Connect Beehiiv to Mx Technologies

Both apps 86Beehiiv 51Mx Technologies 35

• Trigger
  List automations

  poll for automations; new automations surface over time (trigger).

• Trigger
  List newsletter lists

  poll newsletter lists; new lists surface over time (trigger).

• Trigger
  List polls

  poll for polls; new polls surface over time (trigger).

• Trigger
  List segment subscriber IDs

  poll subscriber IDs in a segment; new IDs surface over time (trigger).

• Trigger
  List segment subscribers

  poll subscribers in a segment; new members surface over time (trigger).

• Trigger
  List tiers

  poll subscription tiers; new tiers surface over time (trigger).

• Trigger
  New subscriber to publication

  Polls Beehiiv and emits each new subscriber to the specified publication. Lists subscriptions newest-first; dedup by subscription id.

• Trigger
  New unsubscriber to publication

  Polls Beehiiv and emits each new unsubscriber (inactive subscription) to the specified publication. Dedup by subscription id.

• Action
  Add subscription tag

  add a tag to a subscription.

• Action
  Bulk create subscription

  create multiple subscriptions in a single bulk request.

• Action
  Create custom field

  create a new custom field.

• Action
  Create newsletter list

  create a new newsletter list.

• Action
  Create segment

  create a new segment.

• Action
  Create subscription

  Creates a new subscriber on a publication. Sets email plus optional custom fields, UTM attribution, and referral source.

• Action
  Delete custom field

  delete a custom field.

• Action
  Delete newsletter list

  delete a newsletter list.

• Action
  Delete segment

  delete a segment.

• Action
  Delete subscription

  Remove a subscriber from a publication.

• Action
  Get aggregate stats

  get aggregate statistics across posts.

• Action
  Get author

  get details for a specific author.

• Action
  Get custom field

  get details for a specific custom field.

• Action
  Get newsletter list

  get details for a specific newsletter list.

• Action
  Get newsletter list subscription

  get details for a newsletter list subscription.

• Action
  Get post

  Retrieve a single post by ID. Returns content, stats, and publish status.

• Action
  Get post templates

  get available post templates for a publication.

• Action
  Get publication

  get details for a specific publication.

• Action
  Get publication engagements

  get aggregate engagement stats for a publication.

• Action
  Get publications by subscription email

  get publications associated with a subscriber email.

• Action
  Get referral program

  get referral program details for a publication.

• Action
  Get segment

  get details for a specific segment.

• Action
  Get subscription by email

  Retrieve a single subscription by email address. Returns the subscriber's status, tier, and custom fields.

• Action
  Get subscription by ID

  get details for a subscription by its ID.

• Action
  Get subscription update

  get a specific bulk subscription update record.

• Action
  Identify user

  get current OAuth user info.

• Action
  Identify workspace

  get current workspace info.

• Action
  List authors

  list all authors for a publication.

• Action
  List complimentary access

  list free access grants for a publication.

• Action
  List condition sets

  list all condition sets for a publication.

• Action
  List custom fields

  List a publication's subscriber custom fields. Returns field names and types for mapping.

• Action
  List posts

  List posts for a publication. Returns posts with status, audience, and publish metadata.

• Action
  List publications

  List the publications on the account. Returns each publication's id, name, and settings — the entry point for resolving a publication id.

• Action
  List segments

  List segments for a publication. Returns segment ids, names, and types for audience targeting.

• Action
  List subscriptions

  List subscriptions for a publication. Returns subscribers with status, tier, and custom fields, supports filtering/pagination.

• Action
  List subscription updates

  list bulk subscription update records.

• Action
  Recalculate segment

  recalculate segment membership.

• Action
  Update a tier

  update an existing tier.

• Action
  Update custom field

  update an existing custom field.

• Action
  Update subscription by email

  Update an existing subscriber identified by email. Changes tier, status, or custom fields.

• Action
  Update subscription by ID

  update a subscription by its ID.

• Action
  Update subscriptions

  update multiple subscriptions at once.

• Action
  Update subscriptions' status

  bulk update subscription status.

• Action
  Add account

  Creates a manual account for an MX user. Manual accounts sit under the Manual Institution member and never aggregate data from a financial institution.

• Action
  Add budget

  Creates a budget for a category on an MX user.

• Action
  Add category

  Create a custom category for a user.

• Action
  Add goal

  Create a goal for a user.

• Action
  Add member

  Create a member (connection between a user and a financial institution) to start aggregation.

• Action
  Add transaction

  Creates a manual transaction on a manual account belonging to an MX user.

• Action
  Add user

  Creates a new MX user. The returned user guid is what other MX actions (such as Add member) use to identify the user.

• Action
  Aggregate member

  Starts an aggregation for a member, pulling the latest account and transaction data from the connected institution. MX may skip the aggregation if the data was updated recently.

• Action
  Delete account

  Delete a manually created account.

• Action
  Delete budget

  Deletes a budget belonging to an MX user.

• Action
  Delete category

  Delete a custom category.

• Action
  Delete goal

  Delete a goal.

• Action
  Delete member

  Delete a member connection.

• Action
  Delete user

  Delete a user.

• Action
  Get account

  Read an account's attributes.

• Action
  Get budget

  Retrieves a specific budget for an MX user.

• Action
  Get institution

  Read an institution's attributes.

• Action
  Get member

  Read a member's attributes and connection status.

• Action
  Get merchant

  Returns information about a particular merchant, such as its logo, name, and website.

• Action
  Get transaction

  Read a transaction's attributes.

• Action
  Get user

  Retrieves the attributes of a specific MX user.

• Action
  List accounts

  Lists all accounts belonging to an MX user. Returns up to 1000 accounts in one call.

• Action
  List categories

  Lists all categories for an MX user, including default and custom categories.

• Action
  List goals

  Lists all goals for an MX user.

• Action
  List institutions

  Lists financial institutions available through MX, optionally filtered by name, country and supported product.

• Action
  List members

  List all members belonging to a user.

• Action
  List merchants

  Lists merchants in the MX system, optionally filtered by a name substring.

• Action
  List transactions

  List all transactions for a user.

• Action
  Update account

  Updates an account belonging to a member. Manual accounts can have every field updated; aggregated accounts only accept changes to Is Business, Is Hidden and Metadata.

• Action
  Update budget

  Update a specific budget.

• Action
  Update category

  Update a custom category.

• Action
  Update goal

  Updates an existing savings or payoff goal for an MX user. Only the fields you fill in are changed.

• Action
  Update member

  Updates a member's credentials, id, metadata, background aggregation setting or use cases. At least one value to update must be supplied.

• Action
  Update transaction

  Update a transaction's category, description, or other editable attributes.

• Action
  Update user

  Update a user's attributes.

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