When a record is added
When a record is added or edited
When a record is added (Webhook Trigger)
When a record is edited (Webhook Trigger)
When a record is deleted (Webhook Trigger)
When a comment is posted (Webhook trigger)
When status is updated (Webhook trigger)
When updated to a specified status (Webhook trigger)
When updated to a status specified by regular expression (Webhook trigger)
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)
Fetch Record Information
Search Record IDs
Create Record
Update Record
Post Comment
Upload File
Associate a File with a Record
Get File Keys for a Record
Download File
Delete Record
Search Records with a Query
Update Record (Checkbox Field)
(Guest Space) Get Record
(Guest Space) Search Record IDs
(Guest Space) Create Record
(Guest Space) Update Record
(Guest Space) Post Comment
(Guest Space) Upload File
When a record is added
When a record is added or edited
When a record is added (Webhook Trigger)
When a record is edited (Webhook Trigger)
When a record is deleted (Webhook Trigger)
When a comment is posted (Webhook trigger)
When status is updated (Webhook trigger)
When updated to a specified status (Webhook trigger)
When updated to a status specified by regular expression (Webhook trigger)
Fetch Record Information
Search Record IDs
Create Record
Update Record
Post Comment
Upload File
Associate a File with a Record
Get File Keys for a Record
Download File
Delete Record
Search Records with a Query
Update Record (Checkbox Field)
(Guest Space) Get Record
(Guest Space) Search Record IDs
(Guest Space) Create Record
(Guest Space) Update Record
(Guest Space) Post Comment
(Guest Space) Upload File
(Guest Space) Associate File with Record
(Guest Space) Get File Keys Associated with Record
(Guest Space) Download File
Delete Record (Guest Space)
Search Records by Query (Guest Space)
Update Record (Check box field) (Guest Space)
Add Rows to a Table
Update Rows in a Table
Delete Files Attached to a Record
Update Record Status
Bulk Update Record Statuses
Update Record (User Selection Field)
Post a Comment (with Mentions)
Add Record (File field)
Get Comments for a Record
Get One Record
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)
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
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