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ADVBOX + NodeHub

Manage ADVBOX contacts, lawsuits, movements, tasks and documents, and read publications and financial transactions.

Explore 20 workflow actions for ADVBOX, including account permissions and operation limits.

15 read actions5 write actions
WORKFLOW ACTIONS

What you can configure.

Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.

Create contact

Write

Create a contact.

Permissions and limits

Account permissions

  • An ADVBOX API token (issued to approved partners)

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create lawsuit

Write

Create a lawsuit for one or more contacts.

Permissions and limits

Account permissions

  • An ADVBOX API token (issued to approved partners)

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create movement

Write

Add a manual movement to a lawsuit.

Permissions and limits

Account permissions

  • An ADVBOX API token (issued to approved partners)

A repeated request may repeat the external action. Review the previous result before retrying a write.

Create task

Write

Create a task on a lawsuit for one or more users.

Permissions and limits

Account permissions

  • An ADVBOX API token (issued to approved partners)

A repeated request may repeat the external action. Review the previous result before retrying a write.

Get contact

Read

Read a contact.

Permissions and limits

Account permissions

  • An ADVBOX API token (issued to approved partners)

Get document download link

Read

Get a temporary download link for a document (5 minutes).

Permissions and limits

Account permissions

  • An ADVBOX API token (issued to approved partners)

Get lawsuit

Read

Read a lawsuit.

Permissions and limits

Account permissions

  • An ADVBOX API token (issued to approved partners)

Get lawsuit movements

Read

List a lawsuit's movements, from the court or manual.

Permissions and limits

Account permissions

  • An ADVBOX API token (issued to approved partners)

Get lawsuit publications

Read

List a lawsuit's publications.

Permissions and limits

Account permissions

  • An ADVBOX API token (issued to approved partners)

Get lawsuit task history

Read

List a lawsuit's tasks, pending, completed or all.

Permissions and limits

Account permissions

  • An ADVBOX API token (issued to approved partners)

Get settings

Read

Read the account's users, contact origins, task types, stages, lawsuit types, banks, categories and cost centers, with the IDs other calls need.

Permissions and limits

Account permissions

  • An ADVBOX API token (issued to approved partners)

Get transaction

Read

Read a financial transaction.

Permissions and limits

Account permissions

  • An ADVBOX API token (issued to approved partners)

List birthdays

Read

List contacts with birthdays in a month (this month when left out).

Permissions and limits

Account permissions

  • An ADVBOX API token (issued to approved partners)

List contacts

Read

List contacts by name, phone, CPF or CNPJ, document, email, city, state, occupation, birthday month or creation date.

Permissions and limits

Account permissions

  • An ADVBOX API token (issued to approved partners)

List documents

Read

List documents by name, or attached to a contact, transaction or task.

Permissions and limits

Account permissions

  • An ADVBOX API token (issued to approved partners)

List latest movements

Read

List the latest movements across lawsuits, by lawsuit, numbers and dates.

Permissions and limits

Account permissions

  • An ADVBOX API token (issued to approved partners)

List lawsuits

Read

List lawsuits by contact, numbers, folder, notes, group, type, responsible, stage, step and dates.

Permissions and limits

Account permissions

  • An ADVBOX API token (issued to approved partners)

List tasks

Read

List tasks by dates, deadline, completion, responsible user, task type, task or lawsuit.

Permissions and limits

Account permissions

  • An ADVBOX API token (issued to approved partners)

List transactions

Read

List financial transactions by lawsuit, category, responsible, contact, bank, cost center, description and dates.

Permissions and limits

Account permissions

  • An ADVBOX API token (issued to approved partners)

Update lawsuit

Write

Change a lawsuit's fields.

Permissions and limits

Account permissions

  • An ADVBOX API token (issued to approved partners)

A repeated request may repeat the external action. Review the previous result before retrying a write.

SETUP

Start with a controlled test.

01Connect the intended account

Use the account and permissions required for your process. Review the connection check before configuring a workflow action.

02Review inputs and access

Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.

03Confirm the result

Inspect step outputs and confirm the result in ADVBOX. A saved workflow is not a completed provider action.

Follow the workflow quickstart
EXPLORE YOUR STACK

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