Connect OneDeck and Previsto

Both apps 34OneDeck 16Previsto 18

• Trigger
  Record Created

  Triggers when a new record is created on the selected OneDeck board.

• Trigger
  Record Updated

  Triggers when a record on the chosen OneDeck board is created or updated.

• Action
  Add attachment

  Uploads a file and attaches it to a record on a OneDeck board.

• Action
  Add board

  Creates a new board in a OneDeck workspace, with a default table view.

• Action
  Add field

  Adds a new field (column) to a OneDeck board. The field is added to every view of the board.

• Action
  Add workspace

  Creates a new workspace in your OneDeck account.

• Action
  Create Record

  Creates a new record on a OneDeck board, with a name and optional field values.

• Action
  Find Record

  Finds records on a OneDeck board that match a search text, optionally narrowed by field filters.

• Action
  Get record

  Returns one record from a board, including its field values, attachments and share link.

• Action
  List fields

  Returns every field defined on a OneDeck board, including its type and option settings.

• Action
  List records

  Returns the records on a OneDeck board, optionally filtered by field values or search text.

• Action
  List users

  Returns every user in the OneDeck account with their name, email, status and role.

• Action
  List workspaces

  Returns every workspace in the OneDeck account, with each workspace's id, name and icon.

• Action
  Update board

  Renames a board, moves it to another workspace, or both.

• Action
  Update Record

  Updates the name and field values of an existing record on a OneDeck board.

• Action
  Update workspace

  Renames a workspace or changes its icon. Only the values you fill in are changed.

• Trigger
  Completed Assignment

  Triggers when an assignment is marked as completed in Previsto.

• Trigger
  Created Agreement

  Triggers when a new service agreement is created in Previsto.

• Trigger
  Created Assignment

  Triggers when a new assignment is created in Previsto.

• Trigger
  Created Contact

  Triggers when a new contact is created in your Previsto account, and hands on that contact's details.

• Trigger
  Updated Contact

  Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details.

• Action
  Create Agreement

  Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats.

• Action
  Create Assignment

  Creates an assignment in Previsto for a customer and returns the created assignment.

• Action
  Create Contact

  Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id.

• Action
  Delete agreement

  Deletes a service agreement from Previsto.

• Action
  Delete assignment

  Deletes an assignment from Previsto.

• Action
  Delete contact

  Deletes a contact from Previsto.

• Action
  Get account

  Returns a single Previsto account, including its contact details, roles and location.

• Action
  Get agreement

  Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact.

• Action
  Get assignment

  Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers.

• Action
  Get contact

  Returns a single Previsto contact, including its address, billing settings and notification preferences.

• Action
  List contacts

  Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state.

• Action
  Update agreement

  Updates a service agreement in Previsto and returns the updated agreement.

• Action
  Update contact

  Updates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information.

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