Triggers when a new lead is created, optionally limited to one lead table.

Creates a new appointment.

Creates a new contact in the call center, chats and rooms directory. Name or phone is required.

Creates a new expense. Provide a vendor name or at least one line item.

Creates a new lead row in one of your lead tables.

Creates a new task in a task group.

Updates an existing client. Only the fields you fill in are changed.

Finds an invoice by its number or short reference code.

Triggers when an email is labeled. Also triggers when a reply is added to the conversation.

Triggers when you receive a new email that matches a search string you provide.

Triggers when a new email conversations begins in your inbox.

Archive an email message.

Create a draft email message.

Forward an existing email message to new recipients.

Creates a new label.

Remove a label from an email message.

Send a reply to an email message.

Finds an email message.

Creates a new client, or updates the existing client that matches by email or phone.

Creates a new estimate. Totals are calculated from the line items.

Creates a new invoice. Totals are calculated from the line items.

Creates a new reminder, owned by the connected member.

Sends an SMS or MMS message from one of your phone numbers.

Finds a client by email, phone number, or name.

Triggers when you receive a new attachment.

Triggers the first time a label is added to a conversation. Replies within that conversation will not trigger again.

Triggers when a new email appears in the specified mailbox.

Add a label to an email message.

Sends an email message to the trash.

Create a draft reply to an existing email.

Retrieves every message in a Gmail conversation by its thread ID.

Create and send a new email message.

Remove a specified label from all emails within a conversation.

Retrieves a specific Gmail message attachment by Filename.

Finds or creates a specific message.