Connect UniBee to SalesSuite

Both apps 41UniBee 29SalesSuite 12

• Trigger
  New Invoice Event

  Triggers when an invoice event occurs (created, paid, process, cancelled, failed, or reversed).

• Trigger
  New Payment Event

  Triggers when a payment event occurs (created, authorised need, success, cancelled, or failure).

• Trigger
  New Refund Event

  Triggers when a refund event occurs (created, success, failure, cancelled, or reversed).

• Trigger
  New Subscription Activated

  Triggers when a subscription becomes active.

• Trigger
  New Subscription Event

  Triggers when a subscription event occurs (created, activated, updated, cancelled, expired, etc.).

• Trigger
  New Subscription Onetime Addon Event

  Triggers when a subscription onetime addon event occurs (created, success, cancelled, or expired).

• Trigger
  New Subscription Pending Update Event

  Triggers when a subscription pending update event occurs (create, success, or cancelled).

• Trigger
  New User Event

  Triggers when a user event occurs (created, updated, metric update, or subscription update).

• Trigger
  New User Plan Change

  Triggers when a user subscription or subscription change occurs.

• Action
  Add Discount Code

  Create a new discount/promo code.

• Action
  Add Invoice

  Create a new invoice.

• Action
  Add Payment

  Record/create a new payment.

• Action
  Add Plan

  Create a new subscription plan.

• Action
  Add Product

  Create a new product.

• Action
  Add Subscription

  Create a new subscription for a user against a plan.

• Action
  Add User

  Create a new customer/user record in UniBee.

• Action
  Cancel Subscription

  Cancel a subscription immediately.

• Action
  Get Invoice

  Fetch a single invoice's detail by invoice id.

• Action
  Get Payment

  Fetch a single payment's detail by payment id.

• Action
  Get Plan

  Fetch a single plan's detail by plan id.

• Action
  Get Subscription

  Fetch a single subscription's detail by subscription id.

• Action
  Get User

  Fetch a single user's profile by user id.

• Action
  List Discount Codes

  List discount codes with pagination/filters.

• Action
  List Invoices

  List invoices with pagination/filters.

• Action
  List Plans

  List plans with pagination/filters.

• Action
  List Products

  List products with pagination/filters.

• Action
  List Subscriptions

  List subscriptions with pagination/filters.

• Action
  List Users

  List/search customer users with pagination.

• Action
  Update User

  Update an existing user's profile fields.

• Action
  Create Contact

  Creates a contact (for example a company) with its main contact person.

• Action
  Create Deal

  Creates a deal for an existing contact in the chosen pipeline phase.

• Action
  Create Note

  Adds a note to a contact or a deal. The note may be plain text or simple HTML.

• Action
  Create or Update Contact

  Creates a contact, or updates the existing contact whose contact person has the given email.

• Action
  Find Contact by Email

  Finds the contacts that have a contact person with the given primary email address.

• Action
  Find Contact by Id

  Returns a contact by its ID, with its main contact person and any additional contact persons.

• Action
  Find Contact by Search

  Searches contacts by matching text against contact and contact-person data, searchable properties and related notes.

• Action
  Find Deal by Id

  Returns a deal by its ID, including its contact, pipeline, phase, closing date and volume.

• Action
  Find Deals by Email

  Finds the deals linked to contacts that have a contact person with the given primary email address.

• Action
  List Pipelines

  Returns the pipelines you can read, with their phases.

• Action
  Update Contact

  Updates a contact's properties without changing its contact persons. Fields left empty are not changed.

• Action
  Update Deal

  Updates a deal's name, closing date or value, and can move it to another contact or pipeline phase. Fields left empty are not changed.

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