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Triggers and actions 5 triggers ยท 62 actions
Trigger
New ExpenseFires when a new expense is created. Backed by vendor webhook registration (POST /v1/webhooks, event=expense.created).
Action
Add ClientCreate a client. POST /v1/clients
Action
Add DepositCreate a deposit. POST /v1/deposits
Action
Add ExpenseCreate an expense. POST /v1/expenses
Action
Add InvoiceCreate an invoice. POST /v1/invoices
Action
Add ProductCreate a product. POST /v1/products
Action
Add QuoteCreate a quote. POST /v1/quotes
Action
Add VendorCreate a vendor. POST /v1/vendors
Action
Apply deposit to invoiceApply a deposit balance to an invoice. POST /v1/deposits/{depositId}/apply
Action
Delete ClientDelete a client. DELETE /v1/clients/{clientId}
Action
Delete ExpenseDelete an expense. DELETE /v1/expenses/{expenseId}
Action
Delete InvoiceDelete an invoice. DELETE /v1/invoices/{invoiceId}
Action
Delete ProductDelete a product. DELETE /v1/products/{productId}
Action
Delete QuoteDelete a quote. DELETE /v1/quotes/{quoteId}
Action
Delete VendorDelete a vendor. DELETE /v1/vendors/{vendorId}
Action
Get ClientRetrieve a client by id. GET /v1/clients/{clientId}
Action
Get DepositRetrieve a deposit by id. GET /v1/deposits/{depositId}
Action
Get ExpenseRetrieve an expense by id. GET /v1/expenses/{expenseId}
Action
Get InvoiceRetrieve an invoice by id. GET /v1/invoices/{invoiceId}
Action
Get ProductRetrieve a product by id. GET /v1/products/{productId}
Action
Get QuoteRetrieve a quote by id. GET /v1/quotes/{quoteId}
Action
Get VendorRetrieve a vendor by id. GET /v1/vendors/{vendorId}
Action
List ClientsList clients. GET /v1/clients
Action
List DepositsList deposits. GET /v1/deposits
Action
List ExpensesList expenses. GET /v1/expenses
Action
List InvoicesList invoices. GET /v1/invoices
Action
List ProductsList products. GET /v1/products
Action
List QuotesList quotes. GET /v1/quotes
Action
List VendorsList vendors. GET /v1/vendors
Action
Mark invoice as paidMark an invoice as paid. POST /v1/invoices/{invoiceId}/paid
Action
Send InvoiceSend invoice by email to the client. POST /v1/invoices/{invoiceId}/send
Action
Send QuoteSend quote by email to the client. POST /v1/quotes/{quoteId}/send
Action
Update ClientPartial update a client. PATCH /v1/clients/{clientId}
Action
Update ExpensePartial update an expense. PATCH /v1/expenses/{expenseId}
Action
Update InvoicePartial update an invoice. PATCH /v1/invoices/{invoiceId}
Action
Update ProductPartial update a product. PATCH /v1/products/{productId}
Action
Update QuotePartial update a quote. PATCH /v1/quotes/{quoteId}
Action
Update VendorPartial update a vendor. PATCH /v1/vendors/{vendorId}
Trigger
New ProjectTriggers when a new project is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
Updated ProjectTriggers when a project is updated.
Trigger
Updated TaskTriggers when a task is updated.
Action
Add Plan VersionUpload a new version of a plan. POST /plans/{plan_id}/versions.
Action
Add Project MemberAdd a member to a project. POST /projects/{project_id}/members.
Action
Add TaskCreate a new task on a project. POST /projects/{project_id}/tasks.
Action
Create ProjectCreates a new project.
Action
Delete DocumentDelete a document. DELETE /projects/{project_id}/documents/{document_id}.
Action
Delete PlanDelete a plan. DELETE /plans/{plan_id}.
Action
Delete Plan VersionRemove one version of a plan from a project.
Action
Delete ProjectDelete a project. DELETE /projects/{project_id}.
Action
Delete Project MemberRemove a member from a project. DELETE /projects/{project_id}/members/{member_id}.
Action
Delete TaskDelete a task. DELETE /tasks/{task_id}.
Action
Document UploadUpload a document
Action
Get ProjectGet a single project by id. GET /projects/{project_id}.
Action
Get ReportGet a single report by id. GET /reports/{report_id}.
Action
Get TaskGet a single task by id. GET /tasks/{task_id}.
Action
List MembersList members of the organization. GET /members.
Action
List Project MembersList members assigned to a project. GET /projects/{project_id}/members.
Action
List ProjectsList projects in the organization. GET /projects.
Action
List ReportsList reports for a project. GET /projects/{project_id}/reports.
Action
List TasksList tasks for a project. GET /projects/{project_id}/tasks.
Action
Plan UploadUpload a plan
Action
Update DocumentUpdate a document's fields. PATCH /projects/{project_id}/documents/{document_id}.
Action
Update PlanUpdate a plan's fields. PATCH /plans/{plan_id}.
Action
Update ProjectUpdate a project's fields. PATCH /projects/{project_id}.
Action
Update TaskUpdate a task's fields. PATCH /tasks/{task_id}.
Action
Upload FileUploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.