Lumin template, including its signer roles, merge tags, form fields and variables.

• Action
  List spaces

  Returns the Spaces in your Lumin workspace, with each Space's name, your role and member count.

• Action
  List templates

  Returns the templates (AgreementGen, Sign and PDF) in your Lumin workspace.

• Action
  List workspace members

  Returns the members of your Lumin workspace, with each member's email, name, role and join date.

• Action
  Merge documents

  Merges 2 to 20 Lumin documents or file URLs into a single PDF and returns a temporary download link.

• Action
  Send reminder emails

  Sends reminder emails to selected signers of a signature request who still need to sign.

• Action
  Send signature request

  Creates a signature request for a document (by file URL) and emails it to the signers you list.

• Action
  Send signature request from template

  Creates and sends a new signature request from a Lumin template, prefilling its merge tags, form fields and variables.

• Action
  Split document

  Splits a PDF document into one or more files, by page ranges or into equal-sized parts, and returns a temporary download link to the result (a PDF, or a ZIP when there are several files).

• Action
  Summarize document

  Generates an AI summary of a PDF document's text, identified by a Lumin document or a file URL.

• Action
  Translate document

  Translates a PDF document into a target language while preserving its layout, and returns a temporary download link for the translated file.

• Action
  Update signature request

  Changes the due date of an existing signature request that is still awaiting signatures, and returns the updated signature request.

• Action
  Upload File

  Uploads a file from a URL into your Lumin Workspace, a Space, or your Personal documents and returns the created document.

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