Integration
Connect Planning Center to Easybill
When something happens in Planning Center, your agent does the next thing in Easybill. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want Planning Center and Easybill to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Triggers and actions 6 triggers ยท 14 actions
Trigger
New DonationTriggers when a donation is received.
Trigger
New Form SubmissionTriggers when a form submission is received.
Trigger
New List ResultTriggers when the specified List has a new Person added.
Trigger
New PlanTriggers when a new plan is created in the selected service type.
Trigger
New ProfileTriggers when a new Profile is created.
Trigger
New Workflow CardTriggers when a new workflow card is created in a specific workflow.
Action
Add customerCreate a new customer. POST /customers
Action
Add documentCreate a new document (invoice, quote, etc). POST /documents
Action
Add projectCreate a new project. POST /projects
Action
Add taskCreate a new task. POST /tasks
Action
Add time trackingCreate a new time tracking entry. POST /time-trackings
Action
Delete customerDelete a customer. DELETE /customers/{id}
Action
Delete documentDelete a document. DELETE /documents/{id}
Action
Get customerFetch a single customer by id. GET /customers/{id}
Action
Get documentFetch a single document by id. GET /documents/{id}
Action
List documentsFetch a list of documents. GET /documents
Action
List projectsFetch a list of projects. GET /projects
Action
List tasksFetch a list of tasks. GET /tasks
Action
Update customerUpdate an existing customer. PUT /customers/{id}
Action
Update documentUpdate an existing document. PUT /documents/{id}
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.