Connect incwo to Hippo

Both apps 31incwo 18Hippo 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 custom event

  Create a custom event for a user (Automation/Create custom event in Hippo Postman docs): app_secret_key, user_unique_key, event_type, etc.

• Action
  Create Conversation

  Creates a new conversation in the system

• Action
  Create or Update User

  Create a new user or update an existing one

• Action
  Create Summary of Ticket History

  Creates a summary of all notes and comments added in the ticket

• Action
  Create Ticket

  Creates a new ticket in the system

• Action
  Get ticket

  Get ticket details by ticket_id. POST to Hippo ticketing API (Ticketing/Get Ticket Details in the Postman docs) with ticket_id, app_secret_key.

• Action
  List conversations

  Fetch a customer's conversation list (Chat/Fetch customer conversation list): email, app_secret_key, start, limit.

• Action
  List messages

  Fetch messages and chat details for a channel (Chat/Fetch messages and chat details): channel_id, app_secret_key, start, limit.

• Action
  Send Broadcast to Users

  Sends broadcast messages through hippo

• Action
  Send Message

  Sends a message in an existing chat

• Action
  Update Due Date of Ticket

  Updates due date of an existing ticket

• Action
  Update Ticket Priority

  Updates the priority of a ticket

• Action
  Update Ticket Status

  Update status of a ticket

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