Connect MyDesk to Mx Technologies

Both apps 55MyDesk 20Mx Technologies 35

• Trigger
  New Appointment

  Triggered when a new appointment is created in MyDesk.

• Trigger
  New Company

  Triggers when a new company is created in MyDesk.

• Trigger
  New Contact

  Triggers when a new contact is created in MyDesk.

• Trigger
  New Opportunity

  Triggered when a new opportunity is created in MyDesk.

• Trigger
  New Task

  Triggered when a new task is created in MyDesk.

• Trigger
  Task Completed

  Triggers when a task is marked as completed in MyDesk.

• Trigger
  Task Overdue

  Triggers when an open task passes its planned date without being completed.

• Action
  Create Address

  Creates a new address in MyDesk and links it to a company, country and address type. Returns the new address's ids.

• Action
  Create Company

  Creates a new company (account) in MyDesk and returns its id.

• Action
  Create Contact

  Creates a new contact in MyDesk and links it to a company. Returns the new contact's MyDesk id and your own id.

• Action
  Create Task

  Creates a new task in MyDesk and returns its id.

• Action
  Find Contact

  Returns the MyDesk contacts that match the name, email address, your own identifier or filter you supply.

• Action
  Find Country

  Returns the countries in your MyDesk environment that match a name, your own identifier or an extra condition.

• Action
  Find Opportunity

  Returns the opportunities in MyDesk that match your own identifier or a filter condition.

• Action
  Find Representative

  Returns the representatives in MyDesk that match the name, your own identifier or filter you specify.

• Action
  Find Task

  Returns the MyDesk tasks that match your identifier, subject or filter condition.

• Action
  Update Company

  Updates an existing company in MyDesk by its id. Only the fields you fill in change; everything else keeps its current value.

• Action
  Update Contact

  Updates an existing contact in MyDesk, changing only the fields you fill in and keeping the rest as they are.

• Action
  Update Opportunity

  Updates an existing opportunity in MyDesk by its id, changing only the values you supply and keeping everything else on the record.

• Action
  Update Task

  Updates an existing task by its MyDesk id, changing only the fields you fill in and returning the updated task.

• Action
  Add account

  Creates a manual account for an MX user. Manual accounts sit under the Manual Institution member and never aggregate data from a financial institution.

• Action
  Add budget

  Creates a budget for a category on an MX user.

• Action
  Add category

  Create a custom category for a user.

• Action
  Add goal

  Create a goal for a user.

• Action
  Add member

  Create a member (connection between a user and a financial institution) to start aggregation.

• Action
  Add transaction

  Creates a manual transaction on a manual account belonging to an MX user.

• Action
  Add user

  Creates a new MX user. The returned user guid is what other MX actions (such as Add member) use to identify the user.

• Action
  Aggregate member

  Starts an aggregation for a member, pulling the latest account and transaction data from the connected institution. MX may skip the aggregation if the data was updated recently.

• Action
  Delete account

  Delete a manually created account.

• Action
  Delete budget

  Deletes a budget belonging to an MX user.

• Action
  Delete category

  Delete a custom category.

• Action
  Delete goal

  Delete a goal.

• Action
  Delete member

  Delete a member connection.

• Action
  Delete user

  Delete a user.

• Action
  Get account

  Read an account's attributes.

• Action
  Get budget

  Retrieves a specific budget for an MX user.

• Action
  Get institution

  Read an institution's attributes.

• Action
  Get member

  Read a member's attributes and connection status.

• Action
  Get merchant

  Returns information about a particular merchant, such as its logo, name, and website.

• Action
  Get transaction

  Read a transaction's attributes.

• Action
  Get user

  Retrieves the attributes of a specific MX user.

• Action
  List accounts

  Lists all accounts belonging to an MX user. Returns up to 1000 accounts in one call.

• Action
  List categories

  Lists all categories for an MX user, including default and custom categories.

• Action
  List goals

  Lists all goals for an MX user.

• Action
  List institutions

  Lists financial institutions available through MX, optionally filtered by name, country and supported product.

• Action
  List members

  List all members belonging to a user.

• Action
  List merchants

  Lists merchants in the MX system, optionally filtered by a name substring.

• Action
  List transactions

  List all transactions for a user.

• Action
  Update account

  Updates an account belonging to a member. Manual accounts can have every field updated; aggregated accounts only accept changes to Is Business, Is Hidden and Metadata.

• Action
  Update budget

  Update a specific budget.

• Action
  Update category

  Update a custom category.

• Action
  Update goal

  Updates an existing savings or payoff goal for an MX user. Only the fields you fill in are changed.

• Action
  Update member

  Updates a member's credentials, id, metadata, background aggregation setting or use cases. At least one value to update must be supplied.

• Action
  Update transaction

  Update a transaction's category, description, or other editable attributes.

• Action
  Update user

  Update a user's attributes.

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