Connect Cryptlex and Financial Cents

Both apps 30Cryptlex 13Financial Cents 17

• Trigger
  New Activation

  Triggers when a new activation is created.

• Trigger
  New License

  Triggers when a new license is created.

• Trigger
  New Trial Activation

  Triggers when a new trial activation is created.

• Action
  Create Organization

  Creates a new organization in Cryptlex with a notification email and a cap on how many users it may create. Returns the created organization, including its id and login alias.

• Action
  Create User

  Creates a new user in Cryptlex, optionally placing them in an organization and granting customer portal access. Returns the created user, including its id.

• Action
  Delete User

  Permanently deletes a user in Cryptlex. This cannot be undone.

• Action
  Find Licenses by key

  Returns the licenses in Cryptlex that match the license key given, with optional extra filters such as product, user or expiry.

• Action
  Get User

  Returns a single user in Cryptlex, including their name, email, role, company, tags and metadata.

• Action
  List Activations

  Returns the license activations in Cryptlex, optionally narrowed to a licence, product, user, operating system or date range.

• Action
  List Licenses

  Returns the licenses in a Cryptlex account, optionally narrowed by product, user, organization, status or date range.

• Action
  List Products

  Returns the products in a Cryptlex account, with their names, license templates and license counts.

• Action
  List Users

  Returns the users in a Cryptlex account, optionally narrowed by organization, company, role, tags or last-seen date.

• Action
  Update User

  Updates a user in Cryptlex. Only the values supplied are changed; anything left blank is untouched. Returns the updated user.

• Trigger
  New Client

  Triggers when a new client is added in Financial Cents.

• Trigger
  New Contact

  Triggers when a new contact is added to a client in Financial Cents.

• Trigger
  New project

  Triggers when a new project is created in Financial Cents.

• Action
  Create Client

  Creates a new client in Financial Cents, optionally with a primary contact person.

• Action
  Create Contact

  Creates a contact person under a client in Financial Cents and returns the new contact.

• Action
  Create Project

  Creates a new project in Financial Cents from one of your project templates, optionally assigning it to a client, reviewer and team member.

• Action
  Delete client

  Deletes a client from Financial Cents.

• Action
  Delete contact

  Deletes a contact from Financial Cents.

• Action
  Find Client

  Finds clients whose name matches the text you supply, returning the matching clients with their contacts and groups.

• Action
  Find Contact

  Finds contacts whose name or email matches the value you search for, returning the matching contacts with their client.

• Action
  Find projects

  Finds projects whose title matches the search text, returning the matching projects and the first match's id.

• Action
  Find Template

  Finds project templates whose title matches the text you give.

• Action
  Find users

  Finds users on your Financial Cents team whose details match the search terms.

• Action
  Get client

  Returns a single client by its id, including the client's contacts.

• Action
  Get contact

  Returns a single contact by its id, including its name, email and associated clients.

• Action
  Update client

  Renames an existing client in Financial Cents and returns the updated client record.

• Action
  Update Contact

  Updates an existing contact's name, email, phone numbers, address or notes. Fields left blank are not changed.

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