Connect Hiver to Modern Treasury

Both apps 26Hiver 12Modern Treasury 14

• Trigger
  New Inbound Conversation

  Triggers when a new conversation appears in a shared inbox.

• Action
  Create Note

  Adds an internal note to a conversation, optionally as a reply to another note.

• Action
  Create Shared Draft

  Creates a shared reply draft on a conversation that inbox members can review and send.

• Action
  Create Tag

  Creates a tag in a shared inbox, with an optional color and description.

• Action
  Find Inbox User by Email

  Finds a user in a shared inbox by exact email address.

• Action
  Find Tag by Name

  Finds tags in a shared inbox by name.

• Action
  Get Conversation

  Returns one conversation in a shared inbox, with its status, assignee, tags, permalinks and message IDs.

• Action
  Get Inbox

  Returns one shared inbox by its ID, including its name, email address and whether Hiver still has mailbox access.

• Action
  List Conversations

  Returns the conversations in a shared inbox, newest first, with status, assignee, tags and permalinks.

• Action
  List Inboxes

  Returns the shared inboxes in your Hiver account, with each inbox's ID, name and email address.

• Action
  List Inbox Tags

  Returns the tags defined in a shared inbox.

• Action
  List Inbox Users

  Returns the users who belong to a shared inbox, with their names, emails and phone numbers.

• 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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