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Triggers and actions 3 triggers · 32 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
New Participant Check-inTriggered when a participant is checked in on a One Tap list.
Trigger
New ProfileTriggered when a new person profile is created in One Tap.
Action
Add Punch PassCreates a punch pass for a profile, giving them a set number of check-ins that can be redeemed over time. Returns the new punch pass.
Action
Check in participantChecks in a participant on a One Tap list, recording the check-in time, location and method. Returns the updated participant.
Action
Check out participantChecks out a participant on a One Tap list, recording the check-out time, location and method. Returns the updated participant.
Action
Create ListCreates a new list (event) in One Tap that people can be checked in to. Returns the new list.
Action
Create ParticipantAdds a profile to a One Tap list as a participant, optionally recording a check-in or check-out at the same time. Returns the new participant.
Action
Create ProfileCreates a new person profile in One Tap, including any custom fields the account has defined. Returns the new profile.
Action
Delete ListDeletes a list (event) from One Tap. Returns the vendor's confirmation of the deletion.
Action
Delete PassDeletes a pass from One Tap so it can no longer be used to check in. Returns the vendor's confirmation of the deletion.
Action
Delete ProfileDeletes a person's profile from One Tap. Returns the vendor's confirmation of the deletion.
Action
Get ListReturns a single One Tap list (event) with its schedule, check-in settings and survey data.
Action
Get ListsReturns the lists (events) in the One Tap account, with optional filtering by name, date range, type or parent list.
Action
Get Participants on ListReturns the participants on a One Tap list, with their check-in and check-out details.
Action
Get PassesReturns the passes in the One Tap account, optionally limited to one profile, participant or pass type.
Action
Get ProfileReturns a single person's profile from One Tap, including the account's custom fields.
Action
Get Profile PassesReturns the passes belonging to one person's profile in One Tap.
Action
Get ProfilesReturns the people profiles in the One Tap account, with optional search, favorite filtering and sorting.
Action
Redeem Punch PassRedeems one punch on a punch pass by linking it to a check-in. Returns the updated punch pass.
Action
Remove ParticipantRemoves a participant from a One Tap list. Returns the vendor's confirmation of the removal.
Action
Update ListUpdates a One Tap list (event) — its name, dates, description and check-in settings. Only the values supplied are changed. Returns the updated list.
Action
Update ParticipantUpdates a participant's check-in and check-out details on a One Tap list. Only the values supplied are changed. Returns the updated participant.
Action
Update ProfileUpdates a person's profile in One Tap, including the account's custom fields. Only the values supplied are changed. Returns the updated profile.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.