Connect RO App to ManyRequests

Both apps 78RO App 51ManyRequests 27

• Trigger
  Ad Campaigns

  Triggers when a new ad campaign is added in RO App.

• Trigger
  Cash Flow Items

  Triggers when a new cash flow category (income or expense item) is added in RO App.

• Trigger
  Clients List

  Triggers when a new client (person contact) is added in RO App.

• Trigger
  Employees List

  Triggers when a new employee is added to the RO App company account.

• Trigger
  Lead Types

  Triggers when a new inquiry (lead) type is added to your RO App account.

• Trigger
  List of Services

  Triggers when a new service is added to the RO App service catalog.

• Trigger
  List of the Products

  Triggers when a new product is added to the RO App catalog, optionally limited to products matching a name, barcode, SKU, code, MPN or category.

• Trigger
  Locations

  Triggers when a new location is added to your RO App company.

• Trigger
  New Invoice Statuses

  Triggers when a new invoice status is added to your RO App account.

• Trigger
  New Order Items

  Triggers when a new item (product or service) is added to the selected order.

• Trigger
  New Taxes

  Triggers when a new tax rate is added to the company in RO App.

• Trigger
  Order Statuses

  Triggers when a new order status is added to your RO App account.

• Action
  Add Booking Item

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

• Action
  Add Lead Comment

  Adds a comment to a lead (inquiry) in RO App.

• Action
  Add Order Comment

  Adds a comment to an existing order in RO App, optionally marked private.

• Action
  Add Task Comment

  Adds a comment to a task in RO App.

• Action
  Changing Order Status

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

• Action
  Create a Client

  Creates a new client (person) in your RO App contacts.

• Action
  Create a Lead

  Creates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign.

• Action
  Create an Order

  Creates a new order in RO App for a client at a chosen location.

• Action
  Create an Order Item

  Adds a product or service line item to an existing order in RO App.

• Action
  Create an Order or Estimate

  Creates a new estimate in RO App for a client at a location.

• Action
  Create a Payment

  Records an income or expense payment in a cashbox in RO App.

• Action
  Create Asset

  Creates a new asset (such as a vehicle or device) in RO App, identified by its serial number.

• Action
  Create Booking

  Creates a new booking for a client at a location with an assigned employee and time slot.

• Action
  Create Product

  Creates a new product in the RO App catalog.

• Action
  Create Service

  Creates a new service in the RO App catalog.

• Action
  Create Task

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

• Action
  Create Update_booking

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

• Action
  Find Product

  Finds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category.

• Action
  Find Service

  Finds services in the RO App catalog by name, barcode or category.

• Action
  Get Booking Items

  Returns all the service items on a specific booking.

• Action
  Get Client by ID

  Returns the details of a single client (person) by its ID.

• Action
  Get Estimate by ID

  Returns the full details of a single estimate, including its custom field values.

• Action
  Get Lead by ID

  Returns a single lead (inquiry) by its ID, including its custom fields.

• Action
  Get Order by Id

  Returns the full details of a single order by its ID.

• Action
  Get Prices

  Returns the list of price types (margins) configured for your company.

• Action
  Get Product by Id

  Returns a single product from your RO App catalog by its ID, including its custom fields.

• Action
  Get Product Categories

  Returns the product categories in your RO App catalog, optionally limited to the children of one parent category.

• Action
  Get Service Categories

  Returns the list of service categories in your RO App catalog, optionally under a parent category.

• Action
  Get Task

  Returns a single task by its ID, including all of its details.

• Action
  Get UOMs (Inits of Measure)

  Returns the list of product units of measure (UOMs) defined in the RO App account.

• Action
  Move Asset

  Moves an asset to a different warehouse.

• Action
  Search for Assets

  Searches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID.

• Action
  Search for Clients

  Searches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients.

• Action
  Search Task

  Searches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline.

• Action
  Update an Order Item

  Updates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment.

• Action
  Update an Order or Estimate

  Updates an existing order (or estimate) in RO App — its location, type, people, schedule, notes, due date and custom field values. Fields left blank are not changed.

• Action
  Update_booking_item

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

• Action
  Update Client

  Updates an existing client (person) in RO App contacts.

• Action
  Update Product

  Updates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes.

• Action
  Add invoice

  Adds a new invoice for a client from catalog services, pricing variations or custom line items, and returns the new invoice's id. The invoice is emailed to the client unless it is created as a draft.

• Action
  Add organization

  Creates a new organization in your ManyRequests portal along with its owner client user. Returns the organization that was added.

• Action
  Add organization member

  Adds a member to an organization, creating a new client user if no user with that email exists yet.

• Action
  Add subscription to organization

  Adds a recurring service subscription to a client organization and returns the new subscription.

• Action
  Add time entry

  Logs time worked on a request for a team member, from a start time to an end time.

• Action
  Cancel Client Subscription

  Cancels an active recurring service subscription belonging to a client organization.

• Action
  Create Client

  Creates a client user in a ManyRequests organization. If a user with the email already exists, they are added to the organization.

• Action
  Create Comment

  Adds a comment to a request, posted as the chosen user, optionally internal-only or scheduled for later delivery.

• Action
  Create organization brand

  Creates a new brand within an organization.

• Action
  Create Request

  Creates a new service request for a client under one of your services, with an optional description, priority, status, due date, brand, assignees and tags.

• Action
  Delete client

  Deletes a client and removes them from their organization. A client who is the sole owner of an organization with active subscriptions cannot be deleted.

• Action
  Delete organization

  Deletes an organization and all of its members from your ManyRequests portal.

• Action
  Delete request

  Deletes a request in ManyRequests.

• Action
  Find Comments for Request

  Returns the comments on a ManyRequests request, optionally limited to internal or non-internal comments.

• Action
  Find Organization

  Finds organizations whose name, owner name or owner email matches the search text, optionally narrowed by tags or subscription status.

• Action
  Find Request

  Returns the service requests that match your search text or filters, such as status, priority, client, organization, assignee or request number.

• Action
  Get client

  Returns a single client by ID, including their name, email and organization.

• Action
  Get invoice

  Returns a single invoice with its status, number, notes, payment details and dates, optionally with its line items, taxes, client, coupon and payment gateway.

• Action
  Get organization

  Returns a single organization by its ID, with its name, logo and dates, plus any related records you ask to include. An error occurs if the organization is not found.

• Action
  Get request

  Returns a single service request by its ID or slug, with optional related records such as status, client, service, tags and form fields.

• Action
  List clients

  Returns the clients in your ManyRequests portal, with optional search, organization filter and sorting.

• Action
  List services

  Returns the services offered in your ManyRequests portal, optionally filtered by search text, type, allocation or sale status.

• Action
  List team members

  Returns the portal admins, admins and team members in your ManyRequests portal, optionally filtered by email or role.

• Action
  Update client

  Updates a client's name and/or email address.

• Action
  Update organization

  Updates the name of an existing organization and returns the updated organization.

• Action
  Update Request

  Updates an existing request's title, description, priority, status, due date, brand, assignees, tags or form fields.

• Action
  Update Request Status

  Moves a ManyRequests request to a different status.

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