Assign a Task Template List.

Creates a company contact.

Creates a new folder in a matter.

Creates a new matter note.

Creates a new task.

Updates an existing person contact.

Updates a task.

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

Find a company contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

Find a matter by number, display number, description, or client name.

Find a user by name.

Find or Create a Matter

Adds a security role for an employee through the Roles tab of the Manage Employees page.

Creates an Employee.

Creates a Guest

Creates an opportunity.

Updates the blockout time of an employee.

Fetches the guest from Zenoti using the guest ID. This can be used to get details for a specific guest without uncertainty if the ID is present. This should be preferred over guest search if using seach with a Zenoti trigger.

Fetches the guest from Zenoti using the guest ID. This can be used to get details for a specific guest without uncertainty if the ID is present. This should be preferred over guest search if using seach with a Zenoti trigger.

Updates an existing company contact.

Creates a new expense entry.

Creates a new matter.

Creates a person contact.

Creates a new time entry.

Update an existing matter.

Upload document to matter.

Finds a Bill by Client ID, Matter ID or Invoice number.

Find newest matter by client email.

Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.

Find or Create Company Contact

Find or Create Person Contact

Supply the unique id of the opportunity as opportunity_id and request body to this Action and this will add notes to that opportunity.

Creates a non-recurring blockout time for an employee.

Creates a Lead in Zenoti LMS.

Permanently deletes a blockout time of an employee. This action cannot be undone.

This API will search the nearest guest based on the search fields supplied as the query parameters. you should supply at least one search field and the value should contain at least 3 characters or 3 digits.

This API will search the nearest guest based on the search fields supplied as the query parameters. you should supply at least one search field and the value should contain at least 3 characters or 3 digits.