Connect Partial.ly to Tagbox.io

Both apps 32Partial.ly 17Tagbox.io 15

• Trigger
  New Customer

  Triggers when a new customer is created in Partial.ly.

• Trigger
  New Payment Plan (Polling)

  Triggers when a new payment plan is created in Partial.ly.

• Trigger
  New Refund

  Triggers when a payment is refunded in Partial.ly.

• Action
  Add a Line Item

  Adds a line item to a Partial.ly payment plan.

• Action
  Create a Customer

  Creates a customer in Partial.ly and returns the new customer record.

• Action
  Delete a Payment Plan

  Deletes a Partial.ly payment plan.

• Action
  Find a Payment Plan

  Returns one Partial.ly payment plan by ID.

• Action
  Find Customers

  Searches Partial.ly customers by name or email and returns the matches.

• Action
  Get a Customer

  Returns one Partial.ly customer by ID.

• Action
  Get an Offer

  Returns one Partial.ly offer (payment plan template) by ID.

• Action
  Get a Payment

  Returns one Partial.ly payment by ID.

• Action
  List Payment Plans

  Returns Partial.ly payment plans, optionally filtered by status or customer.

• Action
  List Payments

  Returns Partial.ly payments, optionally for one payment plan.

• Action
  Refund a Payment

  Refunds all or part of a Partial.ly payment and returns the refund.

• Action
  Send Plan Request Email

  Emails the customer a request to open the payment plan.

• Action
  Update a Customer

  Updates an existing Partial.ly customer and returns the updated record.

• Action
  Update a Payment Plan

  Updates an existing Partial.ly payment plan.

• Action
  Add collection

  Creates a collection in your Tagbox workspace. If a collection with the same name already exists, that existing collection is returned instead of creating a duplicate.

• Action
  Add file to collections

  Adds a Tagbox file to one or more existing collections and returns the updated file.

• Action
  Add tag

  Creates a new tag in your Tagbox workspace, optionally placing it in a category.

• Action
  Add tags to file

  Adds one or more existing tags to a file in your Tagbox workspace and returns the updated file.

• Action
  Delete file

  Deletes a file from your Tagbox workspace. The file disappears from search and the app but can be restored from Tagbox.

• Action
  Delete tag

  Permanently deletes a tag from your Tagbox workspace and removes it from every file it was applied to.

• Action
  Find files

  Returns the files in your Tagbox workspace that match the search text and filters you specify, such as tags, collections, people, file type, colors, rating and creation date.

• Action
  Get file

  Returns a single file from your Tagbox workspace, including its name, tags, collections and preview links.

• Action
  Get file transcription

  Returns the speech-to-text transcript of a video or audio file, including the full text, timestamped segments and WebVTT/SRT subtitles. When no transcript is available yet, returns its status instead.

• Action
  List collections

  Returns every collection in your Tagbox workspace, with each collection's name and file count.

• Action
  List tags

  Returns every tag in the Tagbox workspace, with each tag's name, file count and categories.

• Action
  Remove tags from file

  Removes one or more tags from a file in your Tagbox workspace. The tags themselves are not deleted.

• Action
  Update file

  Updates a file's name, description or star rating in your Tagbox workspace and returns the updated file.

• Action
  Update tag

  Renames a tag in your Tagbox workspace. If another tag already has the new name, the two tags are merged into one.

• Action
  Upload File

  Uploads a file into your Tagbox workspace from a URL, optionally naming, describing, tagging and adding it to collections.

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