Connect servis.ai and Weekdone

Both apps 15servis.ai 5Weekdone 10

• Trigger
  Created or Updated App Record

  Triggers when a record in the chosen servis.ai app is created or updated.

• Action
  Create App Record

  Creates a new record in any servis.ai app (contacts, deals, accounts or a custom app) and returns its ID and field values.

• Action
  Find App Record

  Finds the first record in a servis.ai app whose chosen field equals a value.

• Action
  Update App Record

  Updates fields on an existing record in any servis.ai app and returns the updated record.

• Action
  Upsert App Record With Lines

  Creates or updates a servis.ai record together with its line items in one step.

• Trigger
  New Item

  Triggered when a new item is added to the current week's report

• Trigger
  New Objective

  Fires when a new objective (company, department, team or personal) is added in Weekdone.

• Action
  Create New Item

  Create new Weekdone report item.

• Action
  Create New Objective

  Creates a new company, department, team or personal Objective in Weekdone.

• Action
  Delete item

  Deletes an item (a plan, progress, problem or custom-category entry) from Weekdone.

• Action
  Find items

  Returns the report items (plans, progress, problems) that match the given user, team and week.

• Action
  List teams

  Lists every team in the connected Weekdone company account.

• Action
  List users

  Lists every user in the Weekdone company account, including their primary team and team memberships.

• Action
  Update Item

  Update Weekdone Item parameters.

• Action
  Update Objective

  Update Objective text.

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