Actions
Actions
The actions of the catalogue a step can run, by domain.
AI (Neo)
Link to this section: AI (Neo)| Name | Description |
|---|---|
| Capture snapshot | Freezes the dashboard in an immutable snapshot with the data of the… |
| Create chart | Creates an analytics chart from an instruction in natural language. |
| Create dashboard | Creates an empty analytics dashboard. |
| Generate report | Generates a dashboard report for a date range. |
| Look up chart data | Looks up a chart's data for the current range of its dashboard. |
| General account statistics | Gets the aggregated statistics of the whole account for the given… |
| Ask the AI | Ask Filmo's AI about your account's data and get the answer as text. |
| Classify with AI | Neo reads a text or a situation and picks a category from the list you… |
| Is it true that…? | Neo evaluates whether a statement is true by researching your… |
| Search the web | Searches the web and returns the results with their excerpt, ready for… |
| Name | Description |
|---|---|
| Delete unavailability | Deletes a future manual unavailability of a person, a vehicle or a… |
| Edit unavailability | Changes the start, the end, the type or the reason of a future… |
| Look up unavailabilities | Looks up current and upcoming unavailabilities by resource and date. |
| End unavailability | Ends an ongoing unavailability now, keeping the history. |
| Look up unavailability sets | Returns the configured unavailability schedules and series, with their… |
| Create unavailability | Records a one-off unavailability by hours or days and reviews the… |
| Assign planner resource | Assigns a person or a vehicle to an order line, a task or an internal… |
| Look up planner resources | Lists the staff and vehicles available to assign in the planner. |
| Look up planner services | Lists the schedulable services over a date range, with their… |
| Remove planner resource | Removes a planner assignment. |
| Look up the planner | Looks up the planner entries in a date range and returns how many… |
| Create task | Creates a task in the Filmo planner. |
| Delete task | Deletes a task from the planner. |
| Look up task | Looks up a task by its identifier. |
| List tasks | Lists planner tasks with filters by status, assignment, type, related… |
| Update task | Updates a task in the planner. Fields you leave blank keep their value. |
Account and settings
Link to this section: Account and settings| Name | Description |
|---|---|
| Create collection | Creates a collection to group items or spaces in the catalogue,… |
| List collections | Lists the account's collections as a flat list (each node with its… |
| Update collection | Modifies the data of an existing collection: name, description, icon… |
| List custom fields | Lists the account's active custom field definitions. |
| Update custom fields | Writes the values of an entity's custom fields. |
| View the account | Returns the calling account: name, time zone, currency, country,… |
| Export subjects (Excel) | Generates an Excel with the subjects (campus accounts) and returns a… |
| Assign tag | Assigns an existing tag to an entity. |
| Create tag | Creates a tag and, if an entity is given, assigns it in the same… |
| Delete tag | Deletes a tag from the account's vocabulary and removes it from every… |
| List tags | Lists the account's tags with how many entities use them. |
| Remove tag | Removes a tag from an entity without deleting the tag. |
| List users | Lists the people with access to the account with their role, whether… |
Contacts
Link to this section: Contacts| Name | Description |
|---|---|
| Relate two contacts | Creates a directed relationship from one contact to another, with its… |
| Create contact | Creates a contact in Filmo. |
| Delete contact | Deletes a contact and everything linked to it: relationships, notes,… |
| Remove a relationship between contacts | Removes the relationship between two contacts, in both directions. |
| Export contacts (Excel) | Generates an Excel with the contacts and returns a temporary download… |
| Find a contact | Gets a contact by its ID or by its tax ID (NIF). |
| A contact's history | Gets a contact's change and activity history. |
| Related contacts | Lists the contacts related to a given contact. |
| Update contact | Updates a contact's data. Fields you leave blank keep their value. |
| Invite to the customer portal | Activates a contact's access to the customer portal and sends them the… |
| Name | Description |
|---|---|
| Cancel contract | Cancels a contract operationally: moves its signature status to… |
