Create a new bill, optionally tied to a customer.

Create a new bill, optionally tied to a customer (with line item support).

Creates a new employee.

Adds a new customer.

Creates a new expense using check, cash, or credit card.

Creates a new journal entry.

Adds a new sales receipt (with line item support).

Creates a new purchase order.

Sends an estimate.

Send an existing sales receipt.

Updates an existing bill.

Updates an existing estimate.

Updates an existing product.

Updates an existing sales receipt.

Adds a new vendor.

Void an invoice.

Find an account by name.

Find a customer by name or email address.

Finds a class based on name or ID.

Finds an employee based on display name or ID.

Find products by names (with line item support)

Finds a sales receipt by ID, Customer Name or Sales Receipt Number.

Find a product by name or sku

Finds or creates a specific customer v2.

Finds or creates a specific sales receipt.

Finds or creates a specific vendor.

Triggers when a lead is comment on. This trigger only works for

Triggers when a lead is deleted. This trigger only works for

Triggers when someone clicks on the lead Actions menu for a manual fire. This trigger only works for

Triggers when a specific step of the lead is changed. This trigger only works for

Triggers when a client folder is created.

Triggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for

Add an attachment to a lead

Call our simplified API to interact with your data

Change the status of a lead to Standby, Won, Cancelled or Lost

Log an activity on a specific lead based on the parameters given. This action only works for

Create a prospect on a specific prospecting list based on the data given. This action only works for

Creates a new lead.

Set the estimated closing date on a lead

Finds a prospecting list by searching.

Attach a file or files to an entity or add a note to an entity.

Create a new bill, optionally tied to a customer (with line item support).

Creates a new deposit in QuickBooks.

Creates a new credit memo.

Create a new estimate (with line item support).

Creates a new product or service.

Adds a new invoice (with line item and bundle item support).

Creates a new payment, optionally linked to an invoice.

Creates a new refund receipt.

Send an existing invoice.

Creates a new single time activity.

Updates an existing customer.

Updates an existing invoice (with line item support).