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Triggers and actions 22 triggers ยท 24 actions
Trigger
Invoice PaidTriggers when an invoice is fully paid.
Trigger
Invoice SentTriggers when an invoice is sent or marked as sent.
Trigger
New ClientTriggers when a new client is added.
Trigger
New ContactTriggers when new contact is added.
Trigger
New ExpenseTriggers when a new expense is added.
Trigger
New InvoiceTriggers when an invoice is created.
Trigger
New ProjectTriggers when a project is created.
Trigger
New TaskTriggers when a new task is added.
Trigger
New Time EntryTriggers when a time entry is created.
Trigger
New UserTriggers when a new User is added.
Trigger
New User AssignmentTriggers when a user is assigned to a project.
Trigger
Timer StartedTriggers when a timer is started.
Trigger
Timer StoppedTriggers when a timer is stopped.
Trigger
Updated ClientTriggers when a client is updated.
Trigger
Updated InvoiceTriggers when an invoice is updated.
Trigger
Updated Time EntryTriggers when a time entry is updated.
Action
Create ClientCreates a Client
Action
Create ContactCreates a Contact
Action
Create ProjectCreates a Project
Action
Create TaskCreates a Task and optionally assigns it to a project
Action
Create Time EntryCreates a Time Entry with duration
Action
Create Time Entry (Start & End Times)Creates a Time Entry with start and end times
Action
Find ClientFinds a client by name or ID
Action
Find InvoiceFinds an invoice by ID
Action
Find ProjectFinds a project by name
Action
Find TaskFinds a task by name
Action
Start TimerCreates and starts a timer for a given date
Action
Stop TimerStops any running timers
Trigger
Activity LoggedTriggers when an Activity is logged.
Trigger
Lead WonTriggers when a lead is won.
Trigger
New ActivityTriggers when new Activity is created.
Trigger
New CompanyTriggers when new Company is created.
Trigger
New LeadTriggers when a new Lead is created.
Trigger
New PersonTriggers when new Person is created.
Action
Create CompanyCreates a new Company.
Action
Create LeadCreates a new Lead.
Action
Create PersonCreates a new Person.
Action
Find CompanyFinds an existing company.
Action
Find LeadFinds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads.
Action
Find PersonFinds an existing person.
Action
Find UserFinds an existing User.
Action
Log ActivityCreates and logs a new Activity.
Action
Update CompanyUpdates an existing Company.
Action
Update LeadUpdates an existing Lead.
Action
Update Lead OutcomeUpdates a Lead Outcome.
Action
Update PersonUpdates an existing Person.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.