@workbuddy/piece-workbuddy-edge 1.0.33 → 1.0.35

package/src/lib/actions/crm-customers.ts

@@ -8,6 +8,16 @@ export const PublicCrmCustomerController_list = createAction({
   displayName: 'List customers',
   description: '',
   props: {
+    search: Property.ShortText({
+      displayName: 'Search',
+      description: 'Search by name, phone, email or legal name',
+      required: false,
+    }),
+    integrationId: Property.ShortText({
+      displayName: 'Integration Id',
+      description: 'Filter by external integration identifier',
+      required: false,
+    }),
     status: Property.ShortText({
       displayName: 'Status',
       description: 'Filter by status (e.g. Active, Inactive). Default: Active only',
@@ -31,6 +41,18 @@ export const PublicCrmCustomerController_list = createAction({
     const url = `${baseUrl}/customers`;
 
     const queryParams = new URLSearchParams();
+    if (
+      context.propsValue.search !== undefined &&
+      context.propsValue.search !== null &&
+      context.propsValue.search !== ''
+    )
+      queryParams.append('search', String(context.propsValue.search));
+    if (
+      context.propsValue.integrationId !== undefined &&
+      context.propsValue.integrationId !== null &&
+      context.propsValue.integrationId !== ''
+    )
+      queryParams.append('integrationId', String(context.propsValue.integrationId));
     if (
       context.propsValue.status !== undefined &&
       context.propsValue.status !== null &&
@@ -62,6 +84,117 @@ export const PublicCrmCustomerController_list = createAction({
   },
 });
 
+export const PublicCrmCustomerController_create = createAction({
+  name: 'PublicCrmCustomerController_create',
+  auth: workbuddyAuth,
+  displayName: 'Create customer',
+  description: '',
+  props: {
+    name: Property.ShortText({
+      displayName: 'Name',
+      description: 'Display name',
+      required: true,
+    }),
+    address: Property.Json({
+      displayName: 'Address',
+      description: '',
+      required: true,
+    }),
+    contact: Property.Json({
+      displayName: 'Contact',
+      description: 'Inline contact object — alternative to contactId',
+      required: true,
+    }),
+    type: Property.StaticDropdown({
+      displayName: 'Type',
+      description: '',
+      required: true,
+      options: {
+        options: [
+          { label: 'Service Provider', value: 'Service Provider' },
+          { label: 'Business', value: 'Business' },
+          { label: 'Residential', value: 'Residential' },
+        ],
+      },
+    }),
+    legalName: Property.ShortText({
+      displayName: 'Legal Name',
+      description: '',
+      required: false,
+    }),
+    phone: Property.ShortText({
+      displayName: 'Phone',
+      description: 'Phone number',
+      required: false,
+    }),
+    email: Property.ShortText({
+      displayName: 'Email',
+      description: 'Email address',
+      required: false,
+    }),
+    website: Property.ShortText({
+      displayName: 'Website',
+      description: '',
+      required: false,
+    }),
+    integrationId: Property.ShortText({
+      displayName: 'Integration Id',
+      description: 'integration ID',
+      required: false,
+    }),
+    notes: Property.LongText({
+      displayName: 'Notes',
+      description: 'Additional notes or comments',
+      required: false,
+    }),
+    customFields: Property.Json({
+      displayName: 'Custom Fields',
+      description: 'Custom fields as key-value pairs — validated against tenant field definitions',
+      required: false,
+    }),
+    socialNetwork: Property.Json({
+      displayName: 'Social Network',
+      description: '',
+      required: false,
+    }),
+  },
+  async run(context) {
+    const token = await getAccessToken(context.auth);
+    const baseUrl = context.auth.props.baseUrl;
+
+    const url = `${baseUrl}/api/v2/public/customers`;
+
+    const rawBody: Record<string, unknown> = {
+      name: context.propsValue.name,
+      legalName: context.propsValue.legalName,
+      phone: context.propsValue.phone,
+      email: context.propsValue.email,
+      website: context.propsValue.website,
+      integrationId: context.propsValue.integrationId,
+      address: context.propsValue.address,
+      contact: context.propsValue.contact,
+      notes: context.propsValue.notes,
+      customFields: context.propsValue.customFields,
+      type: context.propsValue.type,
+      socialNetwork: context.propsValue.socialNetwork,
+    };
+
+    const body = rawBody;
+    const response = await httpClient.sendRequest({
+      method: HttpMethod.POST,
+      url: `${baseUrl}/api/v2/public/customers`,
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+        'X-WorkBuddy-Version': '2026-01',
+      },
+      body: body,
+    });
+
+    return response.body;
+  },
+});
+
 export const PublicCrmCustomerController_getById = createAction({
   name: 'PublicCrmCustomerController_getById',
   auth: workbuddyAuth,
@@ -70,7 +203,7 @@ export const PublicCrmCustomerController_getById = createAction({
   props: {
     id: Property.ShortText({
       displayName: 'Id',
-      description: 'Customer ID',
+      description: 'Customer ID or integration ID',
       required: true,
     }),
   },
@@ -94,10 +227,213 @@ export const PublicCrmCustomerController_getById = createAction({
   },
 });
 
