Connect Ezekia to Mx Technologies

Both apps 121Ezekia 86Mx Technologies 35

• Trigger
  Assignment Converted to List

  Triggers when an assignment is converted to a list in Ezekia, returning the new list.

• Trigger
  Assignment Converted to Opportunity

  Triggers when a project appears as an opportunity in Ezekia, such as an assignment converted to an opportunity (newest updated first).

• Trigger
  Candidate Added to Assignment

  Triggers when a person is added as a candidate to the selected Ezekia assignment.

• Trigger
  Candidate Pipeline Status Changed

  Triggers when a candidate on an Ezekia assignment or project is added or has their pipeline status changed.

• Trigger
  Company Off-Limits Created

  Triggers when a new off-limits agreement is created for a company.

• Trigger
  Company Off-Limits Updated

  Triggers when a company off-limits agreement is updated in Ezekia.

• Trigger
  Company Status Changed

  Triggers when a company's status changes in Ezekia, returning the company record with its new status.

• Trigger
  Company Updated

  Triggers when a company in Ezekia is updated.

• Trigger
  Fixed Fee Locked

  Triggers when a fixed fee is locked in Ezekia.

• Trigger
  Fixed Fee Unlocked

  Triggers when a billing fixed fee is unlocked (an edited fixed fee that is no longer locked) in Ezekia.

• Trigger
  Fixed Fee Updated

  Triggers when a fixed fee is created or updated in Ezekia billing.

• Trigger
  Invoice Locked

  Triggers when an invoice in Ezekia is locked. Returns the locked invoice with its amounts, dates, status and project.

• Trigger
  Invoice Status Changed

  Triggers when an invoice's status tag changes in Ezekia.

• Trigger
  Invoice Unlocked

  Triggers when an Ezekia invoice is unlocked (its locked date is cleared and the invoice is modified).

• Trigger
  Invoice Updated

  Triggers when an invoice is created or changed in Ezekia billing, returning the full invoice record.

• Trigger
  List Converted to Opportunity

  Triggers when a list in Ezekia becomes an opportunity, returning the opportunity project record.

• Trigger
  Meeting Updated

  Triggers when a meeting in Ezekia is created or changed, checking the most recently updated meetings.

• Trigger
  New Company Created

  Triggers when a new company is created in Ezekia.

• Trigger
  New Fixed Fee Created

  Triggers when a new fixed fee is created in Ezekia.

• Trigger
  New Invoice Created

  Triggers when a new invoice is created in Ezekia.

• Trigger
  New Meeting Created

  Triggers when a new meeting is created in Ezekia.

• Trigger
  New Person Created

  Triggers when a new person is created in Ezekia.

• Trigger
  New Project Created

  Triggers when a new assignment, opportunity or list is created in Ezekia.

• Trigger
  New Revenue Created

  Triggers when a new revenue is added to a project's billing in Ezekia.

• Trigger
  New Task Created

  Triggers when a new task is created in Ezekia, returning the task with its owner, due date, tags and linked records.

• Trigger
  Opportunity Completion Changed

  Triggers when an opportunity in Ezekia is updated, such as when its completion percentage changes. Returns the opportunity.

• Trigger
  Opportunity Converted to Assignment

  Triggers when a project becomes an assignment in Ezekia, such as an opportunity converted to an assignment.

• Trigger
  Opportunity Converted to List

  Triggers when a list appears in Ezekia, such as when an opportunity is converted to a list.

• Trigger
  Person Added to List

  Triggers when a person is added to an Ezekia list.

• Trigger
  Person Off-Limits Created

  Triggers when a new off-limits agreement is created for a person in Ezekia.

• Trigger
  Person Off-Limits Updated

  Triggers when an off-limits agreement on a person is created or updated in Ezekia.

• Trigger
  Person Updated

  Triggers when a person record in Ezekia is created or updated.

• Trigger
  Project Archived

  Triggers when a project (assignment, opportunity or list) is archived in Ezekia.

• Trigger
  Project Deleted

  Triggers when a project (assignment, opportunity or list) is deleted or archived in Ezekia. Projects removed permanently can't be detected; only archived ones are returned.

