Connect Chaport to Lunch Money

Both apps 42Chaport 20Lunch Money 22

• Trigger
  Chat Closed (instant)

  Fires when a chat is closed. Webhook event: chat.closed.

• Trigger
  Chat Finished

  Triggers when chat is finished.

• Trigger
  Chat Stage Updated (instant)

  Fires when a chat's stage changes. Webhook event: chat.stageUpdated.

• Trigger
  Message Read (instant)

  Fires when a message is read. Webhook event: message.read.

• Trigger
  New Chat Started

  Triggers when chat is started.

• Trigger
  New Message Sent (instant)

  Fires when a new message is sent in a chat. Webhook event: message.sent.

• Trigger
  New Visitor (instant)

  Fires when a new visitor is created. Webhook event: visitor.created.

• Trigger
  Visitor Updated

  Triggers when visitor data is updated.

• Action
  Create an Operator

  Adds a new operator to your Chaport account and returns the created operator.

• Action
  Delete a Message

  Deletes one message from a Chaport chat. Identify the visitor and the message you want removed.

• Action
  Delete an Operator

  Removes an operator from your Chaport account.

• Action
  List Operators

  Returns every operator in your Chaport account, with each operator's name, email, role and status.

• Action
  List Visitors

  Returns the visitors in your Chaport account, one page at a time.

• Action
  Retrieve an Operator

  Returns one Chaport operator with their name, email, role, job title and current status.

• Action
  Retrieve a Visitor

  Returns one Chaport visitor with their name, contact details, notes and any custom data held about them.

• Action
  Retrieve Last Visitor Chat

  Returns a visitor's most recent Chaport chat, including its stage, operators and — when asked for — the transcript.

• Action
  Send a Message

  Posts a message into a Chaport visitor's chat, starting a chat if there isn't one open.

• Action
  Update an Operator

  Updates a Chaport operator's details. Anything you leave blank keeps its current value.

• Action
  Update a Visitor

  Updates an existing Chaport visitor's contact details, notes and custom data. Only the fields you fill in are changed; blank fields are left untouched.

• Action
  Update Operator Status

  Sets a Chaport operator's availability status, such as online or offline, optionally for a limited time.

• Action
  Create a Manual Account

  Creates a new manually-managed account in Lunch Money.

• Action
  Create a New Category or Category Group

  Creates a new category with the given name. If the is_group attribute is set to true, a category group is created. In this case, up to three child categories may be added to the newly-created category group.

• Action
  Create a New Tag

  Creates a new tag in your Lunch Money budget.

• Action
  Create a New Transaction

  Creates a new transaction with the given details. Amount, and Date are required. Other attributes may also be provided.

• Action
  Delete a Category or Category Group

  Deletes a category. By default this will fail if the category has dependencies such as existing transactions or child categories. Set force to true to delete the category even if it has dependencies.

• Action
  Delete a Manual Account

  Deletes a single manual account in Lunch Money, optionally along with its transactions, rules, recurring items and balance history.

• Action
  Delete a Tag

  Deletes a tag. By default this will fail if the tag has dependencies such as existing transactions or rules. Set force to true to delete the tag even if it has dependencies.

• Action
  Delete a Transaction

  Deletes the transaction with the specified ID. Will fail if the transaction is grouped or split.

• Action
  Get All Categories

  Retrieve all categories and category groups in the Lunch Money account.

• Action
  Get All Manual Accounts

  Retrieve a list of all manually-managed accounts associated with the user's account.

• Action
  Get All Tags

  Retrieves every tag in the Lunch Money account.

• Action
  Get All Transactions

  Retrieve a list of all transactions associated with a user's account. If called with no parameters, this endpoint will return the most recent transactions up to limit number of transactions.

• Action
  Get a Single Category

  Retrieves one category or category group by its ID. For a group, its categories are returned under children.

• Action
  Get a Single Manual Account

  Retrieves the details of the manually-managed account with the specified ID.

• Action
  Get a Single Tag

  Retrieves the details of a single tag by its ID.

• Action
  Get a Single Transaction

  Retrieves the details of the transaction with the specified ID.

• Action
  Get Current User

  Returns the Lunch Money user and budget associated with the connected account's access token.

• Action
  Get Summary

  Retrieves a summary of the budget for a date range: each category's budget configuration and activity, plus optional overall totals, per-period occurrences and the rollover pool.

• Action
  Update an Existing Category or Category Group

  Modifies the properties of an existing category or category group in Lunch Money. Only the fields you fill in are changed. A category cannot be converted into a group or vice versa.

• Action
  Update an Existing Manual Account

  Modifies the properties of an existing manual account in Lunch Money. Only the fields you fill in are changed.

• Action
  Update an Existing Tag

  Updates an existing tag in Lunch Money. Only the properties you fill in are changed.

• Action
  Update an Existing Transaction

  Modifies the properties of an existing transaction. Only the fields you fill in are changed.

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