Connect RO App and Zeeg

Both apps 81RO App 51Zeeg 30

• 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
  New routing form submission

  Triggers when someone submits a Zeeg routing form.

• Action
  Add CRM company

  Creates a company in your Zeeg CRM.

• Action
  Add CRM person

  Creates a new person record in the Zeeg CRM with first/last name, optional linked company by UUID, and social profile URLs.

• Action
  Add note

  Attaches an internal note to a scheduled event. Notes are visible only to event hosts and workspace members with access to the event, never to invitees.

• Action
  Add scheduled event

  Books a new event on a Zeeg scheduling page for an invitee. Requires an active paid Zeeg subscription.

• Action
  Cancel scheduled event

  Cancel a specific scheduled event in Zeeg, optionally with a reason.

• Action
  Delete CRM company

  Deletes a company from your Zeeg CRM.

• Action
  Delete CRM person

  Permanently deletes a CRM person in Zeeg, along with their notes, activity logs and relationships.

• Action
  Delete time off

  Deletes a time-off period.

• Action
  Get available time slots

  Returns the available booking time slots of a Zeeg scheduling page for a date range. Requires an active paid Zeeg subscription and a token with the timetable or admin:full scope.

• Action
  Get CRM company

  Returns one company from your Zeeg CRM.

• Action
  Get CRM person

  Retrieves a single CRM person record by ID, including social links, linked company, and custom attributes.

• Action
  Get current user

  Returns the email address of the Zeeg user whose API token the connection uses.

• Action
  Get default availability schedule

  Returns the default availability schedule (weekly hours, special hours, upcoming time off and optionally linked scheduling pages) for a Zeeg user.

• Action
  Get scheduled event

  Fetches full details of a single scheduled event by UUID, including invitees, hosts, location, status, and custom answers.

• Action
  Get scheduling page

  Returns the full details of one Zeeg scheduling page (event type).

• Action
  Handover scheduled event

  Hands a Round Robin scheduled event over to another host on the scheduling page without changing the meeting links.

• Action
  List availability schedules

  Lists the availability schedules of a Zeeg user, identified by email.

• Action
  List CRM companies

  Returns the companies in your Zeeg CRM, optionally filtered by a search term.

• Action
  List CRM people

  Returns all CRM people in your Zeeg workspace.

• Action
  List organization users

  Returns the users in your Zeeg workspace.

• Action
  List scheduled events

  Lists scheduled events (bookings) in Zeeg, optionally filtered by status, date range, host, team, invitee or keyword.

• Action
  List scheduling pages

  Returns the scheduling pages you host, or those of a specific organization member when a user filter is given.

• Action
  List teams

  Returns the teams in your Zeeg workspace.

• Action
  List time off

  Returns a user's vacations and out-of-office periods.

• Action
  Reschedule scheduled event

  Moves a Zeeg booking to a new date and time. Zeeg creates a new booking with a new event UUID; the returned UUID identifies the live booking.

• Action
  Update CRM company

  Updates the details of a company in your Zeeg CRM.

• Action
  Update CRM person

  Updates an existing Zeeg CRM person. Only the fields you fill in are changed; blank fields keep their current values.

• Action
  Update default availability schedule

  Updates the weekly hours, date-specific hours or timezone of a Zeeg user's default availability schedule. Fields left blank keep their current values.

• Action
  Update scheduling page

  Toggles a scheduling page between active and inactive: an active page is deactivated and an inactive page is activated. Zeeg's API offers no other way to update a scheduling page.

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