Connect RampedUp to Planfact

Both apps 33RampedUp 13Planfact 20

• Trigger
  New Alert

  Triggers when RampedUp publishes a new company or contact alert, such as a new hire, funding round, acquisition or expansion, optionally limited to the alert types, companies and locations you choose.

• Action
  Append Contact

  Looks up one person in RampedUp's contact database from an email, LinkedIn URL, or name and company, and returns their job title, professional email, phone and company details. Uses RampedUp credits.

• Action
  Find Contact by LinkedIn URL (Any Match)

  Finds a contact by LinkedIn profile URL and returns them if they have ANY of the contact details you ask for (personal email, professional email, mobile or phone), rather than all of them. Uses a credit when a match is found.

• Action
  Get Account Status

  Returns your RampedUp account's plan dates, credit limits and credits used, so an automation can check its remaining balance before appending.

• Action
  Get Alert by ID

  Returns the full details of one RampedUp alert, such as the new hire, funding round, investors or acquisition, by the alert ID from the New Alert trigger.

• Action
  Get Companies by IDs

  Returns the full RampedUp profiles of several companies at once, by their RampedUp company IDs from Search Companies.

• Action
  Get Company by ID

  Returns the full RampedUp profile of one company, including size, revenue, industry, address and technologies, by its RampedUp company ID from Search Companies.

• Action
  Get Contact by ID

  Returns the full, unmasked details of one RampedUp contact, including email and phone, by its RampedUp contact ID from Search Contacts. Uses a credit.

• Action
  Get Contacts by IDs

  Returns the full, unmasked details of several RampedUp contacts at once, by their RampedUp contact IDs from Search Contacts. Uses a credit per contact.

• Action
  Get Corporate Family

  Returns a company's corporate family from RampedUp: its parent, subsidiaries and, optionally, affiliates.

• Action
  Search Alerts

  Searches RampedUp's company and contact alerts, such as new hires, funding, acquisitions and expansions, by date, type, company and location. Searching uses no credits; use Get Alert by ID for full details.

• Action
  Search Companies

  Searches RampedUp's company database by name, industry, size, revenue, location and technology, and returns matching companies. Searching uses no credits; use Get Company by ID for a full profile.

• Action
  Search Contacts

  Searches RampedUp's contact database by title, level, company, location and other filters, and returns matching contacts. Emails and phone numbers come back masked; append a contact to get its full details. Searching uses no credits.

• Action
  Add account

  Creates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance.

• Action
  Add contragent

  Creates a new contragent (counterparty) in Planfact.

• Action
  Add invoice document

  Creates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines.

• Action
  Add operation category

  Creates a new income, outcome or balance-sheet category (article) in PlanFact.

• Action
  Add operation income

  Creates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories.

• Action
  Add operation outcome

  Creates an outcome (payment / expense) operation in Planfact on the chosen account.

• Action
  Add product

  Creates a new product or service in Planfact with its name, price, currency and VAT.

• Action
  Add project

  Creates a new project in Planfact, optionally in a project group and linked to a budget.

• Action
  Delete contragent

  Deletes a contragent (counterparty) from Planfact.

• Action
  Delete operation

  Deletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID.

• Action
  Get account

  Returns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details.

• Action
  Get contragent

  Returns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories.

• Action
  Get operation

  Returns a single Planfact operation (income, outcome, move, accrual, shipment or supply) by its id, including its account, counterparty, category and project parts.

• Action
  Get project

  Returns a Planfact project by its ID, including its group, currency and status.

• Action
  List contragents

  Returns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date.

• Action
  List operation categories

  Returns the account's income and expense categories (operation categories), optionally filtered by type, name or parent.

• Action
  List products

  Returns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date.

• Action
  List projects

  Returns the projects in your Planfact account, optionally filtered by name, group, status or dates.

• Action
  Update contragent

  Updates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group.

• Action
  Update project

  Updates an existing Planfact project's name, comment, status, group, budget or closed flag.

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