Commusoft + TradePortal

Commusoft + TradePortal integrations

Create new jobs in Commusoft when deal stages change in TradePortal

Streamline your operations between TradePortal and Commusoft through this handy automation. Once a deal stage updates in TradePortal, a corresponding task to change the deal stage in Commusoft is initiated. This simple process removes the need for manual intervention, saving you valuable time and boosting productivity in your business operations. Adopt this smart workflow today to dedicate more energy towards your business growth.

When this happens...
Deal Stage ChangedTriggers when a Deal Stage is changed.
TriggerInstant
automatically do this!
Create New JobThis action always creates a Customer based on the provided information and create a new job under the given customer. Please make sure not use this action if the customer already exists in Commusoft.
ActionWrite

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More things you can do with TradePortal and Commusoft

Discover other triggers and actions you can use with TradePortal and Commusoft

- Company ID
  Required
Trigger
Instant
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- Company ID
  Required
Trigger
Instant
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- Company ID
  Required
- Given Name
  Required
- Address
  Required
- Email
  Required
- Mobile Number
- Landline number
- Description
- Deal Type
- Deal Source
  Required
Action
Write
Send Email
Send an Email.
Action
Write
- Company ID
  Required
- Deal ID
  Required
- Deal Stage ID
- Description
Action
Write

New Customer
Triggers when a new customer is created.
Trigger
Instant
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Job Closed
Triggers when a job is closed.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Job
Triggers when a new job is created.
Trigger
Instant
Try It
New Proposal
Triggers when a new proposal is created.
Trigger
Instant
Try It
New Work Address
Triggers when a new work address is created.
Trigger
Instant
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Opportunity Cancelled
Triggers when an opportunity is cancelled.
Trigger
Instant
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Opportunity Won
Triggers when an opportunity is won.
Trigger
Instant
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New Office Tasks
Triggers when a new tasks is created.
Trigger
Instant
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- Customer Type
  Required
- AddressLine1
  Required
- Company Name
- Company Landline
- Company Email
- Title
- Email
- Surname
- Name
- AddressLine2
- AddressLine3
- Town
- County
- Postcode
- Landline
- Mobile
- Country code
Action
Write
- Title
- Name
- Surname
- Company Name
- Addressline1
  Required
- Addressline2
- Addressline3
- Postcode
- Town
- Country code
- Mobile
- Email
- County
- Landline
- Customer Id
  Required
Action
Write

- Company ID
  Required
- Deal Stage ID
  Required
Trigger
Instant
Try It
- Company ID
  Required
Trigger
Instant
Try It
- Company ID
  Required
- Full Name
  Required
- Email Address
- Mobile Number
- Landline Number
- Billing Address
  Required
Action
Write
- Company ID
  Required
- To
  Required
- From
  Required
- Message Content
  Required
Action
Write
- Company ID
  Required
- Find by ID or Search
  Required
Action
Search
New Diary
Triggers when new diary event created.
Trigger
Instant
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Job Complete
Triggers when a job is completed.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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New Scheduled Activity
Triggers when a new scheduled activity is created.
Trigger
Instant
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Opportunity Stage Changed
Triggers when an opportunity stage is updated.
Trigger
Instant
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Opportunity Lost
Triggers when an opportunity is lost.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
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- Opportunity template
  Required
- Surname
  Required
- Name
- Addressline1
  Required
- Customer Type
- Town
- Landline
- Mobile
- Postcode
- Customer Email
- Company Name
- Company Email
- Company Landline
- Title
- Country code
- Opportunity notes
Action
Write
- Customer Type
  Required
- Addressline1
  Required
- Job Description
  Required
- County
- Title
- Customer Name
- Company Name
- Customer Surname
- Addressline2
- Addressline3
- Town
- Postcode
- Customer Email
- Landline
- Mobile
- Job Notes
- Customer Reference
- Priority
- Quoted Aamount
- Job Files
- Country code
Action
Write

About Commusoft

Commusoft empowers trade companies with comprehensive job management, increased sales, and seamless team communications.

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Related categories

Scheduling & Booking

About TradePortal

TradePortal is an all-in-one: Sales CRM, Job Management and Invoicing platform for trade business who focus on growth.

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Related categories

CRM (Customer Relationship Management)