Connect Vouchery.io to Payaca

Both apps 29Vouchery.io 15Payaca 14

• Trigger
  New Voucher

  Triggers when a new voucher is created in the selected Vouchery campaign.

• Action
  Add campaign

  Creates a promo campaign in Vouchery — either a main campaign or a sub campaign under an existing main campaign — and returns the new campaign.

• Action
  Assign vouchers to customer

  Assigns one or more voucher codes to a customer and returns the customer's updated record.

• Action
  Cancel redemption

  Cancels a redemption by its redemption ID, marking it as cancelled.

• Action
  Confirm redemption

  Confirms a redemption so it counts toward the campaign's budget and total redemptions. Returns the confirmed redemption.

• Action
  Create Customer

  Creates a customer in Vouchery with their unique identifier, contact details, segment categories and metadata.

• Action
  Create Redemption

  Redeems a voucher code for a purchase, recording the order total or line items and returning the redemption with the discount and rewards granted.

• Action
  Delete customer

  Deletes a customer from your Vouchery project by their identifier.

• Action
  Find Voucher

  Finds a voucher by its code and returns its status, campaign, customer and redemption details.

• Action
  Get campaign

  Returns a single Vouchery campaign by its ID, including its rules, rewards, budget and voucher statistics.

• Action
  Get customer

  Returns a single customer by their identifier, including profile details, segments, loyalty points and voucher/redemption statistics.

• Action
  Get redemption

  Returns a single redemption by its ID, including its voucher, campaign, customer, confirmation status and granted rewards.

• Action
  List campaigns

  Returns the campaigns in your Vouchery project, optionally filtered by name, team, status, template or loyalty program.

• Action
  List customers

  Returns the customers in your Vouchery project, optionally filtered by identifier or email.

• Action
  Update customer

  Updates an existing customer's name, email, referral code, birthdate, segments or metadata. Only the values you provide are changed.

• Action
  Add invoice

  Creates an invoice against a Payaca project for a fixed amount, a percentage of the accepted project value, or everything still payable, and can optionally send it or mark it as sent.

• Action
  Add payment

  Records a payment against a Payaca project, optionally reconciling it to a specific invoice and emailing the customer a receipt. Returns the created payment and how it was reconciled.

• Action
  Add project note

  Adds one or more notes to a Payaca project and returns the notes that were created.

• Action
  Add proposal

  Creates a proposal on a Payaca project, with its line items, optional payment schedule and any grants. Returns the new proposal with its totals.

• Action
  Get customer

  Returns a customer by id, including their contacts, addresses, custom field values and tags.

• Action
  Get invoice

  Returns a Payaca invoice by its ID, including its status, totals, line items and linked project. An error occurs if the invoice is not found.

• Action
  Get project

  Returns a project by its id, including its customer, pipeline stage, site address, custom fields, totals, grants and expected payments.

• Action
  Get scheduled event

  Returns a single scheduled event, including its times, location, customer, project, assignees, notes, tags and contacts to notify. An error occurs if the event is not found.

• Action
  List customers

  Returns all customers in the Payaca account, optionally narrowed to those with a contact on a given email address or phone number.

• Action
  List pipelines

  Returns all pipelines in the Payaca account, including each pipeline's stages in order.

• Action
  List projects

  Returns the projects in the Payaca account, optionally only those belonging to one customer.

• Action
  Mark proposal as accepted

  Marks a proposal that was already sent to the customer as accepted and returns the updated proposal.

• Action
  Update project

  Updates the custom field values on an existing project and returns the updated project. Service-type projects cannot be updated.

• Action
  Update scheduled event

  Updates the name, description, start time or end time of an existing scheduled event, and returns the updated event.

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