Connect Commonsku to Payaca

Both apps 40Commonsku 25Payaca 15

• Trigger
  New client

  Triggers when a new client is added in commonsku.

• Trigger
  New invoice

  Triggers when a new invoice is created in commonsku.

• Trigger
  Sales Order Status Change

  Triggers when a sales order reaches a new status, such as Client Approved, In Production or Shipped. Each newly created sales order also fires once with its first status.

• Action
  Add client

  Creates a new client in commonsku.

• Action
  Add client address

  Creates a new address in a client's address book and returns the created address.

• Action
  Add client contact

  Creates a contact for a commonsku client and returns the new contact.

• Action
  Add project

  Creates a new project for an existing client in commonsku.

• Action
  Add tag

  Creates a tag in your commonsku company, or returns the existing tag if one with the same label already exists.

• Action
  Delete client

  Deletes a client from commonsku by ID, along with all of its contacts and addresses, and returns the deleted client.

• Action
  Find products by keyword

  Returns the products whose name, supplier code or tag match a keyword, optionally narrowed by supplier, division, tag, owner or net price.

• Action
  Get client

  Returns the details of a single Commonsku client, including its terms, industry, status and tags. An error occurs if the client is not found.

• Action
  Get invoice

  Returns a single invoice, including its customer, billing and shipping details, line items and totals. An error occurs if the invoice is not found.

• Action
  Get product

  Returns the full details of a single product by its ID, including its colors, sizes, imprints, images, SKUs, costs and prices. An error occurs if the product is not found.

• Action
  Get project

  Returns the details of a single commonsku project by its ID.

• Action
  List client contacts

  Returns the contacts associated with a commonsku client, including names, email, department and phone numbers.

• Action
  List clients

  Returns the clients in your commonsku account, optionally filtered by customer number, client name, credit hold status or last-updated date.

• Action
  List invoices

  Returns invoices in your commonsku account, optionally filtered by status, customer, numbers or dates.

• Action
  List products

  Returns products in your commonsku account, optionally filtered by keyword, supplier, division, tag or price, or by a special mode such as popular or recently used products.

• Action
  List projects

  Returns the projects in your commonsku account, optionally filtered by client, dates or project number.

• Action
  List purchase orders

  Returns the purchase orders in your commonsku account, optionally filtered by status, client, order numbers, dates or tracking number.

• Action
  List sales orders

  Returns the sales orders in your commonsku account, optionally filtered by status, client, numbers and date ranges.

• Action
  List tags

  Returns the tags defined in your commonsku company, optionally limited to one record, one record type, or a label search.

• Action
  Update client

  Updates an existing commonsku client's name, payment terms, industry, rep, website, status, credit hold and tags.

• Action
  Update contact

  Updates an existing client contact's name, email or department in commonsku.

• Action
  Update product

  Updates an existing product in commonsku. Only the fields you fill in are changed.

• Action
  Add invoice

  Creates an invoice against a Payaca project for a fixed amount, a percentage of the accepted project value, or everything still payable, and can optionally send it or mark it as sent.

• Action
  Add payment

  Records a payment against a Payaca project, optionally reconciling it to a specific invoice and emailing the customer a receipt. Returns the created payment and how it was reconciled.

• Action
  Add project note

  Adds one or more notes to a Payaca project and returns the notes that were created.

• Action
  Add proposal

  Creates a proposal on a Payaca project, with its line items, optional payment schedule and any grants. Returns the new proposal with its totals.

• Action
  Add scheduled event

  Creates a scheduled event in Payaca with a name, start and end time, and optionally links it to a project, assigns team members, and sets its location and the contacts to notify.

• Action
  Get customer

  Returns a customer by id, including their contacts, addresses, custom field values and tags.

• Action
  Get invoice

  Returns a Payaca invoice by its ID, including its status, totals, line items and linked project. An error occurs if the invoice is not found.

• Action
  Get project

  Returns a project by its id, including its customer, pipeline stage, site address, custom fields, totals, grants and expected payments.

• Action
  Get scheduled event

  Returns a single scheduled event, including its times, location, customer, project, assignees, notes, tags and contacts to notify. An error occurs if the event is not found.

• Action
  List customers

  Returns all customers in the Payaca account, optionally narrowed to those with a contact on a given email address or phone number.

• Action
  List pipelines

  Returns all pipelines in the Payaca account, including each pipeline's stages in order.

• Action
  List projects

  Returns the projects in the Payaca account, optionally only those belonging to one customer.

• Action
  Mark proposal as accepted

  Marks a proposal that was already sent to the customer as accepted and returns the updated proposal.

• Action
  Update project

  Updates the custom field values on an existing project and returns the updated project. Service-type projects cannot be updated.

• Action
  Update scheduled event

  Updates the name, description, start time or end time of an existing scheduled event, and returns the updated event.

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