| Get contract PDF | Gets a contract's PDF as seen on its page, with its template and the… |
| Get contract | Gets a contract's record from its identifier. |
| List contracts | Lists contracts with the public contract's filters and pagination. |
| Record contract signature | Records the signature of a validated contract: moves its signature… |
| Validate contract | Validates a draft contract: assigns it a series number and locks it. |
| Void contract | Voids a validated contract, with a reason. It keeps its number. |
| Get credit note PDF | Gets a credit note's PDF as seen on its page, with its template and… |
| Find credit note | Gets a credit note by its id, with its number and status. |
| List credit notes | Lists credit notes with the public contract's filters: status,… |
| Sync an externally issued credit note | Creates or updates a copy in Filmo of a credit note issued in another… |
| Validate credit note | Validates a draft credit note: numbers it, signs it and locks it as… |
| Void credit note | Voids a validated credit note, with a reason. It keeps its number. |
| Get invoice PDF | Gets an invoice's PDF as seen on its page, with its template and the… |
| Find invoice | Gets an invoice by its id, with its number, status, dates and amounts. |
| List invoices | Lists invoices with the public contract's filters: payment status,… |
| Invoice history | Returns the change and activity history of an invoice. |
| List invoice lines | Lists an invoice's lines: what was invoiced, how much and at what price. |
| List invoice payments | Lists the treasury movements assigned to an invoice, with pagination. |
| Get proforma PDF | Gets a proforma's PDF as seen on its page, with its template and the… |
| Find proforma | Gets a proforma by its id, with its number and status. |
| List proformas | Lists proformas with the public contract's filters: operational… |
| Change the status of a proforma | Marks a proforma as pending, confirmed or cancelled. |
| Sync an invoice issued elsewhere | Creates or updates in Filmo the copy of an invoice issued in another… |
| Validate invoice | Validates a draft invoice: numbers it, signs it and locks it as… |
| Void invoice | Voids a validated invoice, with a reason. |
| Get quote PDF | Gets a quote's PDF as seen on its page, with its template and the… |
| Find quote | Gets a quote by its id, with its number and status. |
| List quotes | Lists quotes with the public contract's filters: operational status,… |
| Quote history | Returns the change and activity history of a quote. |
| List quote lines | Lists the lines of a quote's active version: what was quoted, how much… |
| Change the status of a quote | Marks a quote as pending, confirmed or cancelled. |
| Get sales receipt PDF | Gets a sales receipt's PDF as seen on its page, with its template and… |
| Get simplified credit note PDF | Gets a simplified credit note's PDF as seen on its page, with its… |
| Find simplified credit note | Gets a simplified credit note by its id, with its number and status. |
| Validate sales receipt | Validates a draft sales receipt: numbers it, signs it and locks it as… |
| Void sales receipt | Voids a validated sales receipt, with a reason. It keeps its number. |
| Name | Description |
|---|---|
| Pipeline summary | Summarizes a pipeline stage by stage: how many opportunities there are… |
| Close opportunity | Closes an opportunity as won or lost, with its reason, and moves it to… |
| Create opportunity | Creates an open opportunity at the stage you choose, or at the default… |
| Find opportunity | Gets an opportunity's detail, optionally with its stage history. |
| List opportunities | Lists opportunities with filters by pipeline, stage, status, owner,… |
| Link record to the opportunity | Links the opportunity to a quote, an inbox thread, an order or a… |
| Move opportunity to a stage | Moves an opportunity to another open stage of the same pipeline and… |
| Update opportunity | Updates an opportunity's metadata with optimistic locking by version. |
| Find pipeline | Gets a pipeline by its ID with all its stages, order, type and… |
| List pipelines | Lists the subscription's pipelines with their stages and, optionally,… |
Communication
Link to this section: Communication| Name | Description |
|---|---|
| Send document by email | Sends a sales document by email with a template, its PDF or the portal… |
| Create note | Creates a free-text note linked to an entity (item, contact, order,… |
| List notes | Lists the notes of an account entity (order, contact, item…), from… |
| Name | Description |
|---|---|
| Approve credit note in Holded | Approves the credit note Filmo sent to Holded as a draft, without… |