• Trigger
  Project Status Changed

  Triggers when a project in Ezekia is updated, such as when its status changes.

• Trigger
  Project Updated

  Triggers when a project (assignment, opportunity or list) in Ezekia is updated.

• Trigger
  Revenue Locked

  Triggers when a revenue item in Ezekia billing is locked.

• Trigger
  Revenue Status Changed

  Triggers when a revenue's billing status tag changes (or a new revenue appears) in Ezekia.

• Trigger
  Revenue Unlocked

  Triggers when a locked revenue item in Ezekia billing is unlocked.

• Trigger
  Revenue Updated

  Triggers when a revenue item in Ezekia is created or updated.

• Trigger
  Task Updated

  Triggers when a task is created or updated in Ezekia, returning the task with its title, owner, due date, tags and linked records.

• Action
  Add Billing Contact

  Adds a person as the billing contact on an Ezekia project and returns that person's record.

• Action
  Add Completion to Opportunity

  Sets the completion percentage on an Ezekia opportunity.

• Action
  Add Person to List

  Adds a person to an Ezekia list.

• Action
  Add Status to Company

  Adds a status tag to a company in Ezekia, or updates the company's existing status.

• Action
  Add Status to Project

  Adds or updates the status tag on an Ezekia project.

• Action
  Create Company

  Creates a company in Ezekia.

• Action
  Create Fixed Fee

  Creates a fixed fee on a project's billing in Ezekia.

• Action
  Create Invoice

  Creates an invoice in the billing section of an Ezekia project.

• Action
  Create Meeting

  Creates a meeting in Ezekia, optionally linked to assignments, opportunities, people or companies.

• Action
  Create Person

  Creates a person in Ezekia.

• Action
  Create Revenue

  Creates a revenue entry in the billing of an Ezekia project, with its amount, date, status tag and probability.

• Action
  Find Company by ID

  Returns one Ezekia company by its ID.

• Action
  Find Company by Name

  Finds Ezekia companies whose name matches the text.

• Action
  Find Company Off-Limits

  Returns the off-limits agreement currently applied to a company, if any.

• Action
  Find Opportunity by Project Id

  Returns the Ezekia opportunity (project) with the given project ID, including its title, owner, dates and relationships.

• Action
  Find Person by Email Address

  Finds Ezekia people by one of their email addresses.

• Action
  Find Person by ID

  Returns one Ezekia person record by its ID.

• Action
  Find Person by Phone

  Finds Ezekia people by phone number.

• Action
  Find Project Billing by ID

  Returns the billing information for a project, including its billing contacts, revenues, invoices and fixed fees.

• Action
  Find Project by ID

  Returns one Ezekia project (assignment, opportunity or list) by its ID.

• Action
  Find Project by Name

  Finds Ezekia assignments or opportunities whose name matches the text.

• Action
  Find Project Candidates by ID

  Returns the candidates on an Ezekia project with their pipeline tags.

• Action
  Lock Fixed Fee

  Locks a fixed fee on a project's billing so it can no longer be edited, and returns the locked fixed fee.

• Action
  Lock Invoice

  Locks an invoice in Ezekia, assigning its invoice number, due date and template and generating the invoice document.

• Action
  Lock Revenue

  Locks a revenue item on a project's billing in Ezekia so it can no longer be edited, and returns the locked revenue.

• Action
  Remove Billing Contact

  Removes a person from a project's billing contacts in Ezekia.

• Action
  Remove Company Off Limits

  Removes an off-limits agreement from a company, so the company is no longer off limits.

• Action
  Remove Education From Person

  Removes an education entry from an Ezekia person.

• Action
  Remove Person From List

  Removes a person from an Ezekia list.

• Action
  Remove Person Off Limits

  Removes an off-limits agreement from a person in Ezekia, so the person is no longer marked off limits.

• Action
  Remove Position From Person

  Removes a position from an Ezekia person.

• Action
  Unlock Fixed Fee

  Unlocks a locked fixed fee on a project's billing so it can be edited again.

