Create a new bill, optionally tied to a customer.

Create a new bill, optionally tied to a customer (with line item support).

Creates a new employee.

Adds a new customer.

Creates a new expense using check, cash, or credit card.

Creates a new journal entry.

Adds a new sales receipt (with line item support).

Creates a new purchase order.

Sends an estimate.

Send an existing sales receipt.

Updates an existing bill.

Updates an existing estimate.

Updates an existing product.

Updates an existing sales receipt.

Adds a new vendor.

Void an invoice.

Find an account by name.

Find a customer by name or email address.

Finds a bill payment by ID or document number.

Finds customers using custom SQL-like WHERE clause syntax for advanced querying.

Finds a payment method by name.

Find products by names (with line item support)

Finds a purchase order by ID or document number.

Find an invoice using either Invoice Number, Invoice ID or Invoice Date or Due Date.

Find a vendor by name.

Finds or creates a specific employee.

Finds or creates a specific product.

Triggers when a Folderit API GET request returns a new record.

Triggers when a new Folderit folder is created in the selected location.

Triggers when an actionable Folderit workflow request is assigned to the connected user.

Triggers when selected Folderit task and workflow events occur.

Uploads a new version to an existing Folderit file while preserving its UID and history.

Creates a typed Folderit eForm record after validating every mapped field.

Creates or updates one explicit Folderit public link with READ or PREVIEW access and verifies it.

Creates or updates one exact private Folderit share without broadening access recursively, then verifies the result.

Copies one Folderit record with explicit safe defaults and returns the ordered duplicate UID when complete.

Sends a request to a Folderit API endpoint with custom parameters.

Lists the current workflow progress visible for one Folderit record.

Lists Folderit eForm/data types and their exact typed field UIDs.

Lists files, folders, or both inside one Folderit folder.

Lists attachment metadata for one Folderit task without exposing signed download URLs.

Lists, adds, or removes an exact Folderit record relation without deleting either record.

Revokes one exact Folderit share only after typed confirmation and verifies that it is absent or deleted.

Updates only explicitly mapped Folderit eForm fields and verifies the exact readback.

Creates or updates metadata fields on a Folderit file or folder.

Searches Folderit records using content, metadata, document, folder, tag, type, and date filters.

Finds a Folderit file or folder by UID, name, document number, or metadata value.

Gets one Folderit file, folder, or eForm/data-item record by its exact UID.

Attach a file or note to a QuickBooks record, or upload a standalone file without linking it to a record

Create a new bill, optionally tied to a customer (with line item support).

Creates a new deposit in QuickBooks.

Creates a new credit memo.

Create a new estimate (with line item support).

Creates a new product or service.

Adds a new invoice (with line item and bundle item support).

Creates a new payment, optionally linked to an invoice.

Creates a new refund receipt.

Send an existing invoice.