Connect Apaleo to RAYNET CRM

Both apps 223Apaleo 71RAYNET CRM 152

• Trigger
  New Booking

  Triggers when a new booking is created in Apaleo, returning the booker details and its reservations.

• Trigger
  New Company

  Triggers when a new company is created in Apaleo.

• Trigger
  New Folio

  Triggers when a new folio is created in Apaleo, newest first.

• Trigger
  New Reservation

  Triggers when a new reservation is created in Apaleo, optionally limited to certain properties, statuses or channels.

• Trigger
  Reservation Updated

  Triggers when a reservation is created or changed, including status changes such as check-in, check-out or cancellation.

• Action
  Add Allowance to Folio

  Posts an allowance (a discount or credit) to a folio in Apaleo.

• Action
  Add Charge to Folio

  Adds a charge for a good or service to a folio and posts it immediately. Returns the new charge id and any fee charge ids.

• Action
  Add Reservations to Booking

  Creates one or more new reservations and adds them to an existing booking. Returns the ids of the reservations that were created.

• Action
  Amend Reservation Stay

  Changes the stay details of a reservation: arrival, departure, number of guests and the rate plan for each night.

• Action
  Assign Unit to Reservation

  Assigns a specific unit (room) to a confirmed or in-house reservation, optionally for part of the stay and optionally locking it.

• Action
  Book Service for Reservation

  Books a service (such as breakfast or spa) onto an existing reservation, for the whole stay or for specific dates.

• Action
  Cancel Block

  Cancels a block that is Definite or Tentative, changing its status to Canceled.

• Action
  Cancel Invoice

  Cancels an invoice in Apaleo, creating a cancellation invoice and reopening the folio where applicable.

• Action
  Cancel Reservation

  Cancels a confirmed reservation whose arrival is still in the future, setting its status to Canceled.

• Action
  Change Unit Condition

  Changes the housekeeping condition (Clean, Clean to be inspected, Dirty) of a unit in apaleo.

• Action
  Check In Reservation

  Checks in a confirmed reservation that has a unit assigned, moving it to In House.

• Action
  Check Out Reservation

  Checks out an in-house reservation, setting its status to Checked Out and posting all open folio charges.

• Action
  Close Folio

  Closes a folio so no further charges or payments can be added. Only possible when the folio balance is 0; this cannot be undone.

• Action
  Confirm Block

  Confirms a tentative block, changing its status to Definite.

• Action
  Create Block

  Creates a block of inventory for a group booking at a given rate plan and date range, and returns the new block's id.

• Action
  Create Booking

  Creates a booking in Apaleo containing one or more reservations for a booker. Returns the new booking id and the ids of its reservations.

• Action
  Create Company

  Creates a company (corporate account) for a property in Apaleo, with its address, tax details and bookable rate plans.

• Action
  Create Folio

  Creates an additional guest folio for a reservation, or a new external folio for a property, with the given debitor.

• Action
  Create Group

  Creates a group booking in Apaleo for one or more properties, with the booker's details. Returns the new group's id.

• Action
  Create Invoice

  Creates an invoice for one folio. The folio's debitor must have a name, city, postal code and country.

• Action
  Create Maintenance

  Creates a maintenance window (out of service, out of order or out of inventory) for a unit.

• Action
  Create Payment

  Records a custom payment (cash, cheque, voucher or externally processed) on an Apaleo folio.

• Action
  Create Payment Link

  Creates a link to a payment form where a guest can pay an amount toward a folio. Returns the id of the pending payment.

• Action
  Create Refund

  Creates a refund on an Apaleo folio for the given amount and payment method. The refund is processed asynchronously.

• Action
  Create Unit

  Creates a new unit (room) in an Apaleo property.

• Action
  Delete Block

  Deletes a block, as long as no reservations have been picked up from it.

• Action
  Delete Company

  Deletes a company and removes it from any rate plans that have not used it yet.

• Action
  Delete Folio

  Deletes an empty, non-main folio. This cannot be undone.

• Action
  Delete Group

  Deletes a group booking in Apaleo. Only possible while no blocks are linked to the group.

• Action
  Delete Maintenance

  Deletes a maintenance window from a unit. Maintenances that started yesterday or earlier cannot be deleted.

