Connect Sperant and TOPdesk

Both apps 34Sperant 19TOPdesk 15

• Trigger
  Client Created / Cliente Creado

  Triggers when a new client (lead) is added in Sperant. / Se activa cuando se crea un cliente en Sperant.

• Trigger
  New Attention

  Triggers when a new after-sale attention is created in Sperant.

• Action
  Create Attention

  Creates an after-sale attention (customer service case) for a unit's titular in Sperant.

• Action
  Create Client / Crear Cliente

  Creates a client (lead) in Sperant. If a lead with the same document, email or mobile already exists, Sperant updates it instead.

• Action
  Create Client Interaction

  Logs an interaction (call, visit, message...) for a Sperant client on a project.

• Action
  Create Event

  Creates a calendar event (visit, meeting...) for a Sperant client on a project.

• Action
  Find Clients

  Finds Sperant clients by document number, email or mobile (with country code). Returns the matching clients.

• Action
  Get Attention

  Returns one Sperant after-sale attention by ID.

• Action
  Get Client

  Returns one Sperant client by ID.

• Action
  Get Event

  Returns one Sperant calendar event by ID.

• Action
  Get Proforma

  Returns one Sperant proforma (quote) by ID.

• Action
  Get Project

  Returns one Sperant real-estate project by ID.

• Action
  Get Unit

  Returns one Sperant unit (apartment, lot, parking...) by ID.

• Action
  List Attentions

  Returns Sperant after-sale attentions, optionally filtered by code, type, proforma, titular or status.

• Action
  List Proformas

  Returns Sperant proformas (quotes), optionally filtered by code/contract number, client or creation date range.

• Action
  List Projects

  Returns Sperant real-estate projects, optionally filtered by name or code.

• Action
  List Units

  Returns the units (apartments, lots, parking...) of a Sperant project.

• Action
  List Users

  Returns the users (sales agents and staff) of the Sperant account.

• Action
  Update Client

  Updates an existing Sperant client; only the fields you fill in are changed.

• Trigger
  New First Line Incident

  Triggers when a new first-line incident is created in TOPdesk.

• Trigger
  New Incident

  Triggers when a new incident is created in TOPdesk.

• Trigger
  New Major Incident

  Triggers when a new major incident is created in TOPdesk.

• Trigger
  New Second Line Incident

  Triggers when a new second-line incident is created in TOPdesk.

• Trigger
  Updated Incident

  Triggers when an incident in TOPdesk is created or updated.

• Action
  Add change

  Creates a new change (request for change) in TOPdesk Change Management as an operator, from a template or from a brief description and change type.

• Action
  Create an Incident

  Creates a new incident in TOPdesk, registered for a known person or an unregistered caller.

• Action
  Find Branch

  Finds a TOPdesk branch by its exact name and returns its ID and details.

• Action
  Find changes

  Finds changes in TOPdesk Change Management that match a search filter, such as a change number, status or brief description.

• Action
  Find Incident

  Returns the TOPdesk incident with the given incident number.

• Action
  Find Last Action

  Returns the most recent action (progress-trail entry) on a TOPdesk incident, found by incident number.

• Action
  Find Person

  Finds a TOPdesk person (caller) by full name or email address and returns their ID and details.

• Action
  Get change

  Returns the full details of a change, looked up by its id or its change number.

• Action
  Update change

  Updates an existing TOPdesk change: description, requests, progress trail actions, status, classification, requester, assignee and planned dates.

• Action
  Update Incident

  Updates an existing TOPdesk incident, found by its incident number. Only the fields you fill in are changed; an action text is added to the progress trail.

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