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What do you want UniBee and folk to do together?
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Triggers and actions 20 triggers ยท 33 actions
Trigger
New Invoice EventTriggers when an invoice event occurs (created, paid, process, cancelled, failed, or reversed).
Trigger
New Payment EventTriggers when a payment event occurs (created, authorised need, success, cancelled, or failure).
Trigger
New Refund EventTriggers when a refund event occurs (created, success, failure, cancelled, or reversed).
Trigger
New Subscription ActivatedTriggers when a subscription becomes active.
Trigger
New Subscription EventTriggers when a subscription event occurs (created, activated, updated, cancelled, expired, etc.).
Trigger
New Subscription Onetime Addon EventTriggers when a subscription onetime addon event occurs (created, success, cancelled, or expired).
Trigger
New Subscription Pending Update EventTriggers when a subscription pending update event occurs (create, success, or cancelled).
Trigger
New User EventTriggers when a user event occurs (created, updated, metric update, or subscription update).
Trigger
New User Plan ChangeTriggers when a user subscription or subscription change occurs.
Action
Add Discount CodeCreate a new discount/promo code. Endpoint: POST /merchant/discount/new (New Discount Code).
Action
Add InvoiceCreate a new invoice. Endpoint: POST /merchant/invoice/new (New Invoice).
Action
Add PaymentRecord/create a new payment. Endpoint: POST /merchant/payment/new (New Payment).
Action
Add PlanCreate a new subscription plan. Endpoint: POST /merchant/plan/new (Create Plan).
Action
Add ProductCreate a new product. Endpoint: POST /merchant/product/new (Create Product).
Action
Add SubscriptionCreate a new subscription for a user against a plan. Endpoint: POST /merchant/subscription/new (Create Subscription).
Action
Add UserCreate a new customer/user record in UniBee. Endpoint: POST /merchant/user/new (New User).
Action
Cancel SubscriptionCancel a subscription immediately. Endpoint: POST /merchant/subscription/cancel (Cancel Subscription Immediately).
Action
Get InvoiceFetch a single invoice's detail by invoice id. Endpoint: GET /merchant/invoice/detail (Invoice Detail).
Action
Get PaymentFetch a single payment's detail by payment id. Endpoint: GET /merchant/payment/detail (Payment Detail).
Action
Get PlanFetch a single plan's detail by plan id. Endpoint: GET /merchant/plan/detail (Plan Detail).
Action
Get SubscriptionFetch a single subscription's detail by subscription id. Endpoint: GET /merchant/subscription/detail (Subscription Detail).
Action
Get UserFetch a single user's profile by user id. Endpoint: GET /merchant/user/profile (Get User Profile).
Action
List Discount CodesList discount codes with pagination/filters. Endpoint: GET /merchant/discount/list (Get Discount Code List).
Action
List ProductsList products with pagination/filters. Endpoint: GET /merchant/product/list (Get Product List).
Action
List UsersList/search customer users with pagination. Endpoint: GET /merchant/user/list (User List).
Action
Update UserUpdate an existing user's profile fields. Endpoint: POST /merchant/user/update_profile (Update User Profile).
Trigger
Company AddedTriggers when a new company is created or added to a group.
Trigger
Company Custom Field UpdatedTriggers when a company custom field (for example tag, status, text, assignee) is updated.
Trigger
Company RemovedTriggers when a company is deleted from the workspace or removed from a group.
Trigger
Company UpdatedTriggers when a company basic field (like name, email or URL) in a group is updated.
Trigger
Deal AddedFires when a new deal is created. Poll GET /v1/deals sorted by creation date.
Trigger
Deal RemovedFires when a deal is deleted from a pipeline.
Trigger
Deal UpdatedFires when a deal is updated (stage change, field update). Poll GET /v1/deals sorted by update date.
Trigger
Person AddedTriggers when a new person is created or added to a group.
Trigger
Person Custom Field UpdatedTriggers when a person custom field (for example tag, status, text, assignee) is updated.
Trigger
Person RemovedTriggers when a person is deleted from the workspace or removed from a group.
Trigger
Person UpdatedTriggers when a person basic field (like first name, job title, email or URL) in a group is updated.
Action
Create CompanyCreates a company in folk, optionally adding it to a group and setting that group's custom fields.
Action
Create DealCreates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields.
Action
Create GroupCreates a group in folk. A default "All people" table view is added to the group automatically.
Action
Create NoteCreates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note.
Action
Create PersonCreates a person in folk, optionally adding them to a group and setting that group's custom fields.
Action
Create ReminderCreates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule.
Action
Delete CompanyDeletes a company from folk by its id.
Action
Delete PersonDeletes a person from folk by their id. This also removes their custom fields, notes and associations.
Action
Find a CompanySearches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping.
Action
Find a PersonSearches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping.
Action
Get a CompanyFetches one folk company by id, including its custom field values.
Action
Get a NoteFetches one folk note by id, with its text, author and the record it is attached to.
Action
Get a PersonFetches one folk person by id, including their custom field values.
Action
List GroupsReturns the groups in the folk workspace, with each group's id, name and visibility.
Action
Update CompanyUpdates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list.
Action
Update PersonUpdates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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