Connect SendApp to Modern Treasury

Both apps 29SendApp 15Modern Treasury 14

• Trigger
  New Contact

  Triggers when a new contact is added to SendApp.

• Action
  Create Contact

  Creates a contact in SendApp, or merges into the existing contact with the same phone or email. Phone or email is required.

• Action
  Delete Contact

  Deletes a SendApp contact by its ID.

• Action
  Find Contacts

  Finds SendApp contacts matching a name, phone or email search, optionally filtered by tag.

• Action
  Get Account Info

  Returns your SendApp account details, plan, subscription and usage.

• Action
  Get Contact

  Returns one SendApp contact by its ID.

• Action
  Get Message Status

  Returns the delivery status (sent, delivered, read or failed) of a WhatsApp message sent in the last 7 days.

• Action
  List Account Tokens

  Lists the account tokens (AI models and channels) in your SendApp account; other actions take one of these tokens.

• Action
  List Automations

  Lists SendApp automations that can be started from another system.

• Action
  List Bookings

  Lists bookings in SendApp, optionally within a date range or by status.

• Action
  List WhatsApp Templates

  Lists the WhatsApp message templates on one of your SendApp accounts.

• Action
  Remove Tags from Contact

  Removes tags from a SendApp contact.

• Action
  Send Message

  Sends a WhatsApp text message (optionally with media) through your SendApp WhatsApp account. Only works within 24 hours of the customer's last message; otherwise use Send WhatsApp Template.

• Action
  Send SMS

  Sends an SMS through your SendApp SMS gateway or bulk SMS credits.

• Action
  Update Contact

  Updates a SendApp contact. Only the fields you fill in are changed; Tags replaces the whole tag set.

• Action
  Add counterparty

  Creates a counterparty — a person or business you send payments to or receive payments from — optionally with its bank accounts and legal entity.

• Action
  Add expected payment

  Creates an expected payment in Modern Treasury so an incoming or outgoing payment can be reconciled automatically when it arrives.

• Action
  Add external account

  Creates an external bank account for a counterparty in Modern Treasury, with its account numbers, routing details and owner information.

• Action
  Add invoice

  Creates an invoice for a counterparty, payable to one of your internal accounts.

• Action
  Add ledger transaction

  Creates a ledger transaction made of balanced debit and credit entries against your ledger accounts.

• Action
  Add payment order

  Creates a payment order that moves money between one of your internal accounts and a counterparty's or another internal account.

• Action
  Delete counterparty

  Deletes a counterparty from your Modern Treasury organization.

• Action
  Get counterparty

  Returns a single counterparty, including its accounts, contact details and metadata.

• Action
  Get invoice

  Returns a single invoice by its ID, including its amounts, status, counterparty and line-item details.

• Action
  Get ledger transaction

  Returns one ledger transaction, including its ledger entries, status and metadata.

• Action
  Get payment order

  Returns the details of a single payment order, including its amount, status, direction and accounts.

• Action
  List internal accounts

  Returns the organization's internal (bank) accounts, optionally filtered by counterparty, legal entity, currency, status or payment capability.

• Action
  Update counterparty

  Updates an existing counterparty's name, email, external ID, legal entity, metadata, remittance-advice setting or taxpayer identifier. Returns the updated counterparty.

• Action
  Update payment order

  Updates an existing payment order, for example changing its amount, description, metadata or status (such as cancelling or approving it). Returns the updated payment order.

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