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What do you want Previsto and One Tap to do together?
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Triggers and actions 7 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 Participant Check-inTriggered when a participant is checked in on a One Tap list.
Trigger
New ProfileTriggered when a new person profile is created in One Tap.
Action
Add Punch PassCreates a punch pass for a profile, giving them a set number of check-ins that can be redeemed over time. Returns the new punch pass.
Action
Check in participantChecks in a participant on a One Tap list, recording the check-in time, location and method. Returns the updated participant.
Action
Check out participantChecks out a participant on a One Tap list, recording the check-out time, location and method. Returns the updated participant.
Action
Create ListCreates a new list (event) in One Tap that people can be checked in to. Returns the new list.
Action
Create ParticipantAdds a profile to a One Tap list as a participant, optionally recording a check-in or check-out at the same time. Returns the new participant.
Action
Create ProfileCreates a new person profile in One Tap, including any custom fields the account has defined. Returns the new profile.
Action
Delete ListDeletes a list (event) from One Tap. Returns the vendor's confirmation of the deletion.
Action
Delete PassDeletes a pass from One Tap so it can no longer be used to check in. Returns the vendor's confirmation of the deletion.
Action
Delete ProfileDeletes a person's profile from One Tap. Returns the vendor's confirmation of the deletion.
Action
Get ListReturns a single One Tap list (event) with its schedule, check-in settings and survey data.
Action
Get ListsReturns the lists (events) in the One Tap account, with optional filtering by name, date range, type or parent list.
Action
Get Participants on ListReturns the participants on a One Tap list, with their check-in and check-out details.
Action
Get PassesReturns the passes in the One Tap account, optionally limited to one profile, participant or pass type.
Action
Get ProfileReturns a single person's profile from One Tap, including the account's custom fields.
Action
Get Profile PassesReturns the passes belonging to one person's profile in One Tap.
Action
Get ProfilesReturns the people profiles in the One Tap account, with optional search, favorite filtering and sorting.
Action
Redeem Punch PassRedeems one punch on a punch pass by linking it to a check-in. Returns the updated punch pass.
Action
Remove ParticipantRemoves a participant from a One Tap list. Returns the vendor's confirmation of the removal.
Action
Update ListUpdates a One Tap list (event) — its name, dates, description and check-in settings. Only the values supplied are changed. Returns the updated list.
Action
Update ParticipantUpdates a participant's check-in and check-out details on a One Tap list. Only the values supplied are changed. Returns the updated participant.
Action
Update ProfileUpdates a person's profile in One Tap, including the account's custom fields. Only the values supplied are changed. Returns the updated profile.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.