Connect Saasu to Agillic

Both apps 30Saasu 22Agillic 8

• Trigger
  New Contact

  Triggers when a new contact is added to your Saasu file.

• Action
  Add activity

  Creates an activity (task, call, meeting, note) in your Saasu file, optionally attached to a contact or transaction.

• Action
  Add company

  Creates a company record in Saasu.

• Action
  Add item

  Creates an inventory or combo item in Saasu.

• Action
  Add journal

  Creates a manual journal entry with debit and credit lines in a Saasu file.

• Action
  Create Contact

  Creates a new contact (person) in your Saasu file and returns its id.

• Action
  Create Item Invoice

  Creates an item-layout invoice, quote or order in Saasu with inventory item line items.

• Action
  Create Service Invoice

  Creates a service-layout sale or purchase invoice in Saasu, with line items described by account and amount.

• Action
  Delete contact

  Deletes a contact from your Saasu file.

• Action
  Delete invoice

  Deletes a sale or purchase invoice from the Saasu file.

• Action
  Delete item

  Deletes an inventory item from the Saasu file.

• Action
  Email invoice

  Emails a Saasu invoice to the email address you specify.

• Action
  Find accounts

  Returns the accounts in your Saasu chart of accounts, filtered by type, status, bank-account flag or header account.

• Action
  Find companies

  Returns the companies in your Saasu file whose name matches, optionally limited to a last-modified date range.

• Action
  Find Contact

  Finds Saasu contacts matching an email, name, company or other criteria and returns the matching contacts.

• Action
  Find items

  Returns the inventory and combo items whose code or description matches the search text.

• Action
  Get contact

  Returns a single Saasu contact by its ID.

• Action
  Get invoice

  Returns a single Saasu invoice (sale or purchase) by its ID, including line items and totals.

• Action
  Get journal

  Returns a single journal transaction, including its date, reference, summary and journal line items.

• Action
  Update contact

  Updates an existing contact in Saasu, such as their name, email, phone numbers, addresses and customer/supplier flags.

• Action
  Update invoice

  Updates an existing Saasu sale or purchase invoice, replacing its details and line items.

• Action
  Update item

  Updates an existing inventory or combo item in Saasu, such as its code, description, prices, accounts and tax codes.

• Action
  Achieve Event

  Achieves an Agillic event for a recipient, triggering whatever the event is configured to do in your Agillic instance.

• Action
  Create/Update a One-To-Many Record

  Creates or updates a record in a recipient's One-to-Many table.

• Action
  Delete a Recipient

  Deletes a recipient from your Agillic instance.

• Action
  Find and Get Recipient

  Looks up a recipient by their unique identifier and returns their person data.

• Action
  Get OTM Table

  Returns the rows of one One-to-Many table for a recipient.

• Action
  Get OTM Tables

  Returns the names of the One-to-Many tables defined in your Agillic instance.

• Action
  Truncate Recipient OTM Table

  Removes all rows from a recipient's One-to-Many table.

• Action
  Update or Create Recipient

  Updates a recipient's person data with the fields you supply.

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