API actions —no coding required!
Automation Actions
Search Customer Data
Create Customer Data
Search Custom Home Contract Data
Update Customer Data
Create Custom Home Contract Data
Search Spec Home Contract Data
Update Custom Home Contract Data
Create Spec Home Contract Data
Search Estimate Data
Create Estimate Data CSV
Retrieve Quotation CSV File
Search Purchase Order Data
Generate Purchase Order CSV
Retrieve Purchase Order CSV File
Update Subdivision Housing Contract Data
Get Customer Data
Get Custom Home Contract Data
Retrieve Subdivision Home Contract Data
Automation Triggers
Customer Data Created
When customer data is created/updated
When contract data for a custom home is created
When custom home contract data is created or updated
When Property Contract Data is Created
When subdivision housing contract data is created or updated
Customer Data Created
Customer Data Created
Customer Data Created
Customer Data Created
When product information registration is created or updated
When product information registration is created
