Connect Inistate to Modern Treasury

Both apps 29Inistate 15Modern Treasury 14

• Trigger
  Activity Performed

  Triggers when an activity is performed on an entry in the chosen module, detected as a change to the entry's last-updated time.

• Trigger
  Changed Information

  Triggers when an entry's information in an Inistate module is changed.

• Trigger
  Changed State

  Triggers when an entry in the selected Inistate module moves to a different workflow state.

• Trigger
  Information Due

  Triggers when an entry in the chosen module reaches its due date.

• Trigger
  New Entry

  Triggers when a new entry is created in the selected Inistate module.

• Trigger
  Updated Entry

  Triggers when an entry in the selected module is created or changed.

• Action
  Create Entry

  Creates a new entry in an Inistate module with the field values you supply.

• Action
  Delete Entry

  Deletes an entry from an Inistate module.

• Action
  Duplicate Entry

  Creates a copy of an existing entry in an Inistate module.

• Action
  Edit Entry

  Edits an existing entry in an Inistate module, updating the field values you supply.

• Action
  Get Activity Form

  Returns the fields an Inistate activity asks for (such as the create form, or the Reject form on an entry), with each field's id, name, type and options.

• Action
  List Entries

  Returns entries from an Inistate module, optionally narrowed to one of the module's listings.

• Action
  List Modules

  Returns the modules (record types such as Leave Request or Expense Claim) set up in an Inistate workspace.

• Action
  List Workspaces

  Returns the Inistate workspaces the connected user belongs to, with each workspace's id and name.

• Action
  Perform Activity

  Runs an activity (such as Submit, Approve or Reject) on an existing Inistate entry, moving it through its workflow.

• 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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