+export const PublicCrmCustomerController_update = createAction({
+  name: 'PublicCrmCustomerController_update',
+  auth: workbuddyAuth,
+  displayName: 'Update customer',
+  description: '',
+  props: {
+    id: Property.ShortText({
+      displayName: 'Id',
+      description: 'Customer ID or integration ID',
+      required: true,
+    }),
+    name: Property.ShortText({
+      displayName: 'Name',
+      description: 'Display name',
+      required: false,
+    }),
+    legalName: Property.ShortText({
+      displayName: 'Legal Name',
+      description: '',
+      required: false,
+    }),
+    phone: Property.ShortText({
+      displayName: 'Phone',
+      description: 'Phone number',
+      required: false,
+    }),
+    email: Property.ShortText({
+      displayName: 'Email',
+      description: 'Email address',
+      required: false,
+    }),
+    website: Property.ShortText({
+      displayName: 'Website',
+      description: '',
+      required: false,
+    }),
+    integrationId: Property.ShortText({
+      displayName: 'Integration Id',
+      description: 'integration ID',
+      required: false,
+    }),
+    primaryContact: Property.Json({
+      displayName: 'Primary Contact',
+      description: '',
+      required: false,
+    }),
+    primarySite: Property.Json({
+      displayName: 'Primary Site',
+      description: '',
+      required: false,
+    }),
+    owner: Property.Json({
+      displayName: 'Owner',
+      description: '',
+      required: false,
+    }),
+    labels: Property.Json({
+      displayName: 'Labels',
+      description: '',
+      required: false,
+      defaultValue: [],
+    }),
+    notes: Property.LongText({
+      displayName: 'Notes',
+      description: 'Additional notes or comments',
+      required: false,
+    }),
+    customFields: Property.Json({
+      displayName: 'Custom Fields',
+      description: 'Custom fields as key-value pairs — validated against tenant field definitions',
+      required: false,
+    }),
+    socialNetwork: Property.Json({
+      displayName: 'Social Network',
+      description: '',
+      required: false,
+    }),
+  },
+  async run(context) {
+    const token = await getAccessToken(context.auth);
+    const baseUrl = context.auth.props.baseUrl;
+
+    const url = `${baseUrl}/api/v2/public/customers/${context.propsValue.id}`;
+
+    // Build body with only defined values (for partial updates)
+    const rawBody: Record<string, unknown> = {
+      name: context.propsValue.name,
+      legalName: context.propsValue.legalName,
+      phone: context.propsValue.phone,
+      email: context.propsValue.email,
+      website: context.propsValue.website,
+      integrationId: context.propsValue.integrationId,
+      primaryContact: context.propsValue.primaryContact,
+      primarySite: context.propsValue.primarySite,
+      owner: context.propsValue.owner,
+      labels: context.propsValue.labels,
+      notes: context.propsValue.notes,
+      customFields: context.propsValue.customFields,
+      socialNetwork: context.propsValue.socialNetwork,
+    };
+
+    const body = Object.fromEntries(
+      Object.entries(rawBody).filter(([_, v]) => v !== undefined && v !== null && v !== '')
+    );
+    const response = await httpClient.sendRequest({
+      method: HttpMethod.PATCH,
+      url: `${baseUrl}/api/v2/public/customers/${context.propsValue.id}`,
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+        'X-WorkBuddy-Version': '2026-01',
+      },
+      body: body,
+    });
+
+    return response.body;
+  },
+});
+
+export const PublicCrmCustomerController_delete = createAction({
+  name: 'PublicCrmCustomerController_delete',
+  auth: workbuddyAuth,
+  displayName: 'Delete customer',
+  description: '',
+  props: {
+    id: Property.ShortText({
+      displayName: 'Id',
+      description: 'Customer ID or integration ID',
+      required: true,
+    }),
+  },
+  async run(context) {
+    const token = await getAccessToken(context.auth);
+    const baseUrl = context.auth.props.baseUrl;
+
+    const url = `${baseUrl}/api/v2/public/customers/${context.propsValue.id}`;
+
+    const response = await httpClient.sendRequest({
+      method: HttpMethod.DELETE,
+      url: `${baseUrl}/api/v2/public/customers/${context.propsValue.id}`,
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+        'X-WorkBuddy-Version': '2026-01',
+      },
+    });
+
+    return response.body;
+  },
+});
+
+export const PublicCrmCustomerController_updateStatus = createAction({
+  name: 'PublicCrmCustomerController_updateStatus',
+  auth: workbuddyAuth,
+  displayName: 'Update customer status',
+  description: '',
+  props: {
+    id: Property.ShortText({
+      displayName: 'Id',
+      description: 'Customer ID or integration ID',
+      required: true,
+    }),
+    statusId: Property.ShortText({
+      displayName: 'Status Id',
+      description: 'status ID',
+      required: true,
+    }),
+    note: Property.ShortText({
+      displayName: 'Note',
+      description: '',
+      required: false,
+    }),
+  },
+  async run(context) {
+    const token = await getAccessToken(context.auth);
+    const baseUrl = context.auth.props.baseUrl;
+
+    const url = `${baseUrl}/api/v2/public/customers/${context.propsValue.id}/status`;
+
+    // Build body with only defined values (for partial updates)
+    const rawBody: Record<string, unknown> = {
+      statusId: context.propsValue.statusId,
+      note: context.propsValue.note,
+    };
+
+    const body = Object.fromEntries(
+      Object.entries(rawBody).filter(([_, v]) => v !== undefined && v !== null && v !== '')
+    );
+    const response = await httpClient.sendRequest({
+      method: HttpMethod.PATCH,
+      url: `${baseUrl}/api/v2/public/customers/${context.propsValue.id}/status`,
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+        'X-WorkBuddy-Version': '2026-01',
+      },
+      body: body,
+    });
+
+    return response.body;
+  },
+});
+
 export const PublicCrmCustomerController_listContacts = createAction({
   name: 'PublicCrmCustomerController_listContacts',
   auth: workbuddyAuth,
-  displayName: 'List contacts for customer',
+  displayName: 'List contacts for customer (contacts + external users)',
   description: '',
   props: {
     customerId: Property.ShortText({
@@ -148,6 +484,213 @@ export const PublicCrmCustomerController_listContacts = createAction({
   },
 });
 
