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Triggers and actions 5 triggers · 23 actions
Trigger
New ContactTriggers when a new contact is created (polling, newest first).
Trigger
New InvoiceTriggers when a new invoice is created (polling, newest first).
Trigger
New ProjectTriggers when a new project is created (polling, newest first).
Action
Create ContactCreate a new contact.
Action
Create InvoiceCreate an invoice for a contact.
Action
Create ProjectCreate a project for a contact.
Action
Create TimeslipCreate a timeslip (time tracking entry).
Action
Delete ContactDelete a contact by id.
Action
Get ContactGet a single contact by id.
Action
Get InvoiceGet a single invoice by id.
Action
List BillsList bills.
Action
List ContactsList contacts in FreeAgent.
Action
List EstimatesList estimates.
Action
List ExpensesList expenses.
Action
List InvoicesList invoices.
Action
List ProjectsList projects.
Action
List TimeslipsList timeslips (time tracking entries).
Action
Update ContactUpdate an existing contact.
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.