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Triggers and actions 5 triggers · 33 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.
Action
Add couponCreate a new coupon. POST /v1/coupon
Action
Add creditCreate a credit note/credit for a customer. POST /v1/credit
Action
Add customerCreate a new customer. POST /v1/customer
Action
Add invoiceCreate an invoice for a customer. POST /v1/customer/{handle}/invoice
Action
Add planCreate a new subscription plan. POST /v1/plan
Action
Add subscriptionCreate a new subscription for a customer. POST /v1/subscription
Action
Cancel subscriptionCancel a subscription by handle. POST /v1/subscription/{handle}/cancel
Action
Delete customerDelete a customer by handle. DELETE /v1/customer/{handle}
Action
Get chargeRetrieve a charge by handle. GET /v1/charge/{handle}
Action
Get couponRetrieve a coupon by handle. GET /v1/coupon/{handle}
Action
Get customerRetrieve a customer by handle. GET /v1/customer/{handle}
Action
Get invoiceRetrieve an invoice by id. GET /v1/invoice/{id}
Action
Get planRetrieve the current version of a plan by handle. GET /v1/plan/{handle}/current
Action
Get subscriptionRetrieve a subscription by handle. GET /v1/subscription/{handle}
Action
List customersList all customers. GET /v1/list/customer
Action
List invoicesList all invoices. GET /v1/list/invoice
Action
List plansList all plans. GET /v1/list/plan
Action
List subscriptionsList all subscriptions. GET /v1/list/subscription
Action
Update customerUpdate an existing customer by handle. PUT /v1/customer/{handle}
Action
Update subscriptionChange/update an existing subscription by handle. PUT /v1/subscription/{handle}
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.