Connect InfluencerSoft to Modern Treasury

Both apps 26InfluencerSoft 12Modern Treasury 14

• Trigger
  New Coupon

  Triggers when a new discount coupon is created in InfluencerSoft.

• Trigger
  New Group

  Triggers when a new contact group (subscription list) is created in InfluencerSoft.

• Trigger
  New Product

  Triggers when a new product is created in InfluencerSoft.

• Action
  Add Tag to Lead

  Adds one or more tags to an existing contact, found by email.

• Action
  Add/Update Lead

  Creates a contact, or updates the existing one with the same email, and can add or remove its groups and tags in the same call.

• Action
  Create Order

  Creates an order (invoice) for a customer with one or more products, optionally already paid, with coupon, affiliate and UTM details.

• Action
  List Additional Users

  Returns every additional user (manager) in the account, with their id and name.

• Action
  List Coupons

  Returns every discount coupon in the account, with its id and code.

• Action
  List Groups

  Returns every contact group (subscription list) in the account, with its id, API id and title.

• Action
  List Products

  Returns every product in the account, with its id, system name and title.

• Action
  Remove Lead From List

  Removes an existing contact, found by email, from one or more groups.

• Action
  Remove Tag From Lead

  Removes one or more tags from an existing contact, found by email.

• 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.

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