Allocadia (v1.5)

Overview

Events

• New Line Item

  Start FLO when a new line item is added to a budget

• Updated Line Item

  Start FLO when a line item is updated

Actions

• Add Column Choice

  Adds a column title to specified Allocadia sheet.

  Input Fields

  • Column
    • Column ID (text): The title/header of the column selected.
  • Choice
    • Label _(text) _Label assigned to column.
    • External Association ID _(text) _Identification code of External Association.
    • External Association Type _(text) _Type of External Association Type.

  Output Fields

  • Choice ID (text) 

• Build Multi Select Input

  builds an object for multi-select fields in Create Line Item

• Create Line Item

  Create a single line item in a budget

  Note: Additional fields may be available depending on the connection and options you choose.

  Note: The input field `Parent ID` must target a Category or Subcategory. Trying to target a normal line item will cause this field to be ignored and the line item will be created on the root of the selected budget.

  Options:

  • Budget (text)

  Outputs:

  • Output
    • Line Item ID (text)

• Delete Column Choice

  Delete a choice from a dropdown-type column in a budget

• Delete Forecast Tag

  Delete a forecast tag from a budget

• Delete Line Item

  Find a single line item in a budget using the cell values

• HTTP Request

  Make an authenticated HTTP request to the Allocadia API

• Read All Budgets

  Read a list of all budgets in your instance.

• Read All Forecast Tags

  Read a list of all forecast tags in a budget

• Read Budget

  Read all line items in a budget using the budget ID

• Read Budget Columns

  Read info about all of the columns in a budget

• Read Forecast Tag

  Read a single forecast tag using the tag ID

• Read Line Item

  Read a single line item in a budget using the line item ID.

• Search Line Items

  Search for a single line item in a budget using the line item ID.

  Options

  • Budget (dropdown): The budget you would like to search by. Options are dynamically generated based on your account data.
  • Search Field (dropdown): Columns associated to the selected budget. Options are dynamically generated based on selected budget.

  Input Fields

  • Search By
    • Value (text): The value you would like to search for. This action will only return contacts where “Value” exactly matches the field selected in the “Search By” option.

  Output Fields

  This card outputs a list of line items. The actual properties inside of each field are dynamic, meaning that if you have custom properties created inside of Allocadia, they will show up for each column found in this list. The below list of column fields are a sample of what you may have included in your Allocadia account data.

  • Line Items
    • Parent ID (text): Line item’s parent line item ID
    • Type (text): Line item’s type. One of: ‘LINE_ITEM, ‘CATEGORY’, ‘PLACEHOLDER’
    • Line Item ID (text): Line item’s ID
    • Name (text): Line item’s name
    • Budget ID (text): The line item’s budget ID
      • Note - only generated when selecting “– Search All Budgets –” from the Budget  options dropdown
    • Columns  (list):
      • Project ID (text)
      • Amount (number)
      • Date (text)
      • PO Number (text)
      • Invoice # (text)
      • Account Code (text)
      • Vendor (text)
      • Actual Type (text)
      • Description (text)
      • Paid (yes/no) (text)
      • Paid Date (text)
      • Payment Type (text)
      • Actual Notes (text)
      • Region (text)
      • Calendar Type (text)
      • FY Finance Target  (number)
      • Jan Plan (number)
      • Feb Plan (number)

• Update Column Choice

  Update a choice in a dropdown-type column in a budget

• Update Forecast Tag

  Update a forecast tag using the tag ID

• Update Line Item

  Update a single line item in a budget using the line item ID.