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Triggers and actions 8 triggers ยท 58 actions
Trigger
New ExpenseFires when a new expense is created. Backed by vendor webhook registration (POST /v1/webhooks, event=expense.created).
Action
Add ClientCreate a client. POST /v1/clients
Action
Add DepositCreate a deposit. POST /v1/deposits
Action
Add ExpenseCreate an expense. POST /v1/expenses
Action
Add InvoiceCreate an invoice. POST /v1/invoices
Action
Add ProductCreate a product. POST /v1/products
Action
Add QuoteCreate a quote. POST /v1/quotes
Action
Add VendorCreate a vendor. POST /v1/vendors
Action
Apply deposit to invoiceApply a deposit balance to an invoice. POST /v1/deposits/{depositId}/apply
Action
Delete ClientDelete a client. DELETE /v1/clients/{clientId}
Action
Delete ExpenseDelete an expense. DELETE /v1/expenses/{expenseId}
Action
Delete InvoiceDelete an invoice. DELETE /v1/invoices/{invoiceId}
Action
Delete ProductDelete a product. DELETE /v1/products/{productId}
Action
Delete QuoteDelete a quote. DELETE /v1/quotes/{quoteId}
Action
Delete VendorDelete a vendor. DELETE /v1/vendors/{vendorId}
Action
Get ClientRetrieve a client by id. GET /v1/clients/{clientId}
Action
Get DepositRetrieve a deposit by id. GET /v1/deposits/{depositId}
Action
Get ExpenseRetrieve an expense by id. GET /v1/expenses/{expenseId}
Action
Get InvoiceRetrieve an invoice by id. GET /v1/invoices/{invoiceId}
Action
Get ProductRetrieve a product by id. GET /v1/products/{productId}
Action
Get QuoteRetrieve a quote by id. GET /v1/quotes/{quoteId}
Action
Get VendorRetrieve a vendor by id. GET /v1/vendors/{vendorId}
Action
List ClientsList clients. GET /v1/clients
Action
List DepositsList deposits. GET /v1/deposits
Action
List ExpensesList expenses. GET /v1/expenses
Action
List InvoicesList invoices. GET /v1/invoices
Action
List ProductsList products. GET /v1/products
Action
List QuotesList quotes. GET /v1/quotes
Action
List VendorsList vendors. GET /v1/vendors
Action
Mark invoice as paidMark an invoice as paid. POST /v1/invoices/{invoiceId}/paid
Action
Send InvoiceSend invoice by email to the client. POST /v1/invoices/{invoiceId}/send
Action
Send QuoteSend quote by email to the client. POST /v1/quotes/{quoteId}/send
Action
Update ClientPartial update a client. PATCH /v1/clients/{clientId}
Action
Update ExpensePartial update an expense. PATCH /v1/expenses/{expenseId}
Action
Update InvoicePartial update an invoice. PATCH /v1/invoices/{invoiceId}
Action
Update ProductPartial update a product. PATCH /v1/products/{productId}
Action
Update QuotePartial update a quote. PATCH /v1/quotes/{quoteId}
Action
Update VendorPartial update a vendor. PATCH /v1/vendors/{vendorId}
Trigger
New ProgressTriggers when a new task progress is created.
Trigger
New ProjectFires when a new project is created in 5pm (poll ProjectsService getList).
Trigger
New TaskTriggers when a new support task is created.
Trigger
New UserTriggers when a new support user is created.
Trigger
Updated ProjectFires when a project is updated in 5pm (poll ProjectsService getList).
Trigger
Updated TaskTriggers when a new support task is updated.
Trigger
Updated UserTriggers when a new support user is updated.
Action
Add Task ProgressAdd Task Progress (progress in percent and house down).
Action
Add UserCreate a new user in the 5pm account (UsersService add).
Action
Create NoteCreates a new note in task.
Action
Create ProjectCreates a new project.
Action
Create TaskAction
Delete NoteRemove an activity note/progress message (ActivityService remove).
Action
Delete ProjectRemove a project (ProjectsService remove).
Action
Delete TaskRemove a task from a 5pm project (TasksService remove).
Action
Delete UserRemove a user from the account (UsersService remove).
Action
Find Project by IdRetrieve a single project by its id (ProjectsService getById).
Action
Find TaskFinds a task in the application.
Action
Find Task by IdFinds a task by Id in the application.
Action
Find User by EmailRetrieve a user by their email address (UsersService getByEmail).
Action
Find User by IdFinds a user by Id in the system.
Action
List NotesList activity notes/progress messages on a task (ActivityService getList).
Action
List ProjectsList all projects in the account (ProjectsService getAll/getList).
Action
List UsersList all users in the account (UsersService getAll).
Action
Update NoteUpdate an activity note/progress message (ActivityService update).
Action
Update ProjectUpdate a project's fields (ProjectsService update).
Action
Update TaskUpdate task in the application.
Action
Update UserUpdate a user's fields (UsersService update).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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