Triggers when a new routing form submission is created.

Creates a new one-off meeting in Calendly.

Updates an existing contact by UUID. Requires a paid Calendly plan.

Finds an event based on UUID.

Finds a meeting recap based on UUID. Requires a paid Calendly plan.

Searches for a User by name or email.

Creates a standalone AML screening for an existing client (no ID verification invite is sent). Uses AML requests from your subscription or wallet.

Gets the invoice PDF for a bill.

Adds a contact person to a client, creating the contact or linking an existing one.

Updates (or clears) the external system ID stored on a client, e.g. your CRM's record ID.

Adds a note to an existing deal.

Updates the collection status, promise-to-pay date or assignee of an unpaid bill.

Sends the practice's unpaid-invoice reminder (with a pay link) for a bill by email or SMS.

Create and send an eForm from a template for an existing client.

Create and send an eForm from a template for a New Client.

Sends a draft eForm (or the whole stack it belongs to) to the client.

Create and send a client an Identity Verification and optionally run an AML check.

Converts a lead into an active client, keeping the same key.

Creates a new lead in the practice

Creates a new office in your practice.

Approves an onboarding that is Ready for Approval and sends it to the first recipient.

Completes a sent or submitted onboarding, saving every client to the practice and pushing them to connected systems.

Updates the invitation email subject, email content or client group of an onboarding.

Adds a note to an onboarding, optionally emailing the current recipient about it.

Copies the details collected for one onboarding client into the linked practice client and syncs connected systems.

Restarts the reminder schedule on a sent onboarding (uses one onboarding request).

Sends a draft onboarding to a staff member for approval.

Emails the practice's Payment Portal Link email (a 14-day link) to the client's email address.

Cancels a proposal so the client's link stops working. Completed and renewed proposals cannot be cancelled.

Creates a proposal for an existing client from one of your proposal templates.

Creates a new draft proposal copying the services, prices, billing, jobs and clients of an existing proposal.

Marks the work on a proposal complete and creates any bills set to be issued on completion.

Turns a declined proposal back into a draft so it can be edited and sent again.

Restarts the automatic reminder schedule so the client receives the reminders again.

Changes, removes or adds service lines on a proposal; lines you do not mention are left unchanged.

Adds a staff user to your practice and sends them an invite email.

Adds one or more staff users to an office, or removes them from their office.

Finds a bill (invoice) by ID, or by search text and status within a bill-date range.

Finds a client by its client key and returns full details, including addresses, custom fields and ID verification.

Finds a contact person on a client, optionally matching by email or name (primary contacts first).

Finds an eForm by key, or the newest eForm matching a client, search text or status.

Finds a lead by lead key, or by name, email, status or source.

Finds a requested or uploaded document on an onboarding, with its upload status.

Finds unpaid and part-paid bills, most overdue first (needs a finance-role API key).

Finds a proposal by key, or by client, status, text or last-updated date.

Finds a recurring billing schedule by ID or search text.

Finds a staff user in your practice by user key, email or name.

Cancels an event.

Creates a new contact. Requires a paid Calendly plan.

Finds a contact by UUID. Requires a paid Calendly plan.

Finds an invitee by their email address, returning up to their 100 most recent bookings. Optionally narrow the search to a single event type.

Finds a meeting recap transcript based on UUID. Requires a paid Calendly plan.

Builds a list of contacts. Requires a paid Calendly plan.

Creates a bill (invoice) for an active client.

Emails a bill with its PDF to the client (sends or resends).

Updates a client contact's details; fields left blank keep their current value.

Creates a new deal for a client or client group.

Updates the name, status, source, value or client of an existing deal.

Adds a follow-up (collection) note to an unpaid bill.

Cancels an eForm and the unfinished forms after it in its stack.

Creates an eForm (or stack of eForms) for a client as a draft, without sending it.

Emails the invitation again for a sent or opened eForm (not billed again).

Creates a new Client.

Create and send a New Client an Identity Verification and optionally run an AML check.

Creates a lead with contact details, addresses, status, source, value and an optional first note.

Adds a note to an existing lead.

Updates an office’s name, code, address or contact details.

Cancels an onboarding, stops the recipient link and refunds unused charges.

Creates a client onboarding for one recipient and one or more clients, and optionally sends it.

Creates a ZIP file of every document uploaded for one client on an onboarding.

Pauses or resumes automatic reminders on an onboarding.

Sends (or resends) an onboarding to one specific recipient.

Sends a draft onboarding to its first recipient, or sends it again to the current recipient if already sent.

Creates a 14-day link to the client's payment portal (to pay bills or save a card or bank account) without emailing it.

Approves a proposal that is awaiting approval and sends it to the client.

Creates a proposal for an existing client from a list of services, without a template.

Updates the settings of a draft or sent proposal (name, dates, terms, email, approval and so on); blank fields are left unchanged.

Records acceptance on the client's behalf (for example a signed paper copy) and runs the acceptance steps (billing, jobs, onboarding).

Gets a PDF of a proposal

Creates a renewal of an existing proposal (same services, billing and jobs) and marks the original as Renewed.

Sends a new proposal to the client (or to its approver when approval is required), or resends a proposal already sent.

Gets the PDF of a client statement (the emailed copy for sent statements).

Deactivates a staff user in your practice (they can be reactivated with Update User).

Updates a staff user’s name, mobile, role, office, meeting link or active status.

Gets a list of clients.

Finds the IDs a client is linked to in connected systems such as XPM, FYI, Karbon, GreatSoft, QuickBooks, FreeAgent and BGL.

Finds a deal by ID, name, client, group, status or source.

Finds a client group by name or group code.

Finds an office in your practice by ID, name or code.

Finds an onboarding by key, or the first match for search text, status or assigned user.