Connect LiveSwitch to CII & UBL by InvoiceXML

Both apps 43LiveSwitch 29CII & UBL by InvoiceXML 14

• 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 Contact

  Creates a new contact in LiveSwitch from a name, email or phone, and any custom attributes defined for contacts, and returns the created contact.

• 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 Contact

  Updates an existing contact by ID, changing only the name, email, phone and custom attribute values you supply, and returns the updated contact.

• Action
  Update Conversation

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

• Action
  Update Project

  Updates an existing project's name, external ID, status, tags, address, contacts and custom attributes, and returns the updated project. Only the fields you fill in are changed.

• Action
  Update Tag

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

• Action
  Convert CII to UBL

  Translates a UN/CEFACT CII invoice XML into a standards-compliant UBL 2.1 XML document, enabling interoperability between systems that use different e-invoice formats.

• Action
  Convert UBL to CII

  Transforms a UBL 2.1 invoice XML into a UN/CEFACT CII XML document, bridging compatibility between PEPPOL-based systems and CII-native accounting platforms.

• Action
  Create CII Invoice

  Produces a UN/CEFACT Cross-Industry Invoice (CII) XML document from structured billing data, ready for submission through any EN16931-compliant e-invoicing channel.

• Action
  Create UBL Invoice

  Generates a standards-compliant UBL 2.1 XML invoice from structured billing data including seller, buyer, line items, and payment details.

• Action
  Extract Invoice Attachments

  Download an e-invoice's embedded attachments as a ZIP.

• Action
  Extract Invoice JSON

  Parses a PDF invoice into machine-readable JSON, reading embedded CII or UBL XML when available and applying AI-based extraction as a fallback for unstructured PDFs.

• Action
  Extract Invoice XML

  Pull the CII or UBL XML out of an e-invoice PDF.

• Action
  Parse Invoice JSON

  AI-parse any PDF invoice — messy, scanned, or handwritten — into structured JSON.

• Action
  Render CII to PDF

  Produce a human-readable PDF from a CII e-invoice.

• Action
  Render UBL to PDF

  Produce a human-readable PDF from a UBL e-invoice.

• Action
  Transform PDF to CII

  Reads an existing PDF invoice and produces a UN/CEFACT CII XML document using AI-powered data extraction. Ideal for digitising paper-based or scanned invoices into a structured CII format. Note: AI can make mistakes; review output before sending.

• Action
  Transform PDF to UBL

  Reads an existing PDF invoice and produces a UBL 2.1 XML document using AI-powered data extraction. Useful for onboarding legacy invoices into structured e-invoicing workflows. Note: AI can make mistakes; review output before sending.

• Action
  Validate CII Invoice

  Verifies a UN/CEFACT CII invoice XML against EN16931 semantic rules and XSD schema, returning a detailed compliance report including any rule failures or data inconsistencies.

• Action
  Validate UBL Invoice

  Checks a UBL 2.1 invoice XML against EN16931 business rules and schema constraints, returning a structured validation report with any rule violations or structural errors.

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