Connect Sure Send to JobTread

Both apps 47Sure Send 26JobTread 21

• Trigger
  New Appointment

  Triggers when a new appointment is created in Sure Send.

• Trigger
  New Call

  Triggers when a new call is logged in Sure Send.

• Trigger
  New Company

  Triggers when a new company is created in Sure Send.

• Trigger
  New Email

  Triggers when an email is sent or received in Sure Send.

• Trigger
  New Lead Assigned

  Triggers when a person is assigned to the chosen user in Sure Send.

• Trigger
  New Note

  Triggers when a new note is added in Sure Send.

• Trigger
  New Person

  Triggers when a new person is created in Sure Send.

• Trigger
  New Task

  Triggers when a new task is created in Sure Send.

• Trigger
  Person Stage Updated

  Triggers when a person's pipeline stage changes in Sure Send; optionally only when they move into one stage.

• Trigger
  Tag Added to Contact

  Triggers once when the chosen tag is added to a person in Sure Send.

• Trigger
  Updated Person

  Triggers when a person is created or updated in Sure Send.

• Action
  Add Tags to Person

  Adds one or more tags to an existing person in Sure Send.

• Action
  Create Appointment

  Creates an appointment for a person in Sure Send.

• Action
  Create Call

  Logs a phone call with a person in Sure Send.

• Action
  Create Company

  Creates a company in Sure Send.

• Action
  Create Note

  Adds a note to a person in Sure Send.

• Action
  Create Person

  Creates a new person (contact or lead) in Sure Send. People are deduplicated by email.

• Action
  Create Task

  Creates a follow-up task for a person in Sure Send.

• Action
  Find Company

  Finds the first company in Sure Send matching a name, email or phone.

• Action
  Find or Create Company

  Looks up a company in Sure Send by name and creates it only if no match exists, so you never get duplicates.

• Action
  Find or Create Person

  Looks up a person in Sure Send by email or phone and creates them only if no match exists, so you never get duplicates.

• Action
  Find Person

  Finds the first person in Sure Send matching an email, phone or name.

• Action
  Find Stage

  Finds a pipeline stage in Sure Send by its name.

• Action
  Find Task

  Finds the most recent task for a person in Sure Send.

• Action
  Update Company

  Updates an existing company in Sure Send; only the fields you supply change.

• Action
  Update Person

  Updates an existing person in Sure Send. Tags, emails and phones you supply are merged with the existing ones.

• 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 Job

  Updates an existing job in JobTread, such as its name, number, description 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.