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Triggers and actions 11 triggers ยท 61 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
Completed task in projectTriggered when any task is completed in the selected project.
Trigger
New comment on taskTriggered when any new comment is made to the selected task.
Trigger
New or updated task in projectTriggered when any task is added or updated in the specified project in the specified workspace.
Trigger
New project in workspaceTriggered when a new project is added to the selected workspace.
Trigger
New story on taskTriggered when any new story is made to the selected task.
Trigger
New tag in workspaceTriggered when a new tag is added to the selected workspace.
Trigger
New task assigned to you in workspaceTriggered when a task is assigned to you in the selected workspace.
Trigger
New team in workspaceTriggered when a new team is added to the selected workspace.
Trigger
New userTriggered when a new user is created.
Trigger
New workspaceTriggered when a new workspace is created.
Action
Add attachmentUpload an attachment to a task. POST /attachments (multipart, parent=task_gid).
Action
Add tag to taskAdds an existing tag to a task.
Action
Add task to sectionMoves a task into a section of a project.
Action
Associate task to projectAssociates a newly created task to a specified project in the specified workspace.
Action
Complete taskMarks a task as completed.
Action
Create new commentCreates a new comment on the specified task.
Action
Create new projectCreates a new project in the specified workspace.
Action
Create new taskCreates a new task in a workspace or project.
Action
Create section in projectCreates a new section within a project.
Action
Create subtaskCreates a subtask under an existing parent task.
Action
Delete commentDelete a comment (story) by gid. DELETE /stories/{story_gid}.
Action
Delete projectDelete a project by gid. DELETE /projects/{project_gid}.
Action
Delete taskPermanently deletes a task.
Action
Duplicate taskCreates a copy of an existing task.
Action
Find tasks in projectReturns the tasks belonging to a project.
Action
Get projectFetch a single project by its gid. GET /projects/{project_gid}.
Action
Get task by IDReturns a single task's details by its ID.
Action
Get userFetch a single user by gid (or 'me'). GET /users/{user_gid}.
Action
List attachmentsList attachments on a task. GET /attachments?parent={task_gid}.
Action
List projectsList projects in a workspace, optionally filtered by team. GET /workspaces/{workspace_gid}/projects.
Action
List usersList users in a workspace. GET /workspaces/{workspace_gid}/users (or GET /users).
Action
Remove tag from taskRemoves a tag from a task.
Action
Update projectUpdate a project's fields (name, notes, due date, etc). PUT /projects/{project_gid}.
Action
Update taskUpdates an existing task's fields.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.