Cancel a pending submission, link an actual transaction, mark the order paid, or void it.

Creates a purchase order, optionally with line items.

Finds a contact (vendor, crew, company) by name, company or email. Pair with Create Contact for find-or-create.

Finds purchase orders by number, status, vendor or project.

Fetches the line-item detail of a project budget (account code, name, and per-phase base/fringe/total) — the breakdown behind the topsheet, e.g. for a full budget export to Google Sheets.

Fetches the structured data parsed from an uploaded document — vendor, amount, date and line items — to auto-fill a transaction from a receipt or invoice.

Triggers when any activity happens in a basecamp.

Triggers when a new document is created in a folder.

Triggers when a new person is available in the account.

Triggers when a new schedule entry is created in a basecamp.

Triggers when a new to-do list is created in a basecamp.

Triggers when a new upload is added.

Creates a new document in a folder.

Creates a new comment in a message.

Creates a new project.

Creates a new schedule entry in a schedule.

Creates a new comment on a todo item.

Updates an existing schedule entry in a schedule.

Uploads a new file in a folder.

Finds an existing to-do in a to-do list.

Gets the to-dos in a specific to-do list.

Finds a person by name or email.

Gets the details of a project by its ID.

Finds a to-do set by name.

Finds or creates a specific project.

Creates a contact (vendor, crew member, company) in the workspace. Pair with Find Contact for find-or-create.

Creates a manual transaction in a project.

Finds a document by project, name or status.

Finds transactions (actuals) across the workspace (or a single project) by source, type, status, contact, budget line, date range, amount range or free text.

Fetches a project budget topsheet: engine-computed totals (base, fringe, total) per phase — e.g. for a scheduled sync of actuals and estimates into Google Sheets.

Triggers when a new comment is created in a basecamp.

Triggers when a new message is created in a basecamp.

Triggers when a new project is created.

Triggers when a todo is completed/uncompleted.

Triggers when a new to-do is created in a basecamp.

Creates a Campfire message.

Creates a new message in a message board.

Adds or creates a new person to an existing project.

Creates a new project using a template.

Creates a new to-do in a to-do list.

Creates a new to-do list in a to-do set.

Updates an existing to-do in a to-do list.

Finds a document by name.

Returns a list of projects for the selected account (max 495 records).

Gets the to-do lists in a project's to-do set.

Finds a project by name.

Finds a to-do list by name.

Finds or creates a specific document.

Finds or creates a specific todo list.