Creates a new note.

Sends an organization an offer reminder.

Finds an existing product or service.

Finds an existing job.

Finds an existing organization. If you only dispatch jobs to a single organization you will not need to use this search as the organization will default.

Triggers instantaneously when any entry is created in the specified module.

Add attachment to the selected Module entry

Convert an existing lead to contact and account

Update existing entry in the selected module

Create or update module entries

Finds an entry in a module

Create module entry if entry does not exist

Creates or Updates an organization. This requires elevated privileges i.e. authentication using the "Client ID" - if you require access to this API please reach out to

Creates or Updates a user (field worker or dispatcher).

Finds an existing customer.

Finds an existing job offer.

Finds an existing technician or dispatcher.

Triggers instantaneously when any entry is created or updated in the specified module.

Triggers instantaneously when a module entry is updated

Add new tag to existing module entries

Creates a new entry in a module

Relates an entry in this module with an entry in another module

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

Finds multiple entries in a module (with line item support)