Connect BlueSuite to Okta

Both apps 47BlueSuite 25Okta 22

• Trigger
  Invoice Paid

  Triggers when a BlueSuite invoice is moved to Paid.

• Trigger
  Invoice Sent

  Triggers when an invoice in your BlueSuite workspace is moved to Sent, returning the invoice.

• Trigger
  New Invoice

  Triggers when a new invoice is created in your BlueSuite workspace.

• Trigger
  New Job

  Triggers when a new job is created in BlueSuite.

• Trigger
  New or Updated Request

  Triggers when a request is created or updated in BlueSuite, depending on the event you choose.

• Trigger
  New Quote

  Triggers when a new quote is created in BlueSuite.

• Trigger
  Quote Accepted

  Triggers when a quote is accepted in BlueSuite.

• Action
  Add contact

  Creates a new contact (a person or company) in your BlueSuite workspace and returns the created contact.

• Action
  Add event

  Creates an appointment, task or calendar event in BlueSuite, optionally linked to a job or request and assigned to team members.

• Action
  Add invoice

  Creates a one-off invoice in BlueSuite, optionally linked to a contact, property, job or quote, with line items. Creating an invoice does not send it to the client.

• Action
  Add job

  Creates a new job in BlueSuite, optionally linked to a contact, property, request or quote, with line items, pricing and billing settings.

• Action
  Add payment

  Records a payment or deposit against an invoice or quote in BlueSuite.

• Action
  Add quote

  Creates a quote in BlueSuite for a contact, with line items and pricing. Creating a quote does not send it to the customer.

• Action
  Get contact

  Returns a single BlueSuite contact by its ID, including its details and custom field values.

• Action
  Get event

  Returns a single BlueSuite event, appointment, task or visit by its ID.

• Action
  Get invoice

  Returns a single BlueSuite invoice by its ID, including line items, payment and balance information.

• Action
  Get job

  Returns a single BlueSuite job by its ID, with all of its details including line items, status and custom fields.

• Action
  Get quote

  Returns a single BlueSuite quote by its ID, including its line items, pricing, status and custom fields.

• Action
  List contacts

  Returns the contacts (people and companies) in your BlueSuite workspace, optionally filtered by search text, contact type, owner or tags.

• Action
  List invoices

  Returns the invoices in your BlueSuite workspace, optionally filtered by search text, contact, job, tags or excluded statuses.

• Action
  List jobs

  Returns the jobs in your BlueSuite workspace, optionally filtered by contact, quote, status, tags or search text.

• Action
  List quotes

  Returns quotes in your BlueSuite workspace, optionally filtered by contact, status, tags or search text.

• Action
  Send test event

  Sends a sample event to one of your BlueSuite webhook subscriptions so you can check the receiving end. The sample carries test data, not a real record.

• Action
  Update contact

  Updates an existing BlueSuite contact's name, contact details, company, type, owner and custom fields. Fields left blank are not changed.

• Action
  Update job

  Updates an existing BlueSuite job: its client, pricing, line items, billing settings, or status (complete, cancel, or reopen). Fields left blank are not changed.

• Action
  Activate User

  Activates a staged or deprovisioned Okta user and returns their activation link and token. Activation emails the user unless turned off.

• Action
  Add group

  Creates a new Okta-managed group with a name, an optional description, and any custom group profile attributes defined in your org.

• Action
  Add User to Group

  Adds an existing Okta user to an Okta-managed group.

• Action
  Assign user to application

  Assigns an existing Okta user to an application, optionally setting their app username, password and app profile. Returns the resulting application user.

• Action
  Create User

  Creates a new user in your Okta org, with or without credentials, and returns the new user's id and status.

• Action
  Deactivate User

  Deactivates an Okta user, deprovisioning them from all assigned apps. This cannot be undone by the deactivation itself and may destroy the user's data in those apps.

• Action
  Delete group

  Permanently deletes a group from your Okta org by its ID.

• Action
  Delete user

  Permanently deletes a deactivated Okta user. If the user is still active, this deactivates them instead, and running it a second time deletes them.

• Action
  Find Group by Name

  Returns the Okta groups whose name matches the name you specify, either exactly or by a partial match.

• Action
  Find User by Email

  Returns the Okta users whose primary email matches the email you specify, including deprovisioned users.

• Action
  Get group

  Returns one Okta group by its id, including its profile name, description and any custom attributes.

• Action
  Get user

  Returns one Okta user, including their status, timestamps, credentials summary, and standard and custom profile attributes. An error occurs if the user is not found.

• Action
  List applications

  Returns the applications in your Okta org, optionally narrowed by a name or label prefix or a filter expression.

• Action
  List group members

  Returns the users who are members of an Okta group, with their profiles, including any custom attributes. Results can be narrowed with a search expression.

• Action
  List groups

  Returns the groups in your Okta organization, optionally narrowed by a search, filter or name match.

• Action
  List users

  Returns the users in your Okta organization, optionally narrowed by a search, filter or name query.

• Action
  Remove User From Group

  Removes a user from a group managed directly in Okta. The user account itself is not changed.

• Action
  Reset user password

  Starts a password reset for an Okta user and either emails them the reset link or returns the link. The user moves to Recovery status and can't sign in until they finish the reset.

• Action
  Suspend User

  Suspends an active Okta user so they can't sign in, while keeping their group and app assignments. Suspended users can later be unsuspended or deactivated.

• Action
  Unsuspend user

  Unsuspends a suspended Okta user and returns them to the Active state.

• Action
  Update group

  Updates the name, description or custom attributes of an Okta-managed group. Anything left blank keeps its current value.

• Action
  Update user

  Updates an existing Okta user's profile, including custom profile attributes, or credentials. Fields left blank keep their current values.

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