Connect ConvertFlow to Modern Treasury

Both apps 27ConvertFlow 13Modern Treasury 14

• Trigger
  Contact Created or Updated

  Triggers when a ConvertFlow contact is created or updated.

• Trigger
  New Campaign

  Triggers when a new campaign is created in ConvertFlow.

• Action
  Archive Campaign

  Archives a ConvertFlow campaign so visitors no longer see it.

• Action
  Create or Update Contact

  Creates a contact in ConvertFlow, or updates the existing contact with the same email.

• Action
  Delete Contact

  Permanently deletes a ConvertFlow contact by email address, for data compliance requests.

• Action
  Find Contact

  Finds ConvertFlow contacts by email address or contact ID.

• Action
  Get Campaign

  Returns one ConvertFlow campaign by ID, with its format, live state and page settings.

• Action
  Get Campaign Performance

  Returns performance metrics for one ConvertFlow campaign and its variants over a chosen timeframe.

• Action
  List Campaigns

  Returns the website's ConvertFlow campaigns, optionally filtered by status, one page at a time.

• Action
  List Segments

  Returns the website's ConvertFlow audience segments and their conditions, optionally filtered by name.

• Action
  List Websites

  Returns the websites your ConvertFlow API token can access, with their IDs and account names.

• Action
  Publish Campaign

  Publishes a ConvertFlow campaign's latest changes so visitors see them.

• Action
  Update Campaign

  Updates a ConvertFlow campaign's name, format, page path and SEO settings. Only the fields you fill in change.

• 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.