Do everything in one place
Customize your Barista and Concur integration with the following
triggers and actions.
Triggers
When this happens…
Concur
- New expense report submissionNew expense report submission in Concur
- New expense reportNew expense report in Concur
- New or updated invoiceNew or updated invoice in Concur
- New or updated userNew or updated user in Concur
- New or updated expense reportNew or updated expense report in Concur
Any other trigger you can think up
Actions
Do this…
Barista
- Onboard EmployeeCreate Employee in 'Barista
- Post KBCreate KB in 'Barista
- Delete EmployeeDelete Employee in Barista
- Generate Integration TokenGenerate Integration Token in ' 'Barista
- Get All EmployeesGET All Employees from Barista
- Get All KBsGET All KBs from Barista
- Get Conversation from ChannelGET Conversation from Channel
- Get Employee by EmailSearch Employee in Barista
- Get Employee by IDSearch Employee in Barista
- Get Report9 by ESP FiltersGET Report9 Data in ' 'Barista
- Get TaskGet Task from ' 'Barista
- Get Task by Channel IDGet Task from ' 'Barista
- Parse CSV DataParse CSV Data in Barista
- Parse CSV Status CheckParse CSV Status Check in Barista
- Patch KBPatch KB in 'Barista
- Post Data To ChannelPost Data to Barista channel
- Post Sync IDsPost Sync IDs in Barista
- Search EmployeesSearch Employees in Barista
- Terminate EmployeeTerminate Employee in Barista
- Update Channel Live Agent Session ModePerforms a PATCH to a Channel Object to set sys_custom_fields.start_live_agent_suppor=True/False
- Update EmployeeUpdate Employee in ' 'Barista
- Update Reference Number on TaskUpdate Reference Number in ' 'Barista Task
- Update Report9 DataUpdate Report9 Data in ' 'Barista
- Update TaskUpdate Task in ' 'Barista
- Update Task OwnerChange Owner on Tasks
- Update Task StatusChange Status on Tasks
- Update Task Live Agent Session ModePerforms a PATCH to a Task Object to set sys_custom_fields.start_live_agent_suppor=True/False
- Upload CSV file to baristaUpload CSV File to Barista
Any other action you can think up
Concur
- Custom actionCustom action in Concur (Custom)
- Upload receipt imageUpload receipt image in Concur
- Create list itemCreate list item in Concur
- Create userCreate user in Concur
- Create users BatchCreate users in Concur
- Create vendors BatchCreate vendors in Concur
- Delete list itemDelete list item in Concur
- Get all attendee types BatchGet all attendee types in Concur
- Get all expense group configurations BatchGet all expense group configurations in Concur
- Get all expense types BatchGet all expense types in Concur
- Get all lists BatchGet all lists in Concur
- Get all payment types BatchGet all payment types in Concur
- Search users BatchSearch users in Concur
- Get entry image URLGet entry image URL in Concur
- Get expense report detailsGet expense report details by report ID in Concur
- Get all list item BatchRetrieve first level list item in Concur
- Get invoice detailsGet invoice by ID in Concur
- Get userGet user profile in Concur
- Get user provisioning status detailsGet user provisioning status details in Concur
- Submit expense report through a workflowSubmit expense report through a workflow in Concur
- Search expense reports BatchSearch expense reports in Concur
- Search vendors BatchSearch vendors in Concur
- Update userUpdate user in Concur
- Update users BatchUpdate users in Concur
- Update vendors BatchUpdate vendors in Concur
Any other action you can think up
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