Connect RO App to Teambook

Both apps 85RO App 51Teambook 34

• 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 Actual log

  Creates one or more time-tracking actual logs in a batch.

• Action
  Add Booking

  Creates one or more bookings in a batch.

• Action
  Add Client

  Creates a client record.

• Action
  Add Task

  Creates a task, optionally scoped to a project (omit project_id for account-wide task).

• Action
  Create Project

  Create a Project inside Teambook

• Action
  Create User

  Creates a teambook User

• Action
  Deactivate User

  Deactivates a Teambook user so they can no longer be booked or sign in, without deleting their history.

• Action
  Delete Actual log

  Deletes an actual log by id.

• Action
  Delete Booking

  Removes a single booking from Teambook.

• Action
  Delete Project

  Deletes a project by id.

• Action
  Delete Task

  Deletes a task from the Teambook account.

• Action
  Delete User

  Deletes a user from the Teambook account.

• Action
  Get Actual log

  Retrieve a single Teambook actual log (time entry) by its id.

• Action
  Get Booking

  Retrieve a single Teambook booking (a user's assignment to a project on a date for a duration) by its id.

• Action
  Get Client

  Retrieves a single client by id.

• Action
  Get Project

  Retrieves a single project by id.

• Action
  Get Task

  Retrieves a single task by id.

• Action
  Get Team

  Retrieve a single Teambook team by its id.

• Action
  Get User

  Retrieve a single Teambook user by id.

• Action
  List Actual logs

  Lists actual logs (timesheet entries), filterable by user_id, project_id, since, range.

• Action
  List Bookings

  Lists bookings, optionally filtered by team, user, project and date window. Returns the first page of up to 100 bookings.

• Action
  List Clients

  Returns every client in the Teambook account.

• Action
  List Project capacities

  Lists project capacity entries (days reserved per project per month) entered on the Capacity by Project page.

• Action
  List Projects

  Lists all projects in the Teambook account.

• Action
  List Tasks

  Lists all tasks.

• Action
  List Teams

  Lists all teams in the Teambook account.

• Action
  List User capacities

  Lists monthly capacity-reservation rows per user, filterable by user_id and since (first day of month).

• Action
  List Users

  Lists all users in the Teambook account.

• Action
  Update Actual log

  Edits an actual log's project, user, date, duration, task, payroll_item, approved, or comment.

• Action
  Update Booking

  Updates an existing Teambook booking; only the fields you fill in are changed.

• Action
  Update Client

  Edits a client's name, phone_number, or email.

• Action
  Update Project

  Edits a project's fields (name, code, active, color, kind, estimated, notes, client_id, manager_id, dates, custom_fields).

• Action
  Update Task

  Edits a task's name or project_id.

• Action
  Update User

  Edits a user's first_name, last_name, email, role, billable, time_zone, phone_number, language, or schedule.

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