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)
Get Record Information
Search Record IDs
Create Record
Update Record
Post Comment
Upload File
Link File to Record
Get File Keys for a Record
Download File
Delete Record
Search Records by Query
Update Record (Checkbox field)
(Guest Space) Get Record Details
(Guest Space) Search Record IDs
(Guest Space) Add Record
(Guest Space) Update Record
(Guest Space) Add 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)
Get Record Information
Search Record IDs
Create Record
Update Record
Post Comment
Upload File
Link File to Record
Get File Keys for a Record
Download File
Delete Record
Search Records by Query
Update Record (Checkbox field)
(Guest Space) Get Record Details
(Guest Space) Search Record IDs
(Guest Space) Add Record
(Guest Space) Update Record
(Guest Space) Add Comment
(Guest Space) Upload File
(Guest Space) Attach File to Record
(Guest Space) Get File Keys for Record
(Guest Space) Download File
(Guest Space) Delete Record
(Guest Space) Search Records by Query
(Guest Space) Update Record (Check box field)
Add Rows to Table
Update Table rows
Delete files attached to a record
Update record status
Bulk update record statuses
Update record (User selection field)
Post a comment (with mentions)
Add a record (File field)
Get comments for a record
Get one record
Update subtable rows (multiple rows)
Get App Field Information
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
Retrieve customer list
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