Connect rasa.io to Payaca

Both apps 27rasa.io 13Payaca 14

• Trigger
  New Insights Action

  Triggers when a contact performs a new engagement action, such as a click or open, on the selected newsletter.

• Trigger
  New Insights Topics

  Triggers when a newsletter subscriber gets a new weekly topic cloud, showing the topics and categories they engage with.

• Trigger
  New Person

  Triggered when a new person is added to your rasa.io contacts, optionally only within a chosen list.

• Action
  Add list

  Creates a new mailing list in the rasa.io account and returns the new list's id.

• Action
  Create or Update Person

  Creates a contact for the email address, or updates the existing active contact with that email, and returns the contact.

• Action
  Delete contact

  Permanently deletes a contact and the personal data held for them across this account's newsletters. A contact that cannot be fully deleted is archived instead.

• Action
  Get contact

  Returns a single contact by ID, including its subscriptions, external identifiers and custom attributes. An error occurs if the contact is not found.

• Action
  Get newsletter

  Returns a single newsletter by ID, including its associated lists and subscription types.

• Action
  List contacts

  Returns the contacts in the rasa.io account, optionally narrowed to one list or to contacts matching an external system identifier.

• Action
  List newsletters

  Returns all active newsletters in your rasa.io account, including their associated lists and subscription types.

• Action
  List segments

  Returns the segments defined on your rasa.io account, including each segment's code, name, description and any account-level attribute rule.

• Action
  List subscription types

  Returns all active subscription types in your rasa.io account, along with their active integration mappings.

• Action
  Remove contact from list

  Removes a contact from a list. The contact itself is kept and stays on any other lists.

• Action
  Add invoice

  Creates an invoice against a Payaca project for a fixed amount, a percentage of the accepted project value, or everything still payable, and can optionally send it or mark it as sent.

• Action
  Add payment

  Records a payment against a Payaca project, optionally reconciling it to a specific invoice and emailing the customer a receipt. Returns the created payment and how it was reconciled.

• Action
  Add project note

  Adds one or more notes to a Payaca project and returns the notes that were created.

• Action
  Add proposal

  Creates a proposal on a Payaca project, with its line items, optional payment schedule and any grants. Returns the new proposal with its totals.

• Action
  Get customer

  Returns a customer by id, including their contacts, addresses, custom field values and tags.

• Action
  Get invoice

  Returns a Payaca invoice by its ID, including its status, totals, line items and linked project. An error occurs if the invoice is not found.

• Action
  Get project

  Returns a project by its id, including its customer, pipeline stage, site address, custom fields, totals, grants and expected payments.

• Action
  Get scheduled event

  Returns a single scheduled event, including its times, location, customer, project, assignees, notes, tags and contacts to notify. An error occurs if the event is not found.

• Action
  List customers

  Returns all customers in the Payaca account, optionally narrowed to those with a contact on a given email address or phone number.

• Action
  List pipelines

  Returns all pipelines in the Payaca account, including each pipeline's stages in order.

• Action
  List projects

  Returns the projects in the Payaca account, optionally only those belonging to one customer.

• Action
  Mark proposal as accepted

  Marks a proposal that was already sent to the customer as accepted and returns the updated proposal.

• Action
  Update project

  Updates the custom field values on an existing project and returns the updated project. Service-type projects cannot be updated.

• Action
  Update scheduled event

  Updates the name, description, start time or end time of an existing scheduled event, and returns the updated event.

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