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Triggers and actions 1 trigger · 47 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
Create Intake LinkCreates a FilePost intake link — a public upload page you can send to someone so they can drop files to you, with your own limits on file type, size, count and how long it stays open.
Action
Delete FilePermanently deletes a file from FilePost. The stored file and its public link are removed and cannot be recovered.
Action
Delete intake linkCloses a FilePost intake link so it stops accepting uploads. Files already uploaded through it are untouched, and the slot frees up against your plan's limit on active links.
Action
Get fileReturns the details FilePost holds about one stored file — its name, size, type, download link and when it expires.
Action
Get intake linkReturns one intake link from your FilePost account, looked up by its intake link ID. FilePost has no single-link endpoint, so the link is selected out of your full list of intake links.
Action
List FilesReturns the files stored in your FilePost account, newest first, together with the total number of files.
Action
List intake linksReturns the intake links on your FilePost account, with each link's label, public upload page, limits and expiry.
Action
Update fileChanges whether a stored file's name appears in its public link, and returns the file with its new link.
Action
Upload FileUploads a file to FilePost and returns its shareable link.
Action
Upload File From URLStores a file from a public web link in FilePost and returns its shareable link.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.