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Triggers and actions 18 triggers · 69 actions
Trigger
New AbsenceTriggered when a new absence is requested or recorded in the chosen Timesheet organization.
Trigger
New ProjectTriggered when a new project is created in Timesheet.
Trigger
New RateTriggered when a new pay rate is created in Timesheet.
Trigger
New TagTriggered when a new tag is created in Timesheet.
Trigger
New TaskTriggered when a new tracked time entry is recorded in Timesheet.
Trigger
New TeamTriggered when a new team is created in Timesheet.
Trigger
New TodoTriggered when a new to-do is created in Timesheet.
Action
Approve AbsenceApproves a pending absence request in a Timesheet organization. Returns the updated absence, including its new status and who approved it.
Action
Create ExpenseCreates an expense on a Timesheet task, with an amount, date and optional receipt. Returns the new expense with its ID.
Action
Create NoteCreates a note on a Timesheet task, with text and an optional attachment. Returns the new note with its ID.
Action
Create OrganizationCreates a new organization (team workspace) in Timesheet. Returns the new organization with its ID.
Action
Create ProjectCreates a new project in Timesheet, optionally with a client, default billing rate and team. Returns the new project with its ID.
Action
Create RateCreates a pay rate in Timesheet, such as an overtime multiplier or a bonus amount. Returns the new rate with its ID.
Action
Create ReminderCreates a reminder in Timesheet on a one-off or recurring schedule. Returns the new reminder with its ID and next fire time.
Action
Create TagCreates a tag in Timesheet that can be applied to time entries. Returns the new tag with its ID.
Action
Create TaskCreates a time entry (task) on a Timesheet project, with start and end times and optional tags, rate and mileage. Returns the new entry with its ID and duration.
Action
Create TeamCreates a team inside a Timesheet organization. Returns the new team with its ID.
Action
Create TodoCreates a to-do on a Timesheet project, with an optional due date, assignees and time estimate. Returns the new to-do with its ID.
Action
Delete ExpenseDeletes an expense from Timesheet. Returns confirmation that the expense was removed.
Action
Delete NoteDeletes a note from Timesheet. Returns confirmation that the note was removed.
Action
Delete OrganizationDeletes an organization from Timesheet. Returns confirmation that the organization was removed.
Action
Delete ProjectDeletes a project from Timesheet. Returns confirmation that the project was removed.
Action
Delete RateDeletes a pay rate from Timesheet. Returns confirmation that the rate was removed.
Action
Delete ReminderDeletes a reminder from Timesheet. Returns confirmation that the reminder was removed.
Action
Delete TagDeletes a tag from Timesheet. Returns confirmation that the tag was removed.
Action
Delete TaskDeletes a time entry from Timesheet. Returns confirmation that the entry was removed.
Action
Delete TeamDeletes a team from Timesheet. Returns confirmation that the team was removed.
Action
Delete TodoDeletes a to-do from Timesheet. Returns confirmation that the to-do was removed.
Action
Find AbsenceSearches absences in a Timesheet organization by member, contract, type, status or date range, and returns the first match plus the full list of matches.
Action
Find ExpenseSearches Timesheet expenses by text, time entry, organization or date range, and returns the first match plus the full list of matches.
Action
Find NoteSearches Timesheet notes by text, time entry, organization or date range, and returns the first match plus the full list of matches.
Action
Find OrganizationLooks up a Timesheet organization by name and returns its ID and details. Timesheet has no organization search endpoint, so this reads your organizations and matches the name, ignoring upper/lower case.
Action
Find ProjectSearches Timesheet projects by name, team or status, and returns the first match plus the full list of matches.
Action
Find RateSearches Timesheet pay rates by name, team, project or status, and returns the first match plus the full list of matches.
Action
Find ReminderLooks up a Timesheet reminder by name and returns its ID and schedule. Timesheet has no reminder search endpoint, so this reads your reminders and matches the name, ignoring upper/lower case.
Action
Find TagSearches Timesheet tags by name, team, project or status, and returns the first match plus the full list of matches.
Action
Find TaskSearches Timesheet time entries by text, project, to-do, team or date range, and returns the first match plus the full list of matches.
Action
Find TeamSearches Timesheet teams by name or organization, and returns the first match plus the full list of matches.
Action
Find TodoSearches Timesheet to-dos by title, project, status or assignee, and returns the first match plus the full list of matches.
