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Triggers and actions 6 triggers · 50 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
Completed AssignmentTriggers when an assignment is marked as completed in Previsto.
Trigger
Created AgreementTriggers when a new service agreement is created in Previsto.
Trigger
Created AssignmentTriggers when a new assignment is created in Previsto.
Trigger
Created ContactTriggers when a new contact is created in your Previsto account, and hands on that contact's details.
Trigger
Updated ContactTriggers when a contact is created or changed in your Previsto account, and hands on that contact's details.
Action
Create AgreementCreates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats.
Action
Create AssignmentCreates an assignment in Previsto for a customer and returns the created assignment.
Action
Create ContactCreates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id.
Action
Delete agreementDeletes a service agreement from Previsto.
Action
Delete assignmentDeletes an assignment from Previsto.
Action
Delete contactDeletes a contact from Previsto.
Action
Get accountReturns a single Previsto account, including its contact details, roles and location.
Action
Get agreementRetrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact.
Action
Get assignmentReturns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers.
Action
Get contactReturns a single Previsto contact, including its address, billing settings and notification preferences.
Action
List contactsReturns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state.
Action
Update agreementUpdates a service agreement in Previsto and returns the updated agreement.
Action
Update contactUpdates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.