Connect Smily to JobTread

Both apps 43Smily 23JobTread 20

• Trigger
  New And/Or Updated And/Or Canceled Booking

  Trigger when a booking is created and/or updated and/or canceled (with line item support).

• Trigger
  New And/Or Updated Client

  Trigger when a client is created and/or updated (with line item support).

• Trigger
  New And/Or Updated Payment

  Trigger when a payment is created and/or updated.

• Trigger
  New Inquiry

  Trigger when a new inquiry is created.

• Action
  Add booking

  Creates a booking (reservation, tentative hold or unavailable block) on a rental's calendar in Smily.

• Action
  Add payment

  Records a new payment against a booking in Smily.

• Action
  Add rental

  Creates a new rental property in your Smily account. Note that each rental added increases the account's monthly fee.

• Action
  Create Inquiry

  Creates an inquiry for a rental, recording a guest's contact details, requested dates and message.

• Action
  Create or Update Client

  Creates a new Smily client (guest), or updates an existing one when a client ID is given.

• Action
  Delete booking

  Cancels a booking in Smily so it no longer occupies the rental's calendar.

• Action
  Find Bookings in Date Range

  Returns the bookings that overlap a date range, optionally filtered by status, rental or client.

• Action
  Find Client by Email

  Finds Smily clients (guests) whose email address matches the one given, returning the matching client records.

• Action
  Find Payment

  Finds payments by their order ID (one or more, comma-separated).

• Action
  Get booking

  Returns a single booking (reservation) by its ID, including dates, status, guest counts, pricing and linked rental and client.

• Action
  Get client

  Returns a single client (guest) by ID, including their addresses, emails and phone numbers.

• Action
  Get rental

  Returns a single rental (property) by its ID, including its details, pricing, location and related record IDs.

• Action
  List bookings

  Returns the bookings in your Smily account, optionally filtered by dates, status, rental, client or last update time. By default only future, non-canceled bookings are returned.

• Action
  List clients

  Returns the clients (guests) in your Smily account, including their addresses, emails and phone numbers.

• Action
  List inquiries

  Returns the inquiries on your Smily account, including guest contact details, requested dates and party size.

• Action
  List payments

  Returns the payments recorded on your Smily account, optionally filtered by order ID.

• Action
  List rentals

  Returns the rentals (properties) in your Smily account, with their names, locations, capacity and pricing details.

• Action
  Update Booking

  Updates an existing booking (reservation) in Smily — dates, guest counts, prices, deposit, notes, tags and status flags — and returns the updated booking.

• Action
  Update rental

  Updates an existing rental property in Smily. Only the fields you fill in 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.