Connect Stora to Synchroteam

Both apps 39Stora 27Synchroteam 12

• Trigger
  Completed Task

  Triggers when a task is completed.

• Trigger
  Finalized Order

  Triggers when an order is finalized (ready for payment).

• Trigger
  New Contact

  Fires when a contact is created in Stora.

• Trigger
  New Note

  Triggers when a new note is created.

• Trigger
  New Order

  Triggers when a new order is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Reopened Task

  Triggers when a completed task is reopened.

• Trigger
  Updated Contact

  Triggers when a contact is updated.

• Trigger
  Updated Note

  Triggers when a note is updated.

• Trigger
  Updated Task

  Triggers when a task is updated.

• Action
  Complete Task

  Marks a Stora task as complete.

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Note

  Create a note attached to a contact, unit, subscription or task in Stora.

• Action
  Create Task

  Creates a new task.

• Action
  Create Timeline Event

  Creates a new timeline event.

• Action
  Delete Contact

  deletes a contact by id (scope public.contact:write). Only lead contacts without invoices can be deleted; others return 409.

• Action
  Find Contact

  Returns the contacts that match the given email, name/phone search or filters. The first match is also returned on its own.

• Action
  Find Order

  Finds orders matching the given contact, site, status, source, billing period or date criteria and returns the matches plus the first match.

• Action
  Find Site

  Find self-storage sites by name, optionally narrowed by creation or update date.

• Action
  Find Staff Member

  Finds Stora staff members by name or email.

• Action
  Find Task

  Find tasks in Stora by related record, assignee, status or date range.

• Action
  Find Unit

  Finds a unit by ID, reference ID, unit type, or site.

• Action
  Find Unit Type

  Finds unit types whose name contains the text you give, optionally narrowed to a site and a created/updated date range.

• Action
  Reopen Task

  Mark a completed Stora task as open again.

• Action
  Update Contact

  Update an existing Stora contact. Only the fields you fill in are changed.

• Action
  Update Note

  Update an existing note in Stora: change its text, move it to a different contact, unit, subscription or task, or replace its metadata. Fields left blank are not changed.

• Action
  Update Task

  Update an existing Stora task's title, description, due date, site, assignee, related record or metadata. Fields left blank are not changed.

• Action
  Create Customer

  Create a new customer

• Action
  Create Equipment

  Create a new equipment

• Action
  Create Job

  Creates a new Job

• Action
  Create Site

  Creates a new site

• Action
  Delete Customer

  Deletes a Synchroteam customer identified by its id, your own reference id, or its name. A deleted customer can be restored in Synchroteam.

• Action
  Delete Equipment

  Deletes a piece of equipment in Synchroteam, identified by its Synchroteam id or your own My ID.

• Action
  Delete Job

  Deletes a job in Synchroteam, identified by its Synchroteam id, job number, or your own reference id.

• Action
  Delete Site

  Deletes a Synchroteam site by its id, your own reference id (myId), or its name.

• Action
  Get or Create Customer

  Finds a Synchroteam customer by exact name (optionally also by your reference id and contact email) and returns it; creates the customer when none matches.

• Action
  Get or Create Job

  Looks up a job by your own reference id (My ID) and returns it; if none exists, creates a new job with that reference.

• Action
  Get or Create Site

  Get or Create a Site

• Action
  List Customers

  Returns all customers, optionally filtered by name, email, active status or last-modified date.

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