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Triggers and actions 8 triggers · 34 actions
Trigger
Completed AssignmentTriggers when an assignment is marked as completed in Previsto.
Trigger
Created AgreementTriggers when a new service agreement is created in Previsto.
Trigger
Created AssignmentTriggers when a new assignment is created in Previsto.
Trigger
Created ContactTriggers when a new contact is created in your Previsto account, and hands on that contact's details.
Trigger
Updated ContactTriggers when a contact is created or changed in your Previsto account, and hands on that contact's details.
Action
Create AgreementCreates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats.
Action
Create AssignmentCreates an assignment in Previsto for a customer and returns the created assignment.
Action
Create ContactCreates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id.
Action
Delete agreementDeletes a service agreement from Previsto.
Action
Delete assignmentDeletes an assignment from Previsto.
Action
Delete contactDeletes a contact from Previsto.
Action
Get accountReturns a single Previsto account, including its contact details, roles and location.
Action
Get agreementRetrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact.
Action
Get assignmentReturns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers.
Action
Get contactReturns a single Previsto contact, including its address, billing settings and notification preferences.
Action
List contactsReturns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state.
Action
Update agreementUpdates a service agreement in Previsto and returns the updated agreement.
Action
Update contactUpdates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information.
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New TicketTriggers when a new ticket is created.
Action
Add Note to TicketAdds a private or public note to a ticket.
Action
Create CompanyCreates a new company.
Action
Create ContactCreates a new contact.
Action
Create TicketCreates a new ticket in Freshdesk.
Action
Delete ContactDeletes a contact by ID.
Action
Delete TicketDeletes a ticket by ID.
Action
Get AgentRetrieves an agent by ID.
Action
Get CompanyRetrieves a company by ID.
Action
Get ContactRetrieves a contact by ID.
Action
Get TicketRetrieves a single ticket by ID.
Action
List AgentsLists all agents.
Action
List CompaniesLists companies.
Action
List ContactsLists contacts.
Action
List Ticket ConversationsLists all conversations (replies and notes) on a ticket.
Action
List TicketsLists tickets, most recently updated first.
Action
Reply to TicketAdds a public reply to a ticket conversation.
Action
Search ContactsSearches contacts using a Freshdesk query string.
Action
Search TicketsSearches tickets using a Freshdesk query string.
Action
Update CompanyUpdates a company by ID.
Action
Update ContactUpdates a contact by ID.
Action
Update TicketUpdates an existing ticket by ID.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.