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Triggers and actions 17 triggers · 23 actions
Trigger
New CaseTriggers when a new collection case appears in your Debitura account.
Action
Add Case MessagePosts a message on a Debitura collection case, visible to you and the assigned collection partner, who is emailed about it.
Action
Check Collection EligibilityChecks whether a debt can be collected in the debtor's country, and tells you which collection partner would take the case.
Action
Create CaseOpens a debt collection case in Debitura for a debtor you specify, with either a total owed or the unpaid invoices behind it.
Action
Find CaseLooks up a single debt collection case in Debitura by its case reference, your own reference, or its id, and returns the case.
Action
Find PaymentFinds one payment recorded on a Debitura case, by the payment's id, and returns it.
Action
Get Case FilesReturns the documents attached to a collection case.
Action
Get Case MessagesReturns the messages posted on a Debitura collection case, in the order they were sent.
Action
Get Case TimelineReturns everything that has happened on a collection case, in order, plus the stage the case has reached.
Action
Get Contract StatusReturns whether the agreements needed to collect on a case have been signed yet.
Action
Preview CaseChecks 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 CaseAttach a document to a collection case, such as an invoice, contract, or correspondence. Supporting documents help the collection partner resolve the case faster.
Trigger
Invoice PaidTriggers when an invoice is fully paid.
Trigger
Invoice SentTriggers when an invoice is sent or marked as sent.
Trigger
New ClientTriggers when a new client is added.
Trigger
New ContactTriggers when new contact is added.
Trigger
New ExpenseTriggers when a new expense is added.
Trigger
New InvoiceTriggers when an invoice is created.
Trigger
New ProjectTriggers when a project is created.
Trigger
New TaskTriggers when a new task is added.
Trigger
New Time EntryTriggers when a time entry is created.
Trigger
New UserTriggers when a new User is added.
Trigger
New User AssignmentTriggers when a user is assigned to a project.
Trigger
Timer StartedTriggers when a timer is started.
Trigger
Timer StoppedTriggers when a timer is stopped.
Trigger
Updated ClientTriggers when a client is updated.
Trigger
Updated InvoiceTriggers when an invoice is updated.
Trigger
Updated Time EntryTriggers when a time entry is updated.
Action
Create ClientCreates a Client
Action
Create ContactCreates a Contact
Action
Create ProjectCreates a Project
Action
Create TaskCreates a Task and optionally assigns it to a project
Action
Create Time EntryCreates a Time Entry with duration
Action
Create Time Entry (Start & End Times)Creates a Time Entry with start and end times
Action
Find ClientFinds a client by name or ID
Action
Find InvoiceFinds an invoice by ID
Action
Find ProjectFinds a project by name
Action
Find TaskFinds a task by name
Action
Start TimerCreates and starts a timer for a given date
Action
Stop TimerStops any running timers
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.