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

Retrieve project reviews with facet, source, location, score, and tag filters, optional sorting by rating or timestamps, and calendar bounds on a chosen review datetime column.

Clear scheduled outreach for this customer without archiving or changing subscription state.

Record a customer revenue event from an external billing system.

Create a physical or business location for the project.

Create a review source with a display name. The slug is generated from the name. Optional color and sprite class apply when no custom icon image is configured for this source.

Permanently remove a mistaken charge row scoped to this project’s customers.

Remove a project location owned by the authenticated project.

Remove a review that should no longer be reconciled.

Soft-delete a review source when it is no longer used for ingestion or display.

Retrieve one customer belonging to the authenticated project with nested location and tags where present.

Paginated revenue charge rows for the authenticated project with optional calendar bounds on charged-at times.

Paginated revenue-charge history for one customer after ingest from billing systems.

Retrieve review history for one customer in the project.

Retrieve recent project outreach messages for reporting or auditing with optional calendar bounds on a chosen message datetime column.

Return every saved share template including default flag and layout settings.

Retrieve project tags used to organize customers and reviews.

Clear message opt-out state so outreach can resume for this customer again.

Unsubscribe a customer from future outreach and cancel unsent messages.

Replace the tag assignments for a customer using the provided slug list.

Mark whether a review is a duplicate record.

Replace the tag assignments for a review using the provided slug list.

Update display name, slug, color, or sprite class for an existing review source. Sending a sprite while a custom icon image is set returns an error.

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

Retrieve project customers with optional search, tag, sort, facet filters, and calendar bounds on a chosen datetime column.

Archive a customer and cancel any unsent outreach messages.

Schedule review request outreach through configured email or SMS channels.

Create a customer record with contact, location, and tag details.

Render a share-card PNG using optional template styling and aspect ratio, persist the image, and return CDN-backed metadata.

Create a project tag for customer or review organization.

Delete a customer from the authenticated project.

Delete a scheduled or sent outreach message for the authenticated project.

Remove a share template and promote another default when the deleted row was default.

Soft-delete a workspace tag shared across customers and reviews.

Retrieve a single project location for display slug or reconciliation use.

Retrieve project customers with optional search, tag, sort, facet filters, and calendar bounds on a chosen datetime column.

Retrieve message history for one customer in the project.

Retrieve every active location on the project for slug references or reconciliation with upstream systems.

Retrieve project reviews with facet, source, location, score, and tag filters, optional sorting by rating or timestamps, and calendar bounds on a chosen review datetime column.

Retrieve review source metadata available for project reviews.

Set or clear replied_at when a reply was handled outside the platform without changing stored reply text.

Restore an archived customer so asks and integrations treat them as active again.

Replace the internal notes stored on a customer.

Update public display and address details for a project location.

Publish or replace the business owner's reply on the review's connected platform (such as Google Business Profile or Facebook) using the project's active integration credentials; accepts manual reply text only and does not invoke AI drafting.

Show or hide a review in public displays.

Rename, recolor, or adjust slug and AI tagging settings for an existing workspace tag.