API actions —no coding required!
Automation Actions
Create Client
Search Client
Create Contact
Search Contact
Create Invoice
Search Client Invoices
Create Expense
Create Form Submission
Create Project
Search Projects
Create Task
Approve Deliverable
Create Ticket
Add Comment to Ticket
Upload File
Create or Update Calendar Event
Automation Triggers
New Client
Delete Client
New Task
Send Invoice
Client Updated
Ticket Created
Ticket Updated
Ticket Closed
Timer Created
Form Submitted
Meeting Scheduled
Task Updated
Opportunity Created
Opportunity Updated
