Connect Zeeg to JobTread

Both apps 51Zeeg 30JobTread 21

• Trigger
  New routing form submission

  Triggers when someone submits a Zeeg routing form.

• Action
  Add CRM company

  Creates a company in your Zeeg CRM.

• Action
  Add CRM person

  Creates a new person record in the Zeeg CRM with first/last name, optional linked company by UUID, and social profile URLs.

• Action
  Add note

  Attaches an internal note to a scheduled event. Notes are visible only to event hosts and workspace members with access to the event, never to invitees.

• Action
  Add scheduled event

  Books a new event on a Zeeg scheduling page for an invitee. Requires an active paid Zeeg subscription.

• Action
  Cancel scheduled event

  Cancel a specific scheduled event in Zeeg, optionally with a reason.

• Action
  Delete CRM company

  Deletes a company from your Zeeg CRM.

• Action
  Delete CRM person

  Permanently deletes a CRM person in Zeeg, along with their notes, activity logs and relationships.

• Action
  Delete time off

  Deletes a time-off period.

• Action
  Get available time slots

  Returns the available booking time slots of a Zeeg scheduling page for a date range. Requires an active paid Zeeg subscription and a token with the timetable or admin:full scope.

• Action
  Get CRM company

  Returns one company from your Zeeg CRM.

• Action
  Get CRM person

  Retrieves a single CRM person record by ID, including social links, linked company, and custom attributes.

• Action
  Get current user

  Returns the email address of the Zeeg user whose API token the connection uses.

• Action
  Get default availability schedule

  Returns the default availability schedule (weekly hours, special hours, upcoming time off and optionally linked scheduling pages) for a Zeeg user.

• Action
  Get scheduled event

  Fetches full details of a single scheduled event by UUID, including invitees, hosts, location, status, and custom answers.

• Action
  Get scheduling page

  Returns the full details of one Zeeg scheduling page (event type).

• Action
  Handover scheduled event

  Hands a Round Robin scheduled event over to another host on the scheduling page without changing the meeting links.

• Action
  List availability schedules

  Lists the availability schedules of a Zeeg user, identified by email.

• Action
  List CRM companies

  Returns the companies in your Zeeg CRM, optionally filtered by a search term.

• Action
  List CRM people

  Returns all CRM people in your Zeeg workspace.

• Action
  List organization users

  Returns the users in your Zeeg workspace.

• Action
  List scheduled events

  Lists scheduled events (bookings) in Zeeg, optionally filtered by status, date range, host, team, invitee or keyword.

• Action
  List scheduling pages

  Returns the scheduling pages you host, or those of a specific organization member when a user filter is given.

• Action
  List teams

  Returns the teams in your Zeeg workspace.

• Action
  List time off

  Returns a user's vacations and out-of-office periods.

• Action
  Reschedule scheduled event

  Moves a Zeeg booking to a new date and time. Zeeg creates a new booking with a new event UUID; the returned UUID identifies the live booking.

• Action
  Update CRM company

  Updates the details of a company in your Zeeg CRM.

• Action
  Update CRM person

  Updates an existing Zeeg CRM person. Only the fields you fill in are changed; blank fields keep their current values.

• Action
  Update default availability schedule

  Updates the weekly hours, date-specific hours or timezone of a Zeeg user's default availability schedule. Fields left blank keep their current values.

• Action
  Update scheduling page

  Toggles a scheduling page between active and inactive: an active page is deactivated and an inactive page is activated. Zeeg's API offers no other way to update a scheduling page.

• 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.