Archives a board

Archives an item

Create a new column in board.

Create a new Item in a board

Create a new update.

Delete an item from a board

Create a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication.

Updates a update subitem on your board.

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

Finds the subitems of a specific item on the board

Returns the data for a all columns in the specific board

Returns the data for a specific file column in the board

Returns the details for a specific user

Triggers when a new estimate is created.

Triggers when a new invoice is created.

Triggers when a new credit note is created.

Trigger when a new project is created.

Triggers when a new vendor is created.

Trigger when a new time entry is created.

Triggers when an estimate is updated.

Triggers when a project is updated.

Adds payment to invoice.

Creates a checkout link.

Creates a create note.

Creates new expense.

Creates a PDF of an Invoice.

Creates new project.

Creates new time entry.

Deletes a checkout link for an item or service.

Sends an invoice to the email for the invoice client.

Updates an existing checkout link.

Updates a credit note.

Update an existing invoice based on invoice number. Optionally create a new invoice if one does not exist.

Updates a Vendor.

Finds an existing credit note.

Finds an estimate.

Finds an existing project.

Find a bill, or create one if it is not found.

Find a client, or create one if it is not found.

Find an invoice, or create one if it is not found.

Find a vendor, or create one if it is not found.

Archives a specific group in a board

Update an item's name

Creates a new group in a board

Create a new subitem in a item with column values

Delete a specific group from a board

Duplicate a group with its items

Move an item to a different group

Upload File To Specific Column

Find items that match a specific value in a column

Search for a user by name using exact matching

Returns the data for a specific column in the board

Returns the group name for a specific board

Triggers when a new client is created.

Triggers when a new expense is created.

Triggers when a new bill is created.

Triggers when a new invoice thats meets the condition is created.

Triggers when a new staff member completes their profile from the email they receive.

Triggers when a new invoice payment is created.

Triggers when a bill is updated.

Triggers when an invoice is updated.

Triggers when a vendor is updated.

Creates a new bill.

Creates a new client.

Creates a new estimate.

Creates an Invoice.

Creates other income (i.e., income that doesn't require an invoice and is received through other means).

Creates a new recurring invoice.

Creates a Vendor.

Sends an estimate by email.

Updates an existing bill.

Updates an existing client based on email. Optionally create a client if one is not found with matching email.

Updates an estimate.

Updates a time entry.