Connect Reply to Lunch Money

Both apps 45Reply 23Lunch Money 22

• Trigger
  Inbox Category Set for Reply

  Triggers when an email reply in Reply is given an inbox category, automatically or by a user.

• Trigger
  New Email Opened

  Triggers when a contact opens a tracked email sent from Reply.

• Trigger
  New Emails Sent

  Triggers when Reply sends an email from a sequence step.

• Trigger
  New Link Clicked

  Triggers when a recipient clicks a tracked link in an email sent from Reply.

• Trigger
  New Person Bounce

  Triggers when an email sent from Reply bounces or is rejected by the recipient's mail server.

• Trigger
  New Person Opt Out

  Triggers when a contact opts out of outreach in Reply (unsubscribe link, manual opt-out, or marked Do Not Contact).

• Trigger
  Prospect Finished

  Triggers when a contact's participation in a Reply sequence ends — completed, replied, bounced, opted out, or finished manually.

• Action
  Add contact list

  Creates a new contact list in Reply, optionally shared with your team.

• Action
  Add note to contact

  Adds a note to a contact's timeline in Reply.

• Action
  Add sequence

  Creates a new sequence in Reply with its steps, schedule, sending accounts and settings.

• Action
  Create\Update Person

  Creates a Reply contact, or updates the existing contact with the same email address.

• Action
  Delete contact

  Deletes a contact from your Reply account.

• Action
  Find contacts by criteria

  Returns the contacts that match a search term and/or field rules, optionally scoped to a contact list, sequence or sequence step.

• Action
  Get contact

  Returns one Reply contact by its id, including profile details, owner, opt-out, call and meeting status, stage and custom fields.

• Action
  Get sequence

  Returns one sequence in full: name, status, owner, schedule, settings, connected email and LinkedIn accounts, and its steps.

• Action
  List contact lists

  Returns the contact lists you own plus those shared with your team, optionally filtered by name.

• Action
  List contacts

  Returns your Reply contacts, optionally narrowed to one email address or LinkedIn profile URL.

• Action
  List inbox categories

  Returns the inbox categories you can file conversations under.

• Action
  List Sequence Contacts

  Returns the contacts enrolled in a sequence, with each contact's status, current step, added date, opt-out and call status.

• Action
  List sequences

  Returns the sequences in your Reply account, optionally filtered by status, owner, folder, archive state or name.

• Action
  Mark as Finished

  Marks one or more contacts as finished in every sequence they are in, so they receive no further sequence steps.

• Action
  Remove Person From Campaign

  Removes a contact from a sequence so they stop progressing through it. The contact and their history stay in your Reply account.

• Action
  Send Test Webhook Event

  Sends a test event from an existing Reply webhook subscription to its configured URL.

• Action
  Create a Manual Account

  Creates a new manually-managed account in Lunch Money.

• Action
  Create a New Category or Category Group

  Creates a new category with the given name. If the is_group attribute is set to true, a category group is created. In this case, up to three child categories may be added to the newly-created category group.

• Action
  Create a New Tag

  Creates a new tag in your Lunch Money budget.

• Action
  Create a New Transaction

  Creates a new transaction with the given details. Amount, and Date are required. Other attributes may also be provided.

• Action
  Delete a Category or Category Group

  Deletes a category. By default this will fail if the category has dependencies such as existing transactions or child categories. Set force to true to delete the category even if it has dependencies.

• Action
  Delete a Manual Account

  Deletes a single manual account in Lunch Money, optionally along with its transactions, rules, recurring items and balance history.

• Action
  Delete a Tag

  Deletes a tag. By default this will fail if the tag has dependencies such as existing transactions or rules. Set force to true to delete the tag even if it has dependencies.

• Action
  Delete a Transaction

  Deletes the transaction with the specified ID. Will fail if the transaction is grouped or split.

• Action
  Get All Categories

  Retrieve all categories and category groups in the Lunch Money account.

• Action
  Get All Manual Accounts

  Retrieve a list of all manually-managed accounts associated with the user's account.

• Action
  Get All Tags

  Retrieves every tag in the Lunch Money account.

• Action
  Get All Transactions

  Retrieve a list of all transactions associated with a user's account. If called with no parameters, this endpoint will return the most recent transactions up to limit number of transactions.

• Action
  Get a Single Category

  Retrieves one category or category group by its ID. For a group, its categories are returned under children.

• Action
  Get a Single Manual Account

  Retrieves the details of the manually-managed account with the specified ID.

• Action
  Get a Single Tag

  Retrieves the details of a single tag by its ID.

• Action
  Get a Single Transaction

  Retrieves the details of the transaction with the specified ID.

• Action
  Get Current User

  Returns the Lunch Money user and budget associated with the connected account's access token.

• Action
  Get Summary

  Retrieves a summary of the budget for a date range: each category's budget configuration and activity, plus optional overall totals, per-period occurrences and the rollover pool.

• Action
  Update an Existing Category or Category Group

  Modifies the properties of an existing category or category group in Lunch Money. Only the fields you fill in are changed. A category cannot be converted into a group or vice versa.

• Action
  Update an Existing Manual Account

  Modifies the properties of an existing manual account in Lunch Money. Only the fields you fill in are changed.

• Action
  Update an Existing Tag

  Updates an existing tag in Lunch Money. Only the properties you fill in are changed.

• Action
  Update an Existing Transaction

  Modifies the properties of an existing transaction. Only the fields you fill in are changed.

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