Triggers when a project is created in the workspace.

Triggers when a purchase order is created.

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

Creates a purchase order, optionally with line items.

Uploads a document and optionally links it to a transaction, purchase order or contact.

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 a new transaction (actual) appears in the ledger — from any source: bank feed, card, or manual entry.

Triggers when a purchase order changes status (pending, approved, rejected, actualizing, paid or void). The event field carries the specific status. Use a Filter step to react to a specific status.

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.

Updates an existing transaction (actual) — assign it to a project, contact or budget line, or change its status or notes.

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.