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Triggers and actions 5 triggers · 33 actions
Trigger
New ProjectTriggers when a new project is created.
- New Task
Triggers when a new task is created.
- Updated Project
Triggers when a project is updated.
- Updated Task
Triggers when a task is updated.
- Add Plan Version
Upload a new version of a plan. POST /plans/{plan_id}/versions.
- Add Project Member
Add a member to a project. POST /projects/{project_id}/members.
- Add Task
Create a new task on a project. POST /projects/{project_id}/tasks.
- Create Project
Creates a new project.
- Delete Document
Delete a document. DELETE /projects/{project_id}/documents/{document_id}.
- Delete Plan
Delete a plan. DELETE /plans/{plan_id}.
- Delete Plan Version
Remove one version of a plan from a project.
- Delete Project
Delete a project. DELETE /projects/{project_id}.
- Delete Project Member
Remove a member from a project. DELETE /projects/{project_id}/members/{member_id}.
- Delete Task
Delete a task. DELETE /tasks/{task_id}.
- Document Upload
Upload a document
- Get Project
Get a single project by id. GET /projects/{project_id}.
- Get Report
Get a single report by id. GET /reports/{report_id}.
- Get Task
Get a single task by id. GET /tasks/{task_id}.
- List Members
List members of the organization. GET /members.
- List Project Members
List members assigned to a project. GET /projects/{project_id}/members.
- List Projects
List projects in the organization. GET /projects.
- List Reports
List reports for a project. GET /projects/{project_id}/reports.
- List Tasks
List tasks for a project. GET /projects/{project_id}/tasks.
- Plan Upload
Upload a plan
- Update Document
Update a document's fields. PATCH /projects/{project_id}/documents/{document_id}.
- Update Plan
Update a plan's fields. PATCH /plans/{plan_id}.
- Update Project
Update a project's fields. PATCH /projects/{project_id}.
- Update Task
Update a task's fields. PATCH /tasks/{task_id}.
- Upload File
Uploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document.
Trigger
New Lead CapturedTriggers when a new lead is captured — either from a chat conversation or added manually.
- Add agent
Create a new AI agent with custom configuration and personality. POST /api/chatbots
- Add knowledge base entry
Add training content (FAQ, documentation, policies) to an AI agent; auto-embedded. POST /api/chatbots/:chatbotId/knowledge
- Create Lead
Creates a new lead in your CRM. Use this to push leads from other tools into your CRM automatically.
- Delete knowledge base entry
Remove a specific knowledge entry from an AI agent's training data. DELETE /api/chatbots/:chatbotId/knowledge/:knowledgeId
- Get agent
Retrieve detailed information about a specific AI agent by ID. GET /api/chatbots/:id
- List agents
Get all AI agents owned by the authenticated user with their configurations. GET /api/chatbots
- List knowledge base entries
Retrieve all knowledge base entries that train an AI agent's responses. GET /api/chatbots/:chatbotId/knowledge
- Update agent
Update an existing AI agent's configuration, personality, or appearance. PUT /api/chatbots/:id
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.