Connect Ambivo and Document360

Both apps 41Ambivo 24Document360 17

• Trigger
  Contact Status Updated

  Triggers when the status of a contact is updated.

• Trigger
  Lead Status Updated

  Triggers when the status of a lead is updated.

• Trigger
  New Contact

  Triggers when a new contact record is created.

• Trigger
  New Lead

  Triggers when a new lead is created.

• Action
  Add account

  /crm/accounts on fapi.ambivo.com. Creates a company account.

• Action
  Add appointment

  /reports/appointments on fapi.ambivo.com.

• Action
  Add invoice

  /crm/invoices on fapi.ambivo.com.

• Action
  Add order

  /crm/orders on fapi.ambivo.com.

• Action
  Add task

  /crm/tasks on fapi.ambivo.com.

• Action
  Create Contact

  Creates a New Contact or returns an updated contact.

• Action
  Create Lead

  Creates a New Lead or returns an updated lead.

• Action
  Delete task

  /crm/tasks/{task_id} on fapi.ambivo.com.

• Action
  List accounts

  /crm/accounts on fapi.ambivo.com.

• Action
  List appointments

  Lists appointments in the Ambivo account.

• Action
  List contacts

  /crm/contacts on fapi.ambivo.com.

• Action
  List invoices

  Lists invoices with optional MongoDB-style match_filter_dict, sort and created-date range; returns the invoice records.

• Action
  List leads

  /crm/leads on fapi.ambivo.com.

• Action
  List orders

  Lists orders with optional MongoDB-style match_filter_dict, sort and created-date range; returns the order records.

• Action
  Update account

  /crm/accounts/{account_id} on fapi.ambivo.com.

• Action
  Update contact

  /crm/contacts/{contact_id} on fapi.ambivo.com. Updates fields of a contact.

• Action
  Update invoice

  /crm/invoices/{invoice_id} on fapi.ambivo.com.

• Action
  Update lead

  /crm/leads/{lead_id} on fapi.ambivo.com. Updates fields of a lead.

• Action
  Update order

  /crm/orders/{order_id} on fapi.ambivo.com.

• Action
  Update task

  /crm/tasks/{task_id} on fapi.ambivo.com.

• Trigger
  New Article

  Triggers when a new article is added to a Document360 project version.

• Action
  Add reader

  Adds a new reader to the Document360 project, optionally assigning reader groups and an access scope.

• Action
  Add team account

  Adds a new team account (portal user) to the Document360 project with the given portal role and content permissions, sending them an invitation.

• Action
  Create Article

  Creates a new article in a Document360 project version and returns its ID.

• Action
  Create Category

  Creates a category in a project version and returns its ID.

• Action
  Delete Article

  Deletes an article from the knowledge base.

• Action
  Delete category

  Deletes a category, including all of its articles and child categories.

• Action
  Delete reader

  Deletes a reader from the Document360 project.

• Action
  Get Article

  Returns one article's content and details in the given language.

• Action
  Get category

  Returns a category with its details, the articles in it, and its direct child categories.

• Action
  Get team account

  Returns a Document360 team account's details, including its name, email, portal role, content roles and groups.

• Action
  List Articles

  Returns the articles in a project version.

• Action
  List Categories

  Returns the categories in a project version.

• Action
  List Project Versions

  Returns the knowledge base's project versions (workspaces) with their IDs.

• Action
  List team accounts

  Returns the team accounts (portal users) in your Document360 project, with each one's name, email, portal role and last login time.

• Action
  Update Article

  Updates an article's title, content or category in the given language.

• Action
  Update category

  Updates a category's name, position, parent, icon or visibility. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.