Connect Textline to MILKEE

Both apps 29Textline 14MILKEE 15

• Trigger
  New Contact

  Triggers when a new contact is added to your Textline address book.

• Trigger
  New Contact Message

  Triggers when a conversation in a Textline department gets new activity, such as a new message from a contact.

• Action
  Create/Update Contact

  Creates a contact in your Textline address book, or updates the existing contact with that phone number.

• Action
  Find Agent

  Finds a Textline agent by email address and returns their details and availability.

• Action
  Find Contact

  Finds a contact in your Textline address book by phone number and returns its details.

• Action
  Get Contact

  Returns a contact from your Textline address book by its UUID.

• Action
  Import Contact Message

  Imports a message into Textline as if the contact had sent it by SMS.

• Action
  Resolve Conversation

  Marks a Textline conversation as resolved, optionally with a disposition.

• Action
  Send Announcement

  Sends a Textline announcement to contacts chosen by phone numbers, a tag, or a saved search.

• Action
  Send Internal Note

  Adds an internal note (whisper), visible only to agents, to the conversation with a phone number.

• Action
  Send Message

  Sends a text message to a contact's phone number from a Textline department.

• Action
  Send Survey

  Sends a Textline survey to contacts chosen by phone numbers, a tag, or a saved search.

• Action
  Transfer Conversation

  Transfers a Textline conversation to another agent in the same department.

• Action
  Update Agent Status

  Turns a Textline agent's availability on or off.

• 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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