+export const PublicCrmCustomerController_createContact = createAction({
+  name: 'PublicCrmCustomerController_createContact',
+  auth: workbuddyAuth,
+  displayName: 'Create customer contact',
+  description: '',
+  props: {
+    customerId: Property.ShortText({
+      displayName: 'Customer Id',
+      description: 'Customer ID',
+      required: true,
+    }),
+    firstName: Property.ShortText({
+      displayName: 'First Name',
+      description: 'First name',
+      required: true,
+    }),
+    lastName: Property.ShortText({
+      displayName: 'Last Name',
+      description: 'Last name',
+      required: true,
+    }),
+    login: Property.Checkbox({
+      displayName: 'Login',
+      description: 'false = basic contact. true = external user with portal login (requires email and roleId).',
+      required: true,
+    }),
+    email: Property.ShortText({
+      displayName: 'Email',
+      description: 'Email address. Required when login is true.',
+      required: false,
+    }),
+    phone: Property.ShortText({
+      displayName: 'Phone',
+      description: 'Phone',
+      required: false,
+    }),
+    mobile: Property.ShortText({
+      displayName: 'Mobile',
+      description: 'Mobile',
+      required: false,
+    }),
+    title: Property.ShortText({
+      displayName: 'Title',
+      description: 'Job title',
+      required: false,
+    }),
+    note: Property.ShortText({
+      displayName: 'Note',
+      description: 'Note',
+      required: false,
+    }),
+    integrationId: Property.ShortText({
+      displayName: 'Integration Id',
+      description: 'External integration identifier',
+      required: false,
+    }),
+    roleId: Property.ShortText({
+      displayName: 'Role Id',
+      description:
+        'Portal security role id. Required when login is true. List via GET /settings/roles/client-portal or /settings/roles/contractor-portal.',
+      required: false,
+    }),
+    sendEmail: Property.Checkbox({
+      displayName: 'Send Email',
+      description: 'Send invite email when login is true. Default true.',
+      required: false,
+    }),
+    autoDispatch: Property.Checkbox({
+      displayName: 'Auto Dispatch',
+      description: 'Automatically dispatch when contractor is assigned. Only for external users under a contractor.',
+      required: false,
+    }),
+  },
+  async run(context) {
+    const token = await getAccessToken(context.auth);
+    const baseUrl = context.auth.props.baseUrl;
+
+    const url = `${baseUrl}/api/v2/public/customers/${context.propsValue.customerId}/contacts`;
+
+    const rawBody: Record<string, unknown> = {
+      firstName: context.propsValue.firstName,
+      lastName: context.propsValue.lastName,
+      email: context.propsValue.email,
+      phone: context.propsValue.phone,
+      mobile: context.propsValue.mobile,
+      title: context.propsValue.title,
+      note: context.propsValue.note,
+      integrationId: context.propsValue.integrationId,
+      login: context.propsValue.login,
+      roleId: context.propsValue.roleId,
+      sendEmail: context.propsValue.sendEmail,
+      autoDispatch: context.propsValue.autoDispatch,
+    };
+
+    const body = rawBody;
+    const response = await httpClient.sendRequest({
+      method: HttpMethod.POST,
