Connect Kiwili and LiveSwitch

Both apps 141Kiwili 115LiveSwitch 26

• Trigger
  Accounting Code Created

  Triggers when a new Accounting Code is created.

• Trigger
  Accounting Code Deleted

  Triggers when an Accounting Code is deleted.

• Trigger
  Accounting Code Updated

  Triggers when an Accounting Code is updated.

• Trigger
  Bank Account Created

  Triggers when a new Bank Account is created.

• Trigger
  Bank Account Deleted

  Triggers when a Bank Account is deleted.

• Trigger
  Contact Created

  Triggers when a new Contact is created.

• Trigger
  Contact Deleted

  Triggers when a Contact is deleted.

• Trigger
  Contact Updated

  Triggers when a Contact is updated.

• Trigger
  Enterprise Created

  Triggers when an Enterprise is created.

• Trigger
  Enterprise Deleted

  Triggers when an Enterprise is deleted.

• Trigger
  Enterprise Updated

  Triggers when an Enterprise is updated.

• Trigger
  Expense Account Created

  Triggers when an Expense Account is created.

• Trigger
  Expense Account Deleted

  Triggers when an Expense Account is deleted.

• Trigger
  Expense Account Updated

  Triggers when an Expense Account is updated.

• Trigger
  Invoice Created

  Triggers when an Invoice is created.

• Trigger
  Invoice Deleted

  Triggers when an Invoice is deleted.

• Trigger
  Invoice Payment Created

  Triggers when an Invoice Payment is created.

• Trigger
  Invoice Payment Updated

  Triggers when an Invoice Payment is updated.

• Trigger
  Invoice Updated

  Triggers when an Invoice is updated.

• Trigger
  Payment Type Created

  Triggers when a new Payment Type is created.

• Trigger
  Payment Type Deleted

  Triggers when a Payment Type is deleted.

• Trigger
  Payment Type Updated

  Triggers when a Payment Type is updated.

• Trigger
  Product Created

  Triggers when an Product is created.

• Trigger
  Product Deleted

  Triggers when an Product is deleted.

• Trigger
  Product Updated

  Triggers when an Product is updated.

• Trigger
  Project Created

  Triggers when a Project is created.

• Trigger
  Project Deleted

  Triggers when a Project is deleted.

• Trigger
  Project Step Deleted

  Triggers when a project step is deleted.

• Trigger
  Project Updated

  Triggers when a Project is updated.

• Trigger
  Service Created

  Triggers when a Service is created.

• Trigger
  Service Deleted

  Triggers when a Service is deleted.

• Trigger
  Service Updated

  Triggers when a Service is updated.

• Trigger
  Sprint Created

  Triggers when a Sprint is created.

• Trigger
  Sprint Updated

  Triggers when a Sprint is updated.

• Trigger
  Task Created

  Triggers when a Task is created.

• Trigger
  Task Updated

  Triggers when a Task is updated.

• Trigger
  Tax Profile Created

  Triggers when an Tax Profile is created.

• Trigger
  Tax Profile Deleted

  Triggers when an Tax Profile is deleted.

• Trigger
  Tax Profile Updated

  Triggers when an Tax Profile is updated.

• Trigger
  Time Entry Created

  Triggers when a Time Entry is created.

• Trigger
  Time Entry Deleted

  Triggers when a Time Entry is deleted.

• Trigger
  Time Entry Updated

  Triggers when a Time Entry is updated.

• Action
  Create Accounting Code

  Creates a new accounting code in Kiwili's chart of accounts, with its code number, description, accounting class and tax reclaim percentage.

• Action
  Create Bank Account

  Creates a new bank account in Kiwili with its name, currency and optional banking details.

• Action
  Create Contact

  Creates a new contact under an enterprise (client company) in Kiwili.

• Action
  Create Enterprise

  Creates a new enterprise (client, prospect or provider company) in Kiwili and returns the created enterprise record.

• Action
  Create Expense Account

  Creates a new expense account in Kiwili, used to categorize expenses with a default price, tax profile and accounting code.

• Action
  Create Invoice

  Creates a new invoice for a client enterprise in Kiwili, with one or more product or service lines.

• Action
  Create Invoice Payment

  Records a payment against an existing invoice in Kiwili, with its amount, date, payment type and bank account.

• Action
  Create Payment Type

  Creates a new payment type in Kiwili.

• Action
  Create Product

  Creates a new product in Kiwili, with its price, identifiers, tax profile, accounting code, inventory and resale settings.

• Action
  Create Project

  Creates a new project in Kiwili for an enterprise (client), with optional billing type, budget, rate, team and services.

• Action
  Create Project Step

  Creates a new step (phase) within a Kiwili project, with optional budget, dates, administrator and team allocation.

