Connect Pendo to Piriod

Both apps 39Pendo 16Piriod 23

• Trigger
  Account in Report

  Triggers when a new account appears in the results of a chosen Pendo account report.

• Trigger
  Visitor in Report

  Triggers when a new visitor appears in the results of a selected Pendo visitor report.

• Action
  Add Visitor to Segment

  Adds a single visitor to a Pendo segment. Only segments created through the Pendo API can be changed this way.

• Action
  Change Guide State

  Changes a Pendo guide's state to public, staged, disabled or draft.

• Action
  Create Feedback

  Creates a new feedback request in Pendo Listen for an account, with title, importance and the apps it applies to.

• Action
  Get Account

  Returns a Pendo account by its account ID, including its agent, custom and automatic metadata.

• Action
  Get Survey Responses

  Returns the individual responses to a Pendo Sentiment survey over a date range, plus the survey's summary score and sentiment counts.

• Action
  Get Visitor

  Returns a Pendo visitor by its visitor ID, including linked account IDs and all agent, automatic and custom metadata.

• Action
  List Features

  Returns the features tagged in your Pendo subscription, optionally limited to specific feature IDs or one application.

• Action
  List Guides

  Returns the guides in your Pendo subscription, optionally limited to specific guides or one application.

• Action
  List Pages

  Returns the pages tagged in your Pendo subscription, optionally limited to specific page IDs or one application.

• Action
  List Reports

  Returns every public report in your Pendo subscription, including each report's id, name, type and definition.

• Action
  List Segments

  Returns all shared (Everyone) segments in your Pendo subscription, optionally only those created through the API.

• Action
  List Track Types

  Returns the track event types defined in your Pendo subscription, or a single track type by its ID.

• Action
  Remove Visitor from Segment

  Removes a single visitor from a Pendo segment. Works only on segments that were created through the API.

• Action
  Send Track Event

  Records a track event (a named action a visitor performed, with optional properties) in Pendo.

• Action
  Add contact

  Creates a contact person in Piriod, optionally linked to a customer, who can receive invoice emails and collection reminders.

• Action
  Add coupon

  Creates a discount coupon in Piriod that can be applied to invoices or invoice lines.

• Action
  Add credit note

  Creates a draft credit note that adjusts an existing invoice.

• Action
  Add customer

  Creates a customer in Piriod with their name, address, country and billing preferences.

• Action
  Add invoice

  Creates a draft invoice for a customer with the given lines. Totals are computed by Piriod; finalize it separately to issue it.

• Action
  Add payment

  Creates a payment in Piriod, optionally applied to an invoice, customer or subscription.

• Action
  Add product

  Creates a product in Piriod, which plans can then be priced under.

• Action
  Add subscription

  Creates a recurring subscription for a customer, billing one or more plans on a schedule.

• Action
  Add usage

  Records a usage quantity against a metered subscription line in Piriod.

• Action
  Cancel subscription

  Cancels a Piriod subscription. A subscription with no finalized invoices is deleted outright instead.

• Action
  Delete customer

  Deletes a customer, or archives it when it has invoices, subscriptions or payment history.

• Action
  Finalize invoice

  Finalizes a draft or pending invoice, submitting it to the tax agency where applicable and locking it. Returns the finalized invoice.

• Action
  Get coupon

  Returns a single coupon by its id, including its discount amount, duration and status.

• Action
  Get credit note

  Returns a single credit note, including its lines, amounts and status.

• Action
  Get customer

  Returns a single customer by its id, including address, tax details, contacts, payment sources and balance totals.

• Action
  Get invoice

  Returns a single invoice by its id, including its lines, totals, status and linked payments.

• Action
  Get subscription

  Returns a subscription by its id, including its customer, plan lines, addons, billing dates and status.

• Action
  List payments

  Returns a page of payments in your Piriod workspace, optionally filtered by customer, invoice, status, amount, currency or date.

• Action
  List products

  Returns the products in your Piriod workspace, optionally filtered by name or plan.

• Action
  List usages

  Returns usage records posted against metered subscription lines, optionally filtered by subscription line, date-time or quantity.

• Action
  Update customer

  Updates an existing Piriod customer, changing only the details you fill in.

• Action
  Update invoice

  Updates a draft invoice: change its customer, dates, collection method, lines, discounts or notes. Only draft invoices can be updated.

• Action
  Update subscription

  Updates an existing Piriod subscription, such as its customer, plans, billing dates, collection method or coupon. Only the fields you fill in are changed.

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