• Action
  Get Block

  Returns a specific Apaleo block (inventory held for a group booking) by its ID.

• Action
  Get Booking

  Returns a booking with its booker details, reservations and property totals.

• Action
  Get Company

  Returns a company (corporate account) by its ID, including its address, tax details and bookable rate plans.

• Action
  Get Folio

  Returns one folio by ID, including its charges, allowances, payments, balance and debitor details.

• Action
  Get Group

  Returns a specific group booking, optionally including its blocks and available actions.

• Action
  Get Invoice

  Returns an invoice's details, including recipient, line items, payments, tax details and totals.

• Action
  Get Invoice PDF

  Downloads the PDF file of an existing invoice.

• Action
  Get Maintenance

  Returns a scheduled unit maintenance (out of service, out of order or out of inventory) by its ID, including its unit and time window.

• Action
  Get Payment

  Returns a single payment on a folio, including its amount, method, status and dates.

• Action
  Get Property

  Returns a property (hotel) by its id, including its name, address, company details, time zone and currency.

• Action
  Get Rate Plan

  Returns a single rate plan by its ID, including its pricing, policies, restrictions and channels.

• Action
  Get Reservation

  Returns a single reservation, including its guest, stay dates, rate plan, unit and amounts.

• Action
  Get Service

  Returns a specific service (such as breakfast) with its price, availability and accounting settings.

• Action
  Get Stay Offers

  Returns the available room offers (unit groups with rate plans and prices) for a property, arrival and departure date and number of guests.

• Action
  Get Unit

  Returns a single unit (room or space) with its property, unit group, status, and attributes.

• Action
  Get Unit Group

  Returns a unit group (room type) with its property, names, descriptions, capacity and unit count.

• Action
  List Bookings

  Returns the bookings in your Apaleo account, optionally filtered by reservation, group, channel, external code or booker details.

• Action
  List Folios

  Returns the folios in your Apaleo account, optionally filtered by property, reservation, booking, company, status, type, dates or balance.

• Action
  List Payments

  Returns the payments recorded on a folio, newest first, optionally filtered by payment status.

• Action
  List Properties

  Returns the list of properties (hotels) in the Apaleo account, optionally filtered by status or country.

• Action
  List Rate Plans

  Returns the rate plans in your Apaleo account, optionally filtered by property, codes, channels, unit groups and other criteria.

• Action
  List Rates

  Returns the prices and restrictions of a rate plan for each time slice in a date range.

• Action
  List Reservations

  Returns the reservations in your Apaleo account, optionally filtered by booking, property, status, dates, guest text and more.

• Action
  List Services

  Returns the services (extras such as breakfast or parking) set up for your properties, optionally filtered by property, name, channel or type.

• Action
  List Unit Groups

  Returns the unit groups (room types, meeting rooms, parking and similar) defined in Apaleo, optionally for one property.

• Action
  List Units

  Returns the units (rooms) of your Apaleo account, optionally filtered by property, unit group, condition, occupancy or name.

• Action
  Mark Invoice Paid

  Marks an Apaleo invoice as paid, recording the payment method and receipt reference.

• Action
  Reopen Folio

  Reopens a closed folio so charges and payments can be posted again. Only works when no invoice has been created for the folio.

• Action
  Update Booking

  Updates a booking's comment, booker comment, booker or payment account.

• Action
  Update Company

  Updates an existing company's name, contact details, tax IDs, address, invoicing options or rate plans. Fields left blank are not changed.

• Action
  Update Folio

  Updates a folio's debitor or company in Apaleo.

• Action
  Update Group

  Updates a group booking's name, comments, properties, booker or payment account.

• Action
  Update Maintenance

  Updates the start, end or description of an existing maintenance window for a unit.

• Action
  Update Rates

  Creates or overwrites the prices and restrictions of a rate plan for the given time slices.

• Action
  Update Reservation

  Updates a reservation's comments, travel purpose, market segment, company, charge and pre-check-in flags, or applies other allowed changes such as the primary guest.

• Action
  Update Unit

  Updates a unit's name, description, condition, unit group or maximum occupancy in Apaleo. Only the fields you fill in are changed.