| Approve invoice in Holded | Approves the invoice Filmo sent to Holded as a draft, without creating… |
| Delete payment in Holded | Deletes the customer or supplier payment Filmo sent to Holded when it… |
| Send contact to Holded | Ensures a Filmo contact exists only once in Holded: uses the link,… |
| Send payment to Holded | Records the payment against its linked invoice, without matching… |
| Send supplier invoice to Holded | Sends a validated supplier invoice to Holded as a purchase, with its… |
| Send supplier payment to Holded | Records the Filmo payment to a supplier against its purchase linked in… |
| Approve in Filmo the credit note approved in Holded | When the accountant approves in Holded a credit note that Filmo sent… |
| Approve in Filmo the invoice approved in Holded | When the accountant approves in Holded an invoice that Filmo sent as a… |
| Record a contact from Holded in Filmo | Records in Filmo the contact created or corrected in Holded. |
| Record a credit note from Holded in Filmo | Records a credit note created directly in Holded as an externally… |
| Record an invoice from Holded in Filmo | Records an invoice created directly in Holded as an externally issued… |
| Record Holded payment in Filmo | Records and assigns the payment to its linked invoice in Filmo. |
| Record Holded supplier payment in Filmo | Records in Filmo, only once, the Holded payment of a linked supplier… |
| Reconcile open invoices with Holded | Reads in Holded the invoices that are open in Filmo and linked, and… |
| Send credit note to Holded | Ensures a credit note exists in Holded: uses its link, adopts the one… |
| Send credit note to Holded as a draft | Leaves the credit note as a draft in Holded, regardless of its status… |
| Send invoice to Holded | Ensures an invoice exists in Holded: uses its link, adopts the one… |
| Send invoice to Holded as a draft | Leaves the invoice as a draft in Holded, regardless of its status in… |
| Send quote to Holded | Ensures a confirmed quote exists in Holded: uses the link, adopts the… |
| Update contact in Holded | Brings to Holded the data of a Filmo contact that was already sent… |
| Void credit note in Holded | Deletes the Holded credit note linked to a credit note already voided… |
| Void invoice in Holded | Voids the Holded invoice linked to an invoice already voided in Filmo. |
Maintenance
Link to this section: Maintenance| Name | Description |
|---|---|
| Comment on incident | Adds a comment to an incident's history. |
| Create incident | Creates a maintenance incident on an item, serial number, space or… |
| Delete incident | Deletes an incident. |
| Find incident | Gets an incident by its ID, with its affected resource, status and… |
| List incidents | Lists incidents with the public contract's filters and pagination,… |
| Incident history | Lists an incident's activity history, paginated. |
| Count incidents by status | Returns how many incidents there are in each status and the total. |
| Update incident | Updates an existing incident: status, priority, affected resource,… |
| Create repair ticket | Creates a draft repair ticket, with one or more lines. |
| Look up an invoice's tickets | Looks up the repair tickets converted into an invoice. |
| Look up a purchase order's tickets | Looks up the repair tickets converted into a purchase order. |
| A repair ticket's history | Looks up the activity history of a repair ticket, paginated. |
| Update repair ticket | Updates an existing repair ticket: only what you fill in changes. |
| Get repair ticket PDF | Gets a repair ticket's PDF as seen on its page, with its template and… |
| View repair ticket | Gets a repair ticket by its identifier. |
| List repair tickets | Lists repair tickets with the public contract's filters and pagination. |
Services
Link to this section: Services| Name | Description |
|---|---|
| Create internal service | Reserves staff or vehicles in the planner for a job that is not… |
| Find internal service | Gets an internal service's record by its id: title, dates, status and… |
| List internal services | Lists internal services with the public contract's filters and… |
| Update internal service | Changes an internal service in the planner: name, dates, status or… |
| Create service | Creates a service in the catalogue. It sets no price: the rate and the… |
| Find service | Gets a service by its ID with its type, resource requirements,… |
| List services | Lists catalogue services with the public contract's filters and… |
| Update service | Changes the data of a catalogue service. |
Inventory
Link to this section: Inventory| Name | Description |
|---|---|
