Select Trigger and Action

Supported Triggers & Actions

Expense Entry Added/Updated


Trigger

Invoice Added/Updated


Trigger

Invoice Payment Added/Updated


Trigger

Purchase Order Added/Updated


Trigger

Time Entry Added/Updated


Trigger

Conversation Customer Replied


Trigger

Conversation Note Added


Trigger

Conversation Status Updated


Trigger

Conversation Tag Updated


Trigger

Customer Updated


Trigger

New Conversation Added


Trigger

New Conversation Assigned


Trigger

New Customer Created


Trigger

New Satisfaction Rating Recieved (Use Sample Data)


Trigger

New Survey Response Recieved (Use Sample Data)


Trigger

Add Expense Entry


Action

Add GL Account


Action

Add Invoice


Action

Add Invoice Payment


Action

Add Purchase Order


Action

Add Purchase Order Line Item


Action

Add Time Entry


Action

Get Expense Entry


Action

Get GL Account


Action

Get GL Entry


Action

Get Invoice


Action

Get Invoice Payment


Action

Get Purchase Order


Action

Get Purchase Order Line Item


Action

Get Time Entry


Action

List Expense Entries


Action

List GL Accounts


Action

List GL Entries


Action

List Invoice Payments


Action

List Invoices


Action

List Purchase Order Line Items


Action

List Purchase Orders


Action

List Time Entries


Action

List Webhooks


Action

Update Expense Entry


Action

Update GL Account


Action

Update GL Entry


Action

Update Invoice


Action

Update Invoice Payment


Action

Update Purchase Order


Action

Update Purchase Order Line Item


Action

Update Time Entry


Action

Add Customer


Action

Create Conversation


Action

Delete Conversation


Action

Delete Customer


Action

Delete User


Action

Get Attachment


Action

Get Conversation


Action

Get Customer


Action

Get Satisfaction Rating


Action

Get User


Action

List Conversations


Action

List Customer


Action

List Tags


Action

List Users


Action

Update Conversation


Action

Update Conversation Tag


Action

Update Customer


Action

Upload Attachment


Action

Expense Entry Added/Updated


Trigger

Invoice Added/Updated


Trigger

Invoice Payment Added/Updated


Trigger

Purchase Order Added/Updated


Trigger

Time Entry Added/Updated


Trigger

Conversation Customer Replied


Trigger

Conversation Note Added


Trigger

Conversation Status Updated


Trigger

Conversation Tag Updated


Trigger

Customer Updated


Trigger

New Conversation Added


Trigger

New Conversation Assigned


Trigger

New Customer Created


Trigger

New Satisfaction Rating Recieved (Use Sample Data)


Trigger

New Survey Response Recieved (Use Sample Data)


Trigger

Add Expense Entry


Action

Add GL Account


Action

Add Invoice


Action

Add Invoice Payment


Action

Add Purchase Order


Action

Add Purchase Order Line Item


Action

Add Time Entry


Action

Get Expense Entry


Action

Get GL Account


Action

Get GL Entry


Action

Get Invoice


Action

Get Invoice Payment


Action

Get Purchase Order


Action

Get Purchase Order Line Item


Action

Get Time Entry


Action

List Expense Entries


Action

List GL Accounts


Action

List GL Entries


Action

List Invoice Payments


Action

List Invoices


Action

List Purchase Order Line Items


Action

List Purchase Orders


Action

List Time Entries


Action

List Webhooks


Action

Update Expense Entry


Action

Update GL Account


Action

Update GL Entry


Action

Update Invoice


Action

Update Invoice Payment


Action

Update Purchase Order


Action

Update Purchase Order Line Item


Action

Update Time Entry


Action

Add Customer


Action

Create Conversation


Action

Delete Conversation


Action

Delete Customer


Action

Delete User


Action

Get Attachment


Action

Get Conversation


Action

Get Customer


Action

Get Satisfaction Rating


Action

Get User


Action

List Conversations


Action

List Customer


Action

List Tags


Action

List Users


Action

Update Conversation


Action

Update Conversation Tag


Action

Update Customer


Action

Upload Attachment


Action

Request An Integration