Triggers when a new income is created.

Triggers when a new invoice is created.

Triggers when a new quote is created.

Triggers when a bill is created or updated.

Triggers when an expense is created or updated.

Triggers when a purchase order is created or updated.

Creates a record from text, an email or a receipt using AI.

Attaches a file, such as a receipt or PDF, to an existing record.

Turns an accepted quote into an invoice, a sale (income) or prepaid income.

Creates a new fixed asset.

Adds a transaction to a bank account, ready to categorise.

Creates a new branch.

Creates a new department.

Creates a new income.

Creates a new invoice.

Creates a new project.

Creates a new quote.

Deletes a fixed asset.

Deletes a bank transaction.

Deletes a branch.

Deletes a department.

Deletes an income.

Deletes an invoice.

Deletes a project.

Deletes a quote.

Imports transactions from a bank statement or bank alert using AI.

Records a payment against an existing invoice.

Records a received payment against a matching invoice, or as a sale.

Records a customer refund as a journal entry.

Records stock received from a vendor and increases stock on hand.

Updates an existing account.

Updates an existing bank transaction.

Updates an existing branch.

Updates an existing department.

Updates an existing income.

Updates an existing invoice.

Updates an existing project.

Updates an existing quote.

Finds an account by account number or name.

Finds a bank account by name or search text.

Finds a bill by number, contact email or search text.

Finds a contact by email, ID or search text.

Finds an expense by number, contact email or search text.

Finds an inventory item by SKU or search text.

Finds a journal entry by journal number or search text.

Finds a purchase order by number, contact email or search text.

Finds a tax by name.

Finds the contact statement for a period.

Finds the project statement for a period.

Finds a contact, or creates one when none matches.

Finds an invoice, or creates one when none matches.

Triggers when you receive a new attachment.

Triggers the first time a label is added to a conversation. Replies within that conversation will not trigger again.

Triggers when a new email appears in the specified mailbox.

Add a label to an email message.

Sends an email message to the trash.

Create a draft reply to an existing email.

Retrieves every message in a Gmail conversation by its thread ID.

Create and send a new email message.

Remove a specified label from all emails within a conversation.

Retrieves a specific Gmail message attachment by Filename.

Finds or creates a specific message.

Triggers when a bank transaction is created or updated.

Triggers when an income is created or updated.

Triggers when an invoice is created or updated.

Triggers when a quote is created or updated.

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

Converts a purchase order into a restock when the goods arrive.

Creates a new account.

Creates a new bank account.

Creates a new bill.

Creates a new contact.

Creates a new expense.

Creates a new inventory item.

Creates a balanced journal entry.

Creates a new purchase order.