Select Trigger and Action

Supported Triggers & Actions

Account Added


Trigger

Account Updated


Trigger

Bill Added.


Trigger

Customer Added


Trigger

Customer Updated


Trigger

Estimate Added


Trigger

Expense Added


Trigger

Invoice Added


Trigger

Payment Added


Trigger

Purchase Order Added


Trigger

Sales Receipt Added


Trigger

Vendor Added


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

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 Sales Receipt


Action

Update Customer


Action

Update Invoice


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

Account Added


Trigger

Account Updated


Trigger

Bill Added.


Trigger

Customer Added


Trigger

Customer Updated


Trigger

Estimate Added


Trigger

Expense Added


Trigger

Invoice Added


Trigger

Payment Added


Trigger

Purchase Order Added


Trigger

Sales Receipt Added


Trigger

Vendor Added


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

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 Sales Receipt


Action

Update Customer


Action

Update Invoice


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