Connect Lunatask to Modern Treasury

Both apps 31Lunatask 17Modern Treasury 14

• Trigger
  New Task

  Triggers when a new task is created in Lunatask.

• Action
  Create Journal Entry

  Creates a journal entry for a given date.

• Action
  Create Note

  Creates a note, optionally in a notebook. Returns the new note.

• Action
  Create Person

  Creates a person (relationship). Returns the new person.

• Action
  Create Person Timeline Note

  Adds a note to a person's memory timeline for a given date.

• Action
  Create Task

  Creates a task in an area of life, optionally inside a goal. Returns the new task.

• Action
  Delete Note

  Deletes a note by its ID.

• Action
  Delete Person

  Deletes a person (relationship) by ID.

• Action
  Delete Task

  Deletes a task by its ID.

• Action
  Get Person

  Returns one person (relationship) by ID.

• Action
  Get Task

  Returns one task by its ID.

• Action
  List Notes

  Returns all notes in the account, optionally only those created from a given source and source ID.

• Action
  List People

  Returns all people (relationships), optionally only those created from a given source and source ID.

• Action
  List Tasks

  Returns all tasks in the account, optionally only those created from a given source and source ID.

• Action
  Track Habit Activity

  Records that a habit was performed on a given date.

• Action
  Update Note

  Updates a note's name, content, notebook or date. New content replaces the existing content.

• Action
  Update Task

  Updates a task's name, note, status, priority, schedule or other attributes. Returns the updated task.

• 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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