Connect AroFlo to Piriod

Both apps 49AroFlo 26Piriod 23

• Trigger
  List New or Updated Clients

  Triggers when a client is created or updated in AroFlo; returns the client's ID and change time.

• Trigger
  List New or Updated Invoices

  Triggers when an invoice is created or updated in AroFlo; returns the invoice's ID and change time.

• Trigger
  List New or Updated Tasks

  Triggers when a task is created or updated in AroFlo; returns the task's ID and change time.

• Trigger
  List Timesheets

  Triggers when a new timesheet entry is recorded in AroFlo.

• Action
  Add location

  Creates a new site location for an AroFlo client, with its name and address.

• Action
  Add supplier

  Creates a new supplier in AroFlo with its contact details, street address and mailing address.

• Action
  Add task labour

  Adds a labour line (time worked by a user) to an existing AroFlo task.

• Action
  Add task material

  Adds a material line (an ad-hoc item or an inventory item) to an AroFlo task's worksheet.

• Action
  Add Task Note

  Adds a note to an AroFlo task.

• Action
  Create Client

  Creates a new client in AroFlo.

• Action
  Create User

  Creates a new user in AroFlo.

• Action
  Custom Payload

  Sends a custom XML insert or update to any AroFlo zone and returns AroFlo's post results.

• Action
  Find Asset

  Finds AroFlo assets matching a field value and returns their records.

• Action
  Find Business Unit

  Finds an AroFlo business unit by name and returns its record, including its org ID.

• Action
  Find Client

  Finds AroFlo clients by company/reference name and returns the matching client records.

• Action
  Find contact

  Finds client and contractor contacts in AroFlo by email, name or ID.

• Action
  Find Invoice

  Finds AroFlo invoices matching a field value and returns their records.

• Action
  Find project

  Finds AroFlo projects by project name and returns the matching project records.

• Action
  Find quote

  Finds AroFlo quotes where a chosen quote field (ID, name, job number, status, dates) equals a value, returning the matching quotes.

• Action
  Find Schedule

  Finds AroFlo schedules matching a field value and returns their records.

• Action
  Find Task

  Finds AroFlo tasks matching a field value and returns their records.

• Action
  Find Timesheet Group

  Returns the timesheet entries for one task, user, work date or type, with their combined total hours.

• Action
  Find User

  Finds AroFlo users matching a field value and returns their records.

• Action
  Update Client

  Updates an existing AroFlo client; only the fields you supply are changed.

• Action
  Update Task Fields

  Updates the name, description, due date or order number of an AroFlo task; only supplied fields change.

• Action
  Update Task Status

  Sets the status and optional substatus of an AroFlo task.

• Action
  Add contact

  Creates a contact person in Piriod, optionally linked to a customer, who can receive invoice emails and collection reminders.

• Action
  Add coupon

  Creates a discount coupon in Piriod that can be applied to invoices or invoice lines.

• Action
  Add credit note

  Creates a draft credit note that adjusts an existing invoice.

• Action
  Add customer

  Creates a customer in Piriod with their name, address, country and billing preferences.

• Action
  Add invoice

  Creates a draft invoice for a customer with the given lines. Totals are computed by Piriod; finalize it separately to issue it.

• Action
  Add payment

  Creates a payment in Piriod, optionally applied to an invoice, customer or subscription.

• Action
  Add product

  Creates a product in Piriod, which plans can then be priced under.

• Action
  Add subscription

  Creates a recurring subscription for a customer, billing one or more plans on a schedule.

• Action
  Add usage

  Records a usage quantity against a metered subscription line in Piriod.

• Action
  Cancel subscription

  Cancels a Piriod subscription. A subscription with no finalized invoices is deleted outright instead.

• Action
  Delete customer

  Deletes a customer, or archives it when it has invoices, subscriptions or payment history.

• Action
  Finalize invoice

  Finalizes a draft or pending invoice, submitting it to the tax agency where applicable and locking it. Returns the finalized invoice.

• Action
  Get coupon

  Returns a single coupon by its id, including its discount amount, duration and status.

• Action
  Get credit note

  Returns a single credit note, including its lines, amounts and status.

• Action
  Get customer

  Returns a single customer by its id, including address, tax details, contacts, payment sources and balance totals.

• Action
  Get invoice

  Returns a single invoice by its id, including its lines, totals, status and linked payments.

• Action
  Get subscription

  Returns a subscription by its id, including its customer, plan lines, addons, billing dates and status.

• Action
  List payments

  Returns a page of payments in your Piriod workspace, optionally filtered by customer, invoice, status, amount, currency or date.

• Action
  List products

  Returns the products in your Piriod workspace, optionally filtered by name or plan.

• Action
  List usages

  Returns usage records posted against metered subscription lines, optionally filtered by subscription line, date-time or quantity.

• Action
  Update customer

  Updates an existing Piriod customer, changing only the details you fill in.

• Action
  Update invoice

  Updates a draft invoice: change its customer, dates, collection method, lines, discounts or notes. Only draft invoices can be updated.

• Action
  Update subscription

  Updates an existing Piriod subscription, such as its customer, plans, billing dates, collection method or coupon. Only the fields you fill in are changed.

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