Connect Sperant to MILKEE

Both apps 34Sperant 19MILKEE 15

• Trigger
  Client Created / Cliente Creado

  Triggers when a new client (lead) is added in Sperant. / Se activa cuando se crea un cliente en Sperant.

• Trigger
  New Attention

  Triggers when a new after-sale attention is created in Sperant.

• Action
  Create Attention

  Creates an after-sale attention (customer service case) for a unit's titular in Sperant.

• Action
  Create Client / Crear Cliente

  Creates a client (lead) in Sperant. If a lead with the same document, email or mobile already exists, Sperant updates it instead.

• Action
  Create Client Interaction

  Logs an interaction (call, visit, message...) for a Sperant client on a project.

• Action
  Create Event

  Creates a calendar event (visit, meeting...) for a Sperant client on a project.

• Action
  Find Clients

  Finds Sperant clients by document number, email or mobile (with country code). Returns the matching clients.

• Action
  Get Attention

  Returns one Sperant after-sale attention by ID.

• Action
  Get Client

  Returns one Sperant client by ID.

• Action
  Get Event

  Returns one Sperant calendar event by ID.

• Action
  Get Proforma

  Returns one Sperant proforma (quote) by ID.

• Action
  Get Project

  Returns one Sperant real-estate project by ID.

• Action
  Get Unit

  Returns one Sperant unit (apartment, lot, parking...) by ID.

• Action
  List Attentions

  Returns Sperant after-sale attentions, optionally filtered by code, type, proforma, titular or status.

• Action
  List Proformas

  Returns Sperant proformas (quotes), optionally filtered by code/contract number, client or creation date range.

• Action
  List Projects

  Returns Sperant real-estate projects, optionally filtered by name or code.

• Action
  List Units

  Returns the units (apartments, lots, parking...) of a Sperant project.

• Action
  List Users

  Returns the users (sales agents and staff) of the Sperant account.

• Action
  Update Client

  Updates an existing Sperant client; only the fields you fill in are changed.

• Action
  Create Account

  Creates a new ledger account in a MILKEE company's chart of accounts.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Entry

  Creates a new booking entry (Buchung) in a MILKEE company. The entry type (income, expense or swap) is determined automatically from the debit and credit accounts.

• Action
  Create Invoice

  Creates a new invoice with line items for a customer/project.

• Action
  Create Product

  Creates a new reusable product or service in a MILKEE company, for use on invoices and proposals.

• Action
  Create Project

  Creates a new project in a MILKEE company, linked to an existing customer or to a new customer created on the fly.

• Action
  Create Tag

  Creates a new tag in a MILKEE company.

• Action
  Create Task

  Creates a new task within a MILKEE project.

• Action
  Create Tax Rate

  Creates a new tax rate (e.g. a VAT rate) for a MILKEE company.

• Action
  Create Time Track

  Creates a time tracking entry on a MILKEE project.

• Action
  Find Entry

  Returns the MILKEE bookkeeping entries (Buchungen) of a company that match the given filters, such as entry ID, date range, type, customer, project, account or tag.

• Action
  Find Project

  Returns the MILKEE projects whose name matches the specified name, optionally narrowed by customer and archive status.

• Action
  Find Task

  Returns the tasks in a MILKEE company whose title contains the text you give, optionally narrowed to one status.

• Action
  Find Time Track

  Returns the time entries in a MILKEE company that match the specified criteria (entry id, user, customer, project, invoice, status, billable flag or date range).

• Action
  Update Invoice

  Updates an existing MILKEE invoice by ID. Only invoices in status open can be edited.

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