Select Action and Triggers

Supported Triggers & Actions

New Account


Trigger

New Activity


Trigger

New Comment


Trigger

New Document


Trigger

New Message


Trigger

New Person


Trigger

New Project


Trigger

New Schedule Entry


Trigger

New To-Do


Trigger

New To-Do List


Trigger

New Upload


Trigger

Account Added


Trigger

Bill Added.


Trigger

Customer Added


Trigger

Customer Added


Trigger

Estimate Added


Trigger

Expense Added


Trigger

Invoice Added


Trigger

Payment Added


Trigger

Purchase Order Added


Trigger

Sales Receipt Added


Trigger

Vendor Added


Trigger

Add Person to a Project


Action

Create Campfire Message


Action

Create Comment On Message


Action

Create Document


Action

Create Message


Action

Create Project


Action

Create Project From Template


Action

Create Schedule Entry


Action

Create To-Do


Action

Create To-Do List


Action

Find Document


Action

Find or Create Document


Action

Find or Create Project


Action

Find or Create To-Do List


Action

Find Person


Action

Find Project


Action

Find To-Do List


Action

Upload File


Action

Create Bill (Account Based)


Action

Create Bill (Item Based)


Action

Create Credit Memo


Action

Create Customer


Action

Create Estimate


Action

Create Expense


Action

Create Invoice


Action

Create Journal Entry


Action

Create Journal Entry from CSV


Action

Create Payment


Action

Create Product/Service Memo


Action

Create Purchase Order


Action

Create Refund Receipt


Action

Create Sales Receipt


Action

Create Time Activity


Action

Create Vendor


Action

Find Account


Action

Find Customer


Action

Find Invoice


Action

Find Product


Action

Find Vendor


Action

Send Invoice


Action

Send SalesReceipt


Action

Update Customer


Action

Update Invoice


Action

New Account


Trigger

New Activity


Trigger

New Comment


Trigger

New Document


Trigger

New Message


Trigger

New Person


Trigger

New Project


Trigger

New Schedule Entry


Trigger

New To-Do


Trigger

New To-Do List


Trigger

New Upload


Trigger

Account Added


Trigger

Bill Added.


Trigger

Customer Added


Trigger

Customer Added


Trigger

Estimate Added


Trigger

Expense Added


Trigger

Invoice Added


Trigger

Payment Added


Trigger

Purchase Order Added


Trigger

Sales Receipt Added


Trigger

Vendor Added


Trigger

Add Person to a Project


Action

Create Campfire Message


Action

Create Comment On Message


Action

Create Document


Action

Create Message


Action

Create Project


Action

Create Project From Template


Action

Create Schedule Entry


Action

Create To-Do


Action

Create To-Do List


Action

Find Document


Action

Find or Create Document


Action

Find or Create Project


Action

Find or Create To-Do List


Action

Find Person


Action

Find Project


Action

Find To-Do List


Action

Upload File


Action

Create Bill (Account Based)


Action

Create Bill (Item Based)


Action

Create Credit Memo


Action

Create Customer


Action

Create Estimate


Action

Create Expense


Action

Create Invoice


Action

Create Journal Entry


Action

Create Journal Entry from CSV


Action

Create Payment


Action

Create Product/Service Memo


Action

Create Purchase Order


Action

Create Refund Receipt


Action

Create Sales Receipt


Action

Create Time Activity


Action

Create Vendor


Action

Find Account


Action

Find Customer


Action

Find Invoice


Action

Find Product


Action

Find Vendor


Action

Send Invoice


Action

Send SalesReceipt


Action

Update Customer


Action

Update Invoice


Action

Request An Integration