Connect Benetics to folk

Both apps 56Benetics 29folk 27

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Updated Project

  Triggers when a project is updated.

• Trigger
  Updated Task

  Triggers when a task is updated.

• Action
  Add Plan Version

  Upload a new version of a plan. POST /plans/{plan_id}/versions.

• Action
  Add Project Member

  Add a member to a project. POST /projects/{project_id}/members.

• Action
  Add Task

  Create a new task on a project. POST /projects/{project_id}/tasks.

• Action
  Create Project

  Creates a new project.

• Action
  Delete Document

  Delete a document. DELETE /projects/{project_id}/documents/{document_id}.

• Action
  Delete Plan

  Delete a plan. DELETE /plans/{plan_id}.

• Action
  Delete Plan Version

  Remove one version of a plan from a project.

• Action
  Delete Project

  Delete a project. DELETE /projects/{project_id}.

• Action
  Delete Project Member

  Remove a member from a project. DELETE /projects/{project_id}/members/{member_id}.

• Action
  Delete Task

  Delete a task. DELETE /tasks/{task_id}.

• Action
  Document Upload

  Upload a document

• Action
  Get Project

  Get a single project by id. GET /projects/{project_id}.

• Action
  Get Report

  Get a single report by id. GET /reports/{report_id}.

• Action
  Get Task

  Get a single task by id. GET /tasks/{task_id}.

• Action
  List Members

  List members of the organization. GET /members.

• Action
  List Project Members

  List members assigned to a project. GET /projects/{project_id}/members.

• Action
  List Projects

  List projects in the organization. GET /projects.

• Action
  List Reports

  List reports for a project. GET /projects/{project_id}/reports.

• Action
  List Tasks

  List tasks for a project. GET /projects/{project_id}/tasks.

• Action
  Plan Upload

  Upload a plan

• Action
  Update Document

  Update a document's fields. PATCH /projects/{project_id}/documents/{document_id}.

• Action
  Update Plan

  Update a plan's fields. PATCH /plans/{plan_id}.

• Action
  Update Project

  Update a project's fields. PATCH /projects/{project_id}.

• Action
  Update Task

  Update a task's fields. PATCH /tasks/{task_id}.

• Action
  Upload File

  Uploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document.

• Trigger
  Company Added

  Triggers when a new company is created or added to a group.

• Trigger
  Company Custom Field Updated

  Triggers when a company custom field (for example tag, status, text, assignee) is updated.

• Trigger
  Company Removed

  Triggers when a company is deleted from the workspace or removed from a group.

• Trigger
  Company Updated

  Triggers when a company basic field (like name, email or URL) in a group is updated.

• Trigger
  Deal Added

  Fires when a new deal is created. Poll GET /v1/deals sorted by creation date.

• Trigger
  Deal Removed

  Fires when a deal is deleted from a pipeline.

• Trigger
  Deal Updated

  Fires when a deal is updated (stage change, field update). Poll GET /v1/deals sorted by update date.

• Trigger
  Person Added

  Triggers when a new person is created or added to a group.

• Trigger
  Person Custom Field Updated

  Triggers when a person custom field (for example tag, status, text, assignee) is updated.

• Trigger
  Person Removed

  Triggers when a person is deleted from the workspace or removed from a group.

• Trigger
  Person Updated

  Triggers when a person basic field (like first name, job title, email or URL) in a group is updated.

• Action
  Create Company

  Creates a company in folk, optionally adding it to a group and setting that group's custom fields.

• Action
  Create Deal

  Creates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields.

• Action
  Create Group

  Creates a group in folk. A default "All people" table view is added to the group automatically.

• Action
  Create Note

  Creates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note.

• Action
  Create Person

  Creates a person in folk, optionally adding them to a group and setting that group's custom fields.

• Action
  Create Reminder

  Creates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule.

• Action
  Delete Company

  Deletes a company from folk by its id.

• Action
  Delete Person

  Deletes a person from folk by their id. This also removes their custom fields, notes and associations.

• Action
  Find a Company

  Searches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping.

• Action
  Find a Person

  Searches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping.

• Action
  Get a Company

  Fetches one folk company by id, including its custom field values.

• Action
  Get a Note

  Fetches one folk note by id, with its text, author and the record it is attached to.

• Action
  Get a Person

  Fetches one folk person by id, including their custom field values.

• Action
  List Groups

  Returns the groups in the folk workspace, with each group's id, name and visibility.

• Action
  Update Company

  Updates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list.

• Action
  Update Person

  Updates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list.

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