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Tookan, Wealthbox, MySQL Integrations

MySQL
Tookan
Wealthbox
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Actions

Tookan

Assign an Agent to a Task

Used to assign an agent to your task.

Tookan

Assign a Task

Used to assign/reassign an unassigned/assigned task or an assigned task to the Agent.

Tookan

Auto Assign a Task

Used to auto-assign an unassigned/assigned task.

Tookan

Block/Unlock an Agent

Used to block/unblock the Agent in your account.

Tookan

Cancel a Task

Used to change the status of a task that has already been created to "canceled".

Tookan

Create a Customer

Creates a new customer in Tookan under the specified data source.

Tookan

Create a Delivery Task

Creates a new delivery task in Tookan.

Tookan

Create a Manager

Creates a new manager in Tookan under the specified data source.

Tookan

Create a Pickup Task

Creates a new pickup task in Tookan.

Tookan

Create a Team

Creates a new team in Tookan under the specified data source.

Tookan

Delete a Customer

Deletes the specified customer object and all its associated data.

Tookan

Delete a Manager

Deletes the specified manager object and all its associated data.

Tookan

Delete a Task

Deletes the specified task object and all its associated data.

Tookan

Delete a Team

Deletes the specified team object and all its associated data.

Tookan

Get an Agent's Profile

Returns the agent's profile.

Tookan

Get a Task

Returns agent's task details.

Tookan

Get a Team

Retrieves a team object from your Tookan account.

Tookan

Make an API Call

Performs an arbitrary authorized API call.

Tookan

Send Notification

Used to send push notifications to the logged-in agent(s).

Tookan

Start a Task

This module is used to change the status of a task that has already been created to "start".

Tookan

Update a Customer

Updates a customer object in your Tookan account.

Tookan

Update an Agent's Tags

Used to update the agent's tags.

Tookan

Update a Task

Used to force update the status of a task.

Tookan

Update a Team

Updates a team object in your Tookan account.

Wealthbox

Add a Member to a Household

Adds a member to the household.

Wealthbox

Complete a Workflow Step

Completes a workflow step.

Wealthbox

Create a Contact

Creates a new contact.

Wealthbox

Create an Event

Creates a new event.

Wealthbox

Create an Opportunity

Creates a new opportunity.

Wealthbox

Create a Note

Creates a new note.

Wealthbox

Create a Project

Creates a new project.

Wealthbox

Create a Task

Creates a new task.

Wealthbox

Create a Workflow

Creates a new workflow.

Wealthbox

Delete a Contact

Deletes a specific contact using its unique identifier.

Wealthbox

Delete a Member From a Household

Removes a member from a household.

Wealthbox

Delete an Event

Deletes an existing event from your account (workspace).

Wealthbox

Delete an Opportunity

Deletes an existing opportunity from your account (workspace).

Wealthbox

Delete a Project

Deletes an existing project from your account (workspace).

Wealthbox

Delete a Task

Deletes an existing task from your account (workspace).

Wealthbox

Get a Contact

Retrieves a specific contact using its unique identifier.

Wealthbox

Get an Event

Retrieves a specific event using its unique identifier.

Wealthbox

Get an Opportunity

Retrieves a specific opportunity using its unique identifier.

Wealthbox

Get a Note

Retrieves a specific note using its unique identifier. 

Wealthbox

Get a Project

Retrieves a specific project using its unique identifier.

Wealthbox

Get a Task

Retrieves a specific task using its unique identifier.

Wealthbox

Get a Workflow

Retrieves a specific workflow using its unique identifier.

Wealthbox

Make an API Call

Performs an arbitrary authorized API call.

Wealthbox

Revert a Workflow Step

Reverts a workflow step.

Wealthbox

Update a Contact

Updates a specific contact using its unique identifier.

Wealthbox

Update an Event

Updates an existing event with new properties.

Wealthbox

Update an Opportunity

Updates an existing opportunity with new properties.

Wealthbox

Update a Note

Updates an existing note with new properties.

Wealthbox

Update a Project

Updates an existing project with new properties.

Wealthbox

Update a Task

Updates an existing task with new properties.

Wealthbox

Update a Workflow

Updates an existing workflow with new properties.

MySQL

Delete row(s) from a table

MySQL

Execute a query (advanced)

MySQL

Execute a stored procedure

MySQL

Insert row into a table

MySQL

Update row(s) in a table

Iterators

MySQL

Iterate recordset of a stored procedure

Iterates through recordset received from a stored procedure.

Searches

Tookan

Get an Agent's Location

Returns agent's location details.

Tookan

Get an Agent's Stripe Details

Returns agent's stripe account details.

Tookan

List Agents

Returns all the agent items.

Tookan

List Agents Near a Customer

Rerurns available agent's near customers.

Tookan

List an Agent's Activity

Returns agent's daily activity timeline.

Tookan

List an Agent's Logs

Returns Agent logs.

Tookan

List an Agent's Ratings

Returns the agent's overall rating and reviews are given by customers.

Tookan

List an Agent's Tags

Returns the list of agent tags.

Tookan

List Customers

Returns all the customer items.

Tookan

List Managers

Returns all the manager items.

Tookan

List Tasks

Returns all the order items.

Tookan

List Teams

Returns all team items.

Wealthbox

List Custom Fields

Fetches every custom field in the authenticated user’s account (workspace).

Wealthbox

List Members of a Customizable Category

Fetches every instance of the specified category name which are owned by the account (workspace) of the user authenticated with the API.

Wealthbox

List Projects

Fetches all of the projects that are accessible by the user.

Wealthbox

List Workflow Templates

Fetches all of the workflow templates that are accessible by the user.

Wealthbox

Search Comments

Searches for comments or fetches all of the comments that are accessible by the user.

Wealthbox

Search Contacts

Searches for contacts or retrieves them all.

Wealthbox

Search Events

Searches for events or fetches all of the events that are accessible by the user.

Wealthbox

Search Notes

Searches for notes or fetches all of the notes that are accessible by the user.

Wealthbox

Search Opportunities

Searches for opportunities or fetches all of the opportunities that are accessible by the user.

Wealthbox

Search Tasks

Searches for tasks or fetches all of the tasks that are accessible by the user.

Wealthbox

Search Workflows

Searches for workflows or fetches all of the workflows that are accessible by the user.

MySQL

Select row(s) from a table