Connect Qonto and REsimpli

Both apps 65Qonto 28REsimpli 37

• Trigger
  Bank Account Balance Change

  Triggers when the balance or authorized balance of one of your Qonto business accounts changes.

• Trigger
  New Bank Account

  Triggers when a new business bank account is added to the Qonto organization.

• Trigger
  New Transaction

  Triggers when a new transaction is recorded on a Qonto bank account.

• Trigger
  New Transaction (Legacy)

  Triggers when a new transaction is created on the chosen Qonto bank account.

• Trigger
  New Transfer

  Triggers when a new SEPA transfer is created in your Qonto organization.

• Trigger
  Transaction Updated Attachments

  Triggers when the attachments on a transaction change, such as when a receipt is added to it.

• Trigger
  Transaction Updated Labels

  Triggers when the labels on a transaction change, for example when a label is added to a transaction or one of several labels is removed.

• Trigger
  Transaction Updated VAT

  Triggers when a transaction's VAT amount or VAT rate is set or changed on a Qonto bank account.

• Trigger
  Updated Transaction

  Triggers when a transaction on a Qonto bank account is created or updated.

• Action
  Add Attachment

  Uploads a JPEG, PNG or PDF file, such as an invoice or receipt, and attaches it to a transaction. Qonto processes the file in the background, so it may not appear on the transaction immediately.

• Action
  Add client

  Creates a client (a company, individual or freelancer you bill) in your Qonto organization and returns the new client record.

• Action
  Add client invoice

  Creates a client invoice in Qonto for an existing client, as a draft or ready for payment, and returns the new invoice.

• Action
  Add SEPA beneficiary

  Adds a new untrusted SEPA beneficiary to the organization's main bank account and returns it.

• Action
  Create External Transfer

  Creates a SEPA transfer from one of your Qonto bank accounts to a saved or new beneficiary, and returns the transfer with its status.

• Action
  Create Internal Transfer

  Creates an instant transfer between two bank accounts of your Qonto organization.

• Action
  Get bank account

  Returns a Qonto business bank account, including its IBAN, status and current balances.

• Action
  Get organization

  Returns the details of the connected Qonto organization, including its legal information and its list of bank accounts.

• Action
  Get transaction

  Returns a single Qonto transaction by its ID, including its amount, counterparty, status and dates, and optionally its labels, attachments or VAT details.

• Action
  List bank accounts

  Returns all business bank accounts of the connected Qonto organization, with their IBAN, status and balances.

• Action
  List cards

  Returns the cards visible to the connected Qonto member, optionally filtered by holder, status, bank account, card level or text search.

• Action
  List client invoices

  Returns the client invoices of the Qonto organization, optionally filtered by status, creation, update or due dates, and sorted by creation date.

• Action
  List clients

  Returns the clients (customers you invoice) of your Qonto organization, optionally filtered by name, email, VAT or tax number, or last-updated date.

• Action
  List labels

  Returns all the labels of the Qonto organization, including each label's name and parent label.

• Action
  List memberships

  Returns all the memberships of the authenticated Qonto organization, with each member's name, role, status and team.

• Action
  List SEPA beneficiaries

  Returns the SEPA beneficiaries of your Qonto organization, optionally filtered by IBAN, status or trusted flag.

• Action
  List statements

  Returns the monthly bank statements of the Qonto organization, each with its period, bank account and a temporary link to download the file. Can be narrowed to specific bank accounts or a range of months.

• Action
  List supplier invoices

  Returns the organization's supplier invoices and documents awaiting review, optionally filtered by status, dates, supplier, amount or a text search.

• Action
  List transactions

  Returns the transactions of a Qonto bank account, with optional filters by status, date range, direction, operation type and attachments.

• Trigger
  New Agent

  Triggers when a new agent is added in REsimpli.

• Trigger
  New Buyer

  Triggers when a new buyer is added in REsimpli.

• Trigger
  New Lead

  Triggers when a new lead is added in REsimpli.

