All integrationsAccounting & Finance
BlackLine
Work with your BlackLine financial close: users and teams, journal entries, reports, data imports, Transaction Matching and the audit trail, and start workflows when journals, imports, reports or periods change.
- actions
- 25
- triggers
- 11
Triggers
Start a workflow when something happens in BlackLine.
- New journalRuns for each new journal entry in a BlackLine period (the current one unless you pick another) that the chosen role can see. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
- Journal posting status changedRuns each time a journal entry's posting status changes in BlackLine, and for each new journal, in a period (the current one unless you pick another) that the chosen role can see. Changes made before the workflow is turned on don't start it. How often it checks follows your workspace plan.
- New userRuns for each new user in BlackLine. Ones already there when the workflow is turned on don't start it. It can watch up to 1,000. How often it checks follows your workspace plan.
- New or updated userRuns for each user added or changed in BlackLine. Ones already there when the workflow is turned on start it only when they change. It can watch up to 1,000. How often it checks follows your workspace plan.
- New teamRuns for each new team in BlackLine. Ones already there when the workflow is turned on don't start it. It can watch up to 1,000. How often it checks follows your workspace plan.
- Report run finishedRuns each time a report the connected user ran in BlackLine finishes. Ones finished before the workflow is turned on don't start it. How often it checks follows your workspace plan.
- Data import finishedRuns each time a data import into BlackLine finishes, whether or not it succeeded. Ones finished before the workflow is turned on don't start it. How often it checks follows your workspace plan.
- Data import failedRuns each time a data import into BlackLine finishes without succeeding. Ones that failed before the workflow is turned on don't start it. How often it checks follows your workspace plan.
- New audit trail entryRuns for each new audit trail entry in BlackLine. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
- New current periodRuns each time BlackLine moves on to a new current period. The period that is current when the workflow is turned on doesn't start it. How often it checks follows your workspace plan.
- Period closedRuns each time a period is closed in BlackLine. Ones closed before the workflow is turned on don't start it. It can watch up to 500. How often it checks follows your workspace plan.
Actions
Steps a workflow can run in BlackLine.
- Get current userGet the BlackLine user the connection signs in as, with their default role.
- List usersList BlackLine users with their login, email, status and default role, optionally by login, email or role. Gets one page.
- Get userGet one BlackLine user, optionally with their teams, entities, roles and products, or preferences.
- Create userAdd a user to BlackLine. They start inactive unless Active is on; give them roles and entities in BlackLine before they sign in.
- Update userChange a BlackLine user's details, such as their email, job title or whether they can sign in. Fields left empty keep their values.
- Deprovision userStart BlackLine's deprovisioning of a user: it disables them and takes away their access and assignments, and finishes in the background.
- Add user to teamsAdd a BlackLine user to one or more teams. They stay on any team they are already on.
- Remove user from teamTake a BlackLine user off one team.
- List teamsList BlackLine teams with their codes and where they sit in the team hierarchy, optionally by name. Gets one page.
- Get teamGet one BlackLine team.
- Create teamCreate a BlackLine team, at the top of the hierarchy or under another team.
- Delete teamDelete a BlackLine team.
- List entitiesList the entities in BlackLine's master data (companies, regions, departments) with their codes and parents. Gets one page.
- List periodsList BlackLine's accounting periods with their end dates and whether each is current or closed, or only the current one.
- List journalsList the journal entries in a period that a role can see, with their posting status, date and preparer, filtered by team, preparer, documents or posting date. Gets one page.
- Get journalGet one journal entry with its status, who prepared and approved it, who is assigned, and how many lines, comments and documents it has.
- Add journal commentAdd a comment to a journal entry, as the connected user.
- Delete journal commentDelete a comment from a journal entry.
- List report runsList the reports the connected user has run in BlackLine, with their status, times and export links.
- Export report runStart exporting a finished report run to a CSV, Excel or PDF file. Use 'Get report export' with the export id to get the file's link.
- Get report exportCheck a report export and, once it is complete, get a link to download the file. The link works for an hour.
- List data importsList the data imports (account balances, items, users and the like) started in a time window, with whether each succeeded and how many rows it added, changed or failed. Covers the last 7 days unless given.
- List match setsList Transaction Matching match sets with their data sources. Gets one page.
- Run matchingRun Transaction Matching's engine on one or more match sets, now or at a set time, to match their transactions by their pass rules.
- List audit trailList BlackLine's audit trail, newest first: who changed what, in which area, with the value before and after. Gets one page.
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