• Action
  Create Service

  Creates a new service in Kiwili, with its name, rate, category, tax profile and accounting code.

• Action
  Create Sprint

  Creates a new sprint in Kiwili with its dates, administrator and optional resources.

• Action
  Create Task

  Creates a new task in Kiwili, optionally linked to a project, client, sprint or service and assigned to a user.

• Action
  Create Tax Profile

  Creates a new tax profile in Kiwili, with up to two tax rates, their labels and registration numbers.

• Action
  Create Time Entry

  Creates a time entry in Kiwili, logging hours worked by a user on a project step and service.

• Action
  Delete Accounting Code

  Deletes an accounting code from your Kiwili account. Only accounting codes that are not in use can be deleted.

• Action
  Delete Bank Account

  Deletes a bank account from Kiwili. Only bank accounts that are not used anywhere can be deleted.

• Action
  Delete Contact

  Deletes a contact from your Kiwili account.

• Action
  Delete Enterprise

  Deletes an enterprise (company client) from Kiwili. Only enterprises that are not in use can be deleted.

• Action
  Delete ExpenseAccount

  Deletes an unused expense account in Kiwili.

• Action
  Delete Invoice

  Deletes an invoice in Kiwili. Only invoices still in Draft status can be deleted.

• Action
  Delete Payment Type

  Deletes a payment type from your Kiwili account. Only payment types not used by any payment can be deleted.

• Action
  Delete Product

  Deletes a product from your Kiwili account. Only products that are not used on any document can be deleted.

• Action
  Delete Project

  Deletes a project in Kiwili. Only projects that are not in use can be deleted.

• Action
  Delete Project Step

  Deletes a project step in Kiwili. Only steps that are not in use can be deleted.

• Action
  Delete Service

  Deletes a service from your Kiwili account. Only services not used on any document can be deleted.

• Action
  Delete Tax Profile

  Deletes a tax profile from your Kiwili account. Only tax profiles that are not in use can be deleted.

• Action
  Delete Time Entry

  Deletes a time entry from your Kiwili account.

• Action
  Find Accounting Code

  Returns the accounting codes that match the search text or filters you specify, such as code, description or accounting class.

• Action
  Find Bank Account

  Returns the Kiwili bank accounts that match the search text or the filters you supply, such as name, currency, account number or accounting code.

• Action
  Find Enterprise

  Searches the enterprises (companies and clients) in your Kiwili account by name, email, code or any other property and returns the ones that match.

• Action
  Find ExpenseAccount

  Searches the expense accounts in your Kiwili account by text, name, category, tax profile, price or other criteria and returns the matching expense accounts.

• Action
  Find Payment Type

  Returns the payment types in your Kiwili account that match a name, search text or id range.

• Action
  Find Product

  Returns the products in your Kiwili account that match the search text or filters you supply, such as name, SKU, UPC, category or price range.

• Action
  Find Project

  Searches Kiwili projects by name, code, client, contact or other project details and returns the matching projects.

• Action
  Find Project Step

  Searches the project steps in your Kiwili account by text, project, name, dates, budget or completion, and returns the matching steps.

• Action
  Find Service

  Searches the services in your Kiwili account by text, name, number, category, rate and other criteria, and returns the matching services.

• Action
  Find Sprint

  Searches the sprints in your Kiwili account by text, name, dates, administrator or other criteria and returns the matching sprints.

• Action
  Find Task

  Returns the tasks that match the search text or the filters you choose, such as summary, project, assignee, status or due date.

• Action
  Find TaxProfile

  Finds tax profiles in Kiwili by search text, description, tax labels, numbers or rates, and returns the matching tax profiles.

• Action
  Get Accounting Code

  Returns one accounting code from your Kiwili chart of accounts by its id, including its code number, description, accounting class and tax reclaim percentage.

• Action
  Get Bank Account

  Returns a single bank account from your Kiwili account by its ID, including its name, currency, account numbers and accounting code.

• Action
  Get Contact

  Returns a single Kiwili contact by its ID, including name, email, phone numbers, address and the enterprise it belongs to.

• Action
  Get Enterprise

  Returns a Kiwili enterprise (client, prospect or provider company) by its id, with its address, contact details and billing settings.

• Action
  Get ExpenseAccount

  Returns a single expense account from Kiwili, including its name, description, default price, category, tax profile and accounting code.

• Action
  Get Invoice

  Returns a single Kiwili invoice by its id, including its lines, totals, balance, status and payment details.

• Action
  Get InvoicePayment

  Returns a single invoice payment from Kiwili by its id, including the amount, payment date, invoice and bank account it belongs to.

• Action
  Get Payment Type

  Returns a single payment type (such as cash, cheque or credit card) by its id.

