Connect Whippy to JobTread

Both apps 45Whippy 24JobTread 21

• Trigger
  Channels

  Triggers when a new channel is added to your Whippy organization.

• Trigger
  List Agents

  Triggers when a new AI agent is added to your Whippy organization.

• Trigger
  List Calls

  Triggers when a new call is logged in Whippy.

• Trigger
  List Users

  Triggers when a new user is added to your Whippy organization.

• Action
  Add Contacts to a Sequence

  Adds contacts to a Whippy sequence, creating any contact that does not exist yet.

• Action
  Create a Contact

  Creates a new contact in Whippy from a phone number, with optional name, email and opt-in preferences.

• Action
  Delete a Contact

  Deletes a contact from Whippy by its ID.

• Action
  Get Agent by ID

  Returns one Whippy AI agent by its ID, including its current version and settings.

• Action
  Get All Campaigns

  Returns the campaigns in your Whippy organization, optionally filtered by title.

• Action
  Get All Channels

  Returns the channels (phone numbers, email addresses and other locations) in your Whippy organization.

• Action
  Get All Contacts

  Returns the contacts in your Whippy organization, optionally filtered by name, email or phone.

• Action
  Get All Sequences

  Returns the sequences in your Whippy organization, optionally filtered by title.

• Action
  Get All Sequence Steps

  Returns all the steps of a Whippy sequence, including each step's message and delivery stats.

• Action
  Get Call by ID

  Returns one Whippy call by its ID, including its recording and transcript links.

• Action
  Get Campaign by ID

  Returns one Whippy campaign by its ID.

• Action
  Get Campaign Contacts

  Returns the contacts a Whippy campaign was sent to, with optional filters for delivery, responses, unsubscribes and link clicks.

• Action
  Get Contact by ID

  Returns one Whippy contact by its ID.

• Action
  Get Contacts in a Sequence

  Returns the contacts enrolled in a Whippy sequence, with optional filters for status, step, responses, unsubscribes and link clicks.

• Action
  Get Sequence by ID

  Returns one Whippy sequence by its ID.

• Action
  List Agents

  Returns the AI agents in your Whippy organization, optionally filtered by name.

• Action
  List Calls

  Returns calls in your Whippy organization, optionally limited to a date range.

• Action
  List Users

  Returns the users in your Whippy organization, optionally filtered by name, email, phone, role or state.

• Action
  Send an SMS

  Sends an SMS text message from one of your Whippy channels to a phone number.

• Action
  Update a Contact

  Updates an existing Whippy contact's details such as name, email, phone or opt-in preferences.

• 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.