Archives a board

Archives an item

Create a new column in board.

Create a new Item in a board

Create a new update.

Delete an item from a board

Create a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication.

Updates a update subitem on your board.

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

Finds the subitems of a specific item on the board

Returns the data for a all columns in the specific board

Returns the data for a specific file column in the board

Returns the details for a specific user

Mark ClientPoint as Approved so it can be sent, print, signed

Creates a new ClientPoint in the app.

Updates an existing ClientPoint in the app.

Archives a specific group in a board

Update an item's name

Creates a new group in a board

Create a new subitem in a item with column values

Delete a specific group from a board

Duplicate a group with its items

Move an item to a different group

Upload File To Specific Column

Find items that match a specific value in a column

Search for a user by name using exact matching

Returns the data for a specific column in the board

Returns the group name for a specific board

Add a new Link whether its a webpage or youtube video to embed in ClientPoint.

Create a Clientpoint Notes. This will add a note to the clientpoint.

Generates a document from a template and replaces merge fields with data if provided.

Uploads a file to a ClientPoint in the app. This is useful for adding documents or files to a specific ClientPoint.