API actions —no coding required!
Automation Actions
Register Customer
Get Customer
Get Customer List (Search by Tags)
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 Specific Deal
Get Invoice
Update Projects (Batch Invoicing)
Update Project (Recurring billing)
Delete Deal
Update Order Status
Lock Deal
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)