Action
Get Current TimerReturns the state of your current Timesheet timer — whether it is running, paused or stopped, and the time entry it is tracking.
Action
Get ProjectReturns one Timesheet project by ID, including its client, settings and tracked totals.
Action
Get RateReturns one Timesheet pay rate by ID, including its multiplier and extra amount.
Action
Get TagReturns a single tag by its ID, including its name, colour, archived state, owning team and total tracked time.
Action
Get TaskReturns a single tracked time entry by its ID, including its description, start and end times, duration, billing flags, project, rate, member and tags.
Action
Get TeamReturns a single team by its ID, including its name, description, colour, owning organization, and project and member counts.
Action
Pause TimerPauses the running timer, starting a break. Returns the timer with its new paused state.
Action
Resume TimerResumes a paused timer, ending the current break. Returns the timer with its new running state.
Action
Send ReportGenerates a timesheet report for the chosen period and emails it to the given address.
Action
Start TimerStarts the timer on a project, creating a running time entry. Returns the timer and the entry it is tracking.
Action
Stop TimerStops the running timer and closes out the time entry it was tracking.
Action
Update ExpenseUpdates an existing expense's description, date, amount, refund status or attached receipt. Fields left blank keep their current values.
Action
Update NoteUpdates an existing note's text, date or attachment. Fields left blank keep their current values.
Action
Update OrganizationUpdates an organization's name, description, image, colour or AI chat setting. Fields left blank keep their current values.
Action
Update ProjectUpdates an existing project's name, client, office, colour, billing defaults, salary or archived state. Fields left blank keep their current values.
Action
Update RateUpdates an existing pay rate's name, multiplier, extra amount, enabled or archived state. Fields left blank keep their current values.
Action
Update ReminderUpdates an existing reminder's title, prompt, message template or schedule. Fields left blank keep their current values.
Action
Update TagUpdates an existing tag's name, colour or archived state. Fields left blank keep their current values.
Action
Update TaskUpdates an existing tracked time entry's project, description, times, billing flags, rate or tags. Fields left blank keep their current values.
Action
Update TeamUpdates an existing team's name, description, image, colour or salary visibility. Fields left blank keep their current values.
Action
Update TodoUpdates an existing to-do's title, details, status, due date, assignees or time estimate. Fields left blank keep their current values.
Trigger
Company AddedTriggers when a new company is created or added to a group.
Trigger
Company Custom Field UpdatedTriggers when a company custom field (for example tag, status, text, assignee) is updated.
Trigger
Company RemovedTriggers when a company is deleted from the workspace or removed from a group.
Trigger
Company UpdatedTriggers when a company basic field (like name, email or URL) in a group is updated.
Trigger
Deal AddedFires when a new deal is created. Poll GET /v1/deals sorted by creation date.
Trigger
Deal RemovedFires when a deal is deleted from a pipeline.
Trigger
Deal UpdatedFires when a deal is updated (stage change, field update). Poll GET /v1/deals sorted by update date.
Trigger
Person AddedTriggers when a new person is created or added to a group.
Trigger
Person Custom Field UpdatedTriggers when a person custom field (for example tag, status, text, assignee) is updated.
Trigger
Person RemovedTriggers when a person is deleted from the workspace or removed from a group.
Trigger
Person UpdatedTriggers when a person basic field (like first name, job title, email or URL) in a group is updated.
Action
Create CompanyCreates a company in folk, optionally adding it to a group and setting that group's custom fields.
Action
Create DealCreates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields.
Action
Create GroupCreates a group in folk. A default "All people" table view is added to the group automatically.
Action
Create NoteCreates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note.
Action
Create PersonCreates a person in folk, optionally adding them to a group and setting that group's custom fields.
Action
Create ReminderCreates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule.
Action
Delete CompanyDeletes a company from folk by its id.
Action
Delete PersonDeletes a person from folk by their id. This also removes their custom fields, notes and associations.
Action
Find a CompanySearches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping.
Action
Find a PersonSearches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping.
Action
Get a CompanyFetches one folk company by id, including its custom field values.
Action
Get a NoteFetches one folk note by id, with its text, author and the record it is attached to.
Action
Get a PersonFetches one folk person by id, including their custom field values.
Action
List GroupsReturns the groups in the folk workspace, with each group's id, name and visibility.
Action
Update CompanyUpdates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list.
Action
Update PersonUpdates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.