API actions —no coding required!
Automation Actions
Create Recipient
Create Quote
Create Invoice
Request Postal Mailing for Invoice
Download Invoice PDF
Get Estimate PDF
Create Client
Retrieve Customer Information
Retrieve Recipient Information
Send Estimate by Email
Get Recipient IDs Linked to a Specific Customer
Create Invoice (specify line items as a list)
Create Estimate (specify line items as a list)
Get Delivery Note PDF
Get Customer List
Automation Triggers
When an invoice is newly created
When a quotation is newly created
When a quotation is created or updated
When an invoice is created or updated
When an invoice is updated (trigger only if billed status)
When a new delivery note is created
When a delivery note is created or updated
When a delivery note is updated (triggered only if issued status)
