Connect Saasu to Crelate

Both apps 36Saasu 22Crelate 14

• Trigger
  New Contact

  Triggers when a new contact is added to your Saasu file.

• Action
  Add activity

  Creates an activity (task, call, meeting, note) in your Saasu file, optionally attached to a contact or transaction.

• Action
  Add company

  Creates a company record in Saasu.

• Action
  Add item

  Creates an inventory or combo item in Saasu.

• Action
  Add journal

  Creates a manual journal entry with debit and credit lines in a Saasu file.

• Action
  Create Contact

  Creates a new contact (person) in your Saasu file and returns its id.

• Action
  Create Item Invoice

  Creates an item-layout invoice, quote or order in Saasu with inventory item line items.

• Action
  Create Service Invoice

  Creates a service-layout sale or purchase invoice in Saasu, with line items described by account and amount.

• Action
  Delete contact

  Deletes a contact from your Saasu file.

• Action
  Delete invoice

  Deletes a sale or purchase invoice from the Saasu file.

• Action
  Delete item

  Deletes an inventory item from the Saasu file.

• Action
  Email invoice

  Emails a Saasu invoice to the email address you specify.

• Action
  Find accounts

  Returns the accounts in your Saasu chart of accounts, filtered by type, status, bank-account flag or header account.

• Action
  Find companies

  Returns the companies in your Saasu file whose name matches, optionally limited to a last-modified date range.

• Action
  Find Contact

  Finds Saasu contacts matching an email, name, company or other criteria and returns the matching contacts.

• Action
  Find items

  Returns the inventory and combo items whose code or description matches the search text.

• Action
  Get contact

  Returns a single Saasu contact by its ID.

• Action
  Get invoice

  Returns a single Saasu invoice (sale or purchase) by its ID, including line items and totals.

• Action
  Get journal

  Returns a single journal transaction, including its date, reference, summary and journal line items.

• Action
  Update contact

  Updates an existing contact in Saasu, such as their name, email, phone numbers, addresses and customer/supplier flags.

• Action
  Update invoice

  Updates an existing Saasu sale or purchase invoice, replacing its details and line items.

• Action
  Update item

  Updates an existing inventory or combo item in Saasu, such as its code, description, prices, accounts and tax codes.

• Action
  Add email

  Logs an email activity in Crelate on a contact, company or job record.

• Action
  Create Note

  Creates a note on a Crelate contact, company or job record.

• Action
  Create Task

  Creates a task in Crelate attached to a contact, company or job record.

• Action
  Create Webhook (Company Created)

  Subscribes a URL to receive a notification whenever a company is created in Crelate.

• Action
  Delete company

  Permanently deletes a company record from Crelate.

• Action
  Delete contact

  Permanently deletes a contact from Crelate.

• Action
  Delete job

  Permanently deletes a job in Crelate.

• Action
  Find Company

  Searches Crelate companies by name, phone, email, city or postal code and returns the matching companies.

• Action
  Find Contact

  Finds contacts by name, email, phone, contact number, city or postal code, returning up to 200 matches.

• Action
  Find Job

  Searches jobs by name keywords or job number and returns the matching jobs.

• Action
  Get company

  Returns a single Crelate company record, including its custom fields, by its id.

• Action
  Get contact

  Returns a single Crelate contact by its id, including all standard and custom fields.

• Action
  Get job

  Returns a single job record by its id, including its custom fields.

• Action
  Update task

  Updates an existing Crelate task. Only the fields you fill in are changed.

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