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CrispHive + NodeHub

Manage CrispHive field-service customers, job requests, scheduling previews and commits, technicians, skills, service areas and vehicles.

Explore 64 workflow actions for CrispHive, including account permissions and operation limits.

30 read actions34 write actions
WORKFLOW ACTIONS

What you can configure.

Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.

Book and confirm job request

Write

Creates the job, quotes it (job_duration_minutes, or the job type's default_duration_minutes) and confirms it at scheduled_at on the customer's behalf - the dashboard's "book for a caller" in a single request, built for voice agents and automation platforms that cannot run create to quote to slots to confirm.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Commit absence resolve

Write

Applies the plan returned by /absence/preview, ATOMICALLY: every assignment in one transaction (all or nothing), each job re-staffed onto its alternate at its unchanged window, its "needs attention" flag cleared, its status_version bumped.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Commit emergency reschedule

Write

Applies the cascade previewed by /emergency/preview: assigns the emergency job to the technician and pushes the displaced jobs back (or, with displacement_mode=reassign, re-staffs them onto their previewed alternates first), atomically.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Commit job request move

Write

Applies the move previewed by /move/preview: places the job on the technician at the new time and pushes the displaced jobs back, atomically (per-tech advisory lock; the server recomputes the plan and fences each job on its status_version - drift since the preview returns 409 SCHEDULE_MOVE_PLAN_DRIFTED, re-preview).

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Confirm job request

Write

Fires the customer-actor confirm_booking action from the BUSINESS surface (audited as business_on_behalf).

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create customer

Write

Creates a customer record - the client/account profile a job request (work order) is booked against; use it to import or sync customers from your own CRM, website lead form or intake flow.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create job request

Write

Books a field-operations job - the work order that enters the dispatch & scheduling pipeline.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create job type

Write

Creates a kind of work customers can book, such as "Annual boiler service" or "Drain unblocking".

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create service area

Write

Creates a service area: a named region used as a HARD filter when deciding who can take a job.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create skill

Write

Creates a skill under the given category.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create skill category

Write

Creates a skill category for the current business.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create technician

Write

Creates a technician membership under the current business.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create technician time off

Write

Records a time-off block for a technician.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create vehicle

Write

Registers a van, truck or car in the business's own fleet.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete customer

Write

Soft-deletes a customer record, removing it from the active customer directory; existing bookings keep their customer snapshot.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete job type

Write

Soft-deletes the entry: it disappears from the catalog and can no longer be selected for new bookings.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete service area

Write

Soft-deletes the service area: it disappears from listServiceAreas and stops counting for coverage immediately.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete skill

Write

Permanently deletes a skill.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete skill category

Write

Permanently deletes a skill category.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete technician

Write

Closes the technician's membership: the profile is set to deactive and soft-deleted, and their access to this business ends on their next request.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Delete vehicle

Write

Soft-deletes the vehicle and, in the same transaction, removes it from every technician's vehicle list.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Get customer

Read

Returns the full customer record: profile, contact details, tier and lifetime spending summary - a 360° client view for support, upsell or CRM enrichment.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

Get job request

Read

Returns the full work order: current workflow status, quoted duration, confirmed schedule, customer contact snapshot and the assigned technician / crew - everything a dispatcher or an external field-operations system needs to track one job.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

Get job request timeline

Read

Per-status progress of a job's lifecycle (e.g.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

Get job type

Read

Returns one entry of the business's service catalog (job/work-order type) with its localized display name - e.g.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

Get service area

Read

Returns one service area - a geographic coverage zone (service territory) the business operates in, with its name and geometry metadata.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

Get technician

Read

Returns one technician's full profile: contact info, employment status, assignment tier, skills/qualifications, buddy (crew) relations and assigned vehicles - the dispatch-ready view of a field worker.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

Get technician schedule

Read

The technician's ACTUAL occupancy over a date range: every job session on their lane (solo/lead and crew) plus approved time-off blocks.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

Get vehicle

Read

Returns one fleet vehicle (service van/truck): identity, plate, operational status (idle, on job, maintenance) and which technicians use it - the fleet-management view of a single asset.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

List assignable groups

Read

Returns the role groups the CURRENT caller is allowed to hand out when creating or re-roling a team member, filtered server-side by the role-assignment ceiling (system groups: at or below the caller's own rank, inclusive; custom groups: only those whose permissions are a subset of the caller's).

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

List crew candidates

Read

RE-STAFFING candidates for a CONFIRMED, SCHEDULED job (not yet completed/archived) - any earlier or later stage returns 409 JOB_REQUEST_INVALID_TRANSITION.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

List customers

Read

Returns a paginated, searchable directory of the business's customer records - the customer database (CRM) behind every booking and work order.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

List emergency candidates

Read

Returns the technicians who could take the emergency job at the requested start, ranked FASTEST-ARRIVAL first (arrival beats route efficiency for a P0).

