API actions —no coding required
Automation Actions
Create Recipient Destination
Create Quotation
Create Invoice
Issue Invoice Mailing Instruction
Get Invoice PDF
Get Quotation PDF
Create Client
Get Customer Information
Get Recipient Information
Send Quote by Email
Get Recipient Destination IDs Linked to a Customer
Create Invoice (specify invoice details as list)
Create Estimate (specify estimate details as list)
Get Delivery Note PDF
Retrieve 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)
