Connect Nutshell to MILKEE

Both apps 33Nutshell 18MILKEE 15

• Trigger
  Activity Logged

  Triggers when an Activity is logged.

• Trigger
  Lead Won

  Triggers when a lead is won.

• Trigger
  New Activity

  Triggers when new Activity is created.

• Trigger
  New Company

  Triggers when new Company is created.

• Trigger
  New Lead

  Triggers when a new Lead is created.

• Trigger
  New Person

  Triggers when new Person is created.

• Action
  Create Company

  Creates a new Company.

• Action
  Create Lead

  Creates a new Lead.

• Action
  Create Person

  Creates a new Person.

• Action
  Find Company

  Finds an existing company.

• Action
  Find Lead

  Finds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads.

• Action
  Find Person

  Finds an existing person.

• Action
  Find User

  Finds an existing User.

• Action
  Log Activity

  Creates and logs a new Activity.

• Action
  Update Company

  Updates an existing Company.

• Action
  Update Lead

  Updates an existing Lead.

• Action
  Update Lead Outcome

  Updates a Lead Outcome.

• Action
  Update Person

  Updates an existing Person.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.