Connect BlueSuite and Playbook Creative

Both apps 44BlueSuite 24Playbook Creative 20

• 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
  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.

• Trigger
  Asset Added

  Triggers when a new asset is added to the chosen Playbook board. Returns the asset, the board and the organization it belongs to.

• Trigger
  Asset Updated in Board

  Triggers when an asset on a chosen Playbook board is updated, returning the asset and what changed.

• Action
  Create Asset

  Creates an asset in a Playbook workspace, either from a file URL (fetched by Playbook or saved as a link) or as a text note, optionally placing it on a board.

• Action
  Create Board

  Creates a new board in a Playbook workspace, optionally nested under an existing board as a sub-board.

• Action
  Create Organization

  Creates a new Playbook organization (workspace) with the given name and returns its id and slug.

• Action
  Delete asset

  Deletes an asset from a Playbook workspace.

• Action
  Delete board

  Deletes a board from a Playbook workspace.

• Action
  Find Asset

  Searches a Playbook workspace for assets matching the words you enter, best match first, with optional filters for media type, boards, tags, statuses, uploader and more.

• Action
  Find Board

  Returns the boards in a Playbook workspace whose title matches the text you search for.

• Action
  Get asset

  Returns one asset from a Playbook workspace, including its title, media type, tags, status, custom field values and preview URLs.

• Action
  Get board

  Returns one Playbook board, including its title, description, asset count, published-page state and preview assets.

• Action
  List assets

  Returns the assets in a Playbook workspace, optionally limited to one board, one uploader, or assets uploaded after a given time.

• Action
  List boards

  Returns the boards in a Playbook workspace, optionally filtered by title and sorted by title or creation date.

• Action
  List organizations

  Returns every Playbook organization (workspace) the connected user belongs to, with each one's name, slug, plan and usage limits.

• Action
  List users

  Returns the members of a Playbook workspace, optionally narrowed to those whose name or email matches a search.

• Action
  Move Asset

  Moves one or more assets into a different board in a Playbook workspace.

• Action
  Update Asset

  Updates an existing Playbook asset's title, board placement, status, tags or custom field values, and can save a new version of it.

• Action
  Update Asset Status

  Sets the status of an asset in a Playbook workspace and returns the updated asset.

• Action
  Update asset tags

  Adds and/or removes tags on a Playbook asset, leaving its other tags untouched, and returns the updated asset.

• Action
  Update board

  Updates a board's title, description, or parent board in a Playbook workspace and returns the updated board.

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