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Triggers and actions 31 triggers ยท 67 actions
Trigger
New ClientTriggers when a new client is created.
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ExpenseTriggers when an expense is created.
Trigger
New Exported Invoice (Bookkeeping)Triggers when a new invoice is exported (for the bookkeeping).
Trigger
New Incoming PaymentTriggers when a new incoming payment is created.
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New Invoice StatusTriggers when the status of an invoice is changed.
Trigger
New OfferTriggers when a new offer is created.
Trigger
New Outgoing PaymentTriggers when a new outgoing payment is created.
Trigger
New Planning EntryTriggers when a new Planning Entry is created.
Trigger
New PresenceTriggers when a new Presence is created.
Trigger
New Project AssignmentTriggers when a person is assigned to a project.
Trigger
New PurchaseTriggers when a new purchase is created.
Trigger
New Recurred ExpenseTriggers when an expense is recurred.
Trigger
New TaskTriggers when a new task is created.
Trigger
New Time EntryTriggers when a new time entry is created.
Trigger
Unarchived ProjectTriggers when a project is made active again.
Trigger
Updated CompanyTriggers when a company was updated.
Trigger
Updated ExpenseTriggers when an expense was updated.
Trigger
Updated InvoiceTriggers when an invoice was updated.
Trigger
Updated LeadTriggers when a lead was updated.
Trigger
Updated Planning EntryTriggers when a Planning Entry was updated.
Trigger
Updated PresenceTriggers when a Presence was updated.
Trigger
Updated ProjectTriggers when a project was updated.
Trigger
Updated PurchaseTriggers when a purchase was updated.
Trigger
Updated Time EntryTriggers when a time entry was updated.
Action
Create CommentCreates a new Comment.
Action
Create CompanyCreates a new company (customer only).
Action
Create ContactCreates a new contact person.
Action
Create ExpenseCreates a new Expense.
Action
Create Incoming PaymentCreates a new incoming payment.
Action
Create LeadCreates a new lead.
Action
Create Outgoing PaymentCreates a new outgoing payment.
Action
Create ProjectCreates a new Project.
Action
Create PurchaseCreates a new Purchase.
Action
Create TaskCreates a new project task.
Action
Create Time EntryCreate a new time entry.
Action
Find CompanyFinds an existing Company.
Action
Find ContactFinds an existing Contact.
Action
Find ExpenseFinds an existing Expense.
Action
Find InvoiceFinds an existing Invoice.
Action
Find LeadFinds an existing lead.
Action
Find OfferFinds an existing Offer.
Action
Find Planning EntryFinds an existing Planning Entry.
Action
Find ProjectFinds an existing project.
Action
Find PurchaseFinds an existing Purchase.
Action
Find TaskFinds an active Task for a Project.
Action
Find Time EntryFinds an existing Time Entry.
Action
Find UserFinds an existing active user.
Action
Record PresenceRecord a new presence.
Trigger
Calendar Event ChangesTriggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Trigger
New Calendar EventTriggered when a new calendar event is created in the Outlook calendar.
Trigger
New Contact AddedTriggered when a new contact is added in the Outlook contacts.
Trigger
New Outlook MessageTriggered when a new message is received in the Outlook mailbox.
Trigger
New Sent MessageTriggered when a new message is sent from the Outlook mailbox.
Action
Add Mail AttachmentTool to add an attachment to an email message. use when you have a message id and need to attach a small (<3 mb) file or reference.
Action
Create CalendarTool to create a new calendar in the signed-in user's mailbox. use when organizing events into a separate calendar.
Action
Create Contact FolderTool to create a new contact folder in the user's mailbox. use when needing to organize contacts into custom folders.
Action
Create Email RuleCreate email rule filter with conditions and actions
Action
Create Mail FolderTool to create a new mail folder. use when you need to organize email into a new folder.
Action
Create Master CategoryTool to create a new category in the user's master category list. use after selecting a unique display name.
Action
Delete Mail FolderDelete a mail folder from the user's mailbox. use when you need to remove an existing mail folder.
Action
Download Outlook AttachmentDownloads a specific file attachment from an email message in a microsoft outlook mailbox; the attachment must contain 'contentbytes' (binary data) and not be a link or embedded item.
Action
Get Mailbox SettingsTool to retrieve mailbox settings. use when you need to view settings such as automatic replies, time zone, and working hours for the signed-in or specified user.
Action
Get Mail DeltaTool to retrieve incremental changes (delta) of messages in a mailbox. use when syncing mailbox updates since last checkpoint.
Action
Get Mail TipsTool to retrieve mail tips such as automatic replies and mailbox full status. use when you need to check recipient status before sending mail.
