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 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 a job cost 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 file is added to any first-level subfolder of the selected folder. Files added directly to the selected folder do not trigger.

Triggers when a new list is created.

Triggers when a file is created or updated in the selected folder (excludes subfolders).

Triggers when a site page is created or updated.

Create new folder in selected document library.

Creates a new item in a list.

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

Create a new text file with custom content.

Deletes a list item from a list.

Exports a file to PDF or HTML format.

Sets status of an existing page to published.

Replaces an existing file with new content.

Uploads a file to document library.

Search for files or folders.

Searches for SharePoint sites by name or keyword.

Retrieves information about a file or folder by its ID.

List all users and groups who have access to a file or folder.

Gets a specific site page using its unique ID.

Triggers when a new job is created.

Triggers when a new lead is created.

Triggers when a new supplier is created.

Triggers when a job task is updated.

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.

Finds an existing tax.

Finds a job using a job number or job uuid.

Triggers when a new file is created in the selected folder (excludes subfolders).

Triggers when a new direct subfolder is created in the selected folder (or drive root), or when an existing direct subfolder is renamed.

Triggers when a new item is created in a list.

Triggers when a list item is created or updated.

Copies a file or folder within or across sites.

Creates a new list in a site.

Creates a new site page in SharePoint.

Creates a sharing link for a file or folder.

Deletes a file or folder from a document library.

Deletes a site page from SharePoint.

Moves a file or folder to a different location within the same document library. Optionally rename the item.

Remove specific user access to a file or folder. Requires either email address or permission ID.

Updates an existing item in a list.

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

Finds list items by searching field values.

Checks the status of a copy operation and returns the new file ID when complete.

Retrieves all files and subfolders within a specified folder.

Gets a list item by its ID.

Retrieves metadata about a SharePoint site, such as title, description, and URL.