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Triggers and actions 27 triggers ยท 38 actions
Trigger
New ClientTriggers when a new client is created.
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ExpenseTriggers when an expense is created.
Trigger
New Exported Invoice (Bookkeeping)Triggers when a new invoice is exported (for the bookkeeping).
Trigger
New Incoming PaymentTriggers when a new incoming payment is created.
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New Invoice StatusTriggers when the status of an invoice is changed.
Trigger
New OfferTriggers when a new offer is created.
Trigger
New Outgoing PaymentTriggers when a new outgoing payment is created.
Trigger
New Planning EntryTriggers when a new Planning Entry is created.
Trigger
New PresenceTriggers when a new Presence is created.
Trigger
New Project AssignmentTriggers when a person is assigned to a project.
Trigger
New PurchaseTriggers when a new purchase is created.
Trigger
New Recurred ExpenseTriggers when an expense is recurred.
Trigger
New TaskTriggers when a new task is created.
Trigger
New Time EntryTriggers when a new time entry is created.
Trigger
Unarchived ProjectTriggers when a project is made active again.
Trigger
Updated CompanyTriggers when a company was updated.
Trigger
Updated ExpenseTriggers when an expense was updated.
Trigger
Updated InvoiceTriggers when an invoice was updated.
Trigger
Updated LeadTriggers when a lead was updated.
Trigger
Updated Planning EntryTriggers when a Planning Entry was updated.
Trigger
Updated PresenceTriggers when a Presence was updated.
Trigger
Updated ProjectTriggers when a project was updated.
Trigger
Updated PurchaseTriggers when a purchase was updated.
Trigger
Updated Time EntryTriggers when a time entry was updated.
Action
Create CommentCreates a new Comment.
Action
Create CompanyCreates a new company (customer only).
Action
Create ContactCreates a new contact person.
Action
Create ExpenseCreates a new Expense.
Action
Create Incoming PaymentCreates a new incoming payment.
Action
Create LeadCreates a new lead.
Action
Create Outgoing PaymentCreates a new outgoing payment.
Action
Create ProjectCreates a new Project.
Action
Create PurchaseCreates a new Purchase.
Action
Create TaskCreates a new project task.
Action
Create Time EntryCreate a new time entry.
Action
Find CompanyFinds an existing Company.
Action
Find ContactFinds an existing Contact.
Action
Find ExpenseFinds an existing Expense.
Action
Find InvoiceFinds an existing Invoice.
Action
Find LeadFinds an existing lead.
Action
Find OfferFinds an existing Offer.
Action
Find Planning EntryFinds an existing Planning Entry.
Action
Find ProjectFinds an existing project.
Action
Find PurchaseFinds an existing Purchase.
Action
Find TaskFinds an active Task for a Project.
Action
Find Time EntryFinds an existing Time Entry.
Action
Find UserFinds an existing active user.
Action
Record PresenceRecord a new presence.
Trigger
New DocumentTriggers when a new Document is created.
Action
Add domainAdd a crawler domain to an Engine. POST /api/v1/engines/{engine_id}/domains.json with url.
Action
Add engineCreate a new Engine (index). POST /api/v1/engines.json with name.
Action
Create DocumentCreates a new Document.
Action
Delete documentDelete a document by document_id from a document type. DELETE /api/v1/engines/{engine_id}/document_types/{document_type}/documents/{document_id}.json
Action
Delete domainRemove a crawler domain from an Engine. DELETE /api/v1/engines/{engine_id}/domains/{domain_id}.json
Action
Delete engineDelete an Engine by id. DELETE /api/v1/engines/{engine_id}.json
Action
Get documentRetrieve a single document by external_id from a document type. GET /api/v1/engines/{engine_id}/document_types/{document_type}/documents/{external_id}.json
Action
Get engineRetrieve a single Engine by id or name. GET /api/v1/engines/{engine_id}.json
Action
List documentsList documents within a document type/engine. GET /api/v1/engines/{engine_id}/document_types/{document_type}/documents.json
Action
List domainsList crawler domains configured on an Engine. GET /api/v1/engines/{engine_id}/domains.json
Action
List enginesList all Engines for the account. GET /api/v1/engines.json
Action
Recrawl domainTrigger a recrawl of a domain's crawled content. PUT /api/v1/engines/{engine_id}/domains/{domain_id}/recrawl.json
Action
Search documentsPerform full-text search over documents within an Engine. GET/POST https://search-api.swiftype.com/api/v1/public/engines/search.json with engine_key + q. Returns matching records grouped by document type.
Action
Update documentUpdate fields on an existing document. PUT /api/v1/engines/{engine_id}/document_types/{document_type}/documents/{document_id}/update_fields.json
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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