• Action
  Add Activity - Call

  Creates a new phone call activity in RAYNET CRM, optionally linked to a contact, account, deal, quote, order, project or lead.

• Action
  Add Activity - Email

  Creates a new email activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.

• Action
  Add Activity - Event

  Creates a new event activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.

• Action
  Add Activity - Letter

  Creates a new letter activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.

• Action
  Add Activity - Mass Email

  Creates a mass email activity in RAYNET CRM recording a campaign sent through an external mailing service.

• Action
  Add Activity - Meeting

  Creates a new meeting activity in RAYNET CRM, optionally linked to a contact, account, deal or other record.

• Action
  Add Activity - Task

  Creates a new task in RAYNET CRM, optionally linked to a contact, account, deal, quote, sales order, project or lead.

• Action
  Add Address to Contact - Account

  Adds a new (non-primary) address with contact details to an existing account in RAYNET CRM.

• Action
  Add Attachment

  Adds an attachment to a RAYNET CRM record: a web link, a previously uploaded file, or a Documents library folder.

• Action
  Add Business - Deal

  Creates a new deal in RAYNET CRM for an account and returns the new deal's ID.

• Action
  Add Business - Price List

  Creates a new price list in RAYNET CRM and returns its id.

• Action
  Add Business - Product

  Creates a new product in the RAYNET CRM product catalog.

• Action
  Add Business - Project

  Creates a new project for an account in RAYNET CRM and returns its ID.

• Action
  Add Business - Quote

  Creates a new quote (offer) for an account and deal in RAYNET CRM.

• Action
  Add Business - Sales Order

  Creates a new sales order in RAYNET CRM for an account and deal, and returns the new sales order's ID.

• Action
  Add Contact - Account

  Creates a new account (company or individual) in RAYNET CRM, optionally with addresses, tags and custom field values.

• Action
  Add Contact - Contact

  Creates a new contact (person) in RAYNET CRM and returns its ID.

• Action
  Add Contact - Lead

  Creates a new lead in RAYNET CRM, optionally emailing a notification about it to chosen addresses.

• Action
  Add DMS - Document

  Creates a new document in a RAYNET CRM Documents folder, either from a previously uploaded file or as a link.

• Action
  Add DMS - Folder

  Creates a new folder in RAYNET Documents, optionally inside a parent folder.

• Action
  Add Invoice

  Creates a new invoice in RAYNET CRM for an account, with optional line items and payments.

• Action
  Add Item to Business - Deal

  Adds a line item to a deal, either linked to an existing product or as an uncategorized item with its own name and price.

• Action
  Add Item to Business - Quote

  Adds a line item to a quote (offer), either linked to an existing product or as an uncategorized item.

• Action
  Add Item to Business - Sales Order

  Adds an item (a linked product or a free-text line) to an existing sales order in RAYNET CRM.

• Action
  Add Participant to Business - Deal

  Adds an account or a contact as a participant on a deal.

• Action
  Add Participant to Business - Project

  Adds an account or contact as a participant on a RAYNET project.

• Action
  Add Tag to Contact - Account

  Adds one or more tags to an account in RAYNET CRM.

• Action
  Add Tag to Contact - Contact

  Adds one or more tags to a contact in RAYNET CRM.

• Action
  Delete Activity - Call

  Deletes a call activity from RAYNET CRM.

• Action
  Delete Activity - Email

  Deletes an email activity from RAYNET CRM.

• Action
  Delete Activity - Letter

  Deletes a letter activity from RAYNET CRM.

• Action
  Delete Activity - Mass Email

  Deletes a mass email activity from RAYNET CRM.

• Action
  Delete Activity - Meeting

  Deletes a meeting activity from RAYNET CRM.

• Action
  Delete Activity - Task

  Deletes a task activity from RAYNET CRM.

• Action
  Delete Address From Contact - Account

  Deletes an address from an account. The account's primary address cannot be deleted.

• Action
  Delete Business - Deal

  Deletes a deal from RAYNET CRM.

• Action
  Delete Business - Price List

  Deletes a price list from RAYNET CRM.

• Action
  Delete Business - Product

  Deletes a product from the RAYNET CRM product catalog.

• Action
  Delete Business - Project

  Deletes a project from RAYNET CRM.

