Connect Manifestly Checklists Agent to MILKEE

Both apps 21Manifestly Checklists Agent 6MILKEE 15

• Trigger
  Run Late

  Triggers when a run is late.

• Action
  Change Step State

  Completes, reopens, skips, starts, stops or stores data on a step of a Manifestly checklist run.

• Action
  Get Run

  Look up one checklist run by its id and return its current details, including its title, state, progress, notes, tags and the workflow it came from.

• Action
  List Run Steps

  Returns the steps of a checklist run

• Action
  List Workflows

  Returns the checklist workflows in your Manifestly account.

• Action
  Run Workflow

  Starts a new run of a Manifestly checklist workflow, optionally naming it, scheduling it and assigning the people who take part.

• Action
  Create Account

  Creates a new ledger account in a MILKEE company's chart of accounts.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Entry

  Creates a new booking entry (Buchung) in a MILKEE company. The entry type (income, expense or swap) is determined automatically from the debit and credit accounts.

• Action
  Create Invoice

  Creates a new invoice with line items for a customer/project.

• Action
  Create Product

  Creates a new reusable product or service in a MILKEE company, for use on invoices and proposals.

• Action
  Create Project

  Creates a new project in a MILKEE company, linked to an existing customer or to a new customer created on the fly.

• Action
  Create Tag

  Creates a new tag in a MILKEE company.

• Action
  Create Task

  Creates a new task within a MILKEE project.

• Action
  Create Tax Rate

  Creates a new tax rate (e.g. a VAT rate) for a MILKEE company.

• Action
  Create Time Track

  Creates a time tracking entry on a MILKEE project.

• Action
  Find Entry

  Returns the MILKEE bookkeeping entries (Buchungen) of a company that match the given filters, such as entry ID, date range, type, customer, project, account or tag.

• Action
  Find Project

  Returns the MILKEE projects whose name matches the specified name, optionally narrowed by customer and archive status.

• Action
  Find Task

  Returns the tasks in a MILKEE company whose title contains the text you give, optionally narrowed to one status.

• Action
  Find Time Track

  Returns the time entries in a MILKEE company that match the specified criteria (entry id, user, customer, project, invoice, status, billable flag or date range).

• Action
  Update Invoice

  Updates an existing MILKEE invoice by ID. Only invoices in status open can be edited.

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