Creates a CRM Event in Holded

Creates a Payment

Creates a quote

Creates a Sales Receipt

Marks the selected invoice as paid

Sends an sales receipt to the assigned contact email address

Find an existing Contact

Triggers when a user clocks in (punches in) to start a shift.

Triggers when a manager field is updated on a specified form submission. In case the event is triggered, all the existing manager fields of the form will be sent.

Triggers when a new shift is created under the specified scheduler (real time trigger). Please note that this trigger doesn't support group shifts.

Triggers when a task is completed

Record the start time for the work period of an employee. The start time is automatically captured when the call is executed.

Creates a new job in the app.

Creates a new shift in a scheduler

Creates a timesheet row for user

Creates a new user in Connecteam

Deletes a single shift by Shift ID

Send a private message (DM) to a specified user within Connecteam's chat app, with the sender field set as a custom publisher. Ensure at least one custom publisher is defined in your account. If a conversation between the custom publisher and the selected user already exists, it will send the message to the same conversation, if not, it will create a new conversation.

Update user's custom fields

Update an existing shift.

Find a team or channel chat conversation by its name (title). If the name contains emojis, they will be ignored.

Finds a form submission by its from submission id.

Finds a shift within a specified date range. If multiple shifts match the filters, only the most recently updated one will be returned.

Finds a sub-job by its name. Please note that in the case of two sub-jobs with the same title but under different parent jobs, it will retrieve only the first one matched.

Finds a user in Connecteam by user id, full name, email address or phone number.

Creates a sales invoice

Creates a new Product

Creates a new Sales Order

Updates the status of the selected Credit Note to Paid

Sends an invoice to the assigned contact email address

Updates the information of a contact

Find an existing Contact

Triggers when a user clocks out (punches out) to end a shift (this event captures also the clock in data).

Triggers when a new form is submitted. This trigger is in real-time (replaces the deprecated form submission trigger which was polling based).

Triggers when an existing shift is updated under the specified scheduler (real time trigger). Please note that this trigger doesn't support group shifts.

Triggers when a new task is published. Supports adding a single task at a time. When creating multiple tasks, some data might be missing.

Archive a single user in the system. Please note that you can only archive users who have the 'user' user type.

Record the end time for the work period of an employee. The end time is automatically captured when the call is executed. The clock-out will be associated with the current open shift.

Creates a job with nested sub-jobs (with line items support)

Create a new task under a specified board. Currently, only 'one-time' task is supported.

Create a new time-off request for a user under a specified policy. The time-off request can be either in pending or approved status.

Creates a note for a specified user.

Send a message to a specific team or channel within Connecteam's chat app, with the sender field set as a custom publisher. Ensure at least one custom publisher is defined in your account before proceeding.

Update a form submission.

Update or add performance data values for a specific user on a given date. If a value already exists for that date, it will be replaced with the new value. If no value exists, the new value will be added.

Updates the time off balance of a user

Retrieves a form (if exists) by its name. The form includes details such as all associated questions and manager fields.

Finds a job by name or job ID.

Finds a form submission

Finds a task label by its name under a specified task board. In case of two labels with the same title, it will return the first one.