| Create item | Creates an item in the catalogue, with its SKU, inventory method and… |
| Delete item | Deletes an item from the catalogue and everything linked to it:… |
| Export items (Excel) | Generates an Excel with the inventory items and returns a temporary… |
| Find item | Gets a catalogue item's record by its id: name, SKU, description and… |
| List items | Lists inventory items with the public contract's filters: search text,… |
| Next available SKU | Returns the next free SKU that the catalogue would generate for a new… |
| Items to restock | Lists the items and variants whose available stock is below their… |
| Duplicate serialized unit | Clones a serialized unit. The copy keeps the item and the location,… |
| Find serialized unit | Gets a serialized unit's record: its code, serial number, status and… |
| List serialized units | Lists serialized units with the public contract's filters and… |
| Update serialized unit | Updates a specific serialized unit: code, serial number, status,… |
| Update item | Updates an item's catalogue data: name, SKU, description, collection… |
| Create kit | Creates a kit with its name, description, collection and tags. |
| Delete kit | Deletes a kit and everything linked to it. |
| Find kit | Gets a kit's data: name, description, image, collection and tags. |
| List kits | Lists kits with the public contract's filters and pagination, ordered… |
| Update kit | Changes a kit's data. Fields you leave blank keep their value. |
| Name | Description |
|---|---|
| Analyze equipment from an email | Analyzes with AI the equipment list in an email and returns the items… |
| Archive order | Archives or unarchives an order; it stops appearing in active lists. |
| Look up daily resource availability | Calculates the daily availability of one or more resources over a… |
| Cancel order | Cancels an order: releases the reserved equipment and deletes its tasks. |
| Cancel the reservation | Undoes an order's reservation: returns it to draft, releases the… |
| Check the availability of an order | Checks whether an order's lines clash with other orders and which are… |
| Create order | Creates a draft order with the equipment and dates given. |
| Get delivery note PDF | Gets an order's full delivery note, for delivery or return, as… |
| Export orders (Excel) | Generates an Excel with all the orders and returns a temporary… |
| Find order | Gets an order by its ID, with status, dates, contact and project. |
| List orders | Lists orders with the public contract's filters: status, contact,… |
| Order history | Lists an order's activity history, paginated. |
| Look up an item's lines | Lists the order lines of a catalogue item, with filters by dates,… |
| Look up lines by resource | Lists the order lines assigned to one or more staff or fleet resources… |
| List order lines | Lists an order's lines: which resource each carries, how much, when… |
| Order profitability | Returns an order's profitability layers: forecast versus actual. |
| Reserve order | Reserves an order: moves it to reserved, creates the delivery and… |
| Order summary | Financial and logistics summary of an order: totals, payments and dates. |
| Update order | Changes the header data of an order: customer, project and dates. |
Treasury
Link to this section: Treasury| Name | Description |
|---|---|
| List payment methods | Lists the payment methods configured in the account, with a filter by… |
| Archive treasury account | Archives a treasury account; it stops appearing in active lists. |
| Create treasury account | Creates a treasury account (bank, cash or manual). |
| Find treasury account | Gets a treasury account by its ID, with type, status and opening… |
| List treasury accounts | Lists treasury accounts with the public contract's filters and… |
| Update treasury account | Updates the name, IBAN, status or payout destination account. |
| Create SEPA mandate | Creates a contact's SEPA mandate: the signed permission to… |
| Record payment | Records a payment or receipt in a treasury account, with an optional… |
| Delete payment | Deletes a payment and undoes what it had moved: unlinks its documents… |
| Find payment | Gets a payment by its ID, with direction, amount, date and account. |
| List treasury movements | Lists treasury movements with the public contract's filters and… |
| Link payment to document | Links an existing payment to an invoice, credit note, quote, proforma… |
| Refund deposit | Refunds a deposit: marks the original payment as refunded and creates… |
| Update payment | Updates the amount, date, contact, method or reconciliation of a… |
