Connect Liaison to Payaca

Both apps 28Liaison 13Payaca 15

• Trigger
  New or Updated Application

  Triggers when an application for an organization is created or updated.

• Action
  Get Account Info

  Returns the CAS API user's account settings: user name, user level, and the application forms and user groups the user can reach.

• Action
  Get applicant

  Returns an applicant's account information, including profile, user principal, email and telephones.

• Action
  Get Application

  Gets one application on a CAS application form, including the applicant's submitted data.

• Action
  Get Organization

  Gets one organization on a CAS application form, with its codes, contacts and program selection rules.

• Action
  Get program

  Returns the details of a program offered by an organization on an application form, including its custom program attributes.

• Action
  List Applicants

  Lists applicants on a CAS application form, either by CAS ID or by a date range.

• Action
  List Applications

  Lists the application IDs for an organization, optionally only those last updated within a date range.

• Action
  List Organizations

  Lists the organizations (schools or departments) on a CAS application form.

• Action
  List Programs

  Lists the programs offered on a CAS application form, with their deadlines, terms and organizations.

• Action
  List subscriptions

  Returns the business event subscriptions set up for an application form.

• Action
  Update organization

  Updates an existing organization (name, codes, state, group and contacts) on a Liaison CAS application form.

• Action
  Update program

  Updates an existing program under an organization in a Liaison application form, returning the updated program.

• Action
  Add invoice

  Creates an invoice against a Payaca project for a fixed amount, a percentage of the accepted project value, or everything still payable, and can optionally send it or mark it as sent.

• Action
  Add payment

  Records a payment against a Payaca project, optionally reconciling it to a specific invoice and emailing the customer a receipt. Returns the created payment and how it was reconciled.

• Action
  Add project note

  Adds one or more notes to a Payaca project and returns the notes that were created.

• Action
  Add proposal

  Creates a proposal on a Payaca project, with its line items, optional payment schedule and any grants. Returns the new proposal with its totals.

• Action
  Add scheduled event

  Creates a scheduled event in Payaca with a name, start and end time, and optionally links it to a project, assigns team members, and sets its location and the contacts to notify.

• Action
  Get customer

  Returns a customer by id, including their contacts, addresses, custom field values and tags.

• Action
  Get invoice

  Returns a Payaca invoice by its ID, including its status, totals, line items and linked project. An error occurs if the invoice is not found.

• Action
  Get project

  Returns a project by its id, including its customer, pipeline stage, site address, custom fields, totals, grants and expected payments.

• Action
  Get scheduled event

  Returns a single scheduled event, including its times, location, customer, project, assignees, notes, tags and contacts to notify. An error occurs if the event is not found.

• Action
  List customers

  Returns all customers in the Payaca account, optionally narrowed to those with a contact on a given email address or phone number.

• Action
  List pipelines

  Returns all pipelines in the Payaca account, including each pipeline's stages in order.

• Action
  List projects

  Returns the projects in the Payaca account, optionally only those belonging to one customer.

• Action
  Mark proposal as accepted

  Marks a proposal that was already sent to the customer as accepted and returns the updated proposal.

• Action
  Update project

  Updates the custom field values on an existing project and returns the updated project. Service-type projects cannot be updated.

• Action
  Update scheduled event

  Updates the name, description, start time or end time of an existing scheduled event, and returns the updated event.

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