Action
Get Master CategoriesTool to retrieve the user's master category list. use when you need to get all categories defined for the user.
Action
Get Supported LanguagesTool to retrieve supported languages in the user's mailbox. use when you need to display or select from available mailbox languages.
Action
Get Supported Time ZonesTool to retrieve supported time zones in the user's mailbox. use when you need a list of time zones to display or choose from for event scheduling.
Action
List CalendarsTool to list calendars in the signed-in user's mailbox. use when you need to retrieve calendars with optional odata queries.
Action
List Event AttachmentsTool to list attachments for a specific outlook calendar event. use when you have an event id and need to view its attachments.
Action
List Outlook AttachmentsLists metadata (like name, size, and type, but not `contentbytes`) for all attachments of a specified outlook email message.
Action
List RemindersTool to retrieve reminders for events occurring within a specified time range. use when you need to see upcoming reminders between two datetimes.
Action
Outlook Add Event AttachmentAdds an attachment to a specific outlook calendar event. use when you need to attach a file or nested item to an existing event.
Action
Outlook Calendar Create EventCreates a new outlook calendar event, ensuring `start datetime` is chronologically before `end datetime`.
Action
Outlook Create ContactCreates a new contact in a microsoft outlook user's contacts folder.
Action
Outlook Create DraftCreates an outlook email draft with subject, body, recipients, and an optional attachment. supports creating drafts as part of existing conversation threads by specifying a conversationid; attachments require a name, mimetype, and content.
Action
Outlook Create Draft ReplyCreates a draft reply in the specified user's outlook mailbox to an existing message (identified by a valid `message id`), optionally including a `comment` and cc/bcc recipients.
Action
Outlook Delete ContactPermanently deletes an existing contact, using its `contact id` (obtainable via 'list user contacts' or 'get contact'), from the outlook contacts of the user specified by `user id`.
Action
Outlook Delete EventDeletes an existing calendar event, identified by its unique `event id`, from a specified user's microsoft outlook calendar, with an option to send cancellation notifications to attendees.
Action
Outlook Get ContactRetrieves a specific outlook contact by its `contact id` from the contacts of a specified `user id` (defaults to 'me' for the authenticated user).
Action
Outlook Get Contact FoldersTool to retrieve a list of contact folders in the signed-in user's mailbox. use after authentication when you need to browse or select among contact folders.
Action
Outlook Get EventRetrieves the full details of a specific calendar event by its id from a user's outlook calendar, provided the event exists.
Action
Outlook Get MessageRetrieves a specific email message by its id from the specified user's outlook mailbox. use the 'select' parameter to include specific fields like 'internetmessageheaders' for filtering automated emails.
Action
Outlook Get ProfileRetrieves the microsoft outlook profile for a specified user.
Action
Outlook Get ScheduleRetrieves free/busy schedule information for specified email addresses within a defined time window.
Action
Outlook List ContactsRetrieves a user's microsoft outlook contacts, from the default or a specified contact folder.
Action
Outlook List EventsRetrieves events from a user's outlook calendar via microsoft graph api, supporting pagination, filtering, property selection, sorting, and timezone specification.
Action
Outlook List Mail FoldersTool to list a user's top-level mail folders. use when you need folders like inbox, drafts, sent items; set include hidden folders=true to include hidden folders.
Action
Outlook List MessagesRetrieves a list of email messages from a specified mail folder in an outlook mailbox, with options for filtering (including by conversationid to get all messages in a thread), pagination, and sorting; ensure 'user id' and 'folder' are valid, and all date/time strings are in iso 8601 format.
Action
Outlook Move MessageMove a message to another folder within the specified user's mailbox. this creates a new copy of the message in the destination folder and removes the original message.
Action
Outlook Reply EmailSends a plain text reply to an outlook email message, identified by `message id`, allowing optional cc and bcc recipients.
Action
Outlook Search MessagesSearches messages in a microsoft 365 or enterprise outlook account mailbox, supporting filters for sender, subject, attachments, pagination, and sorting by relevance or date.
Action
Outlook Send EmailSends an email with subject, body, recipients, and an optional attachment via microsoft graph api; attachments require a non-empty file with valid name and mimetype.
Action
Outlook Update Calendar EventUpdates specified fields of an existing outlook calendar event.
Action
Outlook Update ContactUpdates an existing outlook contact, identified by `contact id` for the specified `user id`, requiring at least one other field to be modified.
Action
Outlook Update EmailUpdates specified properties of an existing email message; `message id` must identify a valid message within the specified `user id`'s mailbox.
Action
Update Mailbox SettingsTool to update mailbox settings for the signed-in user. use when you need to configure automatic replies, default time zone, language, or working hours. example: schedule automatic replies for vacation.
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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