Connect Helpjuice to Modern Treasury

Both apps 36Helpjuice 22Modern Treasury 14

• Trigger
  New Article

  Triggers when a new knowledge base article is published.

• Trigger
  New Category

  Triggers when a new knowledge base category is created.

• Trigger
  New User

  Triggers when a new Helpjuice user is created.

• Action
  Create Article

  Creates a knowledge base article in a category, as a draft unless published is set.

• Action
  Create Category

  Creates a knowledge base category, optionally nested under a parent category.

• Action
  Create Group

  Creates a Helpjuice user group.

• Action
  Create User

  Creates a Helpjuice user with a role, optionally adding them to groups.

• Action
  Delete Article

  Deletes a knowledge base article.

• Action
  Delete Category

  Deletes a knowledge base category.

• Action
  Delete Group

  Deletes a Helpjuice user group.

• Action
  Delete User

  Deletes a Helpjuice user.

• Action
  Find Articles

  Finds knowledge base articles, optionally filtered by category, publish status or update date.

• Action
  Find Users

  Finds Helpjuice users by email, name or role.

• Action
  Get Article

  Returns one knowledge base article by its ID, including its body, visibility and publish status.

• Action
  Get Category

  Returns one knowledge base category with its published and draft articles.

• Action
  Get Group

  Returns one Helpjuice user group and its members.

• Action
  Get User

  Returns one Helpjuice user by ID.

• Action
  List Categories

  Returns the knowledge base's categories, optionally for one language.

• Action
  Search Knowledge Base

  Searches the knowledge base and returns matching articles with short answer samples.

• Action
  Update Article

  Updates an existing knowledge base article's title, body, visibility or publish status.

• Action
  Update Category

  Updates a knowledge base category's name, description, parent or accessibility.

• Action
  Update User

  Updates a Helpjuice user's name, email or role.

• 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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