Triggers when a new client is added to the business.

Triggers when paid invoice is generated in the business.

Add a new contact in your list and optionally tag it.

Adds a new custom field to capture additional information.

Removes the custom field from the DirectIQ account. This action is irreversible.

Removes the selected contact from the list without deleting it from the system.

Remove a contact from a specific tag

Triggers when a new family member is added to the business.

Triggers within 3 hours from when the booking is made.

Append a note to the contact's profile

Permanently deletes the contact from DirectIQ account if it is not within the billing period.

Temporarily disables the contact without deleting it.

Sends an email from your DirectIQ account with HTML or plaint text content