Connect TextIt to Modern Treasury

Both apps 28TextIt 14Modern Treasury 14

• Trigger
  New contact

  Triggers when a new contact is added to your TextIt workspace, optionally only contacts in a chosen group.

• Trigger
  New message

  Triggers when a new message is sent or received in your TextIt workspace, optionally limited to a folder or label.

• Action
  Add broadcast

  Creates and sends a new message broadcast to contacts, phone numbers/URNs or contact groups.

• Action
  Add contact

  Creates a new contact in your TextIt workspace with a name, language, URNs (phone, email, etc.), groups and contact field values.

• Action
  Add contact field

  Creates a new custom contact field in your TextIt workspace.

• Action
  Add group

  Creates a new contact group in your TextIt workspace.

• Action
  Delete contact

  Deletes a contact, identified by its UUID or one of its URNs.

• Action
  Find contacts

  Finds contacts by UUID, URN, group or modification date and returns the matching contacts.

• Action
  Find messages

  Returns messages in your TextIt workspace, filtered by message, folder, label or creation date, most recent first.

• Action
  List broadcasts

  Returns the broadcasts sent from your TextIt workspace, most recent first, optionally filtered by broadcast id or creation date.

• Action
  List contact fields

  Returns the custom contact fields defined in your TextIt workspace, with each field's key, name and data type.

• Action
  Perform contact action

  Performs a bulk action on up to 100 contacts: add to or remove from a group, block, unblock, interrupt active flow runs, or permanently delete.

• Action
  Start Flow

  Starts contacts, groups or URNs down a TextIt flow and returns the created flow start.

• Action
  Update contact

  Updates an existing TextIt contact, identified by its UUID or one of its URNs. Only the values you fill in are changed.

• 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.