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Triggers and actions 12 triggers ยท 58 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 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.