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 details
Search record ID
Add record
Update record
Post comment
Upload file
Associate file with record
Get file keys linked to record
Download file
Delete record
Search records with a query
Update record (Checkbox field)
(Guest space) Get record details
(Guest space) Search record ID
(Guest space) Add 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)
Get record details
Search record ID
Add record
Update record
Post comment
Upload file
Associate file with record
Get file keys linked to record
Download file
Delete record
Search records with a query
Update record (Checkbox field)
(Guest space) Get record details
(Guest space) Search record ID
(Guest space) Add record
(Guest space) Update record
(Guest Space) Post Comment
(Guest Space) Upload File
(Guest Space) Associate File with Record
(Guest Space) Get File Keys Linked to Record
(Guest Space) Download File
(Guest space) Delete record
(Guest space) Search records with query
(Guest space) Update record (Checkbox field)
Add subtable records
Update subtable records
Delete Files Attached to a Record
Update Record Status
Bulk Update Record Statuses
Update Record (User Selection Field)
Post Comment (with Mentions)
Add Record (File Field)
Get Comments Attached to a Record
Get Single Record
Update Subtable Records (Bulk Row Update)
Get App Field Information
Search Apps
(Guest Space) Search Apps
Update Related Records Field Settings on Form
Deploy App Settings to Production Environment
(Guest Space) Update Related Records Field Settings on Form
(Guest Space) Deploy App Settings to Production
Update Record (Reorder Table Field Rows)
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 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
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