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Triggers and actions 2 triggers ยท 51 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 DocumentTriggers when a new Document is created.
Action
Add domainAdd a crawler domain to an Engine. POST /api/v1/engines/{engine_id}/domains.json with url.
Action
Add engineCreate a new Engine (index). POST /api/v1/engines.json with name.
Action
Create DocumentCreates a new Document.
Action
Delete documentDelete a document by document_id from a document type. DELETE /api/v1/engines/{engine_id}/document_types/{document_type}/documents/{document_id}.json
Action
Delete domainRemove a crawler domain from an Engine. DELETE /api/v1/engines/{engine_id}/domains/{domain_id}.json
Action
Delete engineDelete an Engine by id. DELETE /api/v1/engines/{engine_id}.json
Action
Get documentRetrieve a single document by external_id from a document type. GET /api/v1/engines/{engine_id}/document_types/{document_type}/documents/{external_id}.json
Action
Get engineRetrieve a single Engine by id or name. GET /api/v1/engines/{engine_id}.json
Action
List documentsList documents within a document type/engine. GET /api/v1/engines/{engine_id}/document_types/{document_type}/documents.json
Action
List domainsList crawler domains configured on an Engine. GET /api/v1/engines/{engine_id}/domains.json
Action
List enginesList all Engines for the account. GET /api/v1/engines.json
Action
Recrawl domainTrigger a recrawl of a domain's crawled content. PUT /api/v1/engines/{engine_id}/domains/{domain_id}/recrawl.json
Action
Search documentsPerform full-text search over documents within an Engine. GET/POST https://search-api.swiftype.com/api/v1/public/engines/search.json with engine_key + q. Returns matching records grouped by document type.
Action
Update documentUpdate fields on an existing document. PUT /api/v1/engines/{engine_id}/document_types/{document_type}/documents/{document_id}/update_fields.json
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.