Connect Publer to Modern Treasury

Both apps 44Publer 30Modern Treasury 14

• Trigger
  Account Connected/Disconnected

  Triggers when a social media account is newly connected to the selected Publer workspace.

• Trigger
  Member Performance Spike

  Triggers when a workspace member's posting activity or engagement metrics change for the chosen date range.

• Trigger
  New Draft

  Triggers when a new draft post is saved in your Publer workspace.

• Trigger
  New Media Uploaded

  Triggers when a new media item is added to your Publer media library.

• Trigger
  Post Approved

  Triggers when a scheduled post is approved in your Publer workspace.

• Trigger
  Post Created

  Triggers when a new post is created in your Publer workspace, optionally limited to a post state, account, type, member or search text.

• Trigger
  Post Failed

  Triggers when a Publer post fails to publish.

• Trigger
  Post Pending Approval

  Triggers when a scheduled post is waiting for approval in the Publer workspace.

• Trigger
  Post Performance Threshold

  Triggers when a published post's performance metric (such as reach, likes or engagement) reaches the threshold you set.

• Trigger
  Post Published

  Triggers when a post is published to one of your connected social accounts.

• Trigger
  Post Scheduled

  Triggers when a post is scheduled in your Publer workspace.

• Trigger
  Post Status Updated

  Triggers when a post's status changes, for example from scheduled to published or failed.

• Trigger
  Top Competitor Posts

  Triggers when a new post by one of your tracked competitors appears in Publer's competitor post insights, with its performance analytics.

• Trigger
  Top Hashtags Identified

  Triggers when a hashtag newly enters the top-ranked hashtags (top 10 by the chosen metric) for a Publer social account.

• Trigger
  Top Posts of Week

  Triggers for each of your top-performing posts published in the last 7 days, ranked by engagement (or another metric you choose).

• Trigger
  Workspace Created

  Triggers when a new workspace becomes accessible to the connected Publer user.

• Action
  Auto Schedule Post

  Creates a post and lets Publer automatically pick the best time to publish it within a date window you choose.

• Action
  Create Post

  Creates a social media post in Publer for one or more connected accounts, either scheduled for a specific time or saved as a draft.

• Action
  Export Analytics Report

  Starts a CSV or PDF export of your Publer analytics for the workspace or a single account, and returns the job id used to retrieve the finished file.

• Action
  Export Competitor Benchmark

  Returns benchmark analytics for your competitor accounts — followers, growth, engagement, reach and posting mix — for a date range.

• Action
  Export Member Leaderboard

  Returns each workspace member's posting activity and engagement totals for a date range, for building leaderboards and performance reviews.

• Action
  Find Analytics by Date Range

  Returns published posts with their performance analytics (reach, engagement, likes, comments and more) for a social account within a date range.

• Action
  Find Media

  Searches the Publer media library by name or caption, type, usage status, source or folder and returns the matching media items.

• Action
  Find Post

  Finds posts whose content contains the text you give, optionally narrowed by state, post type, date range, account or team member.

• Action
  Generate Competitors Top Posts

  Returns competitors' posts for a social account within a date range, with their performance analytics, sortable by engagement, reach and other metrics.

• Action
  Generate Top Hashtags

  Returns your top-performing hashtags for a social account, with post counts, reach, engagement totals, recent posts and a hashtag performance score.

• Action
  Generate Top Posts

  Returns your top-performing published posts for a social account over a date range, ranked by a metric such as engagement or reach.

• Action
  Schedule Recurring Post

  Creates a post that Publer publishes repeatedly on a daily, weekly, monthly or yearly schedule until an optional end date.

• Action
  Schedule Recycling Post

  Schedules a post that Publer automatically re-shares on a regular cadence, such as every 2 weeks up to 3 times.

• Action
  Upload Media

  Uploads a photo, video or PDF file to Publer and returns the new media item's ID for use in posts.

• Action
  Add counterparty

  Creates a counterparty — a person or business you send payments to or receive payments from — optionally with its bank accounts and legal entity.

• Action
  Add expected payment

  Creates an expected payment in Modern Treasury so an incoming or outgoing payment can be reconciled automatically when it arrives.

• Action
  Add external account

  Creates an external bank account for a counterparty in Modern Treasury, with its account numbers, routing details and owner information.

• Action
  Add invoice

  Creates an invoice for a counterparty, payable to one of your internal accounts.

• Action
  Add ledger transaction

  Creates a ledger transaction made of balanced debit and credit entries against your ledger accounts.

• Action
  Add payment order

  Creates a payment order that moves money between one of your internal accounts and a counterparty's or another internal account.

• Action
  Delete counterparty

  Deletes a counterparty from your Modern Treasury organization.

• Action
  Get counterparty

  Returns a single counterparty, including its accounts, contact details and metadata.

• Action
  Get invoice

  Returns a single invoice by its ID, including its amounts, status, counterparty and line-item details.

• Action
  Get ledger transaction

  Returns one ledger transaction, including its ledger entries, status and metadata.

• Action
  Get payment order

  Returns the details of a single payment order, including its amount, status, direction and accounts.

• Action
  List internal accounts

  Returns the organization's internal (bank) accounts, optionally filtered by counterparty, legal entity, currency, status or payment capability.

• Action
  Update counterparty

  Updates an existing counterparty's name, email, external ID, legal entity, metadata, remittance-advice setting or taxpayer identifier. Returns the updated counterparty.

• Action
  Update payment order

  Updates an existing payment order, for example changing its amount, description, metadata or status (such as cancelling or approving it). Returns the updated payment order.

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