• Action
  Delete Business - Quote

  Deletes a quote (offer) from RAYNET CRM.

• Action
  Delete Business - Sales Order

  Deletes a sales order in RAYNET CRM.

• Action
  Delete Contact - Account

  Deletes an account (company) from RAYNET CRM.

• Action
  Delete Contact - Contact

  Deletes a contact (person) from RAYNET CRM.

• Action
  Delete Contact - Lead

  Deletes a lead from RAYNET CRM.

• Action
  Delete DMS - Document

  Deletes a document from the RAYNET CRM document management system.

• Action
  Delete Invoice

  Deletes an invoice from RAYNET CRM.

• Action
  Delete Item of Business - Deal

  Deletes a product line item from a deal.

• Action
  Delete Item of Business - Quote

  Deletes an item (product line) from a quote in RAYNET CRM.

• Action
  Delete Item of Business - Sales Order

  Deletes an item (product line) from a sales order in RAYNET CRM.

• Action
  Delete Participant From Business - Deal

  Removes a participant from a deal in RAYNET CRM.

• Action
  Delete Participant From Business - Project

  Removes a participant from a project in RAYNET CRM.

• Action
  Delete Tag From Contact - Account

  Removes one or more tags from an account in RAYNET CRM.

• Action
  Delete Tag From Contact - Contact

  Removes one or more tags from a contact in RAYNET CRM.

• Action
  Detail of Activity - Call

  Returns the full details of a call activity in RAYNET CRM, including its participants and custom fields.

• Action
  Detail of Activity - Email

  Returns the details of an email activity in RAYNET CRM, including its custom fields.

• Action
  Detail of Activity - Event

  Returns the full details of an event activity, including its participants and custom fields.

• Action
  Detail of Activity - Letter

  Returns the details of a letter activity in RAYNET CRM, including its custom fields.

• Action
  Detail of Activity - Mass Email

  Returns the details of a mass email campaign in RAYNET CRM, including its delivery statistics.

• Action
  Detail of Activity - Meeting

  Returns the details of a meeting activity in RAYNET CRM, including its custom fields.

• Action
  Detail of Activity - Task

  Returns the full details of a task activity in RAYNET CRM, including its custom fields.

• Action
  Detail of Business - Deal

  Returns the full details of a deal, including its items and custom fields.

• Action
  Detail of Business - Price List

  Returns the details of a price list, including its items and product prices.

• Action
  Detail of Business - Product

  Returns the full details of a product in RAYNET CRM, including its price, category, product line and custom fields.

• Action
  Detail of Business - Project

  Returns the full details of a RAYNET project, including its custom fields.

• Action
  Detail of Business - Quote

  Returns the full details of a quote (offer), including its items and custom fields.

• Action
  Detail of Business - Sales Order

  Returns the full details of a sales order, including its items, addresses, tags and custom fields.

• Action
  Detail of Contacts - Account

  Returns the full details of a RAYNET CRM account, including its addresses, tags and custom fields.

• Action
  Detail of Contacts - Contact

  Returns the full details of a RAYNET CRM contact (person), including its account relationships and custom fields.

• Action
  Detail of Contacts - Lead

  Returns the full details of a lead, including its custom fields.

• Action
  Detail of DMS - Document

  Returns the details of a DMS document, including its folder, category, status, validity dates and attachments.

• Action
  Detail of Invoice

  Returns the full details of an invoice, including its items, payments and custom fields.

• Action
  Invalidate Business - Deal

  Marks a deal in RAYNET CRM as invalid.

• Action
  Invalidate Business - Product

  Marks a product in RAYNET CRM as invalid so it no longer appears as an active product.

• Action
  Invalidate Business - Project

  Marks a project as invalid in RAYNET CRM.

• Action
  Invalidate Business - Quote

  Marks a quote (offer) in RAYNET CRM as invalid.

• Action
  Invalidate Business - Sales Order

  Marks an existing sales order as invalid in RAYNET CRM.

• Action
  Invalidate Contact - Account

  Marks a RAYNET CRM account as invalid.

• Action
  Invalidate Contact - Contact

  Marks a contact as invalid in RAYNET CRM.

