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Triggers and actions 7 triggers · 23 actions
Trigger
Activity LoggedTriggers when an Activity is logged.
Trigger
Lead WonTriggers when a lead is won.
Trigger
New ActivityTriggers when new Activity is created.
Trigger
New CompanyTriggers when new Company is created.
Trigger
New LeadTriggers when a new Lead is created.
Trigger
New PersonTriggers when new Person is created.
Action
Create CompanyCreates a new Company.
Action
Create LeadCreates a new Lead.
Action
Create PersonCreates a new Person.
Action
Find CompanyFinds an existing company.
Action
Find LeadFinds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads.
Action
Find PersonFinds an existing person.
Action
Find UserFinds an existing User.
Action
Log ActivityCreates and logs a new Activity.
Action
Update CompanyUpdates an existing Company.
Action
Update LeadUpdates an existing Lead.
Action
Update Lead OutcomeUpdates a Lead Outcome.
Action
Update PersonUpdates an existing Person.
Trigger
New CaseTriggers when a new collection case appears in your Debitura account.
Action
Add Case MessagePosts a message on a Debitura collection case, visible to you and the assigned collection partner, who is emailed about it.
Action
Check Collection EligibilityChecks whether a debt can be collected in the debtor's country, and tells you which collection partner would take the case.
Action
Create CaseOpens a debt collection case in Debitura for a debtor you specify, with either a total owed or the unpaid invoices behind it.
Action
Find CaseLooks up a single debt collection case in Debitura by its case reference, your own reference, or its id, and returns the case.
Action
Find PaymentFinds one payment recorded on a Debitura case, by the payment's id, and returns it.
Action
Get Case FilesReturns the documents attached to a collection case.
Action
Get Case MessagesReturns the messages posted on a Debitura collection case, in the order they were sent.
Action
Get Case TimelineReturns everything that has happened on a collection case, in order, plus the stage the case has reached.
Action
Get Contract StatusReturns whether the agreements needed to collect on a case have been signed yet.
Action
Preview CaseChecks a debt before you file it: whether Debitura can collect it, which collection partner would take it, what it would cost, and any agreements you would need to sign. No case is created.
Action
Upload File to CaseAttach a document to a collection case, such as an invoice, contract, or correspondence. Supporting documents help the collection partner resolve the case faster.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.