| Create SEPA batch | Builds a SEPA batch with the given direct debits. |
| Transfer between accounts | Transfers money between two treasury accounts: creates the outgoing… |
Projects
Link to this section: Projects| Name | Description |
|---|---|
| Archive project | Archives or unarchives a project; it stops appearing in active lists. |
| Generate technical proposal (PDF) | Generates a project's technical proposal as a PDF (quote, schedules… |
| Create project | Creates a draft project for a contact, with its dates. |
| Export projects (Excel) | Generates an Excel with all the projects and returns a temporary… |
| Get project | Gets a project's record from its identifier, within the actor's… |
| Look up a project's profitability | Looks up a project's profitability: income, costs and margin… |
| Unlink order from project | Unlinks an order from a project. It does not delete the order. |
| Update project | Changes the header data of a project: name, dates, customer, type,… |
Purchasing
Link to this section: Purchasing| Name | Description |
|---|---|
| Approve purchase order | Approves a draft purchase order so it can be sent to the supplier and… |
| Get purchase order PDF | Gets a purchase order's PDF as seen on its page, with its template and… |
| Look up purchase order | Looks up a purchase order by its identifier. |
| List purchase orders | Lists purchase orders with the public contract's filters and pagination. |
| Lock purchase order | Locks a purchase order to freeze its fields and totals. |
| Receive everything pending | Marks everything pending on a purchase order as received in a warehouse. |
| Unlock purchase order | Unlocks a locked purchase order so changes are allowed again. |
| Update purchase order | Changes the header data of an existing purchase order: supplier,… |
| Get supplier invoice PDF | Gets the file that was uploaded with the supplier invoice and returns… |
| Find supplier invoice | Gets a supplier invoice by its id, with its number and status. |
| List supplier invoices | Lists supplier invoices with the public contract's filters: status,… |
| Validate supplier invoice | Validates a draft supplier invoice: checks the required fields,… |
| Void supplier invoice | Voids a validated supplier invoice, with a reason. It keeps its number. |
quickbooks
Link to this section: quickbooks| Name | Description |
|---|---|
| Delete payment in QuickBooks | Deletes the customer or supplier payment Filmo sent to QuickBooks when… |
| Send supplier invoice to QuickBooks | Sends a validated supplier invoice to QuickBooks as a bill, with its… |
| Send contact to QuickBooks | Ensures a Filmo contact exists only once in QuickBooks as a customer… |
| Send payment to QuickBooks | Records the Filmo payment against its invoice linked in QuickBooks,… |
| Send supplier payment to QuickBooks | Records the Filmo payment to a supplier against its supplier invoice… |
| Record a contact from QuickBooks in Filmo | Records in Filmo the customer or supplier created or corrected in… |
| Record a credit note from QuickBooks in Filmo | Records a credit memo created directly in QuickBooks as an externally… |
| Record an invoice from QuickBooks in Filmo | Records an invoice created directly in QuickBooks as an externally… |
| Record QuickBooks payment in Filmo | Records in Filmo, only once, the QuickBooks payment of a linked invoice. |
| Record QuickBooks supplier payment in Filmo | Records in Filmo, only once, the QuickBooks payment of a linked… |
| Reconcile open invoices with QuickBooks | Reads in QuickBooks the invoices that are open in Filmo and linked,… |
| Send credit note to QuickBooks | Ensures a validated credit note exists in QuickBooks as a credit memo:… |
| Send invoice to QuickBooks | Ensures a validated invoice exists in QuickBooks: uses the link,… |
| Send quote to QuickBooks | Sends the confirmed and validated Filmo quote to QuickBooks only once:… |
| Update contact in QuickBooks | Brings to QuickBooks the data of a Filmo contact that was already sent… |
| Void invoice in QuickBooks | Voids the QuickBooks invoice (or deletes the credit note) linked to a… |
| Name | Description |
|---|---|
| Create space | Creates a space: warehouse, studio or room. |
| Delete space | Deletes a space and everything linked to it: notes, files, tasks and… |
| Export spaces (Excel) | Generates an Excel with the spaces and returns a temporary download… |
| Find space | Gets a space's record by its id: name, internal reference and capacity. |
| List spaces | Lists spaces with the public contract's filters and pagination. |
| Update space | Modifies a space's general data. |
| Name | Description |
|---|---|
