Connect Convenia and SmartMatchApp

Both apps 46Convenia 18SmartMatchApp 28

• Trigger
  New Admission

  Triggers when a new employee is admitted in Convenia.

• Trigger
  New Dismissal

  Triggers when an employee is dismissed in Convenia.

• Trigger
  New Salary Change

  Triggers when a new salary history entry is added for an employee.

• Trigger
  New Vacation Approved

  Triggers when a new vacation request appears for an employee.

• Action
  Create Cost Center

  Creates a cost center.

• Action
  Create Department

  Creates a department.

• Action
  Create Job

  Creates a job position with its CBO occupation code.

• Action
  Delete Department

  Deletes a department and moves its employees to another department.

• Action
  Get Employee

  Returns one employee's profile by ID.

• Action
  Get Employee Salary History

  Returns an employee's salary history entries.

• Action
  List Cost Centers

  Returns the company's cost centers.

• Action
  List Departments

  Returns the company's departments.

• Action
  List Dismissed Employees

  Returns dismissed employees with their dismissal details, optionally limited to a date range.

• Action
  List Employees

  Returns the company's employees, with their department, job and cost center.

• Action
  List Employee Vacation Requests

  Returns an employee's vacation requests and their approval status.

• Action
  List Jobs

  Returns the company's job positions with their CBO codes.

• Action
  Update Department

  Renames a department.

• Action
  Update Employee

  Updates an employee's name, registration number, corporate email or social name.

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Client Note

  Triggers when a note is added to a client.

• Trigger
  New Task

  Triggers when a new task is created.

• Action
  Create Client

  Creates a new client in your SmartMatchApp agency and returns its ID.

• Action
  Create Client Match

  Creates a match between a client and another client and returns the match ID.

• Action
  Create Client Note

  Adds a note to a client and returns the note ID.

• Action
  Create Email Draft

  Creates an email draft and returns its ID.

• Action
  Create Task

  Creates a task and returns its ID.

• Action
  Create Task Note

  Adds a note to a task and returns the note ID.

• Action
  Delete Client

  Deletes a client.

• Action
  Delete Client Match

  Deletes a client match.

• Action
  Delete Client Note

  Deletes a client note.

• Action
  Delete Email Draft

  Deletes an email draft.

• Action
  Delete Task

  Deletes a task.

• Action
  Find a Client

  Returns clients, newest first, with paging.

• Action
  Get Client

  Returns a client's type, status, created date and assigned users.

• Action
  Get Client Note

  Returns one note on a client.

• Action
  Get Email Draft

  Returns an email draft.

• Action
  Get Task

  Returns a task with its board, status and folder.

• Action
  List Client Matches

  Returns a client's matches.

• Action
  List Client Notes

  Returns a client's notes.

• Action
  List Email Drafts

  Returns email drafts.

• Action
  List Tasks

  Returns tasks, optionally filtered by board, status or assignee.

• Action
  Update Client

  Updates a client's type, status flags or assigned users.

• Action
  Update Client Match

  Updates a client match's group, priorities, due dates or statuses.

• Action
  Update Client Note

  Updates a client note's content or date.

• Action
  Update Email Draft

  Updates an email draft's subject, message or campaign.

• Action
  Update Task

  Updates a task.

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