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Triggers and actions 6 triggers · 37 actions
Trigger
New ContactTriggers when a new contact is created in your Alegra account.
Trigger
New EstimateTriggers when a new quote (estimate) is created in your Alegra account.
Trigger
New InvoiceTriggers when a new sales invoice is created in your Alegra account.
Trigger
New ItemTriggers when a new product or service is created in your Alegra account.
Action
Create ContactCreates a contact (client or provider) in your Alegra account. Returns the created contact.
Action
Create Contact in ColombiaCreates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Returns the created contact.
Action
Create TaxCreates a tax in your Alegra account that can then be applied to items and invoices. Returns the created tax.
Action
Find ContactSearches the contacts in your Alegra account by name or identification. Returns the matching contacts.
Action
Find Contact in ArgentinaSearches the contacts in an Alegra account on the Argentinian version by name or CUIT. Returns the matching contacts.
Action
Find Contact in ChileSearches the contacts in an Alegra account on the Chilean version by name or RUT. Returns the matching contacts.
Action
Find Contact in ColombiaSearches the contacts in an Alegra account on the Colombian version by name or NIT. Returns the matching contacts.
Action
Find Contact in Costa RicaSearches the contacts in an Alegra account on the Costa Rican version by name or identification. Returns the matching contacts.
Action
Find Contact in MexicoSearches the contacts in an Alegra account on the Mexican version by name or RFC. Returns the matching contacts.
Action
Find Contact in PanamaSearches the contacts in an Alegra account on the Panamanian version by name or identification. Returns the matching contacts.
Action
Find Contact in PeruSearches the contacts in an Alegra account on the Peruvian version by name or RUC. Returns the matching contacts.
Action
Find InvoiceSearches the sales invoices in your Alegra account by number, client, date or status. Returns the matching invoices.
Action
Find ItemSearches the products and services in your Alegra account. Returns the matching items.
Action
Find TaxFinds a tax in your Alegra account by name. Returns the matching tax and its id.
Action
Update ContactUpdates a contact in your Alegra account. Only the values you supply are changed. Returns the updated contact.
Action
Update Contact in ColombiaUpdates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Only the values you supply are changed.
Trigger
New Participant Check-inTriggered when a participant is checked in on a One Tap list.
Trigger
New ProfileTriggered when a new person profile is created in One Tap.
Action
Add Punch PassCreates a punch pass for a profile, giving them a set number of check-ins that can be redeemed over time. Returns the new punch pass.
Action
Check in participantChecks in a participant on a One Tap list, recording the check-in time, location and method. Returns the updated participant.
Action
Check out participantChecks out a participant on a One Tap list, recording the check-out time, location and method. Returns the updated participant.
Action
Create ListCreates a new list (event) in One Tap that people can be checked in to. Returns the new list.
Action
Create ParticipantAdds a profile to a One Tap list as a participant, optionally recording a check-in or check-out at the same time. Returns the new participant.
Action
Create ProfileCreates a new person profile in One Tap, including any custom fields the account has defined. Returns the new profile.
Action
Delete ListDeletes a list (event) from One Tap. Returns the vendor's confirmation of the deletion.
Action
Delete PassDeletes a pass from One Tap so it can no longer be used to check in. Returns the vendor's confirmation of the deletion.
Action
Delete ProfileDeletes a person's profile from One Tap. Returns the vendor's confirmation of the deletion.
Action
Get ListReturns a single One Tap list (event) with its schedule, check-in settings and survey data.
Action
Get ListsReturns the lists (events) in the One Tap account, with optional filtering by name, date range, type or parent list.
Action
Get Participants on ListReturns the participants on a One Tap list, with their check-in and check-out details.
Action
Get PassesReturns the passes in the One Tap account, optionally limited to one profile, participant or pass type.
Action
Get ProfileReturns a single person's profile from One Tap, including the account's custom fields.
Action
Get Profile PassesReturns the passes belonging to one person's profile in One Tap.
Action
Get ProfilesReturns the people profiles in the One Tap account, with optional search, favorite filtering and sorting.
Action
Redeem Punch PassRedeems one punch on a punch pass by linking it to a check-in. Returns the updated punch pass.
Action
Remove ParticipantRemoves a participant from a One Tap list. Returns the vendor's confirmation of the removal.
Action
Update ListUpdates a One Tap list (event) — its name, dates, description and check-in settings. Only the values supplied are changed. Returns the updated list.
Action
Update ParticipantUpdates a participant's check-in and check-out details on a One Tap list. Only the values supplied are changed. Returns the updated participant.
Action
Update ProfileUpdates a person's profile in One Tap, including the account's custom fields. Only the values supplied are changed. Returns the updated profile.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.