When you configure an export, import, other type of flow step using the prebuilt DealHub connector, you can select any of the API operations listed below, organized by API type.
Note
If your API endpoint isn’t listed here, switch the flow step to HTTP mode and configure the endpoint provided in the DealHub API documentation. You can also create a composite endpoint for this application in HTTP mode.
| Resource | API endpoint | Export | Import |
|---|---|---|---|
| Billing API: Accounting | Specify the current accounting period | X | |
| Get the current accounting period | X | ||
| Return journal entries | X | ||
| Return journal entry summary | X | ||
| Get running balances of revenue schedule | X | ||
| Get accounting events for specified dates | X | ||
| Get ledger accounts | X | ||
| Billing API: Bank transactions | Get paginated bank transaction records | X | |
| Delete bank transaction record | X | ||
| Import bank transactions via CSV | X | ||
| Billing API: Billing | Get accounts receivable contact | X | |
| Set accounts receivable contact | X | ||
| Get aliases for a subscription | X | ||
| Get alias details | X | ||
| Create subscription charge alias | X | ||
| Delete subscription charge alias | X | ||
| Get automated invoice rule details | X | ||
| Update automated invoice rule | X | ||
| Get automated invoice rules | X | ||
| Create automated invoice rule | X | ||
| Send a test email | X | ||
| Send an invoice reminder | X | ||
| Get dunning settings | X | ||
| Update dunning settings | X | ||
| Get invoices for a subscription | X | ||
| Get invoice details | X | ||
| Update invoice details | X | ||
| Delete invoice | X | ||
| Delete voided invoice | X | ||
| Mark invoice as posted | X | ||
| Mark invoice as voided | X | ||
| Download invoice PDF | X | ||
| Generate invoice PDF | X | ||
| Delete billing schedule | X | ||
| Get billing schedules | X | ||
| Add billing schedule | X | ||
| Post invoices for bulk run | X | ||
| Send emails for multiple invoices | X | ||
| Update invoice sequence | X | ||
| Preview all invoices | X | ||
| Get bulk invoice run details | X | ||
| Get items for bulk invoice run | X | ||
| Get invoice balance | X | ||
| Generate subscription invoices | X | ||
| Preview invoices | X | ||
| Get unbilled usage | X | ||
| Get usage | X | ||
| Check if invoice can be deleted | X | ||
| Get invoice document JSON | X | ||
| Send invoice email to contacts | X | ||
| Create a bulk invoice run | X | ||
| Get applicable payment bank accounts | X | ||
| Get settlement application details | X | ||
| Get settlement applications | X | ||
| Apply payment to invoice | X | ||
| Apply a credit memo | X | ||
| Unapply a credit memo | X | ||
| Billing API: Credit memo | Get credit memos for an account | X | |
| Create a standalone credit memo | X | ||
| Get credit memo details | X | ||
| Update a credit memo | X | ||
| Delete a credit memo | X | ||
| Post a credit memo | X | ||
| Download credit memo PDF | X | ||
| Create a credit memo document | X | ||
| Get credit memo configuration | X | ||
| Update credit memo configuration | X | ||
| Convert invoice to credit memo | X | ||
| Get credit memo balance | X | ||
| Billing API: ERP | Trigger ERP journal entry sync task | X | |
| Trigger ERP journal entry deletion task | X | ||
| Trigger ERP invoice sync task | X | ||
| Check if invoice sync to ERP is enabled | X | ||
| Trigger ERP invoice sync tasks for multiple invoices | X | ||
| Trigger ERP credit memo sync task | X | ||
| Trigger ERP void invoice sync task | X | ||
| Billing API: Payments | Get account payment management link | X | |
| Add a payment bank account | X | ||
| Get a payment bank account | X | ||
| Delete a payment bank account | X | ||
| Manually retry a payment | X | ||
| Get payment integrations | X | ||
| Get payment balance | X | ||
| Void a payment | X | ||
| Get payment configuration | X | ||
| Update payment configuration | X | ||
| Get ledger accounts for bank account creation | X | ||
| Process one-time payment for an invoice | X | ||
| Get payment retry configuration | X | ||
| Create or update payment retry configuration | X | ||
| Delete payment retry configuration | X | ||
| Get payment details | X | ||
| Delete payment | X | ||
| Get payments for an account | X | ||
| Get all payments | X | ||
| Check if payment can be deleted | X | ||
| Import stripe payment method via csv | X | ||
| Billing API: Revenue recognition | Get revenue recognition events | X | |
| Create a revenue recognition event | X | ||
| Get revenue recognition rules | X | ||
| Create a revenue recognition rule | X | ||
| Get revenue recognition rule | X | ||
| Delete revenue recognition rule | X | ||
| Create bulk revenue recognition | X | ||
| Get bulk revenue recognition details | X | ||
| Get items for bulk revenue recognition | X | ||
| Download waterfall report | X | ||
| Upload revenue events | X | ||
| Billing API: Usage | Add and apply bulk payments to invoices via CSV | X | |
| Match bank transactions | X | ||
| Get all prepaid drawdown usage stats CSV | X | ||
| Get usage arrival checkpoint | X | ||
| Aggregate raw usage | X | ||
| Upload usage record CSV | X | ||
| Add usage record | X | ||
| Get aggregated usage | X | ||
| Get prepaid drawdown usage stats for subscription | X | ||
| Get prepaid drawdown usage stats CSV | X | ||
| Get prepaid drawdown usage stats PDF | X | ||
| Callout | Retrieve real-time pricing | X | |
| CRM API: CRM import | Start CRM import | X | |
| Get CRM import status | X | ||
| Get CRM import detail | X | ||
| Lookup CRM import ID | X | ||
| Retry CRM import | X | ||
| CRM API: CRM integration | Create quote | X | |
| Open quote | X | ||
| View quotes for an opportunity | X | ||
| View my opportunities | X | ||
| Authenticate user | X | ||
| External resources | External data query | X | |
| Get products information: Product parameters | Get products parameters | X | |
| Get products information: Product pricing | Get products pricing | X | |
| Headless quoting | Simulate a quote | X | |
| Generate a quote | X | ||
| Submit a quote | X | ||
| Publish a quote | X | ||
| Sign a quote externally | X | ||
| Get DealHub quote ID | X | ||
| Partner integration | Authenticate partner user | X | |
| Get URL to create a new quote | X | ||
| Get URL to open an existing quote | X | ||
| Get URL to view an opportunity's quotes | X | ||
| Quote management | Get a specific quote | X | |
| Get a list of quotes | X | ||
| Create an opportunity | X | ||
| Get quote document | X | ||
| Get deal room signers | X | ||
| User management | Get user by login | X | |
| Get user by ID | X | ||
| Get a list of users | X | ||
| Update users | X | ||
| Create or update users | X | ||
| Version API: Asynchronous operations | Get asynchronous request status | X | |
| Get asynchronous request execution summary | X | ||
| Version API: Playbook data | Get playbook data | X | |
| Get generate quote template | X | ||
| Version API: Product catalog | Get products of a version | X | |
| Get products by SKU | X | ||
| Extract products to excel | X | ||
| Get product catalog | X | ||
| Create or update product catalog | X | ||
| Update product catalog items | X | ||
| Delete all products from catalog | X | ||
| Delete specific products by SKU | X | ||
| Version API: Version management | Get version by ID | X | |
| Get version by name | X | ||
| Get a list of versions | X | ||
| Duplicate a version | X | ||
| Activate a version | X |