Connect SOLAPI to Field Service Management | Powered by GPS Insight

Both apps 30SOLAPI 16Field Service Management | Powered by GPS Insight 14

• Trigger
  New Record

  Triggers when a new record is created in a SOLAPI CRM entity.

• Trigger
  Updated Record

  Triggers when a record is created or changed in a SOLAPI CRM entity.

• Action
  Add Record Activity

  Adds an activity (call, email, meeting, note, task and so on) to a CRM record.

• Action
  Create Record

  Creates a record in a SOLAPI CRM entity.

• Action
  Delete Record

  Deletes a CRM record.

• Action
  Find Messages

  Finds sent messages and their delivery status by ID, group, number, type or date.

• Action
  Find Records

  Finds CRM records by entity, keyword or segment.

• Action
  Get Balance

  Returns the account cash and point balance.

• Action
  Get Record

  Returns one CRM record.

• Action
  Send Kakao AlimTalk

  Sends a Kakao AlimTalk message using an approved AlimTalk template.

• Action
  Send Kakao Brand Message (Free Type)

  Sends a free-form Kakao Brand Message (text) without a template, to your Kakao channel friends.

• Action
  Send Kakao Brand Template

  Sends a Kakao Brand Message from a registered brand message template.

• Action
  Send RCS Template Message

  Sends an RCS message from an approved RCS template.

• Action
  Send Text Message

  Sends a text message (SMS, LMS, or MMS with an image) to one phone number.

• Action
  Update Record

  Updates a CRM record. Only the fields you give change.

• Action
  Update Record Property

  Sets one property value on a CRM record.

• Action
  Add contact

  Creates a new contact for a customer, optionally assigning it to the customer's locations.

• Action
  Add customer

  Creates a new customer together with its primary service location and primary contact.

• Action
  Add estimate

  Creates a new estimate in Field Service Management, with optional visits, line items and custom field values.

• Action
  Add lead

  Creates a new lead in Field Service Management, recording who contacted you, how, and from which marketing campaign.

• Action
  Add location

  Creates a new service location for an existing customer. If the customer has no primary location yet, this one becomes primary.

• Action
  Add payment

  Records a payment for a customer, such as a cash, check or externally processed card payment, optionally tied to a work order or estimate.

• Action
  Add work order

  Creates a new work order, optionally with visits, line items and custom field values.

• Action
  Get customer

  Returns one customer by its ID, including billing and default service locations, balances and custom field values.

• Action
  Get estimate

  Returns one estimate by its ID, including its customer, location, line items, visits, status and custom fields.

• Action
  Get work order

  Returns a single work order by its ID, including its customer, location, line items, visits and custom fields. An error occurs if the work order is not found.

• Action
  List customers

  Returns the customers in the account, optionally filtered by name, branch, contact details, custom field value or last modification time.

• Action
  List invoices

  Returns invoices from Field Service Management, optionally filtered by invoice date range, customer or payment status.

• Action
  List work orders

  Returns work orders, optionally narrowed by date range, customer, location, branch, team, category, status or custom field value.

• Action
  Update customer

  Updates an existing customer. Only the fields you fill in are changed; everything else on the customer is left as it is.

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