Connect Gist to Lunch Money

Both apps 45Gist 23Lunch Money 22

• Trigger
  Conversation closed

  Fires when a conversation is closed. Webhook topic "Conversation Closed".

• Trigger
  New Contact

  Triggers when you add a new contact.

• Trigger
  New conversation

  Fires when a contact initiates a new conversation. Webhook topic "Contact Initiated Conversation".

• Trigger
  New message from contact

  Fires when a contact sends a message in a conversation. Webhook topic "Message From Contact".

• Trigger
  Performed an Event

  Triggers when a contact performs an event.

• Trigger
  Subscribed to a Campaign

  Triggers when a contact is subscribed to a campaign.

• Trigger
  Tag Added to Contact

  Triggers when a specific tag gets added to a contact.

• Trigger
  Tag Removed From Contact

  Triggers when a specific tag gets removed from a contact.

• Trigger
  Unsubscribed From a Campaign

  Triggers when a contact is unsubscribed from a campaign.

• Trigger
  Updated a Contact Property

  Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

• Action
  Add conversation

  Create a new conversation in Gist's helpdesk/live-chat.

• Action
  Add Tag to an Existing Contact

  Apply a tag to an existing contact.

• Action
  Assign conversation

  Assign an existing conversation to a teammate or team.

• Action
  Close conversation

  Close an existing conversation.

• Action
  Create or Update Contact

  Creates a new Contact or updates an existing one.

• Action
  Delete contact

  Delete a contact by id.

• Action
  Find a Contact

  Finds an existing contact.

• Action
  Get a Contact

  Fetches a contact by ID. An error occurs if the contact is not found.

• Action
  Get conversation

  Retrieve a single conversation by id.

• Action
  List contacts

  List all contacts in the workspace.

• Action
  List conversations

  List all conversations in the workspace.

• Action
  Remove Tag From Existing Contact

  Removes a tag from an existing contact.

• Action
  Reply to conversation

  Add a reply message to an existing conversation.

• Action
  Create a Manual Account

  Creates a new manually-managed account in Lunch Money.

• Action
  Create a New Category or Category Group

  Creates a new category with the given name. If the is_group attribute is set to true, a category group is created. In this case, up to three child categories may be added to the newly-created category group.

• Action
  Create a New Tag

  Creates a new tag in your Lunch Money budget.

• Action
  Create a New Transaction

  Creates a new transaction with the given details. Amount, and Date are required. Other attributes may also be provided.

• Action
  Delete a Category or Category Group

  Deletes a category. By default this will fail if the category has dependencies such as existing transactions or child categories. Set force to true to delete the category even if it has dependencies.

• Action
  Delete a Manual Account

  Deletes a single manual account in Lunch Money, optionally along with its transactions, rules, recurring items and balance history.

• Action
  Delete a Tag

  Deletes a tag. By default this will fail if the tag has dependencies such as existing transactions or rules. Set force to true to delete the tag even if it has dependencies.

• Action
  Delete a Transaction

  Deletes the transaction with the specified ID. Will fail if the transaction is grouped or split.

• Action
  Get All Categories

  Retrieve all categories and category groups in the Lunch Money account.

• Action
  Get All Manual Accounts

  Retrieve a list of all manually-managed accounts associated with the user's account.

• Action
  Get All Tags

  Retrieves every tag in the Lunch Money account.

• Action
  Get All Transactions

  Retrieve a list of all transactions associated with a user's account. If called with no parameters, this endpoint will return the most recent transactions up to limit number of transactions.

• Action
  Get a Single Category

  Retrieves one category or category group by its ID. For a group, its categories are returned under children.

• Action
  Get a Single Manual Account

  Retrieves the details of the manually-managed account with the specified ID.

• Action
  Get a Single Tag

  Retrieves the details of a single tag by its ID.

• Action
  Get a Single Transaction

  Retrieves the details of the transaction with the specified ID.

• Action
  Get Current User

  Returns the Lunch Money user and budget associated with the connected account's access token.

• Action
  Get Summary

  Retrieves a summary of the budget for a date range: each category's budget configuration and activity, plus optional overall totals, per-period occurrences and the rollover pool.

• Action
  Update an Existing Category or Category Group

  Modifies the properties of an existing category or category group in Lunch Money. Only the fields you fill in are changed. A category cannot be converted into a group or vice versa.

• Action
  Update an Existing Manual Account

  Modifies the properties of an existing manual account in Lunch Money. Only the fields you fill in are changed.

• Action
  Update an Existing Tag

  Updates an existing tag in Lunch Money. Only the properties you fill in are changed.

• Action
  Update an Existing Transaction

  Modifies the properties of an existing transaction. Only the fields you fill in are changed.

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