Allocadia (v1.5)

  1. Add an Account Nickname. This should be unique so if you have multiple Allocadia accounts authorized, you will be able to tell them apart.
  2. Your Serveris the beginning part of the URL of your Allocadia account. (ie “https://yourserver.allocadia.com/“)
  3. Enter in your Allocadia Username and Password.
  4. Click “Create” to save this configuration.

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 - Add a choice to a dropdown-type column in a budget
  • 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
  • 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 - Read a single line item in a budget using the line item ID.
  • 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.