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Triggers and actions 26 triggers ยท 42 actions
Trigger
New AllocationTriggers when a new allocation is created.
Trigger
New ClientTriggers when a new client is added.
Trigger
New DepartmentTriggers when a new department is added.
Trigger
New Logged TimeTriggers when a new logged time is created.
Trigger
New MilestoneTriggers when a new milestone is created.
Trigger
New PersonTriggers when a new person is added.
Trigger
New PhaseTriggers when a new phase is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New Project TaskTriggers when a new project task is created.
Trigger
New Time OffTriggers when a new time off is created.
Trigger
Updated AllocationTriggers when an allocation is modified.
Trigger
Updated Logged TimeTriggers when a logged time is modified.
Trigger
Updated PhaseTriggers when a phase is modified.
Trigger
Updated ProjectTriggers when a project is modified.
Trigger
Updated Project TaskTriggers when a project task is modified.
Action
Create AllocationCreates a new allocation.
Action
Create ClientCreates a new client.
Action
Create DepartmentCreates a new department.
Action
Create Logged TimeCreates a new logged time.
Action
Create MilestoneCreates a new milestone.
Action
Create PersonCreates a new person.
Action
Create PhaseCreates a new phase.
Action
Create ProjectCreates a new project.
Action
Create Project TaskCreates a new project task.
Action
Create Time OffCreates a new time off.
Action
Find AllocationFinds an allocation by ID.
Action
Find Logged TimeFinds a logged time by ID.
Action
Find PersonFinds a person by ID, email, or tag(s).
Action
Find ProjectFinds a project by ID, project_code, or tag(s).
Action
Update AllocationUpdate an existing allocation by ID.
Action
Update Logged TimeUpdate an existing logged time entry by ID.
Action
Update MilestoneUpdate an existing milestone by ID.
Action
Update PersonUpdate an existing person by ID.
Action
Update PhaseUpdate an existing phase by ID.
Action
Update ProjectUpdate an existing project by ID.
Action
Update Project TaskUpdate an existing project task by ID.
Trigger
New ChargeTriggers when a new charge is created.
Trigger
New Charge (instant)Fires instantly when a charge succeeds in Stripe, via a self-registered webhook (charge.succeeded). The platform registers/deletes the Stripe webhook endpoint automatically at automation activation/deactivation. Payload binds as {{ trigger.body.* }}.
Trigger
New CustomerTriggers when a new customer is created.
Trigger
New EventTriggers when a new Stripe event is created (covers all event types via the Events API).
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New paid and available chargeTriggered when a new paid and available charge is created.
Trigger
New paid chargeTriggered when a new paid charge is created.
Trigger
New planTriggered when a new plan is created.
Trigger
New ProductTriggers when a new product is created.
Trigger
New RefundTriggers when a new refund is created.
Trigger
New SubscriptionTriggers when a new subscription is created.
Action
Cancel SubscriptionCancels a subscription by its ID.
Action
Create ChargeCreates a charge. Amount is in the smallest currency unit (e.g. cents).
Action
Create charges (bulk charge creation)Creates a charge in Stripe.
Action
Create CustomerCreates a new customer in Stripe.
Action
Create Payment IntentCreates a PaymentIntent (the modern Stripe payment flow). Amount is in the smallest currency unit.
Action
Create PriceCreates a price for a product. unit_amount is in the smallest currency unit.
Action
Create ProductCreates a product (a good or service) in Stripe.
Action
Create RefundRefunds a charge or payment intent. Provide charge or payment_intent; amount optional for partial refund.
Action
Create refund by charge id (distinct from Create Refund)Creates a refund for a specific charge id.
Action
Create SubscriptionCreates a subscription for a customer to one or more prices.
Action
Delete CustomerPermanently deletes a customer by ID.
Action
Find Customer by EmailSearches for customers matching an email address.
Action
Get ChargeRetrieves a charge by its ID.
Action
Get charge details (distinct from Get Charge)Retrieves a charge's details by its charge id.
Action
Get CustomerRetrieves a customer by their Stripe ID.
Action
Get InvoiceRetrieves an invoice by its ID.
Action
Get RefundRetrieves a refund by its ID.
Action
Get SubscriptionRetrieves a subscription by its ID.
Action
Get transaction detailsRetrieves a transaction's details by its transaction id.
Action
List balance transactionsList balance transactions (txn_xxx) for the account, most recent first.
Action
Update CustomerUpdates an existing customer by ID.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.