Connect Benetics to Nutshell

Both apps 47Benetics 29Nutshell 18

• 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
  Activity Logged

  Triggers when an Activity is logged.

• Trigger
  Lead Won

  Triggers when a lead is won.

• Trigger
  New Activity

  Triggers when new Activity is created.

• Trigger
  New Company

  Triggers when new Company is created.

• Trigger
  New Lead

  Triggers when a new Lead is created.

• Trigger
  New Person

  Triggers when new Person is created.

• Action
  Create Company

  Creates a new Company.

• Action
  Create Lead

  Creates a new Lead.

• Action
  Create Person

  Creates a new Person.

• Action
  Find Company

  Finds an existing company.

• Action
  Find Lead

  Finds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads.

• Action
  Find Person

  Finds an existing person.

• Action
  Find User

  Finds an existing User.

• Action
  Log Activity

  Creates and logs a new Activity.

• Action
  Update Company

  Updates an existing Company.

• Action
  Update Lead

  Updates an existing Lead.

• Action
  Update Lead Outcome

  Updates a Lead Outcome.

• Action
  Update Person

  Updates an existing Person.

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