New Staff Member

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

New Time Entry

Trigger when a new time entry is created.

Add Payment to Invoice

Adds payment to invoice.

Create Estimate

Creates a new estimate.

Create Invoice

Creates an Invoice.

Create Other Income

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

Create Recurring Invoice

Creates a new recurring invoice.

Send Estimate

Sends an estimate by email.

Create or Update Client

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

Find Customer

Finds an existing customer.

Find or Create Customer

Find or Create Customer

Create Account

Create an Account in SharpSpring.

Create/Update Lead

Create a Lead in SharpSpring or update by email address.

New Invoice Payment Hook

Trigger when a new invoice payment is created.

Updated Estimate

Triggers when an estimate is updated.

Create Client

Creates a new client.

Create Expense

Creates new expense.

Create Invoice PDF

Creates a PDF of an Invoice.

Create Project

Creates new project.

Create Time Entry

Creates new time entry.

Send Invoice

Sends an invoice to the email for the invoice client.

Create or Update Invoice

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

Find Invoice

Finds an existing invoice.

Find or Create Invoice

Find or Create Invoice

Create Campaign

Create a new Campaign in SharpSpring.

Create/Update Opportunity