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Triggers and actions 1 trigger ยท 57 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 couponCreate a new coupon. POST /v1/coupon
Action
Add creditCreate a credit note/credit for a customer. POST /v1/credit
Action
Add customerCreate a new customer. POST /v1/customer
Action
Add invoiceCreate an invoice for a customer. POST /v1/customer/{handle}/invoice
Action
Add planCreate a new subscription plan. POST /v1/plan
Action
Add subscriptionCreate a new subscription for a customer. POST /v1/subscription
Action
Cancel subscriptionCancel a subscription by handle. POST /v1/subscription/{handle}/cancel
Action
Delete customerDelete a customer by handle. DELETE /v1/customer/{handle}
Action
Get chargeRetrieve a charge by handle. GET /v1/charge/{handle}
Action
Get couponRetrieve a coupon by handle. GET /v1/coupon/{handle}
Action
Get customerRetrieve a customer by handle. GET /v1/customer/{handle}
Action
Get invoiceRetrieve an invoice by id. GET /v1/invoice/{id}
Action
Get planRetrieve the current version of a plan by handle. GET /v1/plan/{handle}/current
Action
Get subscriptionRetrieve a subscription by handle. GET /v1/subscription/{handle}
Action
List customersList all customers. GET /v1/list/customer
Action
List invoicesList all invoices. GET /v1/list/invoice
Action
List plansList all plans. GET /v1/list/plan
Action
List subscriptionsList all subscriptions. GET /v1/list/subscription
Action
Update customerUpdate an existing customer by handle. PUT /v1/customer/{handle}
Action
Update subscriptionChange/update an existing subscription by handle. PUT /v1/subscription/{handle}
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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