Connect Trail to Modern Treasury

Both apps 26Trail 12Modern Treasury 14

• Trigger
  Task Completed

  Triggers when a task from the chosen Trail task templates is completed at any site.

• Action
  Create Task

  Creates a task at a Trail site from an automated task template, with an optional due window and description.

• Action
  Find Tasks

  Returns the Trail tasks due in a date range for the chosen task templates, with their status and completion details.

• Action
  Get Scores

  Returns Trail task-completion scores for each day, week or month in a date range, optionally filtered by site, area, tag or template.

• Action
  Get Task

  Returns one Trail task by its ID, including its checklist, comments and tags.

• Action
  Get Task Checklists

  Returns the checklist items and their completion status for the given Trail tasks.

• Action
  Get Task Comments

  Returns the comments left on the given Trail tasks.

• Action
  Get Task Record Logs

  Returns the record logs (recorded readings and values) for the given Trail tasks.

• Action
  List Areas

  Returns all areas (groups of sites) in your Trail account.

• Action
  List Sites

  Returns all sites (locations) in your Trail account.

• Action
  List Tags

  Returns all tags in your Trail account.

• Action
  List Task Templates

  Returns all task templates in your Trail account.

• 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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