Connect Claude & ChatGPT to Dataforce ASAP

98 tools for Dataforce ASAP

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• book_appointmentVisible to othersBook an appointment in one step from `body`: customer details and address (or `customerId`), `clientId`, `agentId`, `workTypeId`, `activityDate` and any answers. This creates the customer, job and appointment in ASAP together.
• cancel_appointmentDeletesCancel an appointment by `appointment_id`, with an optional `cancellation_reason_id` (from list_appointment_cancellation_reasons) and `comment`. Treat this as irreversible.
• cancel_jobDeletesCancel a job by `job_id`, with an optional `cancellation_reason_id` (from list_job_cancellation_reasons) and `comment`. Treat this as irreversible.
• complete_appointmentVisible to othersMark an appointment as completed by `appointment_id`, with an optional `actual_completed_date` and `comment`.
• create_appointmentChanges dataAdd an appointment to an existing job, given `job_id` and `work_type_id`, plus an optional `fieldworker_id`, `scheduled_date`, `duration` and `job_instruction`.
• create_appointment_questionChanges dataCreate a new question for a appointment.
• create_customerChanges dataCreate a customer from `body` fields such as firstname, surname, companyName, email, mobilePhone and the address fields (streetNo, streetName, streetType, suburb, state, postCode). Search first to avoid duplicates.
• create_customer_agent_createChanges dataCreate a new customer. Required: company name, email, post code or client ids. Search customers first to avoid duplicates.
• create_customer_customer_questions_saveChanges dataCreate a new customer for a customer. Search customers first to avoid duplicates.
• create_documentChanges dataCreate a new document. Required: form id, category id, description or file.
• create_document_file_create_otherChanges dataCreate a new document. Required: category id, description or file.
• create_document_file_create_photoChanges dataCreate a new document. Required: stamp, category id, description or file.
• create_fieldworker_setup_codeChanges dataCreate a new setup code for a fieldworker.
• create_jobChanges dataCreate a job for a customer, given `customer_id`, `client_id` and `agent_id`, plus an optional `source_id`, `sales_pipeline_stage_id` or `tracking_code`. Appointments are then added to the job.
• create_paymentChanges dataCreate a new payment. Required: transaction date or transaction amount.
• create_project_job_questions_saveChanges dataCreate a new project for a project. Search projects first to avoid duplicates.
• create_questionChanges dataCreate a new question.
• create_todoChanges dataCreate a to-do with a `title` and `description`, an optional `status` (New, Pending, In Progres, Completed, On Hold) and `assigned_operator_id`.
• delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval.
• get_appointmentGet one appointment by `appointment_id`, with its job, work type, fieldworker, dates and status.
• get_calculationGet one calculation by calculation id.
• get_customerGet one customer by ASAP `customer_id`, including contact details and address.
• get_customer_agent_getGet one customer by customer id.
• get_customer_by_refGet one customer by your own customer reference (`customer_ref`) instead of the ASAP ID.
• get_customer_client_getGet one customer by customer id.
• get_customer_clients_agent_get_agentGet one customer by customer id.
• get_customer_work_types_agent_get_agentGet one customer by customer id.
• get_documentGet one document by document id.
• get_fieldworkerGet one fieldworker by fieldworker id.
• get_invoiceGet one invoice by invoice id.
• get_jobGet one job by `project_id` (the job ID), with its customer, client, agent and status.
• get_paymentGet one payment by payment id.
• get_payment_ledger_payment_link_getGet one payment by payment id.
• get_postcodeGet one postcode by postcode.
• get_productGet one product by product id.
• get_product_reasonsGet one product by instance.
• get_questionGet one question by question id.
• get_question_blockGet one question block by question block id.
• get_street_typeGet one street type by street type id.
• get_submissionGet one submission by submission id.
• get_suburbGet one suburb by suburb id.
• get_supplierGet one supplier by supplier id.
• get_unitGet one unit by unit id.
