API actions —no coding required!
Automation Actions
Register Customer
Get Customer
Get Customer List (Search by Tag)
Register Project (Lump-Sum Billing)
Create Project (Recurring billing)
Get Project List
Get Project Details
[Deprecated] Update Project Status
Get Billing List
Change Billing Status
Update Invoice
Get Invoice ID for a Specific Project
Get Invoice
Update Projects (Batch Invoicing)
Update Project (Recurring billing)
Delete Project
Change Order Status
Lock Project
Automation Triggers
When a customer is created or updated
When a new project is created
When a project is created or updated
New or Updated Deal (including lost)
