Connect LiveSwitch to When I Work

Both apps 48LiveSwitch 26When I Work 22

• 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.

• Action
  Add location

  Creates a new schedule (location) in the When I Work account and returns the created schedule.

• Action
  Add position

  Creates a position, such as Dishwasher or Server, in the When I Work account.

• Action
  Add time entry

  Creates a time entry on a user's timesheet in When I Work and returns the new entry.

• Action
  Add time off request

  Creates a time off request for a user, covering a start and end time, with an optional time off type and paid hours.

• Action
  Clock in

  Clocks a user in, starting a time entry for them. Returns the time entry, the user and the punches recorded on it.

• Action
  Clock out

  Clocks a When I Work user out and returns the time entry the clock-out belongs to.

• Action
  Create User

  Creates a new user in the When I Work account and returns the created user, optionally sending them an invitation.

• Action
  Delete shift

  Deletes a shift by its ID, optionally notifying the assigned user and removing later shifts in a repeating series. This cannot be undone.

• Action
  Delete user

  Deletes a user from the When I Work account, optionally deleting their future shifts as well. When I Work allows this to be reversed.

• Action
  Get account

  Returns the When I Work account for the connected login, including its company name, plan status, enabled features and settings. For a parent account, also returns its child accounts.

• Action
  Get shift

  Returns a single shift by its ID, including its breaks and any repeating series it belongs to. An error occurs if the shift is not found.

• Action
  Get user

  Returns a single When I Work user by ID, including their contact details, role, positions, schedules and pay information.

• Action
  List locations

  Returns all the schedules (locations) in the When I Work account, optionally only those not yet confirmed.

• Action
  List positions

  Returns all the positions in the When I Work account, optionally including deleted ones.

• Action
  List shifts

  Returns the shifts in a date range, optionally narrowed to a user or schedule, and optionally including open, unpublished or repeating shifts.

• Action
  List sites

  Returns all the sites in the When I Work account, optionally including deleted sites.

• Action
  List time entries

  Returns the time entries (timesheet records) in a date range, optionally limited to specific users, entries still clocked in, or entries updated since a given time.

• Action
  List time off requests

  Returns the time off requests that fall within a date range, optionally narrowed by user, schedule, status or type.

• Action
  List users

  Returns the users in the When I Work account, optionally narrowed by schedule or by a search on name or email, and optionally including pending or deleted users.

• Action
  Publish shifts

  Publishes a group of shifts so they become visible on the schedule, and returns the shifts that were published. It does not notify the assigned users.

• Action
  Update shift

  Updates an existing shift on the schedule, such as its times, assigned user, position, breaks or notes, and returns the updated shift.

• Action
  Update user

  Updates an existing user's contact details, role, positions, schedules, pay and access settings, and can reactivate a deleted user. Returns the updated user.

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