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.
No actions match that.
Automate Puzzle with Lodol.
Connect Puzzle and ask your AI for your first workflow.
Free plan, no credit card