API actions —no coding required!
Automation Actions
Create Customer
Create Department
Create Estimate
Get Estimate PDF Download URL
Download Estimate PDF
Create Invoice from Estimate
Create Invoice (Legacy Format)
Add Items to Invoice
Get Invoice PDF Download URL
Download Invoice PDF
Register Item in Item Master
Add Item to Estimate
Retrieve Customer Details
Retrieve Estimate Details
Retrieve Invoice Details
Delete Item Master
Create Invoice (New Format)
Create Invoice (New Format) (Specify line items as a list)
Automation Triggers
There is no action.
