Connect NeetoInvoice to Trestle

Both apps 18NeetoInvoice 11Trestle 7

• Trigger
  New Client

  Triggers when a new client is added to your NeetoInvoice workspace.

• Action
  Add client

  Creates a new client in NeetoInvoice with a name, currency and status.

• Action
  Add project

  Creates a project for a client in NeetoInvoice, with its billing method, tasks and assigned team members.

• Action
  Add time entry

  Logs hours worked by a team member on a project task for a given date.

• Action
  Generate invoice

  Generates an invoice for a client from unbilled time entries, services, expenses or fixed price projects, with optional taxes, and can email it to the client's recipients.

• Action
  Get client

  Returns the details of a client, including its currency, status and invoice recipients.

• Action
  Get project

  Returns the details of a project, including its client, billing method, rates, tasks and recurring invoice settings.

• Action
  List clients

  Returns the workspace's clients ordered by name, optionally filtered by status or by name.

• Action
  List time entries

  Returns the unbilled time entries logged against a client's project, optionally limited to a date range.

• Action
  Update client

  Updates an existing client's details, such as its name, currency, status, notes or address.

• Action
  Update project

  Updates an existing project's name, billing, time-rounding, autolock, approval settings and tasks.

• Action
  Address Validation

  Validates and USPS-normalizes a US street address and returns its validity, normalized components, ZIP+4 and latitude/longitude.

• Action
  Identify caller

  Looks up a phone number and returns its validity, line type and carrier, plus the top-ranked owner and that owner's current address.

• Action
  Phone Validation

  Validates a phone number and provides phone metadata, such as carrier name, line type (landline, mobile, non-fixed VoIP, etc.), is the phone prepaid, etc.

• Action
  Real Contact

  Verifies and grades a lead's contact information across name, phone, email, address and IP address, returning A–F contact grades, phone activity score, name-match results and IP trust signals.

• Action
  Reverse Address

  Validates a US street address and returns everyone currently living at it, with demographics, historical addresses and associated people for each resident.

• Action
  Reverse Phone

  Validates a phone number and returns all potential owners with demographics, current addresses, alternate phones and emails.

• Action
  Smart CNAM

  Validates a phone number and returns the top person or business name associated with it (caller name lookup).

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.