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Triggers and actions 31 triggers · 37 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 ClientTriggers when a new client is created.
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ExpenseTriggers when an expense is created.
Trigger
New Exported Invoice (Bookkeeping)Triggers when a new invoice is exported (for the bookkeeping).
Trigger
New Incoming PaymentTriggers when a new incoming payment is created.
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New Invoice StatusTriggers when the status of an invoice is changed.
Trigger
New OfferTriggers when a new offer is created.
Trigger
New Outgoing PaymentTriggers when a new outgoing payment is created.
Trigger
New Planning EntryTriggers when a new Planning Entry is created.
Trigger
New PresenceTriggers when a new Presence is created.
Trigger
New Project AssignmentTriggers when a person is assigned to a project.
Trigger
New PurchaseTriggers when a new purchase is created.
Trigger
New Recurred ExpenseTriggers when an expense is recurred.
Trigger
New TaskTriggers when a new task is created.
Trigger
New Time EntryTriggers when a new time entry is created.
Trigger
Unarchived ProjectTriggers when a project is made active again.
Trigger
Updated CompanyTriggers when a company was updated.
Trigger
Updated ExpenseTriggers when an expense was updated.
Trigger
Updated InvoiceTriggers when an invoice was updated.
Trigger
Updated LeadTriggers when a lead was updated.
Trigger
Updated Planning EntryTriggers when a Planning Entry was updated.
Trigger
Updated PresenceTriggers when a Presence was updated.
Trigger
Updated ProjectTriggers when a project was updated.
Trigger
Updated PurchaseTriggers when a purchase was updated.
Trigger
Updated Time EntryTriggers when a time entry was updated.
Action
Create CommentCreates a new Comment.
Action
Create CompanyCreates a new company (customer only).
Action
Create ContactCreates a new contact person.
Action
Create ExpenseCreates a new Expense.
Action
Create Incoming PaymentCreates a new incoming payment.
Action
Create LeadCreates a new lead.
Action
Create Outgoing PaymentCreates a new outgoing payment.
Action
Create ProjectCreates a new Project.
Action
Create PurchaseCreates a new Purchase.
Action
Create TaskCreates a new project task.
Action
Create Time EntryCreate a new time entry.
Action
Find CompanyFinds an existing Company.
Action
Find ContactFinds an existing Contact.
Action
Find ExpenseFinds an existing Expense.
Action
Find InvoiceFinds an existing Invoice.
Action
Find LeadFinds an existing lead.
Action
Find OfferFinds an existing Offer.
Action
Find Planning EntryFinds an existing Planning Entry.
Action
Find ProjectFinds an existing project.
Action
Find PurchaseFinds an existing Purchase.
Action
Find TaskFinds an active Task for a Project.
Action
Find Time EntryFinds an existing Time Entry.
Action
Find UserFinds an existing active user.
Action
Record PresenceRecord a new presence.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.