Connect SmartEmailing to JobTread

Both apps 37SmartEmailing 17JobTread 20

• Trigger
  New Contact

  Triggers when a new contact is added to your SmartEmailing account.

• Trigger
  Updated Contact

  Triggers when an existing contact is updated in SmartEmailing.

• Action
  Add Contact list

  Creates a new contact list in SmartEmailing.

• Action
  Add Custom field

  Creates a new contact custom field in SmartEmailing with the given name and type.

• Action
  Delete Contact

  Permanently deletes a contact and anonymizes its data (GDPR forget). This cannot be undone.

• Action
  Get Contact

  Returns a single contact by email address or ID, including contact list memberships and custom field values.

• Action
  Get Contact list

  Returns a single contact list by its ID with all its properties, such as name, sender details and engagement rates.

• Action
  List Contact lists

  Returns all contact lists in your SmartEmailing account.

• Action
  List Contacts

  Returns contacts in your SmartEmailing account, optionally filtered by email, name, company and other contact details, including their list memberships and custom field values.

• Action
  List Contacts in list

  Returns the contacts that belong to a contact list, with their details and list memberships.

• Action
  List Custom fields

  Returns the custom field definitions set up in your SmartEmailing account, optionally with their options.

• Action
  List Newsletters

  Returns your finished newsletters with their sender details, send times and open, click and unsubscribe counts.

• Action
  Send custom email

  Sends a SmartEmailing email or email template to one recipient, with optional subject, preheader and dynamic content overrides.

• Action
  Send transactional email

  Sends a transactional email (no unsubscribe link) to one recipient, either from a saved email/template or from a subject and body you supply.

• Action
  Unsubscribe Contact

  Unsubscribes a contact from a chosen contact list.

• Action
  Update Contact email address

  Changes a contact's email address in SmartEmailing, moving all of the contact's data to the new address.

• Action
  Update Contact list

  Updates an existing contact list's name, public name, sender name, sender email or reply-to address. Only the values you provide are changed.

• Action
  Assign Access

  Grants a team member access to a JobTread record such as a job, so they can see and work on it.

• Action
  Create Comment

  Creates a comment on a JobTread record such as a job, customer or vendor, optionally as a reply to another comment.

• Action
  Create Customer

  Creates a new customer account in your JobTread organization.

• Action
  Create Customer Contact

  Creates a contact person on a JobTread customer account.

• Action
  Create Job

  Creates a job in JobTread at an existing customer location, optionally copying costs or tasks from another job and setting budget line items and custom fields.

• Action
  Create Location

  Creates a location (job site address) for a JobTread customer. A location is required before a job can be created for that customer.

• Action
  Create Task

  Creates a task or to-do on a JobTread job, customer/vendor account, or organization.

• Action
  Create Vendor

  Creates a new vendor account in your JobTread organization.

• Action
  Create Vendor Contact

  Creates a contact person on a vendor account in JobTread.

• Action
  Find a Customer

  Finds customers in your JobTread organization by exact name and returns the matching customer records.

• Action
  Find a Job

  Finds jobs in your JobTread organization by job name or job number and returns the matches.

• Action
  Find a Location

  Finds JobTread locations in your organization by exact name and returns the first match plus all matches.

• Action
  Find a Membership

  Finds a team member's membership in your JobTread organization by the user's name, returning the membership with its user and role.

• Action
  Find a Vendor

  Finds vendors in a JobTread organization by exact name and returns the first match along with all matches.

• Action
  Import Task Template

  Copies the tasks from a JobTread task template onto a job or other target, scheduled from an optional start date.

• Action
  Query API

  Runs any JobTread Pave query or mutation you write and returns the raw result, for reading or changing data the other JobTread actions don't cover.

• Action
  Update Customer

  Updates an existing customer in JobTread, such as its name, tax status or custom field values.

• Action
  Update Location

  Updates an existing location's name, address, contact, tax settings or custom fields in JobTread.

• Action
  Update Vendor

  Updates an existing vendor in JobTread, including its name, tax settings and custom field values.

• Action
  Upload Files

  Uploads a file from a public URL into JobTread and attaches it to a job or other record.

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