Replicon

Available triggers and actions in Replicon

• Triggers

  • New invoice
  • New client
  • New invoice ready to sync
  • New or updated invoice ready to sync
  • New project
  • New user
  • Updated timesheet

• Actions

  • Custom action
  • Assign all users to project
  • Assign co-manager to project
  • Add line item to expense sheet
  • Assign manager to project
  • Assign user to project
  • Update invoice status
  • Update invoice status
  • Create client
  • Create expense sheet
  • Create project
  • Create project task
  • Create timesheet
  • Create user
  • Get all tasks for a project
  • Get client details
  • Get project cost amount details
  • Get expensable projects
  • Get invoice billing items – V1
  • Get invoice details by URI (deprecated)
  • Get invoice details by URI
  • Get invoice item details by URI
  • Get project details
  • Get list of project team members
  • Get task assignments for resource
  • Get user details
  • Get list of clients
  • Get all eligible project leaders
  • Get list of projects
  • Get list of users
  • Get payroll details
  • Search clients
  • Search programs
  • Search projects
  • Search users
  • Submit expense sheet
  • Update client
  • Update payment due date and issue date
  • Update invoice description
  • Update invoice due date – V1
  • Update invoice sync status
  • Update project
  • Update project client
  • Update project end date
  • Update project fixed bid rate
  • Update project name
  • Update project program
  • Update project status
  • Update user

Available triggers and actions in SysAid

• Triggers

  • Add Activity to a Service Record
  • Add Agent to Groups
  • Add End User to Groups
  • Add a Note to a Service Record
  • Convert Agent to End User
  • Convert End User to Agent
  • Create a New Agent
  • Create a New Asset
  • Create a New Attachment
  • Create a New End User
  • Create a New Group
  • Create a Service Record
  • Delete Agent
  • Delete Asset by ID
  • Delete End User
  • Delete a Service Record
  • Generates a Presigned URL for an Attachment Upload
  • Get Agent by ID
  • Get Asset by ID
  • Get Category Hierarchy
  • Get End User by ID
  • Get Group Members
  • Get Group by ID
  • Get Indexes
  • Get List of Agents
  • Get List of Assets
  • Get List of CIs
  • Get List of Companies
  • Get List of End Users
  • Get List of Groups
  • Get Service Record Template by ID
  • Get Service Record Template by Service Record ID
  • Get Service Record's Action Items
  • Get a Service Record by ID
  • Remove Agent from Groups
  • Remove End User from Groups
  • Resolve a Service Record
  • Search Service Records by Specific Parameters
  • Send a Message from a Service Record
  • Update Agent Details
  • Update End User Details
  • Update Service Record Details
  • Update an Asset
  • Updates An Action Item Status
  • Build your own SysAid Public API action with a HTTP request

• Actions

  • Create ticket from events
  • Update ticket details, attachments, or comments
  • Add notes/comments to keep conversations aligned
  • Change status and assignments automatically
  • Service Record Created (Real-time)
  • Service Record Updated (Real-time)