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 a new customer is created.

Triggers when a new vendor invoice is created.

Creates a new bill.

Creates a new customer.

Creates a new project resource or updates an existing one.

Updates an existing bill.

Updates an existing invoice.

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 a new contact is created.

Triggers when a new invoice is created.

Triggers when a new sales invoice is created.

Triggers when a new vendor is created.

Creates a new contact.

Creates a new invoice.

Creates a new vendor invoice as a Purchasing Document.

Updates an existing customer.

Updates an existing vendor invoice.