Connect Mixmax to MILKEE

Both apps 29Mixmax 14MILKEE 15

• Trigger
  New message sent

  Triggers when a Mixmax message (email) has been sent. Draft, scheduled and failed messages are skipped.

• Action
  Add contact

  Creates a Mixmax contact, or updates your existing contact with the same email address.

• Action
  Add sequence recipient

  Adds a recipient to a Mixmax sequence and starts sending the sequence to them, and returns whether they were added.

• Action
  Add unsubscribe

  Adds one or more email addresses to your Mixmax unsubscribe list, or your workspace's list if you belong to one, so sequences stop sending to them.

• Action
  Find sequences by name

  Returns the Mixmax sequences whose name matches the text you supply.

• Action
  Get message

  Returns one Mixmax message by its ID, including its recipients, subject, tracking settings and send status. An error occurs if the message is not found.

• Action
  List calls

  Returns calls placed with the Mixmax Dialer, newest first, optionally filtered to calls with or without recordings or widened to the whole workspace.

• Action
  List contacts

  Returns the contacts you own in Mixmax, newest first, optionally filtered by a search on name, email, group or Salesforce account.

• Action
  List messages

  Returns your Mixmax messages (drafts, scheduled, sent, or failed), newest first.

• Action
  List sequence recipients

  Returns the recipients that were added to a Mixmax sequence, with each recipient's state and per-stage activity.

• Action
  List sequences

  Returns the Mixmax sequences you can access, optionally filtered by name or folder.

• Action
  List tasks

  Returns the Mixmax tasks (email, call, LinkedIn and to-do) visible to the connected user, optionally filtered and sorted.

• Action
  List templates

  Returns the email templates you can access in Mixmax, optionally filtered by name, subject, folder or owner.

• Action
  Send message

  Sends a saved Mixmax draft message, optionally updating its properties first. The message is queued and delivered shortly after.

• 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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