Connect Saasu to Tagbox.io

Both apps 37Saasu 22Tagbox.io 15

• 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 collection

  Creates a collection in your Tagbox workspace. If a collection with the same name already exists, that existing collection is returned instead of creating a duplicate.

• Action
  Add file to collections

  Adds a Tagbox file to one or more existing collections and returns the updated file.

• Action
  Add tag

  Creates a new tag in your Tagbox workspace, optionally placing it in a category.

• Action
  Add tags to file

  Adds one or more existing tags to a file in your Tagbox workspace and returns the updated file.

• Action
  Delete file

  Deletes a file from your Tagbox workspace. The file disappears from search and the app but can be restored from Tagbox.

• Action
  Delete tag

  Permanently deletes a tag from your Tagbox workspace and removes it from every file it was applied to.

• Action
  Find files

  Returns the files in your Tagbox workspace that match the search text and filters you specify, such as tags, collections, people, file type, colors, rating and creation date.

• Action
  Get file

  Returns a single file from your Tagbox workspace, including its name, tags, collections and preview links.

• Action
  Get file transcription

  Returns the speech-to-text transcript of a video or audio file, including the full text, timestamped segments and WebVTT/SRT subtitles. When no transcript is available yet, returns its status instead.

• Action
  List collections

  Returns every collection in your Tagbox workspace, with each collection's name and file count.

• Action
  List tags

  Returns every tag in the Tagbox workspace, with each tag's name, file count and categories.

• Action
  Remove tags from file

  Removes one or more tags from a file in your Tagbox workspace. The tags themselves are not deleted.

• Action
  Update file

  Updates a file's name, description or star rating in your Tagbox workspace and returns the updated file.

• Action
  Update tag

  Renames a tag in your Tagbox workspace. If another tag already has the new name, the two tags are merged into one.

• Action
  Upload File

  Uploads a file into your Tagbox workspace from a URL, optionally naming, describing, tagging and adding it to collections.

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