Triggers when a milestone is marked as achieved. All the project team will receive it.

Triggers when you become the owner of a collection item. Only you will receive it.

Triggers when a new team member is added to a project. All the project team will receive it.

Triggers when you become the owner of a work package. Only you will receive it.

Triggers when a work package is no longer authorized (disabled). All the project team will receive it.

Triggers when work is logged in a project. Only the project owner and the project manager will receive it.

This action adds a deliverable under another deliverable, if you are the project owner / manager.

This action adds feedback to a deliverable, if the "Feedback from the team" project setting is enabled.

This action adds feedback to a work package, if the "Feedback from the team" project setting is enabled.

This action logs worked hours for any task, it does not have to be owned by you.

Creates a new contact.

Creates a new credit note.

Creates a new estimate.

Creates a new note.

Creates a new pending line item.

Creates a new task.

Finds a credit note by ID or credit note number.

Finds an invoice by ID or invoice number.

Find or Create Customer

Triggers when an announcement is made. All the project team will receive it.

Triggers when a stage is marked as being current. All the project team will receive it.

Triggers when a task is assigned to you. Only you will receive it.

Triggers when a task is no longer marked as being blocked. All the project team will receive it.

Triggers when a work package is authorized (enabled). All the project team will receive it.

This action adds a cost to a deliverable, if the "Cost management" project setting is enabled AND you are the project owner / manager.

This action adds an expense to a deliverable, if the "Cost management" project setting is enabled AND you are the project owner / manager.

This action adds feedback to a stage, if the "Feedback from the team" project setting is enabled.

This action adds a task to a deliverable, if the "Task autonomy" project setting is enabled OR if you are the project owner / manager.

Creates a new credit balance adjustment.

Creates a new customer.

Creates a new invoice.

Creates a new payment.

Creates a new subscription.

Updates a customer.

Finds an estimate by ID or estimate number.

Finds an existing customer, or creates one if it does not exist.