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

Document Completed


Trigger

Document Created


Trigger

Document Sent


Trigger

Document Updated


Trigger

Document Viewed


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 Team Member


Action

Cancel Signature Request


Action

Create Folder


Action

Create Signing Request


Action

Get Document Activity


Action

Get Document File


Action

Get Document List


Action

Get Document Share Link


Action

Get Folder


Action

Get Folder List


Action

Get Signer List


Action

List Team Members


Action

List Templates


Action

Move Entities to Folder


Action

Remove Team Members


Action

Send Reminders


Action

Share Document


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

Document Completed


Trigger

Document Created


Trigger

Document Sent


Trigger

Document Updated


Trigger

Document Viewed


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 Team Member


Action

Cancel Signature Request


Action

Create Folder


Action

Create Signing Request


Action

Get Document Activity


Action

Get Document File


Action

Get Document List


Action

Get Document Share Link


Action

Get Folder


Action

Get Folder List


Action

Get Signer List


Action

List Team Members


Action

List Templates


Action

Move Entities to Folder


Action

Remove Team Members


Action

Send Reminders


Action

Share Document


Action

Request An Integration