Connect Zoho Writer to Modern Treasury

Both apps 29Zoho Writer 15Modern Treasury 14

• Trigger
  New Document

  Triggers when a new document has been created.

• Trigger
  New Document Moved to Folder

  Triggers when document moved to folder.

• Action
  Add document

  Create a new blank document.

• Action
  Delete document

  Moves a Zoho Writer document to the Trash. It can be restored from the Trash for the vendor's retention period.

• Action
  Get document

  Get document details by id.

• Action
  Get Merge Job Report

  Returns the report of a merge job: its overall status and the per-record merged documents with their download links.

• Action
  Get Translation Job Status

  Returns the status of a document translation job and, once it is completed, the link to the translated document.

• Action
  List documents

  List documents in a folder or account.

• Action
  Merge a Document and Send via Webhook

  Merges a document with data from a source and sends it via a Webhook.

• Action
  Merge and Store

  Merges a document and stores it in a particular folder in Zoho WorkDrive.

• Action
  Merge a Template and Send Email

  Merges a template with data from a source and send mail.

• Action
  Translate document

  Translates a Zoho Writer document into another language and stores the translation in a folder. Returns a status link for the translation job.

• Action
  Update document

  Updates one property of a Zoho Writer document: its name, description, favourite flag, final state, lock, readiness or track changes.

• Action
  Upload Document With Text

  Uploads a document file.

• Action
  Upload Document With URL

  Uploads a document with the given URL

• 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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