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Triggers and actions 35 triggers ยท 41 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 Invoice EventTriggers when an invoice event occurs (created, paid, process, cancelled, failed, or reversed).
Trigger
New Payment EventTriggers when a payment event occurs (created, authorised need, success, cancelled, or failure).
Trigger
New Refund EventTriggers when a refund event occurs (created, success, failure, cancelled, or reversed).
Trigger
New Subscription ActivatedTriggers when a subscription becomes active.
Trigger
New Subscription EventTriggers when a subscription event occurs (created, activated, updated, cancelled, expired, etc.).
Trigger
New Subscription Onetime Addon EventTriggers when a subscription onetime addon event occurs (created, success, cancelled, or expired).
Trigger
New Subscription Pending Update EventTriggers when a subscription pending update event occurs (create, success, or cancelled).
Trigger
New User EventTriggers when a user event occurs (created, updated, metric update, or subscription update).
Trigger
New User Plan ChangeTriggers when a user subscription or subscription change occurs.
Action
Add Discount CodeCreate a new discount/promo code. Endpoint: POST /merchant/discount/new (New Discount Code).
Action
Add InvoiceCreate a new invoice. Endpoint: POST /merchant/invoice/new (New Invoice).
Action
Add PaymentRecord/create a new payment. Endpoint: POST /merchant/payment/new (New Payment).
Action
Add PlanCreate a new subscription plan. Endpoint: POST /merchant/plan/new (Create Plan).
Action
Add ProductCreate a new product. Endpoint: POST /merchant/product/new (Create Product).
Action
Add SubscriptionCreate a new subscription for a user against a plan. Endpoint: POST /merchant/subscription/new (Create Subscription).
Action
Add UserCreate a new customer/user record in UniBee. Endpoint: POST /merchant/user/new (New User).
Action
Cancel SubscriptionCancel a subscription immediately. Endpoint: POST /merchant/subscription/cancel (Cancel Subscription Immediately).
Action
Get InvoiceFetch a single invoice's detail by invoice id. Endpoint: GET /merchant/invoice/detail (Invoice Detail).
Action
Get PaymentFetch a single payment's detail by payment id. Endpoint: GET /merchant/payment/detail (Payment Detail).
Action
Get PlanFetch a single plan's detail by plan id. Endpoint: GET /merchant/plan/detail (Plan Detail).
Action
Get SubscriptionFetch a single subscription's detail by subscription id. Endpoint: GET /merchant/subscription/detail (Subscription Detail).
Action
Get UserFetch a single user's profile by user id. Endpoint: GET /merchant/user/profile (Get User Profile).
Action
List Discount CodesList discount codes with pagination/filters. Endpoint: GET /merchant/discount/list (Get Discount Code List).
Action
List ProductsList products with pagination/filters. Endpoint: GET /merchant/product/list (Get Product List).
Action
List UsersList/search customer users with pagination. Endpoint: GET /merchant/user/list (User List).
Action
Update UserUpdate an existing user's profile fields. Endpoint: POST /merchant/user/update_profile (Update User Profile).
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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