Connect RO App and TidyHQ

Both apps 80RO App 51TidyHQ 29

• 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.

• Trigger
  Contact Activated

  Triggers when a contact has been activated (after new membership, or reactivated e.g. restored from trash).

• Trigger
  Contact Added to Group

  Triggers when a contact has been added to a group.

• Trigger
  Contact Created

  Triggers when a new contact has been created for the first time.

• Trigger
  Contact Deactivated

  Triggers when a contact has been deleted.

• Trigger
  Contact Removed From Group

  Triggers when a contact has been removed from a group.

• Trigger
  Event Deleted

  Triggers when an event is deleted.

• Trigger
  Event Ticket Created

  Triggers when an event ticket is created.

• Trigger
  Event Ticket Deleted

  Triggers when an event ticket is deleted.

• Trigger
  Event Ticket Updated

  Triggers when an event ticket is updated.

• Trigger
  Event Updated

  Triggers when an event is updated.

• Action
  Add Contact Note

  Adds a note to a TidyHQ contact.

• Action
  Add Contact To Group

  Adds an existing TidyHQ contact to one of your groups.

• Action
  Add Event Ticket

  Creates a new ticket type on a TidyHQ event.

• Action
  Add invoice

  Creates a new invoice in TidyHQ with your own line items, optionally addressed to a contact.

• Action
  Create Contact

  Creates a new contact in your TidyHQ organisation.

• Action
  Delete Contact

  Deletes a contact from your TidyHQ organisation.

• Action
  Delete Contact Note

  Deletes a note from a TidyHQ contact.

• Action
  Delete Event

  Deletes an event from your TidyHQ organisation.

• Action
  Delete Event Ticket

  Deletes a ticket type from a TidyHQ event.

• Action
  Find Contact

  Finds contacts in your TidyHQ organisation whose details match the search text.

• Action
  Get contact

  Returns a single TidyHQ contact by its id, including its custom field values.

• Action
  Get event

  Returns a single TidyHQ event by its ID, with all of its details.

• Action
  List contacts

  Returns the contacts in your TidyHQ organisation, optionally narrowed by search text.

• Action
  List event tickets

  Returns the ticket types available on a TidyHQ event.

• Action
  List groups

  Returns the contact groups in your TidyHQ organisation.

• Action
  Remove Contact From Group

  Removes a contact from a TidyHQ group.

• Action
  Update Contact

  Updates an existing TidyHQ contact's details. Only the fields you fill in are changed.

• Action
  Update Event

  Updates an existing TidyHQ event's name, times, location or description.

• Action
  Update Event Ticket

  Updates a ticket type on a TidyHQ event, such as its name, price, quantity or sales window. Fields left blank are not changed.

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