Creates a new empty quote.

Marks a quote as Issued. Quote must be calculated without any problems before being marked as Issued. This needs to be done in Tempus Tools.

Marks a quote as Paid, for a payment received outside Stripe. If the quote isn't Ordered yet, this also moves it to Ordered.

Updates an existing customer.

Finds a contact by their Tempus Tools ID. This ID isn't shown anywhere in Tempus Tools, so map it from an earlier step, such as a trigger or another action.

Finds a quote by its Tempus Tools ID (not the quote number). Map the ID from an earlier step, such as a trigger or another action.

Search for customers by their name or account code. This includes partial matches and will return a list of customers.

Triggers when a Card is archived in Trello.

Triggers when there is activity in Trello.

Triggers at a specified time before a card is due.

Triggers when a new checklist is created in Trello.

Triggers when a label is added in a Trello card.

Triggers when a new member joins a board.

Creates a new checklist item in a card.

Creates a new board.

Adds one or more attachments to a specific card.

Moves a specific card to a list on a specific board.

Update a card's name, description, due date, or position in list.

Adds a new (or existing) checklist to a card.

Writes a new comment on a specific card.

Creates a copy of an existing board.

Adds a new label on a specific board.

Removes an existing label from a card.

Finds a specific board using its ID. This provides direct access to board details for agentic use cases.

Finds a list on a particular board by name.

Finds a specific card using its ID. This provides direct access to card details with comments for agentic use cases, without the overhead of attachment processing.

Finds a specific checklist using its ID. This provides direct access to checklist details for agentic use cases.

Finds a specific checklist item using its checklist ID and checklist item ID. This provides direct access to checklist item details for agentic use cases.

Finds a specific list using its ID. This provides direct access to list details for agentic use cases.

Finds a board in your Trello organization by name.

Search for cards using a custom Trello query string.

Finds a member in your Trello organization by name.

Finds or creates a specific board list.

Finds or creates a specific organization board.

Marks a quote as Invoiced. Quote must be Ordered.

Marks a quote as Ordered. Quote must be Issued or a Web Store order Pending Order Confirmation.

Updates an existing contact.

Downloads the quote pack zip for the given Tempus Tools ID (not the quote number). Map the ID from an earlier step, such as a trigger or another action.

Finds a customer by their Tempus Tools ID. This ID isn't shown anywhere in Tempus Tools, so map it from an earlier step, such as a trigger or another action.

Search for contacts by their email address. This will return a list of contacts matching the email address given.

Search for quotes whose name, invoice number, work order number, RFQ number, purchase order number or customer matches what you search for. This will return a list of quotes.

Triggers when a new card is added.

Triggers when a Comment is added to a Card in Trello.

Triggers when a Card is moved to a List in Trello,

Triggers when a Card is updated in Trello.

Triggers when a new label is created in Trello.

Triggers when a new list on a board is added.

Adds a member to a board.

Archives a card.

Adds an existing label to a specific card.

Adds one or more members to a specific card.

Adds a new card on a specific board and list.

Closes a board without permanently deleting it.

Completes an existing checklist item in a card.

Deletes an existing checklist on a card.

Adds a new list on a specific board.

Finds a specific Trello action using its ID. This provides direct access to action details for agentic use cases.

Finds a label on a particular board by name.

Finds all attachments for a specific card using its ID. This provides direct access to card attachments for agentic use cases, improving performance by separating attachment fetching from the main card search.

Finds a checklist on a particular board or card by name.

Finds a checklist item on a particular checklist by name.

Finds a specific label using its ID. This provides direct access to label details for agentic use cases.

Finds a specific member using their ID. This provides direct access to member details for agentic use cases.

Finds a specific organization using its ID. This provides direct access to organization details for agentic use cases.

Search for cards using structured search fields.

Finds or creates a specific board label.

Finds or creates a specific checklist.