• Action
  Unlock Invoice

  Unlocks a locked invoice in Ezekia so it can be edited again, and returns the updated invoice.

• Action
  Unlock Revenue

  Unlocks a locked revenue item in Ezekia so it can be edited again.

• Action
  Update Company

  Updates a company in Ezekia.

• Action
  Update Company Off Limits

  Updates an existing company off-limits agreement in Ezekia, changing its company search term, match type, end date or description.

• Action
  Update Fixed Fee

  Updates an existing fixed fee on a project's billing, such as its amount, status tag, recipient, due date or note.

• Action
  Update Invoice

  Updates an existing invoice on a project's billing, replacing its line items, total, dates, status tag and splits.

• Action
  Update Meeting

  Updates an existing Ezekia meeting's title, time, attendees, status tags and other details, and returns the updated meeting.

• Action
  Update Person

  Updates a person in Ezekia.

• Action
  Update Person Education

  Updates an education entry on an Ezekia person.

• Action
  Update Person Off Limits

  Updates an existing off-limits agreement for a person, changing its end date or description.

• Action
  Update Person Position

  Updates a position on an Ezekia person.

• Action
  Update Project

  Updates an assignment, opportunity or list in Ezekia.

• Action
  Update Task

  Updates an existing Ezekia task's title, due date, owners, status tags, assignees, note, recurrence and linked records.

• Action
  Add account

  Creates a manual account for an MX user. Manual accounts sit under the Manual Institution member and never aggregate data from a financial institution.

• Action
  Add budget

  Creates a budget for a category on an MX user.

• Action
  Add category

  Create a custom category for a user.

• Action
  Add goal

  Create a goal for a user.

• Action
  Add member

  Create a member (connection between a user and a financial institution) to start aggregation.

• Action
  Add transaction

  Creates a manual transaction on a manual account belonging to an MX user.

• Action
  Add user

  Creates a new MX user. The returned user guid is what other MX actions (such as Add member) use to identify the user.

• Action
  Aggregate member

  Starts an aggregation for a member, pulling the latest account and transaction data from the connected institution. MX may skip the aggregation if the data was updated recently.

• Action
  Delete account

  Delete a manually created account.

• Action
  Delete budget

  Deletes a budget belonging to an MX user.

• Action
  Delete category

  Delete a custom category.

• Action
  Delete goal

  Delete a goal.

• Action
  Delete member

  Delete a member connection.

• Action
  Delete user

  Delete a user.

• Action
  Get account

  Read an account's attributes.

• Action
  Get budget

  Retrieves a specific budget for an MX user.

• Action
  Get institution

  Read an institution's attributes.

• Action
  Get member

  Read a member's attributes and connection status.

• Action
  Get merchant

  Returns information about a particular merchant, such as its logo, name, and website.

• Action
  Get transaction

  Read a transaction's attributes.

• Action
  Get user

  Retrieves the attributes of a specific MX user.

• Action
  List accounts

  Lists all accounts belonging to an MX user. Returns up to 1000 accounts in one call.

• Action
  List categories

  Lists all categories for an MX user, including default and custom categories.

• Action
  List goals

  Lists all goals for an MX user.

• Action
  List institutions

  Lists financial institutions available through MX, optionally filtered by name, country and supported product.

• Action
  List members

  List all members belonging to a user.

• Action
  List merchants

  Lists merchants in the MX system, optionally filtered by a name substring.

• Action
  List transactions

  List all transactions for a user.

• Action
  Update account

  Updates an account belonging to a member. Manual accounts can have every field updated; aggregated accounts only accept changes to Is Business, Is Hidden and Metadata.

• Action
  Update budget

  Update a specific budget.

• Action
  Update category

  Update a custom category.

• Action
  Update goal

  Updates an existing savings or payoff goal for an MX user. Only the fields you fill in are changed.

• Action
  Update member

  Updates a member's credentials, id, metadata, background aggregation setting or use cases. At least one value to update must be supplied.

• Action
  Update transaction

  Update a transaction's category, description, or other editable attributes.

• Action
  Update user

  Update a user's attributes.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.