Connect Balabook and Pendo

Both apps 44Balabook 28Pendo 16

• 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
  Account in Report

  Triggers when a new account appears in the results of a chosen Pendo account report.

• Trigger
  Visitor in Report

  Triggers when a new visitor appears in the results of a selected Pendo visitor report.

• Action
  Add Visitor to Segment

  Adds a single visitor to a Pendo segment. Only segments created through the Pendo API can be changed this way.

• Action
  Change Guide State

  Changes a Pendo guide's state to public, staged, disabled or draft.

• Action
  Create Feedback

  Creates a new feedback request in Pendo Listen for an account, with title, importance and the apps it applies to.

• Action
  Get Account

  Returns a Pendo account by its account ID, including its agent, custom and automatic metadata.

• Action
  Get Survey Responses

  Returns the individual responses to a Pendo Sentiment survey over a date range, plus the survey's summary score and sentiment counts.

• Action
  Get Visitor

  Returns a Pendo visitor by its visitor ID, including linked account IDs and all agent, automatic and custom metadata.

• Action
  List Features

  Returns the features tagged in your Pendo subscription, optionally limited to specific feature IDs or one application.

• Action
  List Guides

  Returns the guides in your Pendo subscription, optionally limited to specific guides or one application.

• Action
  List Pages

  Returns the pages tagged in your Pendo subscription, optionally limited to specific page IDs or one application.

• Action
  List Reports

  Returns every public report in your Pendo subscription, including each report's id, name, type and definition.

• Action
  List Segments

  Returns all shared (Everyone) segments in your Pendo subscription, optionally only those created through the API.

• Action
  List Track Types

  Returns the track event types defined in your Pendo subscription, or a single track type by its ID.

• Action
  Remove Visitor from Segment

  Removes a single visitor from a Pendo segment. Works only on segments that were created through the API.

• Action
  Send Track Event

  Records a track event (a named action a visitor performed, with optional properties) in Pendo.

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