Triggers when a new invoice is created.

Triggers when a new quote is created, or when an existing quote’s status changes to the selected value (draft, issued, declined, accepted, or revised).

Creates a cost in cost admin.

Creates a cost on a job using either the job number or the job uuid.

Creates a new lead.

Creates a task in task admin.

Finds an account by account code.

Finds a client type using name.

Finds job tasks for a job using a job number or job uuid.

Finds an existing tax.

Finds a job using a job number or job uuid.

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

Creates a new client.

Creates a new job.

Creates a task on a job using either the job number or the job uuid.

Creates a new purchase order.

Creates a timesheet entry for a staff member and task.

Finds a business by name.

Finds job costs for a job using a job number or job uuid.

Finds a staff member by name, email, or uuid.

Finds a client by client name or uuid.

Finds a job status by status name or uuid.

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