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- Contract SignedTriggers when a client submits a signed contract.Trigger
- New Project as JobTriggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.Trigger
- New Project as LeadTriggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.Trigger
- New Payment ReceivedTriggers when a client makes a payment on an invoice.Trigger
- Project Status UpdatedTriggers when a project's status is updated.Trigger
- Create ProjectCreates a new project.Action