Connect Balabook and Gleantap

Both apps 46Balabook 28Gleantap 18

• Trigger
  New Invoices

  Triggers when a new invoice is created.

• Trigger
  New Journal Entries

  Triggers when a new journal entry is created.

• Action
  Add bill

  Create a bill.

• Action
  Add credit note

  Create a credit note.

• Action
  Add invoice payment

  Record a payment on an invoice.

• Action
  Add journal entry

  Create a journal entry.

• Action
  Create Account

  Creates a new account in your company.

• Action
  Create Estimate

  Creates a new draft estimate in your company.

• Action
  Create Expense

  Creates a new draft expense in your company.

• Action
  Create Invoice

  Creates a new draft invoice in your company.

• Action
  Create Partner

  Creates the partner for the company.

• Action
  Create Transaction

  Creates a new draft transaction in your company.

• Action
  Delete invoice

  Delete an invoice.

• Action
  Get account

  Get an account with amounts.

• Action
  Get credit note

  Returns one credit note with partner, line items, totals and status.

• Action
  Get invoice

  Get an invoice by id.

• Action
  Get partner

  Get a partner by id.

• Action
  List accounts

  List accounts.

• Action
  List bills

  List bills.

• Action
  List estimates

  List estimates.

• Action
  List invoices

  List invoices.

• Action
  List journal entries

  List journal entries.

• Action
  List transactions

  List transactions.

• Action
  Update account

  Update an account.

• Action
  Update estimate

  Update an estimate.

• Action
  Update expense

  Update an expense.

• Action
  Update invoice

  Update an invoice.

• Action
  Update partner

  Update a partner.

• Trigger
  New Contact

  Triggers when a new contact is added in Gleantap.

• Action
  Add Contact Event

  Records an event (such as a purchase or class check-in) on a Gleantap contact.

• Action
  Add Customer

  Creates a contact (lead or customer) in Gleantap, or updates the existing contact with the same email.

• Action
  Add tag

  Creates a tag in Gleantap, or returns the existing tag when one with the same name already exists.

• Action
  Delete Contact

  Deletes a Gleantap contact (a soft delete that removes it from the dashboard, segments and sends).

• Action
  Enroll contact in flow

  Enrolls a contact into a Gleantap flow, starting the flow's steps (including its messages) for that contact. Returns the new flow run.

• Action
  Find Contact by Email

  Finds the Gleantap contact with the given email address.

• Action
  Get Contact

  Returns one Gleantap contact by its ID.

• Action
  List campaigns

  Returns the campaigns in a Gleantap workroom, optionally filtered by status or channel.

• Action
  List contacts

  Returns contacts in a Gleantap workroom, optionally filtered by email, phone, tags, lifecycle stage, location, consent or creation date.

• Action
  List segments

  Returns the segments (static and dynamic contact lists) in a Gleantap workroom, optionally filtered by type, name or creation date.

• Action
  List tags

  Returns the tags in a Gleantap workroom with how many contacts carry each one.

• Action
  Opt in contact

  Records a contact's marketing consent (opt-in) for SMS or email, with optional source and timestamp evidence. Returns the updated contact.

• Action
  Opt out contact

  Records that a Gleantap contact has opted out of SMS, email, or all marketing channels, and returns the updated contact.

• Action
  Remove contact from segment

  Removes a contact from a static segment in Gleantap.

• Action
  Send email

  Sends a single transactional or marketing email to one Gleantap contact, using a template or your own subject and body.

• Action
  Send SMS

  Sends a transactional SMS to one Gleantap contact.

• Action
  Update Customer

  Updates an existing Gleantap contact. 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.