• Action
  Invalidate DMS - Document

  Marks a document in the RAYNET CRM document store as invalid.

• Action
  List of Activities - Events

  Returns the events in RAYNET CRM, optionally filtered by subject, dates, status, owner, related account, lead, deal or tags.

• Action
  List of Activities - Letters

  Returns letters recorded in RAYNET CRM, optionally filtered by subject, status, dates, owner, related account, lead, deal or tags.

• Action
  List of Activities - Mass Email

  Returns the mass emails in RAYNET CRM, optionally filtered by name, tags, campaign, source, dates or recipient.

• Action
  List of Activities - Meetings

  Returns the meetings in RAYNET CRM that match the filters you set, with their full details including custom fields.

• Action
  List of Activities - Tasks

  Returns the tasks in RAYNET CRM that match your filters, with their details and custom fields.

• Action
  List of Business - Deals

  Returns the deals in your RAYNET CRM, optionally filtered by name, code, account, owner, stage, status, dates and more.

• Action
  List of Business - Price Lists

  Returns the price lists in RAYNET CRM, optionally filtered by code, currency, validity dates or full-text search.

• Action
  List of Contacts - Accounts

  Returns the accounts (companies and individuals) in RAYNET CRM that match the filters you set, up to 1000 at a time.

• Action
  List of Contacts - Contacts

  Returns the contacts (people) in RAYNET CRM that match your filters, with all their details including custom fields.

• Action
  List of DMS - Folders and Files

  Returns the folders, files and links in the RAYNET document storage, filtered by folder path, name or ID.

• Action
  List of Participants of Business - Deal

  Returns the participants (accounts and contacts) attached to a deal, with their participation category and note.

• Action
  List of Participants of Business - Project

  Returns the participants (accounts and contacts) of a project, with their category and note.

• Action
  Lock Activity - Call

  Locks a call activity in RAYNET CRM so it can no longer be edited.

• Action
  Lock Activity - Email

  Locks an email activity in RAYNET CRM so it can no longer be edited.

• Action
  Lock Activity - Event

  Locks a RAYNET CRM event so it can no longer be edited.

• Action
  Lock Activity - Letter

  Locks a letter activity in RAYNET CRM so it can no longer be edited.

• Action
  Lock Activity - Meeting

  Locks a meeting in RAYNET CRM so it can no longer be edited.

• Action
  Lock Activity - Task

  Locks a task in RAYNET CRM so it can no longer be edited.

• Action
  Lock Business - Deal

  Locks a deal in RAYNET CRM so it can no longer be edited.

• Action
  Lock Business - Price List

  Locks a price list in RAYNET CRM so it can no longer be edited.

• Action
  Lock Business - Project

  Locks a RAYNET CRM project so its record can no longer be edited.

• Action
  Lock Business - Quote

  Locks a quote in RAYNET CRM so it can no longer be edited.

• Action
  Lock Contact - Account

  Locks an account in RAYNET CRM so its record cannot be edited.

• Action
  Lock Contact - Contact

  Locks a contact record in RAYNET CRM so it cannot be edited.

• Action
  Lock Contact - Lead

  Locks a lead in RAYNET CRM so it cannot be edited.

• Action
  Lock Contact - Sales Order

  Locks a sales order in RAYNET CRM so it can no longer be edited.

• Action
  Lock DMS - Document

  Locks a DMS document in RAYNET CRM so it cannot be edited.

• Action
  Lock Invoice

  Locks an invoice in RAYNET CRM so it can no longer be edited.

• Action
  Modifying Activity - Call

  Updates an existing call activity in RAYNET CRM — its subject, status, schedule, outcome, related records, tags and participants.

• Action
  Modifying Activity - Email

  Updates an existing email activity in RAYNET CRM, such as its subject, status, content, related records or participants.

• Action
  Modifying Activity - Event

  Updates an existing event activity in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Activity - Letter

  Updates an existing letter activity in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Activity - Mass Email

  Updates an existing mass email activity in RAYNET CRM, such as its name, campaign details, tags or statistics.

• Action
  Modifying Activity - Meeting

  Updates an existing meeting in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Activity - Task

  Updates an existing task in RAYNET CRM, changing only the details you fill in.