+      url: `${baseUrl}/api/v2/public/customers/${context.propsValue.customerId}/contacts`,
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+        'X-WorkBuddy-Version': '2026-01',
+      },
+      body: body,
+    });
+
+    return response.body;
+  },
+});
+
+export const PublicCrmCustomerController_deleteContact = createAction({
+  name: 'PublicCrmCustomerController_deleteContact',
+  auth: workbuddyAuth,
+  displayName: 'Delete customer contact',
+  description: '',
+  props: {
+    customerId: Property.ShortText({
+      displayName: 'Customer Id',
+      description: 'Customer ID',
+      required: true,
+    }),
+    contactId: Property.ShortText({
+      displayName: 'Contact Id',
+      description: 'Contact ID',
+      required: true,
+    }),
+  },
+  async run(context) {
+    const token = await getAccessToken(context.auth);
+    const baseUrl = context.auth.props.baseUrl;
+
+    const url = `${baseUrl}/api/v2/public/customers/${context.propsValue.customerId}/contacts/${context.propsValue.contactId}`;
+
+    const response = await httpClient.sendRequest({
+      method: HttpMethod.DELETE,
+      url: `${baseUrl}/api/v2/public/customers/${context.propsValue.customerId}/contacts/${context.propsValue.contactId}`,
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+        'X-WorkBuddy-Version': '2026-01',
+      },
+    });
+
+    return response.body;
+  },
+});
+
+export const PublicCrmCustomerController_inviteContact = createAction({
+  name: 'PublicCrmCustomerController_inviteContact',
+  auth: workbuddyAuth,
+  displayName: 'Invite contact (CRM)',
+  description: '',
+  props: {
+    customerId: Property.ShortText({
+      displayName: 'Customer Id',
+      description: 'Customer ID',
+      required: true,
+    }),
+    contactId: Property.ShortText({
+      displayName: 'Contact Id',
+      description: 'Contact ID',
+      required: true,
+    }),
+    roleId: Property.ShortText({
+      displayName: 'Role Id',
+      description: 'role ID',
+      required: true,
+    }),
+    email: Property.ShortText({
+      displayName: 'Email',
+      description: 'Email address',
+      required: false,
+    }),
+    sendEmail: Property.Checkbox({
+      displayName: 'Send Email',
+      description: '',
+      required: false,
+    }),
+  },
+  async run(context) {
+    const token = await getAccessToken(context.auth);
+    const baseUrl = context.auth.props.baseUrl;
+
+    const url = `${baseUrl}/api/v2/public/customers/${context.propsValue.customerId}/contacts/${context.propsValue.contactId}/invite`;
+
+    const rawBody: Record<string, unknown> = {
+      email: context.propsValue.email,
+      roleId: context.propsValue.roleId,
+      sendEmail: context.propsValue.sendEmail,
+    };
+
+    const body = rawBody;
+    const response = await httpClient.sendRequest({
+      method: HttpMethod.POST,
+      url: `${baseUrl}/api/v2/public/customers/${context.propsValue.customerId}/contacts/${context.propsValue.contactId}/invite`,
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+        'X-WorkBuddy-Version': '2026-01',
+      },
+      body: body,
+    });
+
+    return response.body;
+  },
+});
+
 export const PublicCrmCustomerController_listSites = createAction({
   name: 'PublicCrmCustomerController_listSites',
   auth: workbuddyAuth,

