Connect Gately to MILKEE

Both apps 27Gately 12MILKEE 15

• Trigger
  New Member

  Triggers when a new member signs up to your project.

• Action
  Add contact

  Create a new CRM contact.

• Action
  Add member

  Create a new project member.

• Action
  Delete contact

  Permanently delete a contact and all associated data.

• Action
  Find contacts by criteria

  Search/filter contacts via list endpoint query params (email, tag, list, segment).

• Action
  Get contact

  Retrieve a single CRM contact by ID.

• Action
  Get member

  Retrieve a single member by ID.

• Action
  List contacts

  Retrieve contacts for a project with optional filtering and pagination.

• Action
  List members

  Retrieve a paginated list of members in the project.

• Action
  Send email

  Send a transactional email to one or more recipients.

• Action
  Update contact

  Partially update a contact — only sent fields change.

• Action
  Update member

  Update an existing member.

• Action
  Create Account

  Creates a new ledger account in a MILKEE company's chart of accounts.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Entry

  Creates a new booking entry (Buchung) in a MILKEE company. The entry type (income, expense or swap) is determined automatically from the debit and credit accounts.

• Action
  Create Invoice

  Creates a new invoice with line items for a customer/project.

• Action
  Create Product

  Creates a new reusable product or service in a MILKEE company, for use on invoices and proposals.

• Action
  Create Project

  Creates a new project in a MILKEE company, linked to an existing customer or to a new customer created on the fly.

• Action
  Create Tag

  Creates a new tag in a MILKEE company.

• Action
  Create Task

  Creates a new task within a MILKEE project.

• Action
  Create Tax Rate

  Creates a new tax rate (e.g. a VAT rate) for a MILKEE company.

• Action
  Create Time Track

  Creates a time tracking entry on a MILKEE project.

• Action
  Find Entry

  Returns the MILKEE bookkeeping entries (Buchungen) of a company that match the given filters, such as entry ID, date range, type, customer, project, account or tag.

• Action
  Find Project

  Returns the MILKEE projects whose name matches the specified name, optionally narrowed by customer and archive status.

• Action
  Find Task

  Returns the tasks in a MILKEE company whose title contains the text you give, optionally narrowed to one status.

• Action
  Find Time Track

  Returns the time entries in a MILKEE company that match the specified criteria (entry id, user, customer, project, invoice, status, billable flag or date range).

• Action
  Update Invoice

  Updates an existing MILKEE invoice by ID. Only invoices in status open can be edited.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.