Triggers when a document is updated.

Triggers when a file is created.

Triggers when a task is created.

Triggers when a contact is created for a vendor.

Triggers when a vendor is updated.

Give a user direct access to a JobTread record.

Create a new customer including optional contacts, locations, and jobs.

Create a new Daily Log.

Create a new location.

Create a new vendor including optional contacts, locations, and jobs.

Import a task template to a JobTread item.

Update an existing customer.

Update an existing location.

Update an existing vendor.

Search for a customer by name or custom field value

Search for a location by name or custom field value

Search for a vendor by name or custom field value

Triggers when a new company is created.

Triggers when a new pipeline record is created.

Triggers when a new product is created.

Triggers when an existing company is updated.

Triggers when a pipeline record is updated.

Creates a new company or updates the details of the existing company.

Creates a new company

Creates a new task.

Updates an existing contact.

Updates an existing event

Updates a new task.

Retrieve records from a selected module using a COQL query.

Searches an existing contact.

Searches an existing event.

Searches an existing task.

Triggers when one of the selected events occurs.

Triggers when a file is updated.

Triggers when a task is updated.

Triggers when a vendor is created.

Advanced users only. Run JobTread queries with custom JavaScript. Can handle multiple async calls. Return desired output as an object.

Create a comment on a JobTread item.

Create a new contact for a customer.

Create a new job.

Create a new task.

Create a new contact for a vendor.

Advanced users only. Run a custom API query.

Update an existing job.

Update an existing task.

Upload files to a JobTread item.

Search for a job by number or custom field value

Search for a membership by user name or email address.

Triggers when a new call is added.

Triggers when a new contact is created.

Triggers when a new event is added.

Triggers when a new task is added.

Triggers when an existing contact is updated.

Creates a new call.

Creates a new contact or updates the details of the contact, if contact with the provided email address exists.

Creates a new event.

Creates a new contact.

Creates a new product.

Updates an existing company

Updates the details of an existing pipeline record

Updates an existing product.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Searches an existing company.

Searches an existing pipeline record.

Searches an existing product.

Searches an existing user.