Connect Google Contacts to Modern Treasury

Both apps 24Google Contacts 10Modern Treasury 14

• Trigger
  New Contact

  Triggers when a new contact is added to Google Contacts.

• Trigger
  New Group

  Triggers when a new contact group (label) is created in Google Contacts.

• Trigger
  New or Updated Contact

  Triggers when a contact is added to Google Contacts or an existing contact is changed.

• Action
  Add Contact to Group

  Adds an existing contact to a contact group (label).

• Action
  Create Contact

  Creates a new contact in Google Contacts with a name, email address, phone number, company and notes.

• Action
  Create Group

  Creates a new contact group (label) in Google Contacts.

• Action
  Delete Contact

  Permanently deletes a contact from Google Contacts.

• Action
  Find Contact

  Finds contacts whose name, email address, phone number or company matches the search text.

• Action
  Get Contact

  Returns a contact's name, email addresses, phone numbers, company, notes and group memberships.

• Action
  Update Contact

  Updates an existing Google contact's name, email address, phone number, company or notes; fields left blank are kept.

• Action
  Add counterparty

  Creates a counterparty — a person or business you send payments to or receive payments from — optionally with its bank accounts and legal entity.

• Action
  Add expected payment

  Creates an expected payment in Modern Treasury so an incoming or outgoing payment can be reconciled automatically when it arrives.

• Action
  Add external account

  Creates an external bank account for a counterparty in Modern Treasury, with its account numbers, routing details and owner information.

• Action
  Add invoice

  Creates an invoice for a counterparty, payable to one of your internal accounts.

• Action
  Add ledger transaction

  Creates a ledger transaction made of balanced debit and credit entries against your ledger accounts.

• Action
  Add payment order

  Creates a payment order that moves money between one of your internal accounts and a counterparty's or another internal account.

• Action
  Delete counterparty

  Deletes a counterparty from your Modern Treasury organization.

• Action
  Get counterparty

  Returns a single counterparty, including its accounts, contact details and metadata.

• Action
  Get invoice

  Returns a single invoice by its ID, including its amounts, status, counterparty and line-item details.

• Action
  Get ledger transaction

  Returns one ledger transaction, including its ledger entries, status and metadata.

• Action
  Get payment order

  Returns the details of a single payment order, including its amount, status, direction and accounts.

• Action
  List internal accounts

  Returns the organization's internal (bank) accounts, optionally filtered by counterparty, legal entity, currency, status or payment capability.

• Action
  Update counterparty

  Updates an existing counterparty's name, email, external ID, legal entity, metadata, remittance-advice setting or taxpayer identifier. Returns the updated counterparty.

• Action
  Update payment order

  Updates an existing payment order, for example changing its amount, description, metadata or status (such as cancelling or approving it). Returns the updated payment order.

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