Connect Booker Merchant to Mx Technologies

Both apps 94Booker Merchant 59Mx Technologies 35

• Trigger
  New Customer

  Triggered when a new customer is added at a location.

• Trigger
  New Order

  Triggered when a new order is added at a location.

• Trigger
  New or Updated Appointment

  Triggered when an appointment is added or updated.

• Trigger
  New or Updated Appointment Treatment

  Triggered when an appointment treatment line is added or updated.

• Trigger
  New or Updated Customer

  Triggered when a customer is added or updated.

• Trigger
  Updated Customer

  Triggered when an existing customer is updated.

• Action
  Create Customer

  Create a new customer.

• Action
  Create Dependent Customer

  Create a customer that belongs to another customer's account.

• Action
  Create Employee

  Create a new employee.

• Action
  Create Membership

  Create a new membership.

• Action
  Create Room

  Create a new room.

• Action
  Create Special

  Create a special/promotion at a location.

• Action
  Delete Customer

  Delete a customer.

• Action
  Delete Employee

  Delete an employee.

• Action
  Delete Membership

  Delete a membership.

• Action
  Delete Room

  Delete a room.

• Action
  Find Appointments

  List appointments at a location within a date range.

• Action
  Find Customers

  List/search customers at a location.

• Action
  Find Employees

  List employees/staff at a location.

• Action
  Find Location

  Find a single location matching your filters.

• Action
  Find Locations

  List locations for the merchant account.

• Action
  Find Orders

  List orders at a location.

• Action
  Find Packages

  Search the packages a location sells.

• Action
  Find Products

  Search the products available to sell on an order.

• Action
  Find Rooms

  Search the treatment rooms at a location.

• Action
  Find Series

  Search the service series a location sells.

• Action
  Find Specials

  List active specials/promotions at a location.

• Action
  Find Treatments

  List bookable treatments/services at a location.

• Action
  Get Appointment

  Get a single appointment by ID.

• Action
  Get Appointment By Booking Number

  Retrieves an appointment using the booking reference the customer was given, rather than its internal Booker id.

• Action
  Get Appointments

  Retrieves a batch of appointments by their Booker ids, with their treatments, staff, customer and times.

• Action
  Get Customer

  Get a single customer by ID.

• Action
  Get Customer Appointments

  List the appointments booked for one customer.

• Action
  Get Customer Types

  List the customer types configured at a location.

• Action
  Get Employee

  Get a single employee by ID.

• Action
  Get Employee Schedule

  Retrieve an employee's working schedule.

• Action
  Get Gift Certificate Templates

  List the gift certificate templates a location offers.

• Action
  Get Location

  Get a single location by ID.

• Action
  Get Location Cancellation Policy

  Retrieve a location's cancellation policy.

• Action
  Get Location Categories

  List a location's service categories.

• Action
  Get Location Return Policy

  Retrieve a location's return policy.

• Action
  Get Location Schedule

  Get a location's day schedule / business hours.

• Action
  Get Location Sub Categories

  List the sub-categories under a location's service category.

• Action
  Get Package

  Retrieve a package by its id.

• Action
  Get Product Categories

  List the product categories available.

• Action
  Get Product Sub Categories

  List the product sub-categories available.

• Action
  Get Quantity In Stock

  Check the stock level of a product.

• Action
  Get Room

  Retrieve a room by its id.

• Action
  Get Special By Code

  Retrieve a promotional special using its code.

• Action
  Get Treatment

  Get a single treatment/service by ID.

• Action
  Update Customer

  Update a customer record.

• Action
  Update Employee

  Update an existing employee.

• Action
  Update Employee Schedule

  Update an employee's working schedule.

• Action
  Update Location

  Update an existing location.

• Action
  Update Location Cancellation Policy

  Update a location's cancellation policy.

• Action
  Update Location Weekly Day Schedule

  Update a location's weekly opening hours.

• Action
  Update Membership

  Update an existing membership.

• Action
  Update Room

  Update an existing room.

• Action
  Update Treatment

  Update an existing treatment.

• Action
  Add account

  Creates a manual account for an MX user. Manual accounts sit under the Manual Institution member and never aggregate data from a financial institution.

• Action
  Add budget

  Creates a budget for a category on an MX user.

• Action
  Add category

  Create a custom category for a user.

• Action
  Add goal

  Create a goal for a user.

• Action
  Add member

  Create a member (connection between a user and a financial institution) to start aggregation.

• Action
  Add transaction

  Creates a manual transaction on a manual account belonging to an MX user.

• Action
  Add user

  Creates a new MX user. The returned user guid is what other MX actions (such as Add member) use to identify the user.

• Action
  Aggregate member

  Starts an aggregation for a member, pulling the latest account and transaction data from the connected institution. MX may skip the aggregation if the data was updated recently.

• Action
  Delete account

  Delete a manually created account.

• Action
  Delete budget

  Deletes a budget belonging to an MX user.

• Action
  Delete category

  Delete a custom category.

• Action
  Delete goal

  Delete a goal.

• Action
  Delete member

  Delete a member connection.

• Action
  Delete user

  Delete a user.

• Action
  Get account

  Read an account's attributes.

• Action
  Get budget

  Retrieves a specific budget for an MX user.

• Action
  Get institution

  Read an institution's attributes.

• Action
  Get member

  Read a member's attributes and connection status.

• Action
  Get merchant

  Returns information about a particular merchant, such as its logo, name, and website.

• Action
  Get transaction

  Read a transaction's attributes.

• Action
  Get user

  Retrieves the attributes of a specific MX user.

• Action
  List accounts

  Lists all accounts belonging to an MX user. Returns up to 1000 accounts in one call.

• Action
  List categories

  Lists all categories for an MX user, including default and custom categories.

• Action
  List goals

  Lists all goals for an MX user.

• Action
  List institutions

  Lists financial institutions available through MX, optionally filtered by name, country and supported product.

• Action
  List members

  List all members belonging to a user.

• Action
  List merchants

  Lists merchants in the MX system, optionally filtered by a name substring.

• Action
  List transactions

  List all transactions for a user.

• Action
  Update account

  Updates an account belonging to a member. Manual accounts can have every field updated; aggregated accounts only accept changes to Is Business, Is Hidden and Metadata.

• Action
  Update budget

  Update a specific budget.

• Action
  Update category

  Update a custom category.

• Action
  Update goal

  Updates an existing savings or payoff goal for an MX user. Only the fields you fill in are changed.

• Action
  Update member

  Updates a member's credentials, id, metadata, background aggregation setting or use cases. At least one value to update must be supplied.

• Action
  Update transaction

  Update a transaction's category, description, or other editable attributes.

• Action
  Update user

  Update a user's attributes.

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