Connect RO App to Sonderplan

Both apps 79RO App 51Sonderplan 28

• 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
  Create Billable Item

  Creates a billable item (a chargeable product or service with buy and sell rates) in Sonderplan.

• Action
  Create Booking

  Creates a booking in the Sonderplan schedule.

• Action
  Create Contact

  Adds a new contact (person or organization) to Sonderplan.

• Action
  Create Invoice

  Creates an invoice for a client, optionally linked to a project, with its line items, dates, terms and status.

• Action
  Create Project

  Creates a Project

• Action
  Create Quote

  Creates a quote for a client, optionally linked to a project, with its line items, dates, terms and status.

• Action
  Create Service

  Creates a service with its hourly, daily and weekly sell and buy rates, optionally limited to certain resources, clients or projects.

• Action
  Create Workspace

  Creates a Workspace on the Schedule

• Action
  Delete Billable Item

  Deletes a billable item from Sonderplan by its ID.

• Action
  Delete Booking

  Deletes a booking in Sonderplan by its ID.

• Action
  Delete Contact

  Delete a contact.

• Action
  Delete Invoice

  Delete an invoice.

• Action
  Delete Project

  Deletes a project in Sonderplan.

• Action
  Delete Quote

  Deletes a quote in Sonderplan by its ID.

• Action
  Delete Resource

  Delete a resource (staff/equipment resource).

• Action
  Delete Workspace

  Deletes a workspace in Sonderplan.

• Action
  Find Booking Status

  Returns up to 100 booking statuses that match the specified name, description or status IDs.

• Action
  Find Invoice

  Finds invoices by ID, number, status, project, date range or currency and returns their clients, line items and totals.

• Action
  Find Quote

  Finds quotes by ID, number, status, project, date range or currency and returns their clients, line items and totals.

• Action
  Find Resource

  Finds a Resource.

• Action
  Find Service

  Finds services (rate schemes) by ID and returns their rates, currency and the resources, clients and projects they apply to.

• Action
  Update Billable Item

  Updates a Billable Item

• Action
  Update Booking

  Updates an existing booking in Sonderplan. Only the fields you fill in are changed.

• Action
  Update Contact

  Updates a contact

• Action
  Update Project

  Updates an existing project.

• Action
  Update Resource

  Updates a Resource to be added to Bookings

• Action
  Update Service

  Updates an existing service (a Sonderplan service rate scheme). Only the fields you fill in are changed.

• Action
  Update Workspace

  Updates a Workspace that contains a set of Resources

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