Connect Hiver to Payaca

Both apps 27Hiver 12Payaca 15

• 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 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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