Connect Saasu to InvestorBase

Both apps 29Saasu 22InvestorBase 7

• 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
  Find buyers by criteria

  Finds flippers and landlords actively buying near a property, with their contact details, filtered by property type, distance, price and other criteria.

• Action
  Find investor comps

  Returns recent investor purchases (flips and landlord rental acquisitions) near a location, optionally ranked by similarity to a subject property.

• Action
  Find retail comps

  Returns a subject property and up to 10 comparable recent sales nearby, for estimating values such as after repair value.

• Action
  Get buyer deal history

  Returns a buyer's deal history: portfolio statistics plus their most recent flips and rentals, found by entity name, mailing address, or a property they bought.

• Action
  Get buyer search results

  Returns the buyers found by an earlier buyer search that was started in async mode. The list is empty while the search is still running.

• Action
  Get investor market summary

  Returns investor market metrics near a location: flip and rental counts within 1, 2, 5 and 10 miles, plus flipper pricing/ARV and landlord purchase statistics.

• Action
  Get usage

  Returns your account's plan, current usage period, and how much of each API allowance the account and you have used this period.

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