Convert an existing lead to contact and account

Update existing entry in the selected module

Finds an entry in a module

Create module entry if entry does not exist

Triggers when a new email is created.

Triggers when a new expense is created.

Triggers when a new invoice is created.

Triggers when a new matter is created.

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

Creates a new entry in a module

Relates an entry in this module with an entry in another module

Finds multiple entries in a module (with line item support)

Triggers when a new contact is created.

Triggers when a new call log is created.

Triggers when a new event is created.

Triggers when a new note is created.

New Relationship.

Triggers when a new time entry is created.

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