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

List job request booking windows

Read

Real-time appointment availability from the scheduling engine: returns the bookable date + time-period windows given technician capacity, working hours and service-territory coverage.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

List job request changes

Read

Keep an external system (your CRM, ERP or field-operations tool) in sync with bookings WITHOUT re-listing everything: returns the job requests (work orders) whose state changed (created, status transition, reschedule, soft-delete/archive) at or after the since cursor, ordered oldest-change-first (updated_at ASC).

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

List job requests

Read

Paginated list of the business's bookings (work orders) with dispatch-oriented filters: workflow status, customer, assigned technician, scheduled date range and free-text search over code/description.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

List job types

Read

Returns the business's service catalog - the job/work-order types it offers (e.g.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

List matching slots

Read

Bookable arrival-window slots for a quoted job, computed by the smart-assignment matching engine: each slot lists the technicians actually available to start then (skills, weekly availability, existing schedule, time off and travel all checked), with a per-technician match score.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

List nearby technicians

Read

Ranks who could serve a hypothetical visit at (lat,lng) starting at for duration_minutes - the engine applies the REAL hard filters (weekly hours, existing schedule, approved time-off, geographic service areas, optional skill floor) and returns candidates nearest-arrival first.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

List service areas

Read

Returns the business's geographic coverage: paginated service areas (service territories / coverage zones) used for routing jobs to the right teams.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

List skill categories

Read

Returns paginated skill categories - how the business groups technician qualifications by trade or specialty (e.g.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

List skills

Read

Returns the flat list of all active technician skills / qualifications for the current business - the vocabulary the dispatch engine uses for skill-based matching when assigning technicians and crews.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

List skills by category

Read

Returns paginated skills (technician qualifications/certifications) belonging to the given trade/specialty category, ordered alphabetically.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

List technician skills

Read

Returns paginated skills assigned to the technician.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

List technician time off

Read

Returns the technician's time-off records (pending, approved, rejected, cancelled), paginated, optionally bounded by start_date/end_date (YYYY-MM-DD, inclusive overlap) and status.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

List technicians

Read

Returns the field workforce roster: paginated technicians (field workers / engineers) with status, assignment tier (lead, buddy, float), skills and crew relations - the people the dispatch engine schedules onto jobs.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

List vehicles

Read

Returns the business's fleet: paginated service vehicles (vans/trucks) with operational status (idle, on job, maintenance) - the fleet inventory behind crew carpooling and job mobilization.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

List webhook event types

Read

Returns the catalog of event types you can subscribe a webhook to (resource.action, e.g.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

Preview absence resolve

Read

Solves (WITHOUT writing) the re-staffing of every job on a technician's board for a date range: each job is handed to an ALTERNATE lead technician at its UNCHANGED window - the customer's appointment never moves, two overlapping jobs never land on the same alternate, and the absent technician is never a candidate.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

Preview emergency reschedule

Read

Computes (WITHOUT writing) the cascade of inserting an emergency job onto a technician at a chosen time: where the emergency lands + every job pushed back, grouped per business-local day.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

Preview job request move

Read

Computes (WITHOUT writing) the outcome of moving a confirmed job to a new time and/or technician: where it lands, every later job pushed back per mode, and the warnings the coordinator would accept (displaced jobs leaving their confirmed windows, overtime).

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

Quote job request

Write

Sends the quote: sets quoted_at + duration cols, advances pending_action to confirm_booking.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Replace technician buddies

Write

Overwrites the technician's buddy list with the provided set of technician IDs.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Replace technician leads

Write

Sets the full set of leads this buddy belongs to (many-to-many favorites).

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Replace technician service areas

Write

Overwrites the technician's service-area assignments with the provided set of service area IDs.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Replace technician skills

Write

Sets the technician's full skill set in one call (replace semantics): skills not in the list are removed, new ones added.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Replace technician vehicles

Write

Overwrites the technician's vehicle list with the provided set of vehicle IDs (the vehicles this technician uses).

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update customer

Write

PARTIAL update - send only the fields you are changing; anything you OMIT is left exactly as stored (two-way CRM sync friendly: push one field from your system of record without re-sending the record).

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update job priority

Write

Sets the P0-P3 priority on a non-archived, non-completed job (Owner / Administrator / Booking Coordinator).

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update job type

Write

Edits a catalog entry in place.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update service area

Write

Edits a service area in place, keeping its id and every technician already assigned to it.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update skill

Write

Updates a skill's name, description, and/or active status.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update technician

Write

Updates mutable technician profile fields.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

Update vehicle

Write

Edits an existing fleet record in place; the vehicle id and the technicians who use it are untouched.

Permissions and limits

Account permissions

  • A CrispHive secret API key with the permission each call needs

A repeated request may repeat the external action. Review the previous result before retrying a write.

SETUP

Start with a controlled test.

01Connect the intended account

Use the account and permissions required for your process. Review the connection check before configuring a workflow action.

02Review inputs and access

Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.

03Confirm the result

Inspect step outputs and confirm the result in CrispHive. A saved workflow is not a completed provider action.

Follow the workflow quickstart
EXPLORE YOUR STACK

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