Do everything in one place

Customize your Barista and BlackLine integration with the following triggers and actions.

Triggers

When this happens…

Actions

Do this…

Barista
  • Onboard Employee
    Create Employee in 'Barista
  • Post KB
    Create KB in 'Barista
  • Delete Employee
    Delete Employee in Barista
  • Generate Integration Token
    Generate Integration Token in ' 'Barista
  • Get All Employees
    GET All Employees from Barista
  • Get All KBs
    GET All KBs from Barista
  • Get Conversation from Channel
    GET Conversation from Channel
  • Get Employee by Email
    Search Employee in Barista
  • Get Employee by ID
    Search Employee in Barista
  • Get Report9 by ESP Filters
    GET Report9 Data in ' 'Barista
  • Get Task
    Get Task from ' 'Barista
  • Get Task by Channel ID
    Get Task from ' 'Barista
  • Parse CSV Data
    Parse CSV Data in Barista
  • Parse CSV Status Check
    Parse CSV Status Check in Barista
  • Patch KB
    Patch KB in 'Barista
  • Post Data To Channel
    Post Data to Barista channel
  • Post Sync IDs
    Post Sync IDs in Barista
  • Search Employees
    Search Employees in Barista
  • Terminate Employee
    Terminate Employee in Barista
  • Update Channel Live Agent Session Mode
    Performs a PATCH to a Channel Object to set sys_custom_fields.start_live_agent_suppor=True/False
  • Update Employee
    Update Employee in ' 'Barista
  • Update Reference Number on Task
    Update Reference Number in ' 'Barista Task
  • Update Report9 Data
    Update Report9 Data in ' 'Barista
  • Update Task
    Update Task in ' 'Barista
  • Update Task Owner
    Change Owner on Tasks
  • Update Task Status
    Change Status on Tasks
  • Update Task Live Agent Session Mode
    Performs a PATCH to a Task Object to set sys_custom_fields.start_live_agent_suppor=True/False
  • Upload CSV file to barista
    Upload CSV File to Barista
  • Any other action you can think up

BlackLine
  • Import account assignments
    Import account assignments in BlackLine
  • Import account balances
    Import account balances in BlackLine
  • Import account group mappings
    Import account group mappings in BlackLine
  • Import account group settings
    Import account group settings in BlackLine
  • Import account settings
    Import account settings in BlackLine
  • Import bank balances
    Import bank balances in BlackLine
  • Import budgets
    Import budgets in BlackLine
  • Import CIM mappings
    Import CIM mappings in BlackLine
  • Import currency rates
    Import currency rates in BlackLine
  • Import entities
    Import entities in BlackLine
  • Import entity types
    Import entity types in BlackLine
  • Import item detail
    Import item detail in BlackLine
  • Import multi-currency balances
    Import multi-currency balances in BlackLine
  • Import subledger balances
    Import subledger balances in BlackLine
  • Import task dependencies
    Import task dependencies in BlackLine
  • Import task description
    Import task description in BlackLine
  • Import tasks
    Import tasks in BlackLine
  • Import tasks auto-certify completion
    Import tasks auto-certify completion in BlackLine
  • Import team types
    Import team types in BlackLine
  • Import teams
    Import teams in BlackLine
  • Import user entities
    Import user entities in BlackLine
  • Import user roles
    Import user roles in BlackLine
  • Import user team assignments
    Import user team assignments in BlackLine
  • Import users
    Import users in BlackLine
  • Import variance group mapping
    Import variance group mapping in BlackLine
  • Import variance group settings
    Import variance group settings in BlackLine
  • Import variance rules
    Import variance rules in BlackLine
  • Import variance settings
    Import variance settings in BlackLine
  • Any other action you can think up

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