Connect Helpjuice to Payaca

Both apps 37Helpjuice 22Payaca 15

• 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 invoice

  Creates an invoice against a Payaca project for a fixed amount, a percentage of the accepted project value, or everything still payable, and can optionally send it or mark it as sent.

• Action
  Add payment

  Records a payment against a Payaca project, optionally reconciling it to a specific invoice and emailing the customer a receipt. Returns the created payment and how it was reconciled.

• Action
  Add project note

  Adds one or more notes to a Payaca project and returns the notes that were created.

• Action
  Add proposal

  Creates a proposal on a Payaca project, with its line items, optional payment schedule and any grants. Returns the new proposal with its totals.

• Action
  Add scheduled event

  Creates a scheduled event in Payaca with a name, start and end time, and optionally links it to a project, assigns team members, and sets its location and the contacts to notify.

• Action
  Get customer

  Returns a customer by id, including their contacts, addresses, custom field values and tags.

• Action
  Get invoice

  Returns a Payaca invoice by its ID, including its status, totals, line items and linked project. An error occurs if the invoice is not found.

• Action
  Get project

  Returns a project by its id, including its customer, pipeline stage, site address, custom fields, totals, grants and expected payments.

• Action
  Get scheduled event

  Returns a single scheduled event, including its times, location, customer, project, assignees, notes, tags and contacts to notify. An error occurs if the event is not found.

• Action
  List customers

  Returns all customers in the Payaca account, optionally narrowed to those with a contact on a given email address or phone number.

• Action
  List pipelines

  Returns all pipelines in the Payaca account, including each pipeline's stages in order.

• Action
  List projects

  Returns the projects in the Payaca account, optionally only those belonging to one customer.

• Action
  Mark proposal as accepted

  Marks a proposal that was already sent to the customer as accepted and returns the updated proposal.

• Action
  Update project

  Updates the custom field values on an existing project and returns the updated project. Service-type projects cannot be updated.

• Action
  Update scheduled event

  Updates the name, description, start time or end time of an existing scheduled event, and returns the updated event.

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