Connect Quipu and SmartMatchApp

Both apps 50Quipu 22SmartMatchApp 28

• Trigger
  New Contact

  Triggers when a new contact is added in Quipu.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Quipu.

• Action
  Create Contact

  Creates a contact (client, supplier or employee) in Quipu.

• Action
  Create Numbering Series

  Creates a numbering series for invoices or other documents.

• Action
  Delete Contact

  Deletes a contact.

• Action
  Delete Invoice

  Deletes an invoice.

• Action
  Find Contacts

  Finds contacts by kind, tax ID, email, country or free text.

• Action
  Get Contact

  Returns one contact by its ID.

• Action
  Get Invoice

  Returns one invoice by its ID.

• Action
  Get Simplified Invoice

  Returns one simplified invoice (ticket) by its ID.

• Action
  List Accounting Categories

  Lists the accounting categories (income and expense accounts).

• Action
  List Accounting Subcategories

  Lists the accounting subcategories.

• Action
  List Additional Incomes

  Lists additional incomes.

• Action
  List Book Entries

  Lists all book entries (invoices, tickets, paysheets and other documents).

• Action
  List Economic Activities

  Lists the business's economic activities (IAE).

• Action
  List Invoices

  Lists invoices, filtered by kind, contact or date period.

• Action
  List Liquidations

  Lists liquidations: payments matched to documents.

• Action
  List Money Accounts

  Lists bank and cash accounts.

• Action
  List Money Entries

  Lists bank and cash movements.

• Action
  List Numbering Series

  Lists the numbering series used to number documents.

• Action
  List Paysheets

  Lists paysheets.

• Action
  List Simplified Invoices

  Lists simplified invoices (tickets), filtered by kind, contact or period.

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Client Note

  Triggers when a note is added to a client.

• Trigger
  New Task

  Triggers when a new task is created.

• Action
  Create Client

  Creates a new client in your SmartMatchApp agency and returns its ID.

• Action
  Create Client Match

  Creates a match between a client and another client and returns the match ID.

• Action
  Create Client Note

  Adds a note to a client and returns the note ID.

• Action
  Create Email Draft

  Creates an email draft and returns its ID.

• Action
  Create Task

  Creates a task and returns its ID.

• Action
  Create Task Note

  Adds a note to a task and returns the note ID.

• Action
  Delete Client

  Deletes a client.

• Action
  Delete Client Match

  Deletes a client match.

• Action
  Delete Client Note

  Deletes a client note.

• Action
  Delete Email Draft

  Deletes an email draft.

• Action
  Delete Task

  Deletes a task.

• Action
  Find a Client

  Returns clients, newest first, with paging.

• Action
  Get Client

  Returns a client's type, status, created date and assigned users.

• Action
  Get Client Note

  Returns one note on a client.

• Action
  Get Email Draft

  Returns an email draft.

• Action
  Get Task

  Returns a task with its board, status and folder.

• Action
  List Client Matches

  Returns a client's matches.

• Action
  List Client Notes

  Returns a client's notes.

• Action
  List Email Drafts

  Returns email drafts.

• Action
  List Tasks

  Returns tasks, optionally filtered by board, status or assignee.

• Action
  Update Client

  Updates a client's type, status flags or assigned users.

• Action
  Update Client Match

  Updates a client match's group, priorities, due dates or statuses.

• Action
  Update Client Note

  Updates a client note's content or date.

• Action
  Update Email Draft

  Updates an email draft's subject, message or campaign.

• Action
  Update Task

  Updates a task.

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