Connect incwo to Attentive

Both apps 31incwo 18Attentive 13

• Trigger
  New invoice

  Triggered when a new invoice is created

• Action
  Add invoice

  Creates a draft invoice (or credit note) with its lines in incwo in one atomic call. incwo always creates invoices as drafts; numbering happens when the invoice is confirmed in incwo.

• Action
  Add opportunity

  Create a lead/opportunity (CRM: Leads and opportunities). POST to the opportunities collection .xml per docs.

• Action
  Create Contact

  Creates a Contact

• Action
  Create Firm

  Creates a Firm

• Action
  Create Task

  Creates a Task

• Action
  Find Contact

  Finds a contact

• Action
  Find Firm

  Searches your incwo firms (companies) by keyword and returns the ones that match.

• Action
  Get contact

  Retrieves a single incwo contact by its ID.

• Action
  Get firm

  Get a firm by id.

• Action
  Get invoice

  Returns one incwo invoice (or draft credit note) with its party, lines, totals and progress.

• Action
  Get opportunity

  Returns one incwo opportunity (lead) with its topic, client, stage, amount and confidence.

• Action
  Get task

  Returns one incwo task by its id, with its title, content, due date, assignment and status.

• Action
  List contacts

  List contacts, paginated with ?page=N and date filters.

• Action
  List firms

  Lists firms (companies) in incwo, optionally narrowed by search text or field filters and sorted.

• Action
  Update contact

  Update a contact.

• Action
  Update firm

  Update a firm.

• Action
  Update task

  Update a project task.

• Action
  Add to Cart

  Records that a shopper added a product to their cart in Attentive, so cart-abandonment journeys can fire.

• Action
  Custom Attributes

  Sets custom attributes (such as age, birthday or favorite team) on an Attentive user identified by phone, email, or external identifier.

• Action
  Custom Events

  Sends a custom event (such as "Order Shipped") for a user to Attentive, which can trigger Journeys.

• Action
  Delete Request

  Creates a privacy (CCPA) deletion request that deletes a subscriber within thirty days, identified by email, phone or client user id.

• Action
  Get Custom Attributes for a User

  Returns all custom attributes (name and value) stored on an Attentive user, looked up by phone number or email.

• Action
  Get Subscription Eligibility for a User

  Returns the subscription types and channels (SMS or email) a subscriber is eligible to receive messages on, looked up by phone number or email.

• Action
  Identity

  Associates a client user identifier or custom identifiers with an Attentive subscriber identified by phone, email, Shopify ID or Klaviyo ID.

• Action
  Lookup Product Catalog Ingestion

  Returns the status, validation errors and product counts of a product catalog upload.

• Action
  Product View

  Records that a shopper viewed one or more products in Attentive, so product-view journeys can fire.

• Action
  Purchase

  Records a purchase (order) event for a shopper in Attentive so it can trigger purchase-based journeys.

• Action
  Subscribe User

  Opts a person in to Attentive text or email subscriptions by phone or email, using a sign-up unit or a locale and subscription type.

• Action
  Unsubscribe Subscriptions for a User

  Unsubscribes a user (by phone or email) from specific Attentive subscription types and channels, or from all subscriptions when none are given.

• Action
  View Recent Catalog Uploads

  Returns your recent product catalog uploads with their ingestion status, product counts and validation errors, newest first.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.