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Click to Buy Services + GorillaDesk Integrations

How to connect Click to Buy Services + GorillaDesk

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Supported triggers and actions

What does this mean?
    • Service Category

      Limit services returned by a certain category.

    Trigger
    Scheduled
    Try It
    • Start DateTimeRequired

      The datetime of a new booking. Example: 10/20/2020 08:30:00

    • First NameRequired

      The first name of a new customer. Example: Chris

    • Last Name

      The last name of a new customer. Example: Moreschi

    • EmailRequired

      The primary email of a new customer. Example: chris.moreschi@gmail.com

    • Mobile PhoneRequired

      The primary phone number of a new customer. Example: 855-555-5555

    • AddressRequired

      The location address of a new customer. Example: 7368 E Country Club Blvd, Boca Raton FL 33487

    • Notes

      Additional notes for a new customer.

    Action
    Write
    • Account IDRequired

      This is the ID of a new lead from the source zap connected to the GorillaDesk zap.

    • Account No

      This is the lead's visible account number inside GorillaDesk. Example: 5000

    • First NameRequired

      First name of new lead. Example: Chris

    • Last Name

      Last name of new lead. Example: Moreschi

    • Primary Email

      Primary email of new lead. Example: chris.moreschi@gmail.com

    • Company Name

      It is company name of new lead. Example: TruGanix

    • Source

      Where do you find new lead? Example: Google, Facebook, etc...

    • Top Note

      Top note for a new lead.

    • Notes

      Additional notes for a new lead.

    • Phones

      Phone of a new lead. Example: 855-555-5555

    • Contact First Name

      First name of a contact. Example: Chris

    • Contact Last Name

      Last name of a contact. Example: Moreschi

    • Contact Email

      Other email of new lead. Example: chris.moreschi@gmail.com

    • Contact First Phone

      GorillaDesk only supports 2 phone numbers per contact. This is the first phone number. Example: 855-555-5555

    • Contact Second Phone

      GorillaDesk only supports 2 phone numbers per contact. This is the second phone number. Example: 855-555-5555

    • Contacts

      GorillaDesk supports multiple contacts. Format as: [{"first_name":"Chris","last_name":"Moreschi","email":"chris.moreschi@gmail.com","first_phone":"855-555-5555","second_phone":"855-555-5555"}]

    • Address Name

      The nick-name of the address. Example: Home

    • Street 1

      Street 1 of your address. Example: 10756 NE 4th Ave

    • Street 2

      Street 2 of the address. Example: Apt 3

    • City

      City of your address. Example: Miami

    • State

      State of your address. Example: FL

    • Zip

      Zip of your address. Example: 33161

    • Latitude

      Gorilla base on latitude in coordinates of new address. Example: 25.8741121

    • Longitude

      Gorilla base on longitude in coordinates of new address. Example: -80.1900129

    • Bill To

      Example: Chris Moreschi

    • Address To

      Example: Chris Moreschi

    • Billing street 1

      Billing Street 1 of the address. Example: 10756 NE 4th Ave

    • Billing Street 2

      Billing street 2 of the address. Example: Apt 3

    • Billing City

      Billing city of your address. Example: Miami

    • Billing State

      Billing state of your address. Example: FL

    • Billing Zip

      Billing zip of your address. Example: 33161

    • Billing Email

      Example: chris@gorilladesk.com

    • Billing Email cc

      Example: chris@gorilladesk.com

    • Location Notes

      Notes regarding the location itself.

    • Location Sms To

      Where sms messages will be sent. Example: 855-536-7470

    • Location Email To

      Where email messages will be sent. Example: chris@gorilladesk.com

    • Locations

      GorillaDesk support multiple locations. Format as: [{"address_name":"Home","address_to":"Chris Moreschi","service1":"10756 NE 4th Ave","service2":"","service_city":"Miami","service_state":"FL","service_zip":"33161","latitude":"25.8741121","longitude":"-80.1900129","bill_to":"Chris Moreschi","billing1":"10756 NE 4th Ave","billing2":"","billing_city":"Miami","billing_state":"FL","billing_zip":"33161","billing_email":"chris@gorilladesk.com","billing_email_cc":"chris@gorilladesk.com","notes":"","sms_to":"305-343-7680","email_to":"chris@gorilladesk.com"}]

    • Status Label

      There are only two statuses inside GorillaDesk: active or inactive. Example: Active | Inactive

    • Created By

      This is the user who added the lead to the system. Example: Chris Moreschi

    • Date Created

      This is the date the user added the lead to the system. Example: 2020-01-19 20:15:17

    Action
    Write

How Click to Buy Services + GorillaDesk Integrations Work

  1. Step 1: Authenticate Click to Buy Services and GorillaDesk.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
click-to-buy-services logo
click-to-buy-services logo

About Click to Buy Services

Click to Buy Services is an easy-to-use, quick-to-deploy, and flexible e-commerce platform that (finally) allows home services companies to sell their services online.

Related categories

  • Sales & CRM
gorilladesk logo
gorilladesk logo

About GorillaDesk

GorillaDesk is a field service management system combining scheduling, invoicing, and many more features in one application.

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