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 custom emoji has been added to a team.

Triggers when a username or highlight word is mentioned in a public #channel.

Triggers when a new member joins a public channel, private channel or multi-person direct message you choose.

Triggers when a new message is posted to a specific #private-channel or multi-dm.

Adds a reaction to a message.

Archives a conversation (e.g., public channel, private channel, DM, or group DM).

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Creates a Canvas.

Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

Edits a message.

Post a new message to a private channel you choose. Can also schedule a message for later.

Sets the topic on a selected channel.

Sets your Slack status to the given text and emoji.

Returns a list of User IDs representing the members of a conversation (e.g., public channel, private channel, DM, or group DM).

Gets the permalink for a particular Slack message.

Finds a Slack message using the Slack Search feature.

Finds a user by their ID.

Finds a user by their username. This scans the whole workspace and can hit Slack rate limits on workspaces with a lot of users. We recommend that you search for users by email or ID when you can.

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 message is posted to any public channel.

Triggers when a new message is posted to a specific #channel you choose.

Triggers when a new file is uploaded to your workspace.

Triggers when a new message is found that matches the query.

Triggers when a reaction (reactji) is added to a message in a public/private channel.

Triggers when a Message is pushed from Slack.

Adds a reminder for yourself or a teammate, just like the

Cancels a message that has been scheduled to be posted.

Post a message or thread reply to a channel. You can also schedule it to send later.

Deletes a Message.

Edits a Canvas.

Creates a new channel.

Sends a message requesting approval. Includes buttons to submit "Approve" or "Decline" responses. Execution will be held until a submission is made, then it will continue to execute.

Update basic profile fields such as name or title

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

Retrieves information about a conversation (e.g., public channel, private channel, DM, or group DM).

Gets a particular Slack message using its IDs.

Returns a Message and its list of Reactions.

Finds a user by matching against their email instead of their username.

Finds a user by their real name. To reduce Slack rate limits, this caches your workspace user list for about an hour, so users added in the last hour may not appear yet. We recommend that you search for users by email or ID when you can.