All integrationsAccounting & Finance

Puzzle

Read company accounting data, transactions, journal entries, bills, invoices, accounts, customers, vendors, statements and financial metrics.

actions
25
triggers
6

Triggers

Start a workflow when something happens in Puzzle.

  • New billPolls for new records after the initial complete scan. Existing records form the baseline. Polling resumes after a restart; failed or oversized scans retain the saved position. A record removed from the source and later restored can be reported again.
  • New invoicePolls for new records after the initial complete scan. Existing records form the baseline. Polling resumes after a restart; failed or oversized scans retain the saved position. A record removed from the source and later restored can be reported again.
  • New vendorPolls for new records after the initial complete scan. Existing records form the baseline. Polling resumes after a restart; failed or oversized scans retain the saved position. A record removed from the source and later restored can be reported again.
  • New customerPolls for new records after the initial complete scan. Existing records form the baseline. Polling resumes after a restart; failed or oversized scans retain the saved position. A record removed from the source and later restored can be reported again.
  • New taskPolls for new records after the initial complete scan. Existing records form the baseline. Polling resumes after a restart; failed or oversized scans retain the saved position. A record removed from the source and later restored can be reported again.
  • New journal entryPolls for new records after the initial complete scan. Existing records form the baseline. Polling resumes after a restart; failed or oversized scans retain the saved position. A record removed from the source and later restored can be reported again.

Actions

Steps a workflow can run in Puzzle.

  • Get Current UserGet Current User.
  • Get companiesGet companies.
  • Get CompanyGet Company.
  • Get Financial AccountsGet Financial Accounts.
  • Get Financial Account BalancesGet Financial Account Balances.
  • Get Ledger AccountGet Ledger Account.
  • Get BillsGet Bills.
  • Get BillGet Bill.
  • Get InvoicesGet Invoices.
  • Get InvoiceGet Invoice.
  • Get VendorsGet Vendors.
  • Get CustomersGet Customers.
  • Get RequestsGet Requests.
  • Get Income StatementGet Income Statement.
  • Get Balance Sheet StatementGet Balance Sheet Statement.
  • Get Cash Activity StatementGet Cash Activity Statement.
  • Get Expense MetricsGet Expense Metrics.
  • Get Revenue MetricsGet Revenue Metrics.
  • Get Spending MetricsGet Spending Metrics.
  • Get Chart of AccountsGet Chart of Accounts.
  • Get Puzzle CategoriesGet Puzzle Categories.
  • Get Journal EntriesGet Journal Entries.
  • Get TransactionsGet Transactions.
  • Get TransactionGet Transaction.
  • Get TasksGet Tasks.

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