Connect Formitize to Lunch Money

Both apps 41Formitize 19Lunch Money 22

• Trigger
  New Client

  Triggers when a new client is added.

• Trigger
  On Create Job

  Triggers when a new job is created.

• Action
  Create Asset

  Creates an asset of an asset type.

• Action
  Create Client

  Creates a client with a billing name and optional primary contact and address.

• Action
  Create Job

  Creates a job and optionally assigns it to an agent.

• Action
  Delete Asset

  Deletes an asset.

• Action
  Delete Job

  Deletes a job.

• Action
  Get Asset

  Returns one asset.

• Action
  Get Client

  Returns one client with its contacts and locations.

• Action
  Get Submitted Form

  Returns one submitted form with its answers and attachments.

• Action
  List Assets

  Returns assets of one asset type.

• Action
  List Asset Types

  Returns the account's asset types and their columns.

• Action
  List Clients

  Returns a page of clients with their billing name, primary contact, address and status.

• Action
  List Form Templates

  Returns the account's form templates.

• Action
  List Jobs

  Returns jobs, optionally filtered by status or assigned agent.

• Action
  List Lookup Databases

  Returns the account's lookup databases.

• Action
  List Notifications

  Returns notifications, open or completed.

• Action
  List Submitted Forms

  Returns submitted forms, optionally filtered by form template, status, text or modified date.

• Action
  Update Client

  Updates a client's billing name, primary contact or address.

• Action
  Create a Manual Account

  Creates a new manually-managed account in Lunch Money.

• Action
  Create a New Category or Category Group

  Creates a new category with the given name. If the is_group attribute is set to true, a category group is created. In this case, up to three child categories may be added to the newly-created category group.

• Action
  Create a New Tag

  Creates a new tag in your Lunch Money budget.

• Action
  Create a New Transaction

  Creates a new transaction with the given details. Amount, and Date are required. Other attributes may also be provided.

• Action
  Delete a Category or Category Group

  Deletes a category. By default this will fail if the category has dependencies such as existing transactions or child categories. Set force to true to delete the category even if it has dependencies.

• Action
  Delete a Manual Account

  Deletes a single manual account in Lunch Money, optionally along with its transactions, rules, recurring items and balance history.

• Action
  Delete a Tag

  Deletes a tag. By default this will fail if the tag has dependencies such as existing transactions or rules. Set force to true to delete the tag even if it has dependencies.

• Action
  Delete a Transaction

  Deletes the transaction with the specified ID. Will fail if the transaction is grouped or split.

• Action
  Get All Categories

  Retrieve all categories and category groups in the Lunch Money account.

• Action
  Get All Manual Accounts

  Retrieve a list of all manually-managed accounts associated with the user's account.

• Action
  Get All Tags

  Retrieves every tag in the Lunch Money account.

• Action
  Get All Transactions

  Retrieve a list of all transactions associated with a user's account. If called with no parameters, this endpoint will return the most recent transactions up to limit number of transactions.

• Action
  Get a Single Category

  Retrieves one category or category group by its ID. For a group, its categories are returned under children.

• Action
  Get a Single Manual Account

  Retrieves the details of the manually-managed account with the specified ID.

• Action
  Get a Single Tag

  Retrieves the details of a single tag by its ID.

• Action
  Get a Single Transaction

  Retrieves the details of the transaction with the specified ID.

• Action
  Get Current User

  Returns the Lunch Money user and budget associated with the connected account's access token.

• Action
  Get Summary

  Retrieves a summary of the budget for a date range: each category's budget configuration and activity, plus optional overall totals, per-period occurrences and the rollover pool.

• Action
  Update an Existing Category or Category Group

  Modifies the properties of an existing category or category group in Lunch Money. Only the fields you fill in are changed. A category cannot be converted into a group or vice versa.

• Action
  Update an Existing Manual Account

  Modifies the properties of an existing manual account in Lunch Money. Only the fields you fill in are changed.

• Action
  Update an Existing Tag

  Updates an existing tag in Lunch Money. Only the properties you fill in are changed.

• Action
  Update an Existing Transaction

  Modifies the properties of an existing transaction. Only the fields you fill in are changed.

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