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Triggers and actions 1 trigger ยท 52 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}
Action
Add comment to taskAdds a comment to a task. POST /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}/comment-only
Action
Add mailboxCreates a new mailbox with default settings. POST /{account_id}/mailboxes
Action
Add projectCreates a new project. POST /{account_id}/internal-projects
Action
Add taskCreates a new task in a project. POST /{account_id}/internal-projects/{internal_project_id}/tasks
Action
Delete taskPermanently deletes a task. DELETE /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}
Action
Find tasksReturns a list of tasks matching search criteria. GET /{account_id}/tasks/search or POST /{account_id}/search/tasks
Action
Get mailboxReturns details of a mailbox including members and reply signature. GET /{account_id}/mailboxes/{mailbox_id}
Action
Get projectReturns project details (name, favorited, members). GET /{account_id}/internal-projects/{internal_project_id}
Action
Get taskGets the details of a task. GET /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}
Action
List accountsReturns the accounts the user has access to. GET /accounts
Action
List mailboxesReturns mailbox ID/name pairs the user has access to. GET /{account_id}/mailboxes/for-selection
Action
List projectsReturns project ID/name pairs the user has access to. GET /{account_id}/internal-projects/for-selection
Action
List workflowsReturns all published workflows available for an account. GET /{account_id}/workflows/for-selection
Action
Update task statusUpdates the status for a task. PUT /{account_id}/internal-projects/{internal_project_id}/tasks/{task_id}/status
Action
Upload fileUploads a file and returns the ID of the file. POST /{account_id}/files/upload
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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