Triggers when a new note is created.

New Relationship.

Creates a contact.

Creates a call log.

Creates an event.

Creates an expense category.

Creates a matter.

Creates a task.

Searches for a contact by email address, name, contact number or phone number, and can create one if not found.

Searches for a user by email address.

Find or Create Matter

Triggers when an item is created in a specific board.

Triggers when one of the specified columns' value is changed in the selected board.

Triggers when a specific column's value changes in a subitem within the selected board.

Archives a specific group in a board

Update an item's name

Creates a new board

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 payment is created.

Triggers when a new task is created.

Creates a bank account.

Creates an email.

Creates an expense.

Creates an item.

Creates a note.

Creates a time entry.

Searches for a matter by name or number, or create one if not found.

Find or Create Contact

Triggers when any column's value is changed in the selected board.

Triggers when an item is moved to a group (same or different board).

Triggers when a new subitem on a specific board is created.

Triggers when a specific column's value changes in the selected board.

Triggers when a new update is posted on a board.

Archives a board

Archives an item

Change multiple column values of 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