Connect NeetoInvoice to Payaca

Both apps 25NeetoInvoice 11Payaca 14

• Trigger
  New Client

  Triggers when a new client is added to your NeetoInvoice workspace.

• Action
  Add client

  Creates a new client in NeetoInvoice with a name, currency and status.

• Action
  Add project

  Creates a project for a client in NeetoInvoice, with its billing method, tasks and assigned team members.

• Action
  Add time entry

  Logs hours worked by a team member on a project task for a given date.

• Action
  Generate invoice

  Generates an invoice for a client from unbilled time entries, services, expenses or fixed price projects, with optional taxes, and can email it to the client's recipients.

• Action
  Get client

  Returns the details of a client, including its currency, status and invoice recipients.

• Action
  Get project

  Returns the details of a project, including its client, billing method, rates, tasks and recurring invoice settings.

• Action
  List clients

  Returns the workspace's clients ordered by name, optionally filtered by status or by name.

• Action
  List time entries

  Returns the unbilled time entries logged against a client's project, optionally limited to a date range.

• Action
  Update client

  Updates an existing client's details, such as its name, currency, status, notes or address.

• Action
  Update project

  Updates an existing project's name, billing, time-rounding, autolock, approval settings and tasks.

• Action
  Add invoice

  Creates an invoice against a Payaca project for a fixed amount, a percentage of the accepted project value, or everything still payable, and can optionally send it or mark it as sent.

• Action
  Add payment

  Records a payment against a Payaca project, optionally reconciling it to a specific invoice and emailing the customer a receipt. Returns the created payment and how it was reconciled.

• Action
  Add project note

  Adds one or more notes to a Payaca project and returns the notes that were created.

• Action
  Add proposal

  Creates a proposal on a Payaca project, with its line items, optional payment schedule and any grants. Returns the new proposal with its totals.

• Action
  Get customer

  Returns a customer by id, including their contacts, addresses, custom field values and tags.

• Action
  Get invoice

  Returns a Payaca invoice by its ID, including its status, totals, line items and linked project. An error occurs if the invoice is not found.

• Action
  Get project

  Returns a project by its id, including its customer, pipeline stage, site address, custom fields, totals, grants and expected payments.

• Action
  Get scheduled event

  Returns a single scheduled event, including its times, location, customer, project, assignees, notes, tags and contacts to notify. An error occurs if the event is not found.

• Action
  List customers

  Returns all customers in the Payaca account, optionally narrowed to those with a contact on a given email address or phone number.

• Action
  List pipelines

  Returns all pipelines in the Payaca account, including each pipeline's stages in order.

• Action
  List projects

  Returns the projects in the Payaca account, optionally only those belonging to one customer.

• Action
  Mark proposal as accepted

  Marks a proposal that was already sent to the customer as accepted and returns the updated proposal.

• Action
  Update project

  Updates the custom field values on an existing project and returns the updated project. Service-type projects cannot be updated.

• Action
  Update scheduled event

  Updates the name, description, start time or end time of an existing scheduled event, and returns the updated event.

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