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Triggers and actions 3 triggers · 19 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
User Needs ReviewTriggers when a user could not be automatically verified, and needs your review.
Trigger
User VerifiedTriggers when a verification is automatically completed.
Action
Find addresses by postcodeSearch for addresses matching a given postcode. GET /api/v1/postcode-search (SearchPostcode).
Action
Get account detailRetrieve details for a specific monitored account (subject of an alert). GET /api/v1/accounts/{id} (GetAccountDetail).
Action
Get teamRetrieve details for a Vouchsafe team/workspace by ID. GET /api/v1/teams/{id} (GetTeam).
Action
Get verificationRetrieve a verification case's status and check results by ID. GET /api/v1/verifications/{id}.
Action
List verificationsList verification cases for the team. GET /api/v1/verifications.
Action
Perform smart lookupLook up and enrich identity details (e.g. email/phone) via Vouchsafe's smart lookup service. POST /api/v1/smart-lookups (PerformSmartLookup).
Action
Request VerificationStarts a verification session for an applicant, new user or customer.
Action
Toggle alertsEnable or disable proactive alert monitoring for an account. POST /api/v1/accounts/{id}/toggle-alerts (ToggleAlerts).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.