Email, Planfix, KashFlow Integrations

Email
KashFlow
Planfix
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Triggers

Email

Watch Emails

Triggers when a new email is received for processing according to specified criteria.

Planfix

Watch Actions INSTANT

Triggers when the event which you choose in the Planfix scenario is occurs.

Actions

Email

Copy an Email

Copies an email or a draft into a selected folder.

Email

Create a Draft

Creates and adds a new draft to a selected folder.

Email

Delete an Email

Removes an email or a draft from a selected folder.

Email

Get Emails

Returns emails that match the specified criteria.

Email

Mark an Email as Read

Marks an email or a draft in a selected folder as read by setting the "Read" flag.

Email

Mark an Email as Unread

Marks an email or a draft in a selected folder as unread by setting the "Unread" flag.

Email

Move an Email

Moves a chosen email or a draft to a selected folder.

Email

Send an Email

Sends a new email.

Email

Send me an Email

Sends a new email to your email address.

Planfix

Create a Contact

Creates a new contact.

Planfix

Create an Action

Creates a new action.

Planfix

Create a Task

Creates a new task.

Planfix

Delete a Contact

Deletes an existing contact.

Planfix

Delete an Action

Deletes an existing action.

Planfix

Get a Contact

Retrieves an existing contact.

Planfix

Get an Action

Retrieves an existing action.

Planfix

Get a Task

Retrieves an existing task.

Planfix

Make an API Call

Performs an arbitrary authorized API call.

Planfix

Update a Contact

Updates an existing contact.

Planfix

Update an Action

Updates an existing action.

Planfix

Update a Task

Updates an existing task.

KashFlow

Create a Customer

Creates a new customer.

KashFlow

Create an Invoice

Creates a new invoice.

KashFlow

Delete a Customer

Deletes a customer specified by ID.

KashFlow

Delete an Invoice

Deletes an invoice specified by ID.

KashFlow

Get a Customer

Retrieves a single customer specified by ID.

KashFlow

Get an Invoice

Retrieves a single customer's invoice.

KashFlow

Make an API Call

Performs an arbitary authorized API call.

KashFlow

Update a Customer

Updates a customer specified by ID.

KashFlow

Update an Invoice

Updates an invoice specified by ID.

Iterators

Email

Iterate Attachments

Iterates received attachments one by one.

Searches

Planfix

Search Actions

Searches for actions or lists them all.

Planfix

Search Contacts

Searches for contacts or lists them all.

Planfix

Search Tasks

Searches for tasks or lists them all.

KashFlow

List Customers

Returns a list of all customers.

KashFlow

List Invoices

Returns a list of all customer's invoices.