• Trigger
  New Vendor

  Triggers when a new vendor is added in REsimpli.

• Action
  Add Activity

  Adds an activity comment to a lead, buyer, vendor, agent or list stacking record in REsimpli.

• Action
  Add Contact Details to Lead

  Creates a contact from the details you supply and links it to an existing lead. If a contact with the same phone or email already exists, that contact is linked instead.

• Action
  Add Contact to Lead

  Links an existing contact to a lead in REsimpli, optionally making it the lead's primary contact.

• Action
  Add Tags to Agent

  Adds one or more existing agent tags to an agent in REsimpli.

• Action
  Add Tags to Buyer

  Adds one or more existing buyer tags to a buyer in REsimpli.

• Action
  Add Tags to Lead

  Adds one or more existing lead tags to a lead in REsimpli.

• Action
  Add Tags to Vendor

  Adds one or more existing vendor tags to a vendor in REsimpli.

• Action
  Create Buyer

  Creates a new buyer in REsimpli with contact details, pipeline status, marketing campaign and buy-box preferences.

• Action
  Create Lead

  Creates a new lead (property and seller contact) in REsimpli and returns the created lead.

• Action
  Create Tag

  Creates one or more tags in REsimpli for a chosen record type (leads, buyers, vendors, agents and more).

• Action
  Create Vendor

  Creates a new vendor in REsimpli with its contact details, pipeline status, vendor type and targeting.

• Action
  Delete Agent

  Deletes an agent in REsimpli (soft delete).

• Action
  Delete Buyer

  Deletes a buyer in REsimpli (soft-delete).

• Action
  Download File

  Downloads a file stored on a REsimpli lead, buyer, vendor or agent record.

• Action
  Get Buyer

  Returns the full details of a buyer in REsimpli.

• Action
  Get Vendor

  Returns the full details of a vendor in REsimpli.

• Action
  List Activities

  Returns the activity history (or conversations only) for a REsimpli lead, buyer, vendor, agent or list stacking record.

• Action
  List Agents

  Returns agents in your REsimpli account, optionally filtered by search text, status, pipeline, assigned user, tags or target area.

• Action
  List Buyers

  Returns buyers in your REsimpli account, optionally filtered by search text, pipeline, status, assigned users, tags, or target cities and states.

• Action
  List Call Logs

  Returns the call logs recorded on a lead, buyer, vendor, agent or list stacking record.

• Action
  List Contacts

  Returns contacts in your REsimpli account with their names, phone numbers and emails, optionally filtered by a search term.

• Action
  List Files

  Returns the files stored in a folder on a REsimpli lead, buyer, vendor, agent or other record, optionally filtered by category or search text.

• Action
  List Leads

  Returns leads in REsimpli, optionally filtered by search text, status or pipeline (up to 100 per call).

• Action
  List Vendors

  Returns vendors in your REsimpli account, optionally filtered by search text, status, pipeline, assigned users, tags or target areas.

• Action
  Remove Contact from Lead

  Unlinks a contact from a lead in REsimpli. If the removed contact was primary, another contact on the lead becomes primary.

• Action
  Remove Tags from Agent

  Removes one or more tags from an agent in REsimpli.

• Action
  Remove Tags from Buyer

  Removes one or more tags from a buyer in REsimpli.

• Action
  Remove Tags from Lead

  Removes one or more tags from a lead in REsimpli.

• Action
  Update Agent Status

  Moves an agent to another pipeline status in REsimpli, optionally completing open tasks.

• Action
  Update Buyer Status

  Moves a buyer to another pipeline status in REsimpli.

• Action
  Update Custom Question Answers

  Saves answers to custom questions on a lead, buyer, vendor or agent. Answers to other questions are kept.

• Action
  Update Lead Status

  Moves a lead to another pipeline status in REsimpli, optionally completing its open tasks.

• Action
  Update Vendor Status

  Moves a vendor to another pipeline status in REsimpli.

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