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GorillaDeskcrm
13 available actions
What your AI agent can do in GorillaDesk
GorillaDesk is field service management software for pest control and other service businesses, covering customers, jobs, estimates, invoices, payments, and related operations. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 13 actions.
Common starting points
- Get CompanyReturn the company profile selected by the connected GorillaDesk API key, including contact, address, timezone, and office-hours details.
- Get CreditsRetrieve one customer credit by ID, or list credits, optionally filtering to one customer.
- Create CustomerCreate a GorillaDesk customer together with the required primary service location.
- Create Customer NotePermanently add a text note to a GorillaDesk customer and optionally notify users.
Browse all 13 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 11 actions
- Get CompanyReturn the company profile selected by the connected GorillaDesk API key, including contact, address, timezone, and office-hours details.
- Get CreditsRetrieve one customer credit by ID, or list credits, optionally filtering to one customer.
- Get CustomersRetrieve one customer by ID, or search and page through customers using status, state, account number, timestamps, expansions, and sorting.
- Get DocumentsRetrieve one document by ID, or search documents by customer, job, state, status, creation time, keyword, and sorting.
- Get EstimatesRetrieve one estimate by ID, or search estimates by customer, job, state, status, signature status, date, keyword, expansions, and sorting.
- Get InvoicesRetrieve one invoice by ID, or search invoices by customer, job, state, payment/signature status, date, keyword, expansions, and sorting.
- Get JobsRetrieve one job by ID, or search jobs by customer, state, date, keyword, expansions, and sorting.
- Get PaymentsRetrieve one payment by ID, or search payments by customer, invoice, status, date, expansions, and sorting.
- Get ServicesRetrieve one GorillaDesk service by ID, or list configured services with sorting and offset pagination.
- Get UsersRetrieve one GorillaDesk user by ID, or list the company's users when no ID is supplied.
- List Phone TypesList the configured customer phone-type definitions, including IDs, names, default flags, and states.
Create & communicateCreate records or send supported messagesView 2 actions
- Create CustomerCreate a GorillaDesk customer together with the required primary service location.
- Create Customer NotePermanently add a text note to a GorillaDesk customer and optionally notify users.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect GorillaDesk
How does the agent connect to GorillaDesk?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in GorillaDesk?
The page above lists the 13 actions currently available through the GorillaDesk connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is GorillaDesk included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until GorillaDesk is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put GorillaDesk to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.