Revolut Business, Email, Optimy Integrations

Email
Revolut Business
Optimy
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Triggers

Revolut Business

Watch Transaction Events INSTANT

Responds to transaction created and transaction state changed events. There can only be 1 webhook. Creating a new one will result in no events to be sent to the previous webhook.

Email

Watch Emails

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

Optimy

Generic event INSTANT

New project, updated project, etc.

Actions

Revolut Business

Add a Non Revolut Counterparty

Add a non-Revolut bank account as counterparty.

Revolut Business

Add a Revolut Counterparty

Add an existing Revolut user as counterparty.

Revolut Business

Create a Payment Draft

Creates a payment draft that needs to be approved by an admin or business owner.

Revolut Business

Create a Transfer

Transfers money between accounts of the business with the same currency.

Revolut Business

Delete a Counterparty

Deletes a counterparty with a given ID.

Revolut Business

Delete a Payment Draft

Deletes a payment draft with the given ID. Payment draft may be deleted only if it was not processed.

Revolut Business

Exchange Currency

Transfers money between accounts of the business with a different currency by selling and buying currency.

Revolut Business

Get a Counterparty

Retrieves a counterparty with the given ID.

Revolut Business

Get an Account

Retrieves a specific account with the given ID.

Revolut Business

Get a Payment Draft

Retrieves a payment draft with the given ID.

Revolut Business

Get a Transaction

Retrieves a transaction by ID.

Revolut Business

Get Exchange Rates

Retrieves the exchange rate between two currencies.

Revolut Business

Make an API Call

Performs an arbitrary authorized API call.

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.

Optimy

Create a project part version

Creates a new version on a given part.

Optimy

Create a project task

Creates a task in a project.

Optimy

Create budget allocation

Create a budget allocation in a project.

Optimy

Create project internal extra field

Creates an internal extra field in a project.

Optimy

Get form

Gets a form.

Optimy

Get project

Retrieves data about a single project

Optimy

Get project answer

Gets the answer of a given project part version for a given project.

Optimy

Get project file (document manager)

Gets the file uploaded in the "document manager" of a project.

Optimy

Get project file (form)

Gets a file uploaded through the form into a project.

Optimy

Get project internal extra field

Gets an internal extra field of a project.

Optimy

Update project status

Updates the status of a project

Optimy

Update project task

Updates the task of a project (eg: to mark it as completed).

Optimy

Update the project leader

Updates (or removes) the leader (user and/or team) of a project.

Optimy

Upload a project file (document manager)

Uploads a file into the "document manager" of the project.

Optimy

Upload a project file (form)

Uploads a file into the form of the project.

Iterators

Email

Iterate Attachments

Iterates received attachments one by one.

Searches

Revolut Business

List Account Details

Retrieves the details of an account.

Revolut Business

List Accounts

Retrieves all your accounts.

Revolut Business

List Counterparties

Retrieves all your counterparties.

Revolut Business

List Payment Drafts

Retrieves all created payment drafts which were not processed.

Revolut Business

List Transactions

Retrieves transactions.

Optimy

List project answers

Lists the answers of a given project part version of a given project.

Optimy

List project files (document manager)

Lists files uploaded in the “document manager" of the project.

Optimy

List project files (form)

Lists files uploaded through the form into a project.

Optimy

List project internal extra fields

Lists internal extra fields of a project.

Optimy

List project part versions

Lists all part versions of a project.

Optimy

List projects

Lists all projects. Optionally filters by form, form part, project owner, project status.

Optimy

List project statuses

Lists all available project statuses

Optimy

List project tasks

Lists all tasks of a project.