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 a new file is created.

Triggers when a file is created or modified in the selected folder.

Deletes a file or folder, moving it to the Recycle Bin.

Upload a file.

Moves a file or folder to a different location. Optionally rename the item.

Replaces a file in a personal drive with new content.

Create a sharing link for a file or folder.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Search for files by name, content, or metadata.

Search for items using Keyword Query Language.

List all users and links that have access to a file or folder.

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 a new folder is created.

Copy a file or folder to a new location.

Exports a file to PDF or HTML format.

Create a new folder.

Remove a specific user or link’s access to a file or folder. Provide either email address or permission ID.

Send a sharing invitation to specific recipients for a file or folder.

Create a new text file with custom content.

Find a specific drive using its unique ID.

Find a specific file or folder using its unique ID.

Search for folders by name and metadata.