Connect Busybusy to Modern Treasury

Both apps 47Busybusy 33Modern Treasury 14

• Trigger
  Certifications: Certification Updated

  Triggers when a certification is created or updated in Busybusy.

• Trigger
  Certifications: New Certification Created

  Triggers when a new certification type is created in Busybusy.

• Trigger
  Employee Created

  Triggers when a new employee (member) is added to your busybusy organization.

• Trigger
  Employee Updated

  Triggers when an employee in busybusy is created or changed.

• Trigger
  Project Created

  Triggers when a new project is created in busybusy.

• Trigger
  Project Updated

  Triggers when a project or subproject is created or changed in Busybusy, including when it is unarchived.

• Action
  Archive Employee

  Archives an employee (member) in busybusy by setting their archived date.

• Action
  Archive Project

  Archives a project in Busybusy by setting its archived date.

• Action
  Certifications: Create Certification

  Creates a certification type in your Busybusy organization that employees can later be certified against.

• Action
  Certifications: Create Employee Certification

  Records that an employee holds a certification, with its issue, renewal and expiry dates.

• Action
  Certifications: Delete Certification

  Deletes a certification from your Busybusy organization by marking it deleted.

• Action
  Certifications: Renew Employee Certification

  Renews an employee's certification record in busybusy by setting a new renewal date and, optionally, a new expiration date.

• Action
  Certifications: Search Certifications

  Searches certifications in Busybusy by name, ID or date filters and returns the matching certifications.

• Action
  Certifications: Update Certification

  Updates an existing certification's name, description, renewal period or documentation settings.

• Action
  Certifications: Update Employee Certification

  Updates an employee's certification record in busybusy, such as its issue, renewal or expiration date or the employee it belongs to.

• Action
  Create Break Entry

  Creates a break on an existing busybusy time entry, with its start time and optional end time.

• Action
  Create Budget

  Creates a cost budget for a busybusy project, optionally scoped to a cost code or piece of equipment.

• Action
  Create Cost Code Group

  Creates a cost code group in busybusy for organizing cost codes.

• Action
  Create Employee

  Creates a new employee (member) in your busybusy organization.

• Action
  Create Equipment

  Creates a piece of equipment in busybusy with its name, model, serial number and tracking options.

• Action
  Create Project

  Creates a new project in busybusy.

• Action
  Create Time Entry

  Creates a time entry (clock-in record) for an employee in busybusy, optionally against a project, cost code and equipment.

• Action
  Search Break Entries

  Returns the break entries that match the filters you supply, such as a time entry, start time or paid status.

• Action
  Search Employee (Single)

  Finds a single employee by ID and returns the first matching employee record.

• Action
  Search Employees (Multiple)

  Returns the employees that match the filters you supply, such as name, username, employee number or group.

• Action
  Search Projects (Multiple)

  Returns all projects matching the given title, parent project, ID or dates.

• Action
  Unarchive Cost Code

  Restores an archived cost code so it is active again.

• Action
  Unarchive Employee

  Restores an archived employee in busybusy so they are active again.

• Action
  Unarchive Project

  Restores an archived project in Busybusy so it is active again.

• Action
  Update Cost Code

  Updates an existing cost code's title, code, unit, group, insurance classes or custom fields.

• Action
  Update Employee

  Updates an existing busybusy employee's name, username, contact details, position, employee number or group.

• Action
  Update Equipment

  Updates an existing piece of equipment in busybusy, changing only the details you fill in.

• Action
  Update Project

  Updates an existing project's name, parent project, or archive date in busybusy.

• Action
  Add counterparty

  Creates a counterparty — a person or business you send payments to or receive payments from — optionally with its bank accounts and legal entity.

• Action
  Add expected payment

  Creates an expected payment in Modern Treasury so an incoming or outgoing payment can be reconciled automatically when it arrives.

• Action
  Add external account

  Creates an external bank account for a counterparty in Modern Treasury, with its account numbers, routing details and owner information.

• Action
  Add invoice

  Creates an invoice for a counterparty, payable to one of your internal accounts.

• Action
  Add ledger transaction

  Creates a ledger transaction made of balanced debit and credit entries against your ledger accounts.

• Action
  Add payment order

  Creates a payment order that moves money between one of your internal accounts and a counterparty's or another internal account.

• Action
  Delete counterparty

  Deletes a counterparty from your Modern Treasury organization.

• Action
  Get counterparty

  Returns a single counterparty, including its accounts, contact details and metadata.

• Action
  Get invoice

  Returns a single invoice by its ID, including its amounts, status, counterparty and line-item details.

• Action
  Get ledger transaction

  Returns one ledger transaction, including its ledger entries, status and metadata.

• Action
  Get payment order

  Returns the details of a single payment order, including its amount, status, direction and accounts.

• Action
  List internal accounts

  Returns the organization's internal (bank) accounts, optionally filtered by counterparty, legal entity, currency, status or payment capability.

• Action
  Update counterparty

  Updates an existing counterparty's name, email, external ID, legal entity, metadata, remittance-advice setting or taxpayer identifier. Returns the updated counterparty.

• Action
  Update payment order

  Updates an existing payment order, for example changing its amount, description, metadata or status (such as cancelling or approving it). Returns the updated payment order.

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