Integration

Connect Debitura to 5pm

When something happens in Debitura, your agent does the next thing in 5pm. Describe it in plain language and the automation is built, tested on every branch and kept running.

Debitura1 triggerDebitura11 actions5pm7 triggers5pm21 actions

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What do you want Debitura and 5pm to do together?

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Everything your agent can do with Debitura and 5pm

Triggers and actions 8 triggers · 32 actions

Trigger
New Case
Triggers when a new collection case appears in your Debitura account.
Action
Add Case Message
Posts a message on a Debitura collection case, visible to you and the assigned collection partner, who is emailed about it.
Action
Check Collection Eligibility
Checks whether a debt can be collected in the debtor's country, and tells you which collection partner would take the case.
Action
Create Case
Opens a debt collection case in Debitura for a debtor you specify, with either a total owed or the unpaid invoices behind it.
Action
Find Case
Looks up a single debt collection case in Debitura by its case reference, your own reference, or its id, and returns the case.
Action
Find Payment
Finds one payment recorded on a Debitura case, by the payment's id, and returns it.
Action
Get Case Files
Returns the documents attached to a collection case.
Action
Get Case Messages
Returns the messages posted on a Debitura collection case, in the order they were sent.
Action
Get Case Timeline
Returns everything that has happened on a collection case, in order, plus the stage the case has reached.
Action
Get Contract Status
Returns whether the agreements needed to collect on a case have been signed yet.
Action
Preview Case
Checks a debt before you file it: whether Debitura can collect it, which collection partner would take it, what it would cost, and any agreements you would need to sign. No case is created.
Action
Upload File to Case
Attach a document to a collection case, such as an invoice, contract, or correspondence. Supporting documents help the collection partner resolve the case faster.
Trigger
New Progress
Triggers when a new task progress is created.
Trigger
New Project
Fires when a new project is created in 5pm (poll ProjectsService getList).
Trigger
New Task
Triggers when a new support task is created.
Trigger
New User
Triggers when a new support user is created.
Trigger
Updated Project
Fires when a project is updated in 5pm (poll ProjectsService getList).
Trigger
Updated Task
Triggers when a new support task is updated.
Trigger
Updated User
Triggers when a new support user is updated.
Action
Add Task Progress
Add Task Progress (progress in percent and house down).
Action
Add User
Create a new user in the 5pm account (UsersService add).
Action
Create Note
Creates a new note in task.
Action
Create Project
Creates a new project.
Action
Create Task
Action
Delete Note
Remove an activity note/progress message (ActivityService remove).
Action
Delete Project
Remove a project (ProjectsService remove).
Action
Delete Task
Remove a task from a 5pm project (TasksService remove).
Action
Delete User
Remove a user from the account (UsersService remove).
Action
Find Project by Id
Retrieve a single project by its id (ProjectsService getById).
Action
Find Task
Finds a task in the application.
Action
Find Task by Id
Finds a task by Id in the application.
Action
Find User by Email
Retrieve a user by their email address (UsersService getByEmail).
Action
Find User by Id
Finds a user by Id in the system.
Action
List Notes
List activity notes/progress messages on a task (ActivityService getList).
Action
List Projects
List all projects in the account (ProjectsService getAll/getList).
Action
List Users
List all users in the account (UsersService getAll).
Action
Update Note
Update an activity note/progress message (ActivityService update).
Action
Update Project
Update a project's fields (ProjectsService update).
Action
Update Task
Update task in the application.
Action
Update User
Update a user's fields (UsersService update).

Each app on its own

The other way round: 5pm to Debitura