Connect TOPdesk to Modern Treasury

Both apps 25TOPdesk 11Modern Treasury 14

• Trigger
  New First Line Incident

  Triggers when a new first-line incident is created in TOPdesk.

• Trigger
  New Incident

  Triggers when a new incident is created in TOPdesk.

• Trigger
  New Major Incident

  Triggers when a new major incident is created in TOPdesk.

• Trigger
  New Second Line Incident

  Triggers when a new second-line incident is created in TOPdesk.

• Trigger
  Updated Incident

  Triggers when an incident in TOPdesk is created or updated.

• Action
  Create an Incident

  Creates a new incident in TOPdesk, registered for a known person or an unregistered caller.

• Action
  Find Branch

  Finds a TOPdesk branch by its exact name and returns its ID and details.

• Action
  Find Incident

  Returns the TOPdesk incident with the given incident number.

• Action
  Find Last Action

  Returns the most recent action (progress-trail entry) on a TOPdesk incident, found by incident number.

• Action
  Find Person

  Finds a TOPdesk person (caller) by full name or email address and returns their ID and details.

• Action
  Update Incident

  Updates an existing TOPdesk incident, found by its incident number. Only the fields you fill in are changed; an action text is added to the progress trail.

• 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.

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