• get_warehouseGet one warehouse by warehouse id.
• get_work_typeGet one work type by work type id.
• list_agentsList the agents with their IDs, needed when creating or reassigning jobs.
• list_appointment_answersList answers for a appointment.
• list_appointment_auditsList audits for a appointment.
• list_appointment_calculationsList calculations for a appointment.
• list_appointment_cancellation_reasonsList the reasons that can be given when cancelling an appointment, with their IDs.
• list_appointment_documentsList documents for a appointment.
• list_appointment_invoicesList invoices for a appointment.
• list_appointment_questionsList questions for a appointment.
• list_appointment_submissionsList submissions for a appointment.
• list_appointment_tagsList tags for a appointment.
• list_calculationsList calculations.
• list_categoriesList categories.
• list_clientsList the clients (the programs or companies you do work for) with their IDs, needed when creating jobs.
• list_customer_appointmentsList all appointments for one customer by `customer_id`.
• list_customer_jobsList all jobs for one customer by `customer_id`.
• list_customer_projects_jobs_get_by_customer_refList projects for a customer.
• list_customersList customers for a customer.
• list_customers_customer_consent_getList customers for a customer.
• list_fieldworkersList the fieldworkers (technicians) with their IDs, for assigning appointments.
• list_hazard_codesList hazard codes.
• list_job_appointmentsList all appointments on one job by `job_id`.
• list_job_cancellation_reasonsList the reasons that can be given when cancelling a job, with their IDs.
• list_job_source_associatesList job source associates.
• list_job_sourcesList job sources.
• list_productsList products.
• list_project_documentsList documents for a project.
• list_project_quotesList quotes for a project.
• list_projectsList projects for a project.
• list_question_answersList answers for a question.
• list_question_blocksList question blocks.
• list_questionsList questions.
• list_questions_questions_getList questions.
• list_refundreasonsList refundreasons.
• list_sales_pipelinesList sales pipelines.
• list_street_typesList street types.
• list_submission_appointmentsList appointments for a submission.
• list_suburbsList suburbs.
• list_suppliersList suppliers.
• list_todosList the to-dos (tasks) in ASAP, with title, status and assigned operator.
• list_unitsList units.
• list_warehousesList warehouses.
• list_work_typesList the work types with their IDs, needed when creating or booking appointments.
• refund_refundMoves moneyRefund a refund (instance). Financial or irreversible action; may require approval.
• search_appointmentsChanges dataSearch appointments with `filter_groups`, a list of groups, each with `filters` of {propertyName, operator, value} where operator is EQ, NEQ, LT, LTE, GT or GTE. Page with `limit` and `after`; leave `sorts` out.
• search_customersChanges dataSearch customers with `filter_groups`, a list of groups, each with `filters` of {propertyName, operator, value} where operator is EQ, NEQ, LT, LTE, GT or GTE. Page with `limit` and `after`; leave `sorts` out.
• search_jobsChanges dataSearch jobs with `filter_groups`, a list of groups, each with `filters` of {propertyName, operator, value} where operator is EQ, NEQ, LT, LTE, GT or GTE. Page with `limit` and `after`; leave `sorts` out.
• search_submissionsChanges dataSearch submissions. Use this to find existing submissions before creating a new submission.
• update_customerChanges dataUpdate a customer by `customer_id` with the `body` fields to change (name, email, phones, address). Only the fields you pass change.
• update_customer_agent_updateChanges dataUpdate an existing customer identified by customer id. Only the fields you pass are changed.
• update_customersVisible to othersUpdate an existing customer identified by customer id. Only the fields you pass are changed. Has effects visible outside this system.
• update_fieldworkerChanges dataUpdate an existing fieldworker identified by fieldworker id. Only the fields you pass are changed.
• update_jobChanges dataUpdate a job by `project_id`: reassign it to another `agent_id` or add a `comment`.
• update_paymentChanges dataUpdate an existing payment identified by payment id. Only the fields you pass are changed.

Questions