Envelope Completed

Triggers when an envelope is completed.

Envelope Created

Triggers when a new envelope is created.

Envelope Declined

Triggers when an envelope is declined.

Envelope Delivered

Triggers when an envelope is delivered.

Envelope Recipient Completed

Triggers when a recipient completes an envelope.

Envelope Recipient Declined

Triggers when a recipient declines an envelope.

Envelope Sent

Triggers when an envelope is sended.

Envelope Updated

Triggers when an existing envelope is updated.

Envelope Voided

Triggers when an envelope is voided.

Clock In Added

Triggers when a user clocks in (shift or manual break).

Clock In or Out Added

Triggers when a user clocks in or out (shift or manual break).

Clock Out Added

Triggers when a user clocks out (shift or manual break).

Form Submitted

Triggers when a new form submitted.

Shift Deleted

Triggers when an existing shift is deleted.

Shifts Created

Receive real-time data updates on shifts creation at your specified URL.

Shifts Updated

Triggers when an existing shift is updated.

Task Completed

Triggers when a task is completed.

Task Published

Triggers when a task is published.

Time Activity Added

Triggers when an admin manually adds a new time activity.

Time Activity Edited

Triggers when an admin edits an existing time activity.

User Created

Triggers when a new user is created.

User Deleted

Triggers when an exsting user is deleted.

User Updated

Triggers when an exsting user is updated.

Add Contact

Add a list of contacts in bulk.

Add User

Add a list of users in bulk.

Bulk Delete Envelope Recipients

Delete one or more recipients from a draft or sent envelope

Create Bulk Send List

Create a new bulk send list.

Create Bulk Send Request

Create a new bulk send request.

Create Envelope

Create a new envelope.

Create Envelope Attachment

Create one or more envelope attachments for a draft or in-process envelope.

Create Envelope Recipient

Create one or more recipients to an envelope.

Delete Contact

Delete an existing contact.

Delete Envelope Attachment

Delete one or more envelope attachments from a draft envelope.

Delete Envelope Recipient

Delete a recipient from a draft or sent envelope.

Delete User

Close one or more users in the account.

Get Contact

Get an existing contact.

Get Envelope

Get an existing envelope.

Get Envelope Attachment

Get an envelope attachment from an envelope.

Get Envelope Doc Gen Form Fields

Get the sender fields found in the specified envelope’s documents.

Get Envelope Documents

Get a single document or all documents from an envelope.

Get Envelope Form Data

Get envelope form data from any in-process, completed, or canceled envelope.

Get Envelope Recipient Signature Info

Get signature information for a signer or sign-in-person recipient.

Get User

Get an existing user.

List Envelope Attachments

Get a list of envelope attachments.

List Envelope Custom Fields

Get the list of custom fields for the specified envelope.

List Envelope Document Fields

Get the list of document fields for the specified envelope.

List Envelope Documents

Get a list of documents associated with the specified envelope.

List Envelope Recipients

Get a list of recipients associated with the specified envelope.

List Envelope Status Changes

Get the list of envelopes in the specified account.

List Users

Get a list of users.

Update Contact

Update a list of contacts in bulk.

Update Envelope

Update an existing envelope.

Update Envelope Attachment

Update an envelope attachment on a draft or in-process envelope.

Update Envelope Doc Gen Form Fields

Update the envelope’s document by populating its sender-defined fields.

Update Envelope Document

Add or replace a document in an existing draft or in-process envelope.

Update Envelope Documents

Update one or more documents in an existing envelope, or optionally create a new document if it doesn’t already exist.

Update Envelope Recipient

Update the recipients of a draft envelope or corrects recipient information for an in-process envelope.

Update User

Update an existing user.

Add Time Off Request

Add a new time-off request for a user under a specified policy.

Archive Users

Archive individual or multiple users associated with the account by their unique user ID.

Clock in

Record the start time for the work period of an employee. The start time is automatically captured when the call is executed.

Clock out

Record the end time for the work period of an employee. The end time is automatically captured when the call is executed. The clock-out will be associated with the current open shift.

Create Jobs

Create individual or multiple jobs under a specified scheduler.

Create shifts

Create single or multiple shifts under a specific schedule

Create sub-task

Create a single sub-task under a specified parent task

Create Task

Create quick task for specified users by their ID, detailing information such as title, due date and description.

Create time activities

Create multiple time activities in a time clock.

Create time off request

Create a new time-off request for a user under a specified policy. The time-off request can be in pending, approved, or denied status.

Create User Note

Create new note on the profile of the specified user.

Create Users

Create individual or multiple users associated with the account using the provided details.

Delete Shifts

Delete individual or multiple shifts from a scheduler by their unique shift IDs.

Get conversations

Retrieves a list of team chats and/or channels associated with the account. The list excludes private conversations.

Get custom fields

Retrieves all custom fields associated with the account. Optionally, filter the results by categories, names, types, or custom field IDs.

Get form submissions

Retrieve a list of form submissions by form ID

Get forms

Retrieve a list of forms associated with the account

Get indicators

Retrieve the metric indicators of the performance data associated with account.

Get Job

Retrieve a single job information by its unique ID.

Get jobs

Get a list of job objects relevant to instance id (scheduler id or time clock id). If unified jobs are disabled, only schedulers are supported

Get manual breaks

Get multiple manual breaks of a time clock

Get policy types

Retrieve a list of policy types associated with the account.

Get schedulers

Retrieve a list of schedulers associated with the account

Get task labels

Retrieve a list of task labels associated with the account.

Get tasks

Retrieves a list of tasks under a specified task board

Get Tasks Boards

Get a list of task boards associated with the account

Get time activities

Retrieve a list of time activities in under a specified time clock. Time activities include shift and/or manual breaks

Get time clocks

Retrieve a list of time clocks associated with the account

Get timesheet totals

Retrieves detailed work records for each employee within a specified date range.

Get user balances

Retrieve a list of user time-off balances within a policy type.

Get user unavailabilities

Retrieve a list of user unavailabilities, approved time-off requests and assigned shifts

Get users

Retrieves a list of all users associated with the account. Optionally, filter by user ID to receive specific user information

Send message

Sends a new message to a specific chat, whether it’s channel or a team chat

Send private message

Send a private message to a specified user within the account. The sender will be a custom publisher.

Update form submission

Update a single form submission by form submission ID. Currently, updates are only supported for manager fields.

Update job

Update a single job by its unique identifier. Currently, updating job with nested sub-jobs is not supported.

Update performance data

Update or add performance data values for a specific user on a given date. If a value already exists for that date, it will be replaced with the new value. If no value exists, the new value will be added.

Update shifts

Update single or multiple shifts under a specific schedule

Update sub-task

Update a single sub-task under a specified parent task

Update task

Update a quick task under a specified task board. Any new attachments will replace the existing ones.

Update time activities

Update time activities for users assigned to a specific time clock. Time activities can include adjustments to shifts and/or manual breaks.

Update time off request

Update an existing time-off request. The time-off request can be modified with new dates, times, status, or notes.

Update user balance

Update user time-off balance within a policy type.

Update Users

Update individual or multiple users associated with the account using the provided details.

Upload a payslip

Upload a payslip for a user for a specified period. The payslip attachment must be uploaded first via the attachments endpoint.