Connect Balabook and SmartMatchApp

Both apps 56Balabook 28SmartMatchApp 28

• 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 Client

  Triggers when a new client is created.

• Trigger
  New Client Note

  Triggers when a note is added to a client.

• Trigger
  New Task

  Triggers when a new task is created.

• Action
  Create Client

  Creates a new client in your SmartMatchApp agency and returns its ID.

• Action
  Create Client Match

  Creates a match between a client and another client and returns the match ID.

• Action
  Create Client Note

  Adds a note to a client and returns the note ID.

• Action
  Create Email Draft

  Creates an email draft and returns its ID.

• Action
  Create Task

  Creates a task and returns its ID.

• Action
  Create Task Note

  Adds a note to a task and returns the note ID.

• Action
  Delete Client

  Deletes a client.

• Action
  Delete Client Match

  Deletes a client match.

• Action
  Delete Client Note

  Deletes a client note.

• Action
  Delete Email Draft

  Deletes an email draft.

• Action
  Delete Task

  Deletes a task.

• Action
  Find a Client

  Returns clients, newest first, with paging.

• Action
  Get Client

  Returns a client's type, status, created date and assigned users.

• Action
  Get Client Note

  Returns one note on a client.

• Action
  Get Email Draft

  Returns an email draft.

• Action
  Get Task

  Returns a task with its board, status and folder.

• Action
  List Client Matches

  Returns a client's matches.

• Action
  List Client Notes

  Returns a client's notes.

• Action
  List Email Drafts

  Returns email drafts.

• Action
  List Tasks

  Returns tasks, optionally filtered by board, status or assignee.

• Action
  Update Client

  Updates a client's type, status flags or assigned users.

• Action
  Update Client Match

  Updates a client match's group, priorities, due dates or statuses.

• Action
  Update Client Note

  Updates a client note's content or date.

• Action
  Update Email Draft

  Updates an email draft's subject, message or campaign.

• Action
  Update Task

  Updates a task.

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