• Action
  Get Product

  Returns a single product from Kiwili by its id, including its price, SKU, category, tax profile and inventory settings.

• Action
  Get Project

  Returns a single Kiwili project by its ID, including its client, billing type, budget, team and services.

• Action
  Get Project Step

  Returns a single project step (phase) of a Kiwili project by its ID, including its dates, budget, completion and team.

• Action
  Get Service

  Returns a single Kiwili service by its id, including its name, number, rate, category, tax profile and accounting code.

• Action
  Get Sprint

  Returns a single Kiwili sprint by its id, including its dates, administrator and assigned resources.

• Action
  Get Task

  Returns a single Kiwili task by its id, including its summary, status, priority, dates, assignee and linked project, sprint and enterprise.

• Action
  Get TaxProfile

  Returns a single Kiwili tax profile by its id, including its tax rates, labels and tax numbers.

• Action
  Get Time Entry

  Returns a single time entry by its id, including date, hours, start and end times, user, project, service and billing status.

• Action
  Update Accounting Code

  Updates an existing accounting code in Kiwili, changing its code number, description, accounting class or tax reclaim percentage. Fields left blank keep their current values.

• Action
  Update Bank Account

  Updates an existing bank account in Kiwili, such as its name, description, currency, account numbers, credit limit or active status.

• Action
  Update Contact

  Updates an existing contact in Kiwili, such as their name, email, phone, address or enterprise. Fields left blank are not changed.

• Action
  Update Enterprise

  Updates an existing enterprise (client, prospect or provider company) in Kiwili. Only the fields you fill in are changed.

• Action
  Update ExpenseAccount

  Updates an existing expense account in Kiwili, such as its name, description, default price, category, tax profile or accounting code.

• Action
  Update Invoice

  Updates an existing invoice in Kiwili, including its client, dates, lines, taxes and status. Returns the updated invoice.

• Action
  Update InvoicePayment

  Updates an existing invoice payment in Kiwili, such as its amount, date, payment type or bank account.

• Action
  Update Payment Type

  Updates the name of an existing payment type in Kiwili.

• Action
  Update Product

  Updates an existing product in Kiwili, changing only the details you provide, and returns the updated product.

• Action
  Update Project

  Updates an existing project in Kiwili, such as its name, client, billing type, budget, rate or team, and returns the updated project.

• Action
  Update Project Step

  Updates an existing project step in Kiwili, such as its name, dates, budget, progress or assigned team, and returns the updated step.

• Action
  Update Service

  Updates an existing service in Kiwili, such as its name, rate, category, tax profile or billable status.

• Action
  Update Sprint

  Updates an existing sprint in Kiwili, including its name, dates, administrator, status and assigned resources.

• Action
  Update Task

  Updates an existing task in Kiwili, such as its summary, assignee, dates, priority or status.

• Action
  Update TaxProfile

  Updates an existing tax profile in Kiwili, such as its description, tax rates, labels and registration numbers. Kiwili only allows the rates of tax profiles that are not yet in use to be changed.

• Action
  Update Time Entry

  Updates an existing time entry in Kiwili, such as its date, hours, project, service or billing status.

• Trigger
  New Contact Matching Filter

  Triggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter.

• Trigger
  New Conversation Matching Filter

  Triggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter.

• Trigger
  New Guided Instructions

  Triggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps.

• Trigger
  New Project

  Triggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID.

• Trigger
  New Tag

  Triggers when a new tag is created in LiveSwitch.

• Action
  Create Conversation

  Creates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links.

• Action
  Create Project

  Creates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links.

• Action
  Create Tag

  Creates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag.

• Action
  Find All Tags

  Returns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose.

• Action
  Find Contact by ID

  Returns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values.

• Action
  Find Contact by Phone

  Returns the LiveSwitch contact that has the given phone number, including its custom attributes.

• Action
  Find Conversation by ID

  Returns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes.

• Action
  Find Conversations

  Returns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order.

• Action
  Find Document by ID

  Returns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links.

• Action
  Find Form by ID

  Returns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects.

• Action
  Find Form Submission by ID

  Returns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given.

• Action
  Find Guided Instructions

  Returns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type.

• Action
  Find Project by ID

  Returns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes.

• Action
  Find Projects

  Returns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter.

• Action
  Find Recording by ID

  Returns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags.

• Action
  Find Recordings by Conversation

  Returns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags.

• Action
  Find Recordings by Project

  Returns the recordings that belong to the specified project, including their public links, status, type and tags.

• Action
  Get Current User (Me)

  Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization.

• Action
  Get Organization Settings

  Returns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled.

• Action
  Update Conversation

  Updates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation.

• Action
  Update Tag

  Updates the name or display color of an existing tag and returns the updated tag.

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