Connect Saasu to Pylon

Both apps 47Saasu 22Pylon 25

• 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
  Add internal note to issue

  Adds an internal note to a Pylon issue. Internal notes are not visible to the requester.

• Action
  Add tag

  Creates a new tag in Pylon that can be applied to accounts, articles or issues.

• Action
  Add task

  Creates a task in Pylon with a title and optional details such as assignee, due date, account, project and status. Returns the new task.

• Action
  Create Account

  Creates a new customer account in Pylon with its name, domains, owner, tags and other details.

• Action
  Create Account Activity

  Creates a custom activity on a Pylon account's timeline.

• Action
  Create Call Recording

  Creates a call recording in Pylon from your own call recorder, including its transcript, and returns the new recording. Requires the Custom Call Recorder integration to be enabled in Pylon.

• Action
  Delete account

  Permanently deletes a Pylon account by its ID or external ID.

• Action
  Delete issue

  Permanently deletes an issue in Pylon.

• Action
  Find Account by Name

  Finds Pylon accounts by name, by exact or partial match, returning the matching accounts.

• Action
  Find contacts by criteria

  Returns the contacts that match the specified search text and/or filter.

• Action
  Find issues by criteria

  Returns Pylon issues matching a text search and/or a filter on fields such as state, assignee, account, tags or dates.

• Action
  Get account

  Returns a single Pylon account by its ID or external ID, including its domains, owner, tags, channels and custom fields.

• Action
  Get contact

  Returns a single contact, including its emails, phone numbers, account and custom field values, by its ID or external ID.

• Action
  Get issue

  Returns a single Pylon issue by its ID or issue number, including its custom field values. An error occurs if the issue is not found.

• Action
  Get user

  Returns a single Pylon team member by ID, including their name, email addresses, status, and assigned roles.

• Action
  Get Users

  Returns the users in your Pylon organization, optionally including deactivated users.

• Action
  List accounts

  Returns all accounts in your Pylon organization, including their domains, owner, tags and custom field values.

• Action
  List contacts

  Returns all contacts in the Pylon organization, including their emails, phone numbers, account and custom field values.

• Action
  List tags

  Returns all tags in the Pylon organization, with each tag's name, color and the type of object it applies to.

• Action
  List teams

  Returns all teams in the Pylon organization, with their members, how each team assigns issues, and any recurring assignment schedule.

• Action
  Reply to issue

  Sends a customer-facing reply on a Pylon issue, continuing an existing conversation or thread. Returns the ID of the new message and its issue.

• Action
  Update Account

  Updates an existing Pylon account. Only the fields you fill in are changed.

• Action
  Update contact

  Updates an existing Pylon contact by its ID or external ID. Only the fields you fill in are changed.

• Action
  Update issue

  Updates an existing Pylon issue — its title, state, assignee, team, account, requester, tags, type, portal visibility and custom fields. Only the fields you fill in are changed.

• Action
  Update Issue Followers

  Adds or removes users and contacts as followers of a Pylon issue, and returns the issue's resulting followers.

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