Connect Glean and Invoiced

Both apps 33Glean 8Invoiced 25

• Trigger
  New Search Result

  Triggered when a new document appears in the Glean search results for a query you choose.

• Action
  Chat Message/Conversation

  Sends a message or conversation history to Glean AI and returns its answer, along with the chat it belongs to and suggested follow-up prompts.

• Action
  Find Document

  Returns the Glean documents, with their metadata, that match the document IDs or URLs you specify.

• Action
  Get Documents and Events Feed

  Returns the user's personalized Glean feed, including suggested and recent documents, calendar events, announcements and other content.

• Action
  Report Client Activity

  Reports an event that happened to a result in a Glean client, such as a search result view, click or vote. Glean uses these signals to improve search quality.

• Action
  Report Document Activity

  Reports user activity on indexed documents, such as views, edits, searches and comments, to Glean to improve search quality.

• Action
  Run Agent and Wait

  Runs a Glean agent and waits for it to finish, returning the agent's final response messages and run status.

• Action
  Search

  Returns documents from the Glean index that match the search terms and any filters you provide.

• Trigger
  Invoice Paid in Full

  Triggers when an invoice is paid in full.

• Trigger
  New Contact

  Triggers when a new contact is added to an Invoiced customer.

• Trigger
  New Credit Note

  Triggers when a new credit note is created in Invoiced.

• Trigger
  New Customer

  Triggers when a new customer is created in Invoiced.

• Trigger
  New Estimate

  Triggers when a new estimate is created in Invoiced.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Invoiced.

• Trigger
  New Note

  Triggers when a new note is added in Invoiced.

• Trigger
  New Payment

  Triggers when a new payment is recorded in Invoiced.

• Trigger
  New Subscription

  Triggers when a new subscription is created in Invoiced.

• Trigger
  New Task

  Triggers when a new collections task is created in Invoiced.

• Trigger
  Subscription Canceled

  Triggers when a subscription is canceled in Invoiced.

• Action
  Create Contact

  Creates a contact on an Invoiced customer.

• Action
  Create Credit Balance Adjustment

  Adds (or with a negative amount, removes) credit on a customer's credit balance.

• Action
  Create Credit Note

  Creates a credit note for an Invoiced customer.

• Action
  Create Customer

  Creates a new customer in Invoiced and returns its ID and customer number.

• Action
  Create Estimate

  Creates an estimate (quote) for an Invoiced customer.

• Action
  Create Invoice

  Creates an invoice for an Invoiced customer.

• Action
  Create Payment

  Records a payment in Invoiced, optionally applied to invoices.

• Action
  Create Pending Line Item

  Adds a pending line item to a customer, billed on their next invoice.

• Action
  Create Subscription

  Subscribes an Invoiced customer to a plan.

• Action
  Create Task

  Creates a collections task for an Invoiced customer.

• Action
  Find Credit Note

  Finds a credit note by its number and returns the first match.

• Action
  Find Estimate

  Finds a estimate by its number and returns the first match.

• Action
  Find Invoice

  Finds a invoice by its number and returns the first match.

• Action
  Update Customer

  Updates an existing Invoiced customer; only the fields you fill in change.

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