Connect Planports and Quipu

Both apps 35Planports 13Quipu 22

• Trigger
  New Contact

  Triggered when a new contact, either an individual or an organization, is added in Planports.

• Action
  Add meeting

  Creates a meeting record in Planports, with its type, content, schedule, participants and links to a project or opportunity.

• Action
  Add proposal

  Creates a sales proposal for a Planports contact, optionally with product lines.

• Action
  Create Lead

  Creates a new lead in Planports from a person's name, contact details, address and source information. Returns the response Planports gives for the new lead.

• Action
  Find contact by phone number

  Finds a Planports contact by phone number and returns the matching contact.

• Action
  List contacts

  Returns all contacts in the Planports account, both individuals and organizations, optionally filtered by type, state, name or tag and sorted by name or date added.

• Action
  List meetings

  Returns meetings in Planports, optionally filtered by owner, date, conclusion, subject or content.

• Action
  List products

  Returns the products in the Planports account, optionally filtered by text, product code, product name or date added, and sorted as requested.

• Action
  List projects

  Returns the projects in your Planports account, optionally filtered by project name.

• Action
  List proposals

  Returns proposals from Planports, optionally filtered by customer name, proposal number, type, state, date range or the user who added them.

• Action
  List tasks

  Returns the tasks in your Planports account, optionally filtered by project, stage or task detail.

• Action
  Update contact

  Updates an existing contact (person or organization) in Planports.

• Action
  Update opportunity

  Updates an existing opportunity in Planports. Only the fields you fill in are changed.

• Trigger
  New Contact

  Triggers when a new contact is added in Quipu.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Quipu.

• Action
  Create Contact

  Creates a contact (client, supplier or employee) in Quipu.

• Action
  Create Numbering Series

  Creates a numbering series for invoices or other documents.

• Action
  Delete Contact

  Deletes a contact.

• Action
  Delete Invoice

  Deletes an invoice.

• Action
  Find Contacts

  Finds contacts by kind, tax ID, email, country or free text.

• Action
  Get Contact

  Returns one contact by its ID.

• Action
  Get Invoice

  Returns one invoice by its ID.

• Action
  Get Simplified Invoice

  Returns one simplified invoice (ticket) by its ID.

• Action
  List Accounting Categories

  Lists the accounting categories (income and expense accounts).

• Action
  List Accounting Subcategories

  Lists the accounting subcategories.

• Action
  List Additional Incomes

  Lists additional incomes.

• Action
  List Book Entries

  Lists all book entries (invoices, tickets, paysheets and other documents).

• Action
  List Economic Activities

  Lists the business's economic activities (IAE).

• Action
  List Invoices

  Lists invoices, filtered by kind, contact or date period.

• Action
  List Liquidations

  Lists liquidations: payments matched to documents.

• Action
  List Money Accounts

  Lists bank and cash accounts.

• Action
  List Money Entries

  Lists bank and cash movements.

• Action
  List Numbering Series

  Lists the numbering series used to number documents.

• Action
  List Paysheets

  Lists paysheets.

• Action
  List Simplified Invoices

  Lists simplified invoices (tickets), filtered by kind, contact or period.

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