| Look up staff occupancy | Returns when the staff are busy over a date range: order services,… |
| Create a team member | Creates a team member: employee, freelancer or partner company. |
| Delete a team member | Deletes a team member permanently. It cannot be undone, and it is… |
| Export staff (Excel) | Generates an Excel with the staff and returns a temporary download link. |
| Find a team member | Gets a team member by their ID, with their enriched information. |
| List staff | Lists staff with the public contract's filters and pagination, ordered… |
| A team member's service history | Lists the history of internal and order services assigned to a team… |
| Update a team member's profile | Modifies a team member's profile data: identity, contact and… |
Sub-rentals
Link to this section: Sub-rentals| Name | Description |
|---|---|
| Delete sub-rentals | Deletes sub-rentals and reverts the temporary stock they had added. |
| Get sub-rental | Gets a sub-rental's record from its identifier. |
| List sub-rentals | Lists sub-rentals with the public contract's filters and pagination. |
| Update sub-rental | Updates a sub-rental: dates, status, supplier price, notes and its… |
Transport
Link to this section: Transport| Name | Description |
|---|---|
| Look up vehicle occupancy | Returns when the vehicles are busy over a date range: order services,… |
| Create vehicle | Creates a fleet vehicle with its licence plate, seats, collection and… |
| Delete a vehicle | Permanently deletes a vehicle from the fleet. It cannot be undone. |
| Export vehicles (Excel) | Generates an Excel with the vehicles and returns a temporary download… |
| Find vehicle | Gets a vehicle by its ID with status, licence plate, inspection,… |
| List vehicles | Lists vehicles with the public contract's filters and pagination,… |
| Vehicle service history | Lists the internal and order services assigned to a vehicle, with… |
| Update vehicle | Updates a vehicle's metadata: identity, status, inspection, capacity,… |
Workflows
Link to this section: Workflows| Name | Description |
|---|---|
| List workflows | Lists the account's workflows with their trigger and, for manual ones,… |
| Trigger workflow | Queues the run of another workflow that is manual or has the «From… |
| Name | Description |
|---|---|
| Approve credit note in Xero | Approves the credit note Filmo sent to Xero as a draft, without… |
| Approve invoice in Xero | Approves the invoice Filmo sent to Xero as a draft, without creating… |
| Delete payment in Xero | Deletes the customer or supplier payment Filmo sent to Xero when it is… |
| Send supplier invoice to Xero | Sends a validated supplier invoice to Xero as a bill, with its… |
| Send contact to Xero | Ensures a Filmo contact exists only once in Xero: uses the link,… |
| Send payment to Xero | Records the Filmo payment against its invoice linked in Xero, only… |
| Send supplier payment to Xero | Records the Filmo payment to a supplier against its supplier invoice… |
| Approve in Filmo the credit note approved in Xero | When the accountant approves in Xero a credit note that Filmo sent as… |
| Approve in Filmo the invoice approved in Xero | When the accountant approves in Xero an invoice that Filmo sent as a… |
| Record a contact from Xero in Filmo | Records in Filmo the contact created or corrected in Xero. |
| Record a credit note from Xero in Filmo | Records a credit note created directly in Xero as an externally issued… |
| Record an invoice from Xero in Filmo | Records an invoice created directly in Xero as an externally issued… |
| Record Xero payment in Filmo | Records in Filmo, only once, the Xero payment of a linked invoice. |
| Record Xero supplier payment in Filmo | Records in Filmo, only once, the Xero payment of a linked supplier… |
| Reconcile open invoices with Xero | Reads in Xero the invoices that are open in Filmo and linked, and… |
| Send credit note to Xero | Ensures a validated credit note exists in Xero: uses the link, adopts… |
| Send credit note to Xero as a draft | Leaves the credit note as a draft in Xero, regardless of its status in… |
| Send invoice to Xero | Ensures a validated invoice exists in Xero: uses the link, adopts the… |
| Send invoice to Xero as a draft | Leaves the invoice as a draft in Xero, regardless of its status in… |
| Send quote to Xero | Sends the confirmed and validated Filmo quote to Xero only once: uses… |
| Update contact in Xero | Brings to Xero the data of a Filmo contact that was already sent… |
| Void invoice in Xero | Voids the Xero invoice or credit note linked to a document already… |
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