Connect TextIt to Mx Technologies

Both apps 49TextIt 14Mx Technologies 35

• 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 account

  Creates a manual account for an MX user. Manual accounts sit under the Manual Institution member and never aggregate data from a financial institution.

• Action
  Add budget

  Creates a budget for a category on an MX user.

• Action
  Add category

  Create a custom category for a user.

• Action
  Add goal

  Create a goal for a user.

• Action
  Add member

  Create a member (connection between a user and a financial institution) to start aggregation.

• Action
  Add transaction

  Creates a manual transaction on a manual account belonging to an MX user.

• Action
  Add user

  Creates a new MX user. The returned user guid is what other MX actions (such as Add member) use to identify the user.

• Action
  Aggregate member

  Starts an aggregation for a member, pulling the latest account and transaction data from the connected institution. MX may skip the aggregation if the data was updated recently.

• Action
  Delete account

  Delete a manually created account.

• Action
  Delete budget

  Deletes a budget belonging to an MX user.

• Action
  Delete category

  Delete a custom category.

• Action
  Delete goal

  Delete a goal.

• Action
  Delete member

  Delete a member connection.

• Action
  Delete user

  Delete a user.

• Action
  Get account

  Read an account's attributes.

• Action
  Get budget

  Retrieves a specific budget for an MX user.

• Action
  Get institution

  Read an institution's attributes.

• Action
  Get member

  Read a member's attributes and connection status.

• Action
  Get merchant

  Returns information about a particular merchant, such as its logo, name, and website.

• Action
  Get transaction

  Read a transaction's attributes.

• Action
  Get user

  Retrieves the attributes of a specific MX user.

• Action
  List accounts

  Lists all accounts belonging to an MX user. Returns up to 1000 accounts in one call.

• Action
  List categories

  Lists all categories for an MX user, including default and custom categories.

• Action
  List goals

  Lists all goals for an MX user.

• Action
  List institutions

  Lists financial institutions available through MX, optionally filtered by name, country and supported product.

• Action
  List members

  List all members belonging to a user.

• Action
  List merchants

  Lists merchants in the MX system, optionally filtered by a name substring.

• Action
  List transactions

  List all transactions for a user.

• Action
  Update account

  Updates an account belonging to a member. Manual accounts can have every field updated; aggregated accounts only accept changes to Is Business, Is Hidden and Metadata.

• Action
  Update budget

  Update a specific budget.

• Action
  Update category

  Update a custom category.

• Action
  Update goal

  Updates an existing savings or payoff goal for an MX user. Only the fields you fill in are changed.

• Action
  Update member

  Updates a member's credentials, id, metadata, background aggregation setting or use cases. At least one value to update must be supplied.

• Action
  Update transaction

  Update a transaction's category, description, or other editable attributes.

• Action
  Update user

  Update a user's attributes.

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