Automate your daily work by linking with the Board API without code!

No-Code API Actions

Automation operations

Get Customer

Get Customer List (Search by Tags)

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

Get Quotation

Update Quotation

Update Invoice (specify line items as comma-separated)

Update Quotation (Specify Line Items as Comma-separated)

Get Delivery Note

Update Delivery Note

Update Delivery Note (specify line items as comma-separated)

Get Invoice List (by Order Status)

Create Purchase Order (Lump-sum Payment)

Create Purchase Order (Recurring Payment)

Create Purchase Order (Installment Payment)

Update Customer

Get Quotation ID for a Specific Project

Get Purchase Orders

Get Suppliers

Get Vendor

Delete Vendor

Update Vendor

Update Acceptance

Update Purchase Order

Retrieve Customer Branches

Retrieve Customer Branch

Create Project (Split billing)

Update Project (Split Billing)

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)