Connect Playbook Creative and Zengine

Both apps 35Playbook Creative 20Zengine 15

• Trigger
  Asset Added

  Triggers when a new asset is added to the chosen Playbook board. Returns the asset, the board and the organization it belongs to.

• Trigger
  Asset Updated in Board

  Triggers when an asset on a chosen Playbook board is updated, returning the asset and what changed.

• Action
  Create Asset

  Creates an asset in a Playbook workspace, either from a file URL (fetched by Playbook or saved as a link) or as a text note, optionally placing it on a board.

• Action
  Create Board

  Creates a new board in a Playbook workspace, optionally nested under an existing board as a sub-board.

• Action
  Create Organization

  Creates a new Playbook organization (workspace) with the given name and returns its id and slug.

• Action
  Delete asset

  Deletes an asset from a Playbook workspace.

• Action
  Delete board

  Deletes a board from a Playbook workspace.

• Action
  Find Asset

  Searches a Playbook workspace for assets matching the words you enter, best match first, with optional filters for media type, boards, tags, statuses, uploader and more.

• Action
  Find Board

  Returns the boards in a Playbook workspace whose title matches the text you search for.

• Action
  Get asset

  Returns one asset from a Playbook workspace, including its title, media type, tags, status, custom field values and preview URLs.

• Action
  Get board

  Returns one Playbook board, including its title, description, asset count, published-page state and preview assets.

• Action
  List assets

  Returns the assets in a Playbook workspace, optionally limited to one board, one uploader, or assets uploaded after a given time.

• Action
  List boards

  Returns the boards in a Playbook workspace, optionally filtered by title and sorted by title or creation date.

• Action
  List organizations

  Returns every Playbook organization (workspace) the connected user belongs to, with each one's name, slug, plan and usage limits.

• Action
  List users

  Returns the members of a Playbook workspace, optionally narrowed to those whose name or email matches a search.

• Action
  Move Asset

  Moves one or more assets into a different board in a Playbook workspace.

• Action
  Update Asset

  Updates an existing Playbook asset's title, board placement, status, tags or custom field values, and can save a new version of it.

• Action
  Update Asset Status

  Sets the status of an asset in a Playbook workspace and returns the updated asset.

• Action
  Update asset tags

  Adds and/or removes tags on a Playbook asset, leaving its other tags untouched, and returns the updated asset.

• Action
  Update board

  Updates a board's title, description, or parent board in a Playbook workspace and returns the updated board.

• Trigger
  New Event

  Triggers when a new event is added.

• Trigger
  New Task

  Triggers when a new task is added.

• Trigger
  Updated Record

  Triggers when any record is updated in a form of your choice.

• Action
  Add Comment

  Adds a comment to a record or workspace.

• Action
  Add Form Record

  Adds a record to a form.

• Action
  Add record

  Create a record in a form.

• Action
  Create Event

  Creates a calendar event in a Zengine workspace.

• Action
  Create Task

  Creates a task in a Zengine workspace.

• Action
  Delete Record

  Deletes a record.

• Action
  Find Record

  Returns the records in a form that match the specified name, folder, creator, completion state or dates.

• Action
  Get Event

  Returns one calendar event by id.

• Action
  Get record

  Retrieve one record by id.

• Action
  Get Task

  Returns one task by id.

• Action
  Update Record

  Updates a record.

• Action
  Upload File to Field

  Uploads a file, which can then be saved to a file upload field in a New Record or Update Record action.

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