• Action
  Modifying Business - Deal

  Updates an existing deal in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Business - Price List

  Updates an existing price list's name, code, currency, category, owner, validity dates or note. Fields left blank are not changed.

• Action
  Modifying Business - Product

  Modifies an existing product's code, name, pricing, category, tags and custom fields.

• Action
  Modifying Business - Project

  Updates an existing project in RAYNET CRM, changing only the details you fill in.

• Action
  Modifying Business - Quote

  Updates an existing quote (offer) in RAYNET CRM — its subject, account, deal, dates, amounts, status, items and custom fields.

• Action
  Modifying Business - Sales Order

  Updates an existing sales order in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Contacts - Account

  Updates an existing account in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Contacts - Contact

  Updates an existing contact person in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying Contacts - Lead

  Updates an existing lead in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modifying DMS - Document

  Updates an existing document in the RAYNET CRM document management system (DMS), such as its file, link, status, category, validity dates or folder.

• Action
  Modifying Invoice

  Updates an existing invoice in RAYNET CRM. Only the fields you fill in are changed.

• Action
  Modify Item of Business - Deal

  Updates an item (product line) on a RAYNET CRM deal, such as its name, price, quantity, discount or tax.

• Action
  Modify Item of Business - Quote

  Updates an item (product line) on an existing quote (offer) in RAYNET CRM.

• Action
  Modify Item of Business - Sales Order

  Modifies an existing item (product line) on a sales order, such as its name, price, quantity, discount or note.

• Action
  Renew Validity of Business - Deal

  Renews the validity of an invalidated deal in RAYNET CRM, making it valid again.

• Action
  Renew Validity of Business - Product

  Renews the validity of a product that was previously marked invalid, making it usable again.

• Action
  Renew Validity of Business - Project

  Renews the validity of a previously invalidated project in RAYNET CRM.

• Action
  Renew Validity of Business - Quote

  Renews the validity of a previously invalidated quote (offer) in RAYNET CRM.

• Action
  Renew Validity of Business - Sales Order

  Renews the validity of a previously invalidated sales order in RAYNET CRM.

• Action
  Renew Validity of Contact - Account

  Renews the validity of an invalidated account in RAYNET CRM.

• Action
  Renew Validity of Contact - Contact

  Renews the validity of a previously invalidated contact in RAYNET CRM.

• Action
  Renew Validity of DMS - Document

  Renews the validity of a previously invalidated document in the RAYNET CRM document management system.

• Action
  Unlock Activity - Call

  Unlocks a locked call activity in RAYNET CRM so it can be edited again.

• Action
  Unlock Activity - Email

  Unlocks an email activity in RAYNET CRM so it can be edited again.

• Action
  Unlock Activity - Event

  Unlocks a locked event activity in RAYNET CRM so it can be edited again.

• Action
  Unlock Activity - Letter

  Unlocks a locked letter activity so it can be edited again.

• Action
  Unlock Activity - Meeting

  Unlocks a RAYNET meeting activity so it can be edited again.

• Action
  Unlock Activity - Task

  Unlocks a locked task in RAYNET CRM so it can be edited again.

• Action
  Unlock Business - Deal

  Unlocks a locked deal so it can be edited again.

• Action
  Unlock Business - Price List

  Unlocks a price list in RAYNET CRM so it can be edited again.

• Action
  Unlock Business - Project

  Unlocks a locked project in RAYNET CRM so it can be edited again.

• Action
  Unlock Business - Quote

  Unlocks a locked quote (offer) in RAYNET CRM so it can be edited again.

• Action
  Unlock Contact - Account

  Unlocks an account record in RAYNET CRM so it can be edited again.

• Action
  Unlock Contact - Contact

  Unlocks a locked contact in RAYNET CRM so it can be edited again.

• Action
  Unlock Contact - Lead

  Unlocks a locked lead in RAYNET CRM so it can be edited again.

• Action
  Unlock Contact - Sales Order

  Unlocks a sales order in RAYNET CRM so it can be edited again.

• Action
  Unlock DMS - Document

  Unlocks a DMS document in RAYNET CRM so it can be edited again.

• Action
  Unlock Invoice

  Unlocks an invoice in RAYNET CRM so it can be edited again.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.