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 a member or highlight word is mentioned in a channel. Requires installation of the

Triggers when a new message is posted in a channel. Requires installation of the

Creates a new channel within a team. Requires installation of the

Creates a new chat (one-on-one or group) and sends an initial message. If you select only yourself, no chat is created — the message is sent to your own Teams chat (shown as "(You)" in the Chat dropdown).

Creates a new private channel within a team. Requires installation of the

Posts an approval card to a chat or public channel and waits for someone to approve or decline it. Returns the decision, who responded, and any form inputs they filled in. Requires installation of the

Sends a message to an existing channel.

Sends a message with an adaptive card to a Teams chat or channel. Cards can include rich content, buttons, and interactive elements.

Soft-deletes a message in a chat. You can only delete messages you sent.

Updates your profile information including name, phone numbers, about me, and birthday. Note: Phone fields require admin-approved User-Phone.ReadWrite.All permission.

Finds a channel by its ID within a specified team and returns the channel details.

Finds a chat by its ID and returns the chat details including the member list.

Finds a team member by name or email.

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 channel is created within a team.

Triggers when a new message is received in a chat.

Triggers when a new member is added to a team. Requires installation of the

Triggers when a new reply is added to a message in a channel. Requires installation of the

Creates a new one-on-one chat between you and a team member.

Edit an existing message in a chat.

Creates a reply to a channel message.

Sends a message to a public channel from the Zapier bot. Requires installation of the

Sends a message to an existing chat.

Sets your availability status.

Updates an existing chat message that contains an adaptive card. You can replace the card, or disable its buttons to mark a decision (for example, after an approval).

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

Finds a channel message by its ID within a specified team and channel and returns the message details including any attachments.

Finds a chat message by its ID within a specified chat and returns the message details including any attachments.

Finds public channels by name within a team.