package/src/lib/actions/crm-external-users.js

@@ -50,7 +50,7 @@ exports.PublicCrmExternalUserController_getById = (0, pieces_framework_1.createA
     name: 'PublicCrmExternalUserController_getById',
     auth: auth_1.workbuddyAuth,
     displayName: 'Get external user by ID',
-    description: '',
+    description: 'Login Contact (portal user). parents lists active parent accounts only; portal role is parents[].role.',
     props: {
         id: pieces_framework_1.Property.ShortText({
             displayName: 'Id',

package/src/lib/actions/crm-external-users.js.map

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package/src/lib/actions/crm-external-users.ts

@@ -55,7 +55,7 @@ export const PublicCrmExternalUserController_getById = createAction({
   name: 'PublicCrmExternalUserController_getById',
   auth: workbuddyAuth,
   displayName: 'Get external user by ID',
-  description: '',
+  description: 'Login Contact (portal user). parents lists active parent accounts only; portal role is parents[].role.',
   props: {
     id: Property.ShortText({
       displayName: 'Id',

package/src/lib/actions/crm-invites.d.ts

@@ -3,6 +3,7 @@ export declare const PublicCrmInviteController_list: import("@activepieces/piece
     clientId: import("@activepieces/pieces-framework").ShortTextProperty<true>;
     clientSecret: import("@activepieces/pieces-framework").SecretTextProperty<true>;
 }>, {
+    search: import("@activepieces/pieces-framework").ShortTextProperty<false>;
     cursor: import("@activepieces/pieces-framework").ShortTextProperty<false>;
     limit: import("@activepieces/pieces-framework").NumberProperty<false>;
 }>;

package/src/lib/actions/crm-invites.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"crm-invites.d.ts","sourceRoot":"","sources":["crm-invites.ts"],"names":[],"mappings":"AAIA,eAAO,MAAM,8BAA8B;;;;;;;EA+CzC,CAAC;AAEH,eAAO,MAAM,iCAAiC;;;;;;EA8B5C,CAAC"}
+{"version":3,"file":"crm-invites.d.ts","sourceRoot":"","sources":["crm-invites.ts"],"names":[],"mappings":"AAIA,eAAO,MAAM,8BAA8B;;;;;;;;EA0DzC,CAAC;AAEH,eAAO,MAAM,iCAAiC;;;;;;EA8B5C,CAAC"}

package/src/lib/actions/crm-invites.js

@@ -10,6 +10,11 @@ exports.PublicCrmInviteController_list = (0, pieces_framework_1.createAction)({
     displayName: 'List pending invites',
     description: '',
     props: {
+        search: pieces_framework_1.Property.ShortText({
+            displayName: 'Search',
+            description: 'Search by name, phone, email (token prefix match)',
+            required: false,
+        }),
         cursor: pieces_framework_1.Property.ShortText({
             displayName: 'Cursor',
             description: '',
@@ -26,6 +31,10 @@ exports.PublicCrmInviteController_list = (0, pieces_framework_1.createAction)({
         const baseUrl = context.auth.props.baseUrl;
         const url = `${baseUrl}/invites`;
         const queryParams = new URLSearchParams();
+        if (context.propsValue.search !== undefined &&
+            context.propsValue.search !== null &&
+            context.propsValue.search !== '')
+            queryParams.append('search', String(context.propsValue.search));
         if (context.propsValue.cursor !== undefined &&
             context.propsValue.cursor !== null &&
             context.propsValue.cursor !== '')

package/src/lib/actions/crm-invites.js.map

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