Integration

Connect Debitura to Float

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

Debitura1 triggerDebitura11 actionsFloat15 triggersFloat21 actions

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Everything your agent can do with Debitura and Float

Triggers and actions 16 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 Allocation
Triggers when a new allocation is created.
Trigger
New Client
Triggers when a new client is added.
Trigger
New Department
Triggers when a new department is added.
Trigger
New Logged Time
Triggers when a new logged time is created.
Trigger
New Milestone
Triggers when a new milestone is created.
Trigger
New Person
Triggers when a new person is added.
Trigger
New Phase
Triggers when a new phase is created.
Trigger
New Project
Triggers when a new project is created.
Trigger
New Project Task
Triggers when a new project task is created.
Trigger
New Time Off
Triggers when a new time off is created.
Trigger
Updated Allocation
Triggers when an allocation is modified.
Trigger
Updated Logged Time
Triggers when a logged time is modified.
Trigger
Updated Phase
Triggers when a phase is modified.
Trigger
Updated Project
Triggers when a project is modified.
Trigger
Updated Project Task
Triggers when a project task is modified.
Action
Create Allocation
Creates a new allocation.
Action
Create Client
Creates a new client.
Action
Create Department
Creates a new department.
Action
Create Logged Time
Creates a new logged time.
Action
Create Milestone
Creates a new milestone.
Action
Create Person
Creates a new person.
Action
Create Phase
Creates a new phase.
Action
Create Project
Creates a new project.
Action
Create Project Task
Creates a new project task.
Action
Create Time Off
Creates a new time off.
Action
Find Allocation
Finds an allocation by ID.
Action
Find Logged Time
Finds a logged time by ID.
Action
Find Person
Finds a person by ID, email, or tag(s).
Action
Find Project
Finds a project by ID, project_code, or tag(s).
Action
Update Allocation
Update an existing allocation by ID.
Action
Update Logged Time
Update an existing logged time entry by ID.
Action
Update Milestone
Update an existing milestone by ID.
Action
Update Person
Update an existing person by ID.
Action
Update Phase
Update an existing phase by ID.
Action
Update Project
Update an existing project by ID.
Action
Update Project Task
Update an existing project task by ID.

Each app on its own

The other way round: Float to Debitura